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Using APEX to Integrate Projections into an OBIEE Financials Dashboard

Topic: Webinars

Owner: Teal Sexton

Date: 2016-10-13

Subtopic: Application Express

Teal Sexton, UC Berkeley

University of California, Berkeley is building an APEX form to integrate user-entered financial projections into OBIEE dashboard reports. Faculty will have up-to-date financial data including projected fund balances, particularly important for research and sponsored programs. The APEX form integrates with PeopleSoft HCM to automate the projections for employee salaries and benefits. RA’s can update, delete or add projection lines in a single form for a given faculty member’s full portfolio of funds. Upon hitting the “submit” button, the APEX application writes the projections into a staging table that triggers database updates and refreshes the OBIEE dashboard reports. Instantly, projections are factored into the calculations to give projected ending fund balances and more. The projected go-live for this functionality is March, 2016. The new functionality will efficiently provide faculty with 24/7 access to their projected ending fund balances for the first time at UC Berkeley!

Download File Using APEX to Integrate Projections into an OBIEE Financials Dashboard, Teal Sexton, UC Berkeley.mp4

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