Portfolio Summary Dashboard – Power BI in Oracle AWS

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Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include:
• Change Requests
• Cost Trend
• Cost
• Effort Trend
• Effort
• Hierarchy Summary
• Investment Drill Thru
• Investment Gantt
• Issue Summary
• Milestones
• Risk Summary
• Staff
• Status Report Summary
• Tasks
Demo Video – https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4

The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.

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Download Details

RegoXchange Content ID: EX2508

Submission Date: 1/31/2024

Submitter:

Content Type: Business Intelligence

Related Modules: Portfolio/Roadmap Management

Company: Rego Consulting

Version Support

Versions Supported: v16.0+

Special Instructions

Special Instructions:

See RegoXchange item #EX1565 – “Using RegoXchange Power BI Reports – How to Update the Data Source” for more details on implementing this report.

This report utilizes custom queries through Rego Odata Extension List. Oracle AWS Instances with Rego Odata only.

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