1. Creating and Administering Analytics and Reports for Project Management
  2. Use Oracle Smart View for Office to Analyze Project Performance

Use Oracle Smart View for Office to Analyze Project Performance

This topic provides an overview of the Oracle Smart View for Office tool to view reports. Smart View is a common Microsoft Office interface for Oracle Hyperion Essbase and provides robust and flexible reporting capabilities.

Overview

Project Financial Management applications provide the ability to analyze project performance using Oracle Smart View for Microsoft Office.

Report that compares ITD actual, ITD current budget, ITD current forecast, and ITD original budget revenue, cost, and margin.

Key Insights

Using Smart View, you can:

  • Create custom reports to review your project performance.

  • View data in a table or graph.

  • Use the following dimensions to analyze your project metrics.

    • Scenario, for example, ITD, PTD, and so on.

    • Time, for example, a week, month, and so on.

    • Resource, for example, a specific resource or all resources.

    • Task, for example, a specific project task or all tasks.

    • Currency, for example, project currency, ledger currency, and so on.

    • Account, for example, revenue, margin, effort, and so on.

Frequently Asked Questions

The following table lists frequently asked questions about this tool.

FAQ

Answer

How do I find this tool?

Microsoft Excel - Smart View

Who uses this tool?

  • Project Accountant

  • Project Manager

Smart View data is secured by project and expenditure business unit.

When do I use this tool?

When you need to:

  • Analyze project, task, and resource assignment data by period for planned and actual costs.

  • View, import, manipulate, distribute and share data in Microsoft Excel, Word and PowerPoint interfaces.

  • Access and integrate Oracle's Enterprise Performance Management and Business Intelligence content from Microsoft Office products.

  • Have additional flexibility to perform ad hoc analysis to investigate and understand complex data.

  • Drill down into lower levels of detail as needed.

What can I do with this tool?

You can:

  • Create custom reports, save them as templates, and share them with stakeholders.

  • Leverage Microsoft Excel capabilities to perform real-time data analysis.

  • Analyze project performance, for example, report on planned and actual costs by project, task, resource, and period.

What type of tool is this?

Oracle Hyperion Smart View

Related Topics