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Oracle Projects Management Reporting

Oracle Projects Management Reporting. Presented By: Keith Mobley – Verities Solutions. Please silence all cell phones and mobile devices during the session. Thank you. Reporting With Executive Dash. Provides versatility Build real-time reports No special data pre-processing required

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Oracle Projects Management Reporting

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  1. Oracle Projects Management Reporting Presented By: Keith Mobley – Verities Solutions

  2. Please silence all cell phones and mobile devices during the session. Thank you.

  3. Reporting With Executive Dash • Provides versatility • Build real-time reports • No special data pre-processing required • Bring in other data sources as required

  4. Overview of Executive Dash Consists of two components: Query Designer Excel Add-In for Formulas

  5. Overview of Executive Dash • Build queries to access your target data • Design the report layout in Excel • Enter Executive Dash formulas to populate the report

  6. Oracle Projects - Management Reporting DEMO Demonstrate capability of Executive Dash using Oracle Projects Information

  7. Oracle Projects - Management Reporting • Approach • What question(s) are you trying to answer? • What is my projected vs. actual project profitability? • What is committed to spend vs. my budget? • What are my project expenditures by period? • What is my actual project revenue vs. budget? • What are my expenditures by type?

  8. Oracle Projects - Management Reporting • Approach • Identifying the data source - Oracle • Oracle tables, standard Oracle Applications views, custom views, materialized views?

  9. Oracle Projects - Management Reporting • Development • Answering your questions • Make connection in E-Dash • Create queries in E-Dash • Test results in E-Dash • Save queries in E-Dash • Update query catalog • Open Excel (refresh catalog) • Layout your format • Build formulas for Lists (EXD formulas) • Build formulas for Summary cells (EXQ) • Verify results

  10. Oracle Projects - Management Reporting • QUESTIONS?

  11. Oracle Projects - Management Reporting Contact Information: Verities Solutions Keith Mobley Office: 847-265-7865 www.veritiesllc.com keith.mobley@veritiesllc.com

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