The key performance indicators are combinations of profit and loss indicators, balance sheet indicators, and a few more indicators defined by the company.
The report shows the performance indicators trend for the last 12 periods. The report helps you analyze the company's status to enable you to develop strategies for the future.
To compile the Performance Indicators Trend report:
From the Oracle BI EE Global Header, select the Dashboards link, then select the OFMA menu list, and then select Oracle Financial Management Analytics.
From Oracle Financial Management Analytics, select the Performance Indicators dashboard tab.
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.
From the Performance Indicators Year on Year report, you must select the Year 1 dimension for the purpose of variance calculations.
The report displays the following information:
Table 8. Key Performance Indicators Trend – Report Details
| Report in Detail | Description |
|---|---|
| Performance Indicator Account | The displayed accounts are mapped from the Financial Management applications. Note: In the Key Performance Indicators Trend, if you change the Performance Indicator Account drop-down (report prompt)[1], the corresponding changes are viewed within the report. |
| Periods | The periods are displayed on the x-axis such as Jan, Feb, and so on. These period are selected from the dashboard POV rolling backward to the last 11 periods, including the current selected period. |
| Financial Values | The Financial Management values are displayed on the y-axis. |