Oracle Projects Management Reporting

Presented By: Keith Mobley – Verities Solutions

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Reporting With Executive Dash

• Provides versatility

• Build real-time reports

• No special data pre-processing required

• Bring in other data sources as required

Overview of Executive Dash

Consists of two components:

1. Query Designer

2. Excel Add-In for Formulas

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

DEMO Demonstrate capability of

Executive Dash using Oracle Projects Information

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?

Oracle Projects - Management Reporting

Approach • Identifying the data source - Oracle

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

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

Oracle Projects - Management Reporting

QUESTIONS?

Oracle Projects - Management Reporting

Oracle Projects - Management Reporting

Contact Information:

Verities SolutionsKeith MobleyOffice: 847-265-7865www.veritiesllc.comkeith.mobley@veritiesllc.com