Balance Sheet Metrics

The balance sheet metric provides an in-depth analysis of the financial position of the company for different entities; the metrics enable you to take appropriate measures to minimize negative impact on the overall company’s balance sheet.

The report enables you to view of the set of metrics across entities of the company.

Balance Sheet Metrics

  To compile the Balance Sheet Metrics report:

  1. From the Oracle BI EE Global Header, select the Dashboards link, then select the OFMA menu list, and then select Oracle Financial Management Analytics.

  2. From Oracle Financial Management Analytics, select the Balance Sheet dashboard tab.

  3. From POV Selector, select the required POV dimensions that you want to use for the dashboard, and then click Apply.

    See Setting the Point of View in Oracle Financial Management Analytics.

The report displays the following information:

Table 19. Balance Sheet Metrics – Report Details

Report in DetailDescription
Accounts

The account value details

From the accounts column, you can click the expand icon expand icon to display the hierarchy of the selected account.

Accounts Name

The account description

RegionsThe balance sheet account details for the different regions such as: North America, Latin America, APAC, and so on.

Note:

The child entities of the selected dashboard POV region are displayed in the columns.