1. Creating and Administering Analytics and Reports for Project Management
  2. Create a Report Using Oracle Smart View for Office

Create a Report Using Oracle Smart View for Office

You can perform the following steps to create a report using Oracle Smart View for Office.

  1. Click ad hoc analysis at the bottom of the Smart View panel.

  2. A new spreadsheet opens with the available dimensions displayed just below the ribbon. 6 dimensions are available to generate a report:

    • Resource

    • Time

    • Time View

    • Accounts

    • Scenario

    • Currency Type

    • Task

  3. Drag the dimensions you want into the spreadsheet. If you want to remove a dimension, move it out of the spreadsheet.

  4. You can view the available measures by zooming into a dimension. Select the dimension and select Zoom In from the ribbon. You can also zoom in by clicking on the dimension.

  5. If you don't want to include all the measures in your report, you can select the measures you want to retain and then click Keep Only in the ribbon. You can click Zoom Out to return to the original dimension.

  6. For example, you can retain revenue, burden cost, margin, margin percentage, and labor effort account measures.

  7. You can expand the time view and scenario dimensions and retain the values that are relevant to your report. For example, you can retain the inception-to-date and estimate-at-completion values from the time dimension and the actual amount and current budget from the scenario dimension.

  8. You can set the remaining dimension filters from the list of values below the ribbon. For example, you can set the:

    • Currency dimension to Project currency.

    • Task dimension to PJS CPBF Flow. Select the project name in the task dimension if you want to view summarized values at the project level.

    • Resource dimension to Professional Services PRBS.

    • Time dimension to Apr-15 within the accounting calendar Accounting Mon1.

  9. Refresh the data in the report by clicking the Refresh button.

  10. After the data is retrieved, you can format the report and perform further analysis by using native Microsoft Excel functionality.

You can share this report with your team or senior management through email, or upload it to a common repository. Users with appropriate data security can open the file and refresh the report to view real-time data.

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