1. Using Joint Venture Management
  2. Manage Joint Venture Data in Microsoft Excel

Manage Joint Venture Data in Microsoft Excel

You can download, analyze, and edit joint venture data in Microsoft Excel spreadsheets that are integrated with Oracle Visual Builder Add-in for Excel. After you work with the data, you can upload your changes back to Oracle Joint Venture Management.

You can use Excel spreadsheets to download and work with the following joint venture data:

  • Joint venture transactions

  • Joint venture distributions

  • Carried interest distributions

  • Operational states

  • Operational measures

  • Partner contribution requests

  • Partner contributions (added manually)

You can also use spreadsheets to set up and modify the following joint venture configurations:

  • Joint venture definitions

  • Joint venture account sets

  • Ownership definition assignment rules

  • Joint venture periodic adjustment factors

  • Carried interest agreements

  • Operational measure types

The spreadsheets are delivered ready-to-use and contain all the columns from the respective work areas. You can download them from the respective work areas and then follow the instructions in the Instructions worksheet to install and enable the add-in.

Joint venture accountants can download, edit, and upload the spreadsheets.

If Data Security for Joint Venture Management is enabled, you can perform these tasks only for the joint ventures that are associated with the business units you are authorized to manage.