Dashboards

The Dashboards bring together key Oracle reports in one Excel workbook. The reports, which are run via Excel using an add-in called XL Connect, then feed into a front worksheet, a dashboard, made up of series of “cards” providing top level highlights.

The Dashboards contain a number of reports which departments should be reviewing regularly, but have two advantages which aim to save users time and effort by:

  • bringing multiple key Oracle reports together in one workbook and enabling them to be refreshed through XL Connect; and
  • highlighting areas that need review or investigation so that you don't have to spend time reviewing and filtering detailed reports.

Gaining access

To access the dashboards you need the following. Please note that the online access request form has not yet been updated. However, requesting access to the Month-End Dashboard will give you access to both dashboards.

  1. Access to XL Connect – complete an online service request form  and short online course (Course title: XL Connect). Once this is complete, you will be sent a link to a SharePoint site from which you can download the XL Connect add-in.
  2. Access to the Dashboards – complete an online service request form  and short online course (Course title: XL Connect Dashboards). Once this is complete, you will be sent a link to a SharePoint site from which you can download the dashboards (these are simply Excel workbooks programmed to run a set of reports and consolidate data onto a front, dashboard sheet).
  3. Access to run the relevant Oracle reports – enquiry (read-only) access is sufficient to run all reports (with the exception of XX Receivables). If you already have edit access to the relevant areas in Oracle you will be able to run the reports. Please do not request edit access solely for the purpose of running reports.

 

Technical help and support for XL Connect and the Month-End and User Access Dashboards

Common troubleshooting issues and solutions are listed in the XL Connect and Dashboard Troubleshooting (pdf).

If you or your team require any additional technical help and support regarding XL Connect or the Month-End or User Access Dashboards please contact the FSSC Service Desk .

Alternatively your Divisional Finance team or the Financial Assurance team  are also available to provide support and guidance.

 

XL CONNECT AND DASHBOARD TROUBLESHOOTING (PDF)

 

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Contact us


 : Finance Division
      University of Oxford
      23-38 Hythe Bridge Street

      Oxford, OX1 2ET

 : financial.assurance@admin.ox.ac.uk

 : 01865 (6) 16206

 Financial Assurance Team 

 
 
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