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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

Presented By: Keith Mobley – Verities Solutions



Reporting With Executive Dash session.

  • Provides versatility

  • Build real-time reports

  • No special data pre-processing required

  • Bring in other data sources as required


  • Overview of Executive Dash session.

    Consists of two components:

    Query Designer

    Excel Add-In for Formulas


    Overview of Executive Dash session.

    • Build queries to access your target data

    • Design the report layout in Excel

    • Enter Executive Dash formulas to populate the report


    Oracle Projects - Management Reporting session.

    DEMO

    Demonstrate capability of Executive Dash using Oracle Projects Information


    Oracle Projects - Management Reporting session.

    • 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?


    Oracle Projects - Management Reporting session.

    • Approach

    • Identifying the data source - Oracle

      • Oracle tables, standard Oracle Applications views, custom views, materialized views?


    Oracle Projects - Management Reporting session.

    • 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



    Oracle Projects - Management Reporting session.

    Contact Information:

    Verities Solutions

    Keith Mobley

    Office: 847-265-7865

    www.veritiesllc.com

    [email protected]


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