Setting Number of Days on Process Management Report

You can set the number of days on the Process Management report to indicate the status of individual processes.

  To set the number of days:

  1. On the Oracle BI EE Home screen, select Dashboards, then OFMA, and then Oracle Financial Management Analytics.

  2. Select the Process Management tab.

    The Results tab is displayed.

  3. Select the Process Management Metrics report, and then click Edit.

  4. Select the Criteria tab.

  5. Under the Selected Columns pane, in the Data column, click the menu icon menu icon.

  6. Select Column Properties, and then select the Conditional Format tab.

    Set the values for periods to monitor in the Process Management report.

  7. On the Column Properties dialog box, for each condition, click the Edit Condition icon Edit Condition icon.

    On the Edit Condition dialog box, enter the operator condition and the value for the condition, and then click OK.

  8. On the Edit Condition dialog box, set the values for the Process Management condition:

    1. Enter the required Operator, such as “Greater than,” “Less than” and so on.

    2. Enter the Value as the number of days for the selected operator.

    3. Click OK.

  9. Repeat step 7 and step 8 for each condition listed on the dialog box. These values reflect the ranges (Good, Need Attention or Late) that are displayed on the Process Management report.

  10. Click the Save button Save button.