Formatting Conditions on the Close Schedule Summary

You can set the values for the status or condition of tasks reported on the Close Schedule Summary.

  To set status conditions for the Close Schedule Summary:

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

  2. Select the Close Schedule tab.

  3. Select the Schedule Summary report, and then click Edit.

  4. Select the Criteria tab.

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

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

    Select the values for the conditions.

  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 status of the tasks (On Time, Need Attention or Schedule Delayed) that are displayed on the Summary Schedule report.

  10. Click the Save button Save button.