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 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

Contact Information: Verities Solutions Keith Mobley Office: