Setting the Number of Days on the 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 Financial Management dashboard.

  2. Select the Process Management tab.

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

  4. Select the Criteria tab.

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

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

    Set the values for periods to monitor in the Process Management report.
  7. In Column Properties, for each condition, click Edit Condition icon.

    In Edit Condition, enter the operator condition and the value for the condition, and then click OK.
  8. In Edit Condition, 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  Save button.