Dashboard reporting
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The document outlines the use of Oracle Business Intelligence (BI) for dashboard reporting, highlighting its benefits such as time savings, reliable information, and resource management. It discusses challenges like complex data entry and reliance on IT support, along with detailing the system architecture and specific dashboard tabs including overview, schedule, milestone, and earned value. Ultimately, it concludes that dashboard reporting can significantly enhance project performance tracking and streamline reporting processes.
Dashboard reporting
- 1. AMIT KUMAR SENAPATI PMP® DASHBORAD REPORTING USING BI
- 2. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 2 | P a g e AMIT KUMAR SENAPATI PMP® INDEX Serial Number Particulars Page Number 1 Oracle BI : Introduction 3 2 Benefits of using BI for Dashboard Reporting 3 3 Challenges of using BI 3 4 System Architecture 4 5 Current tabs in Consideration 4 6 Filters 4 7 Overview Tab 5 8 Schedule Tab 9 9 Milestone Tab 9 10 Earned Value Tab 10 11 CPI/SPI tab 11 12 Conclusion 11
- 3. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 3 | P a g e AMIT KUMAR SENAPATI PMP® 1. What is Oracle Business Intelligence (BI)? Oracle Business Intelligence (BI) is a portfolio of technology and applications that provides the industry's first integrated, end-to-end Enterprise Performance Management System, including BI foundation and tools - integrated array of query, reporting, analysis, alerting, mobile analytics, data integration and management, and desktop integration - as well as category-leading financial performance management applications, operational BI applications, and data warehousing. 2. Benefits of using Business Intelligence(BI) for Dashboard Reporting • Automating the dashboard reports will enable the planner to save time as there will be no need for manual capturing and it will be easily accessible by authorized users. • Efficient resource utilization by managing resource overloading and addressing resource constraint for critical projects. • Verified and reliable information since there would be less human interface. • Having the dashboard report stored on the central repository will enable the department to decrease the progress review time as the report is readily accessible to the team. • Standardization – The dashboard will be standardized throughout plant engineering. 3. Challenges of using BI • Lot of entry needs to be done onto the Planning Tool. • Every individual using the system , should have a good understanding on its working. • Allocation of complex formulas is difficult. • Dependent on client server for producing reports. • Any changes to the reporting require IT support. • Some of the resources that are not available on the system needs to be added. • The Project ID needs to be aligned with the SAP name. • Remote Connectivity.
- 4. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 4 | P a g e AMIT KUMAR SENAPATI PMP® 4. System Architecture 5. Current Tabs in consideration for project Engineering Dashboard Reporting • Overview • Schedule • Milestone • Resource • Earned Value • CPI/SPI • Risk 6. The filter selections taken into consideration is
- 5. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 5 | P a g e AMIT KUMAR SENAPATI PMP® 7. Overview Tab 7.1 Views by Project Phase 7.2 Views by Business Unit 7.3 Views by Operating Unit
- 6. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 6 | P a g e AMIT KUMAR SENAPATI PMP® 7.4 The selection of various views is based upon allotment of Project and activity codes to the Project. In the above figure we see the various Project Codes assigned to the projects. Project Phase AA_Eskom_Project_Phase Project Status AA_Project_Status Eskom Business Unit AA_EskomBusUnit Project Priority AA_ProjPriority Project Engineering Manager AA_PEM Client Operating Unit AA_Client_Operating_Unit(OU) Client Division AA_Client_Division Client Business Unit AA_Client_Business_Unit(BU) Planner AA_Planner_Names 7.4.1 Assignment of Project Engineering Manager and Planner to the Project
- 7. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 7 | P a g e AMIT KUMAR SENAPATI PMP® 7.5 Portfolio to Project Level The Portfolio level dashboard can be checked from the below table. To check on the performance of the individual projects, team needs to select the option.
- 8. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 8 | P a g e AMIT KUMAR SENAPATI PMP® The columns mentioned above have been extracted from the following: Status, Project Phase & Priority is assigned from the Project Codes. The selection of Quarter can be done from the following drop down menu: Some understanding on the various Durations - These important values are described below: 1. Original Duration: This column or field shows the originally planned duration of activities, while these are planned. When we enter new activities in Primavera P6, we also enter their duration and that duration is called Original Duration. This value may be changed (if needed) before execution starts. 2. Remaining Duration: This column/field shows duration of the activity yet to be completed. For example Original Duration of the activity was 10 days. Now, 5 day work is completed. So, the remaining duration for work is 5 days. 3. At Complete: This column/field shows how much duration will have been completed when the activity will finish. Ideally, the duration you have planned for the activity should also be At Complete duration. This will be possible if the work is managed properly so as to complete it in the same duration which was planned. However, this is not always the case and activity duration is prolonged due to slow work or non work, hence Original Duration doesn't remain valid in such a case, so we look at At Complete value to know in how many days the activity will complete with current pace. At Complete Duration is computed as Actual Duration + Remaining Duration. The At Complete Duration can be viewed in the Status tab or in the column 'At Completion Duration'.
- 9. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 9 | P a g e AMIT KUMAR SENAPATI PMP® 8. Schedule Tab The schedule tab shows the details for every Portfolio: 9. Milestone Tab The Milestone Tab indicates the performance of the milestone against the baseline date. It also provides us an indication on the number of Milestones achieved and the targets missed.
- 10. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 10 | P a g e AMIT KUMAR SENAPATI PMP® 10. Earned Value Tab The Earned Value Tab provides us the details of performance at Portfolio level. To check the performance of individual projects team needs to select the project for which he is interested to see the Earned Value report. The Project level Earned value report is displayed below:
- 11. ORACLE BUSINESS INTELLIGENCE: DASHBOARD REPORTING 11 | P a g e AMIT KUMAR SENAPATI PMP® 11. CPI/SPI Tab The CPI/SPI tab provides the CPI/SPI result of all the projects. Here we can also check the Planned and Earned value cost. 12. Conclusion If used Dashboard Reporting will tremendously reduce report development time and will provide real time statistics of the health of the project. It will also motivate the planners to streamline their deliverables on time and as per standards.