Working with Delivered OBIEE Dashboards for the Financial Management Solutions (FMS) Warehouse

This chapter provides prerequisites, an overview of delivered OBIEE dashboards for the FMS Warehouse, and discusses:

• General Ledger Dashboard

• Grants Dashboard

Prerequisites

Before you use dashboards for the FMS Warehouse, you must implement:

• PeopleSoft Financial Management Solutions (FMS) Warehouse.

• PeopleSoft Financials Supply Chain Management (FSCM), which supplies transaction data to the FMS Warehouse.

Understanding Dashboards for the FMS Warehouse

The prebuilt dashboard and reports packaged for the FMS Warehouse provide you with an overview of key profit and loss results, and an early warning of a possible revenue shortfall, and cost of sales or expense overrun. You can manage expenses against the budget and forecast, and know immediately if there is an overspending potential.

PeopleSoft provides dashboards that map to the following FMS Warehouse data marts:

• Enterprise Service Automation

• General Ledger and Profitability

• Payables

• Receivables

Grants Dashboard

The Grants dashboard enables you to perform detailed analysis of the activities associated with grant proposals, awards, and award funding. The Grants dashboard is designed for director-level staff members who manage the overall grants process and oversee principle investigators and grant proposal writers.

The Grants dashboard provides functionality related to the following analytic subject areas:

• Pre award (proposal) analysis

• Awards analysis

• Award activities analysis

Using the Grants dashboard you can:

• Determine your success rate and overall ability to obtain grant funding.

• Analyze the activity associated with budgets, expenditures, and sponsor billing for recovering costs. Expenditures includes payroll costs, benefit costs, employee expenses, equipment and supplies that are purchased, services that are contracted out to other entities and other miscellaneous spending that occurs.

• Evaluate performance of the staff responsible for investigating and submitting proposals, and managing award funds.

Pre Award (Proposal) Analysis

The pre award, or proposal, subject area supports analysis of proposal success rate, proposal processing, and helps answer:

• What outstanding proposals do I have and how much funding do they represent?

• What are the funding requests by department and/or principal investigator?

• What is the processing time from submission to funding?

• What are the budgets defined for my research proposals?

• What portion of the proposed budgets are direct costs versus indirect costs?

• What F&A amounts are associated with my proposal budgets?

• Which proposals include cost-sharing budgets with other institutions?

• What is the total amount of proposals that were rejected versus funded?

• What amounts were budgeted vs. awarded vs. proposed?

Awards Analysis

The Awards subject area supports analysis of grant awards, award trends, spending and revenue activity, and helps answer:

• How do this year's awards compare to last year's awards?

• Which project budgets, billing, receivables, and expenditures relate to the award?

• How successful are the principal investigators in getting grants awarded?

• What has been awarded, to date, for a particular research program?

• What sponsor awards have funded a particular research program?

Award Activities Analysis

The Award Activities subject area supports analysis of the funding, billing, and receiving associated with an award, and helps answer:

• What are the award funds spent to date?

• What are the budget amounts and actual expenditures for the fiscal or budget period?

• What is the breakdown of actual expenses by analysis type and group?

• What is the breakdown of actual expenses by department?

Reviewing Drill Down Information in Grants Reports Charts and Graphs

Some Grants reports have interactive charts and graphs that enable you to review drill down information for a particular dimension. In these reports you can select a specific dimension from the chart and review a new report based on the specific drill down information for that dimension. For example, in the Proposals by Department report you can click the Sponsor Direct Amount column for the Biology Department to review related drill down information:

The following Grants reports enable you to review drill down information:

• Proposal Success Rate

• Proposal Success Rate by PI

• Proposals by Department

Guided Navigations

Guided navigations assist users in the exploration of results that appear on dashboards. The Profit and Loss Overview page in the FMS: General Ledger dashboard contains a Guided Navigation section that appears conditionally based on certain COGS, expense, and revenue key performance indicators (KPIs). When the system detects that one of these KPIs has reached its predefined threshold, a link appears in the Guided Navigation section to guide you to a summary report for further investigation.

This table lists the alert names, threshold descriptions, and guided navigation target pages for the alerts that are delivered with the FMS: General Ledger dashboard:

See Oracle Business Intelligence Answers, Delivers, and Interactive Dashboards User Guide, "Using Oracle BI Interactive Dashboards," Adding Content to an Oracle BI Interactive Dashboard.

Delivered Security Groups

This list contains the financials-oriented Oracle BI Server and Oracle Presentation Catalog security groups provided for the FMS Warehouse:

• Accounts Payable Manager

• Accounts Receivable Manager

• Costing Manager

• Finance Manager

• Project Manager

• Property Manager

Using the General Ledger Dashboard - Profit and Loss Overview Page

Access the Profit and Loss Overview page (Dashboards, FMS Reports, FMS: General Ledger, Profit and Loss Overview).

Usage	Reports	Dashboard Prompt
Provides an analysis of general ledger financial metrics referencing the GL & Profitability data mart. Metrics include revenue, profit & loss, and financial KPI's.	This page is comprised of the following reports: KPIs - Profit and Loss report Financial KPI Performance Trend report Revenue Analysis report Top Orders - Revenue Pipeline report Profit & Loss Statement report	Use the Profit and Loss Overview page prompt to filter page results by: Calendar Financial Year Financial Period Business Unit Manager (Department)

KPIs - Profit and Loss Report

Access the KPIs - Profit and Loss report, which enables you to analyze Operating Margin %, Operating Income, Gross Margin %, Expenses and Cost of Goods Sold.

Use the Select Target filter to filter the report results by:

• Budget

• Forecast

• Prior Actual (default)

Financial KPI Performance Trend Report

Access the Financial KPI Performance Trend report, which enables you to analyze financial performance trends such as operating margin %, Revenue, Expense and Cost of Goods Sold amounts.

The Financial KPI Performance Trend line graph displays Quarterly data on the x-axis and Revenue, COGS, Expenses, or alternatively, Operating Margin Percent data on the y-axis.

Revenue Analysis Report

Access the Revenue Analysis report, which enables you to analyze revenue amount by product, business unit, department, project and period.

Use the Select View By filter to view report results by:

• Business Unit

• Manager (Department)

• Product Category (default)

• Project

• Period

Top Orders - Revenue Pipeline Report

Access the Top Orders - Revenue Pipeline report, which enables you to analyze revenue metrics by customer.

Profit & Loss Statement Report

Access the Profit & Loss Statement report, which enables you to analyze profit and loss metrics by business unit, department, product, and so forth.

Use the Select View filter to view report results by:

• Business Unit

• Manager (Department)

• Product Category

• Summary (default)

Using the General Ledger Dashboard - Actual vs Prior-Budget-Forecast Page

Access the Actual vs Prior-Budget-Forecast page (Dashboards, FMS Reports, FMS: General Ledger, Actual vs Prior-Budget-Forecast).

Usage	Reports	Dashboard Prompt
Provides you with a detailed analysis of revenue, expense, and cost of goods sold metrics for your organization.	This page is comprised of the following reports: Revenue Summary report COGS Summary report Expense Summary report	Use the Actual vs Prior-Budget-Forecast page prompt to filter page results by: Calendar Financial Year Financial Period Business Unit Manager (Department)

Revenue Summary Report

Access the Revenue Summary report, which enables you to analyze revenue by business unit, department, and account as well as comparing actual to budget revenue amounts.

Select Graph - Actual vs. Budget/Forecast (Default)	Select Graph - Revenue Contribution
The Actual vs. Budget/Forecast graph displays Manager (Department) data on the x-axis and Current Actual (revenue) and Budget, Forecast (revenue) data on the y-axis.	The Revenue Contribution pie chart displays revenue data grouped by Manager (Department).

COGS (Cost of Goods Sold) Summary Report

Access the COGS (Cost of Goods Sold) Summary report, which summarizes cost of goods sold by business unit, department, and account as well as comparing actual to budget amounts.

Select Graph - COGS Contribution (Default)	Select Graph - Actual vs. Budget/Forecast
The COGS Contribution pie chart displays cost of goods sold data grouped by Business Unit.	The Actual vs. Budget/Forecast graph displays Business Unit data on the x-axis and Current Actual (COGS) and Budget, Forecast (COGS) data on the y-axis.

Expense Summary Report

Access the Expense Summary report, which summarizes expenses by business unit, department, and account as well as comparing actual to budget expense amounts.

Select Graph - Variance Analysis	Select Graph - Expense Contribution (Default)
The Variance Analysis line graph displays Business Unit data on the x-axis and Expense Variance Percentage data on the y-axis.	The Expense Contribution pie chart displays expense data grouped by Business Unit.

Using the General Ledger Dashboard - Financial Performance Trend Page

Access the Financial Performance Trend page (Dashboards, FMS: General Ledger, Financial Performance Trend).

Usage	Reports	Dashboard Prompt
Provides you with an overview of your organization's financial performance trend, by year and period.	This page is comprised of the following reports: Financial Performance Trend - Yearly report Financial Performance Trend - Period report	Use the Financial Performance Trend page prompt to filter page results by: Calendar Financial Year Business Unit Manager (Department) Product Category

Financial Performance Trend - Yearly Report

Access the Financial Performance Trend - Yearly report, which enables you to analyze financial performance trends by year.

Financial Performance Trend - Yearly report

Financial Performance Trend - Period Report

Access the Financial Performance Trend - Period report, which enables you to analyze financial performance trends by period.

Select KPI - Revenue	Select KPI - Expenses
The KPI - Revenue graph displays Financial Year, Period data on the x-axis and Revenue, Last Year Revenue and Revenue Growth Rate % data on the y-axis.	The KPI - Expenses graph displays Financial Year, Period data on the x-axis and Expenses, Last Year Expenses and Expense Growth Rate % data on the y-axis.

Using the Grants Dashboard - Success Rate Analysis Page

Access the Success Rate Analysis page (Dashboards, FMS Reports, FMS: Grants, Success Rate Analysis).

Usage	Reports
Provides you with an overview of proposal success rate, outstanding proposals, and success rate trends.	This page is comprised of the following reports: Proposal Success Rate Proposal Success Rate by PI Outstanding Proposals by Sponsor Success Rate Trend

Proposal Success Rate Report

Access the Proposal Success Rate report, which enables you to analyze awarded proposals and amounts against total proposals submitted and amounts requested.

X,Y Axis Data Submit Count vs. Awarded Count	X,Y Axis Data Submit Amount vs. Award Amount	View By Filter
The Submit Count vs. Awarded Count graph displays department data on the x-axis and submit count and award count data on the y-axis. The x-axis can also plot any of the following dimensions, depending on your View By filter selection: Institution Principal Investigator Sponsor	The Submit Amount vs. Award Amount graph displays department data on the x-axis and submit amount and award amount data on the y-axis. The x-axis can also plot any of the following dimensions, depending on your View By filter selection: Institution Principal Investigator Sponsor	Use this filter to view the Proposal Success Rate report results by: Institution Department (default) Principal Investigator Sponsor

The following table lists the columns and measures used in the Proposal Success Rate report.

Proposal Success Rate by PI Report

Access the Proposal Success Rate by PI report, which enables you to analyze the performance of principal investigators by measuring proposal submissions against those rejected and awarded.

X,Y Axis Data	View By Filter
The Proposal Success Rate by PI graph displays Principal Investigator data on the x-axis and Submit Count, Reject Count, and Awarded Count data on the y-axis, with Success Rate Count % data plotted across the x/y-axis.	Use the Proposal Success Rate dashboard prompt to filter the report results by: Principal Investigator ID Submit Date

The following table lists the columns and measures used in the Proposal Success Rate by PI report.

Outstanding Proposals by Sponsor Report

Access the Outstanding Proposals by Sponsor report, which enables you to analyze the status of outstanding proposals by sponsor.

Pie Chart Data	Sponsor ID Filter
The Outstanding Proposals pie chart displays outstanding proposals data grouped by Sponsor.	Use this filter to view report results by a specific sponsor.

The following table lists the columns and measures used in the Outstanding Proposals by Sponsor report.

Success Rate Trend Report

Access the Success Rate Trend report, which enables you to measure proposal submissions against those awarded by year, sponsor, institution, department, or principal investigator.

X,Y Axis Data Yearly Trend	X,Y Axis Data Submit vs. Awarded	View By Filter
The Yearly Trend graph displays grant-year data on the x-axis and Submit Count and Awarded Count data on the y-axis.	The Submit vs. Awarded graph displays Submit Count and Awarded Count data on the x-axis and Sponsor data on the y-axis. The y-axis can also plot any of the following dimensions, depending on your View By filter selection: Institution Department Principal Investigator	Use this filter to view the Submit vs. Awarded graph results by: Institution Department Principal Investigator Sponsor (default)

The following table lists the columns and measures used in the Success Rate Trend report.

Using the Grants Dashboard - Award Analysis Page

Access the Award Analysis page (Dashboards, FMS Reports, FMS: Grants, Award Analysis).

Usage	Reports	Dashboard Prompt
Provides you with an overview of award contributions and award expirations.	This page is comprised of the following reports: Awards to Expire Award Contribution	Use the Award Analysis page prompt to filter page results by: Business Unit Award Year Department Principal Investigator ID

Awards to Expire Report

Access the Awards to Expire report, which enables you to analyze award expiration dates and the related amount of each award.

The Awards to Expire graph displays (award) End-date data on the x-axis and Total Award Amount data on the y-axis.

The following table lists the columns and measures used in the Awards to Expire report.

Award Contribution Report

Access the Award Contribution report, which enables you to analyze sponsor award amounts by principal investigator or department.

Pie Chart Data	View By Filter
The Award Contribution pie chart displays sponsor amount (award amount by sponsor) data grouped by Principal Investigator. Sponsor amount data can also be grouped by Department, depending on your View By filter selection.	Use this filter to view the Award Contribution report results by: Principal Investigator (default) Department

The following table lists the columns and measures used in the Award Contribution report.

Using the Grants Dashboard - Proposal Analysis Page

Access the Proposal Analysis page (Dashboards, FMS Reports, FMS: Grants, Proposal Analysis).

Usage	Reports	Dashboard Prompt
Provides you with an overview of proposal trends, submitted proposals, and outstanding proposals.	This page is comprised of the following reports: Proposals by Department Outstanding Proposals Submitted Proposal Count Trend Submitted Proposal Amount Trend	Use the Proposal Analysis page prompt to filter page results by: Business Unit Submit Year Department Sponsor ID Institution ID

Proposals by Department Report

Access the Proposals by Department report, which enables you to analyze proposals by department.

The Proposals by Department graph displays Department data on the x-axis and Sponsor Direct Amount, Institution Cost Share Amount, and Total Budget Amount data on the y-axis, with Proposal Count data plotted across the x/y-axis.

The following table lists the columns and measures used in the Proposals by Department report.

Outstanding Proposals Report

Access the Outstanding Proposals report, which enables you to identify and analyze proposals that are flagged as outstanding.

The Outstanding Proposals graph displays Sponsor Amount, Institution Cost Share Amount, and Total Budget Amount data on the x-axis and Principal Investigator data on the y-axis.

The following table lists the columns and measures used in the Outstanding Proposals report.

Submitted Proposal Count Trend Report

Access the Submitted Proposal Count Trend report, which enables you to analyze the total number of proposals submitted for a given fiscal year and quarter.

The Submitted Proposal Count Trend graph displays Time Period (Fiscal Year, Fiscal Quarter) data on the x-axis and Proposal Count data on the y-axis.

The following table lists the columns and measures used in the Submitted Proposal Count Trend report.

Submitted Proposal Amount Trend Report

Access the Submitted Proposal Amount Trend report, which enables you to analyze the total sponsor amount submitted for a given fiscal year and quarter.

The Submitted Proposal Amount Trend graph displays Time Period (Fiscal Year, Fiscal Quarter) data on the x-axis and Total Sponsor Amount data on the y-axis.

The following table lists the columns and measures used in the Submitted Proposal Amount Trend report.

Using the Grants Dashboard - NCI (National Cancer Institute) Page

Access the NCI (National Cancer Institute) page (Dashboards, FMS Reports, FMS: Grants, NCI).

Usage	Reports	Dashboard Prompt
Provides you with an overview of NCI (National Cancer Institute) grant awards for your institution.	This page contains the NCI Summary report.	Use the NCI page prompt to filter page results by: Award Purpose PI (Principal Investigator) Funding Agency Project Title Start Date End Date

NCI (National Cancer Institute) Summary Report

Access the NCI (National Cancer Institute) Summary report, which provides an overview of grant award for the National Cancer Institute and enables you to analyze direct cost by award purpose and award cost by principal investigator and award purpose.

X,Y Axis Data Direct Cost by Award Purpose	X,Y Axis Data Award Direct Cost by Principal Investigator	Pie Chart Data % of Direct Cost by Award Purpose
The Direct Cost by Award Purpose graph displays Award Purpose data on the x-axis and Direct Cost data on the y-axis. Note. Additional information about award purposes can be found in the grids below this graph.	The Award Direct Cost by Principal Investigator graph displays Award Purpose and Principal Investigator data on the x-axis and Direct Cost data on the y-axis. Note. Additional information about award purposes can be found in the grids below this graph.	The % of Direct Cost by Award Purpose pie chart displays % of Direct Cost data grouped by Award Purpose.

The following table lists the columns and measures used in the NCI Summary report.