Oracle CRM On Demand Dashboards- P1

Chia sẻ: Cong Thanh | Ngày: | Loại File: PDF | Số trang:20

0
53
lượt xem
14
download

Oracle CRM On Demand Dashboards- P1

Mô tả tài liệu
  Download Vui lòng tải xuống để xem tài liệu đầy đủ

Oracle CRM On Demand Dashboards- P1: There are many people I would like to thank as I sit here after having just penned the final chapter of this book. I am sure I will miss many specific people if I tried to list them all, but I am compelled to mention some specific supporters.

Chủ đề:
Lưu

Nội dung Text: Oracle CRM On Demand Dashboards- P1

  1. Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  2. Oracle CRM On Demand Dashboards
  3. About the Author Michael D. Lairson began his career in 1993 in Charlotte, North Carolina, as a technical writer after earning a BA in English at the University of North Carolina, Charlotte. Mike moved into the instructional design field in 1995 and prepared training materials that ranged from manuals to high-end multimedia applications for many companies. During this time, Mike returned to UNC Charlotte to earn an M.Ed. in instructional systems technology. Continuing to broaden his experience and explore professional interest in evaluation and analysis led Mike to Siebel Systems, where he worked as a certification exams developer for several years. In this role he created the certification exams and the study materials for most of the Siebel Certification exams and performed a large amount of reporting of exam data. In the process of writing the CRM On Demand exam, Mike began to take great interest in the application and moved to the training team as part of the professional services organization. He has since continued to expand his knowledge of the application and has established himself as an expert resource for Oracle CRM On Demand—in particular, the reporting tool. Mike remained with Oracle after the Siebel merger and played a key role in the development of the Advanced Analytics Workshop training offered by Oracle, as well as many other CRM On Demand training classes. In September 2008, Mike’s first book, Oracle CRM On Demand Reporting (McGraw-Hill, 2008), was published and immediately became the definitive source of information on developing reports with Answers On Demand. Currently working for Intelenex, Mike holds the position of manager of business intelligence services and regularly develops analytic reports and dashboards for his customers and offers custom training in Oracle CRM On Demand reporting. When not working, Mike spends time with his wife and two sons, and is an active member of his church, the Knights of Columbus, and Boy Scouts of America. About the Technical Editor Jeffrey Hunt is a technology executive with 27 years of industry experience in areas including software development; IT management; customer relationship management (CRM); enterprise resource planning (ERP); and sales and consulting across the high tech, manufacturing, consumer-packaged goods, public sector, financial services, and other industries. He has more than seven years of hands-on experience with CRM On Demand. He is known for expanding the limits of CRM On Demand through innovative uses of HTML/JavaScript in reporting and analytics. Jeff served Oracle/Siebel for nearly ten years in various positions relating to database technology, On Premise CRM, and On Demand CRM. Most recently, he is the senior director of CRM services at Intelenex, a Titan Award–winning Oracle Implementer/Integrator. Jeff studied computer science at Brigham Young University in Provo, Utah.
  4. Oracle CRM On Demand Dashboards Michael D. Lairson New York Chicago San Francisco Lisbon London Madrid Mexico City Milan New Delhi San Juan Seoul Singapore Sydney Toronto
  5. Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved. Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher. ISBN: 978-0-07-174535-2 MHID: 0-07-174535-1 The material in this eBook also appears in the print version of this title: ISBN: 978-0-07-174534-5, MHID: 0-07-174534-3. All trademarks are trademarks of their respective owners. Rather than put a trademark symbol after every occurrence of a trade- marked name, we use names in an editorial fashion only, and to the benefit of the trademark owner, with no intention of infringement of the trademark. Where such designations appear in this book, they have been printed with initial caps. McGraw-Hill eBooks are available at special quantity discounts to use as premiums and sales promotions, or for use in corporate training programs. To contact a representative please e-mail us at bulksales@mcgraw-hill.com. Information has been obtained by Publisher from sources believed to be reliable. However, because of the possibility of human or mechanical error by our sources, Publisher, or others, Publisher does not guarantee to the accuracy, adequacy, or completeness of any information included in this work and is not responsible for any errors or omissions or the results obtained from the use of such information. Oracle Corporation does not make any representations or warranties as to the accuracy, adequacy, or completeness of any information contained in this Work, and is not responsible for any errors or omissions. TERMS OF USE This is a copyrighted work and The McGraw-Hill Companies, Inc. (“McGrawHill”) and its licensors reserve all rights in and to the work. Use of this work is subject to these terms. Except as permitted under the Copyright Act of 1976 and the right to store and retrieve one copy of the work, you may not decompile, disassemble, reverse engineer, reproduce, modify, create derivative works based upon, transmit, distribute, disseminate, sell, publish or sublicense the work or any part of it without McGraw-Hill’s prior consent. You may use the work for your own noncommercial and personal use; any other use of the work is strictly prohibited. Your right to use the work may be terminated if you fail to comply with these terms. THE WORK IS PROVIDED “AS IS.” McGRAW-HILL AND ITS LICENSORS MAKE NO GUARANTEES OR WARRAN- TIES AS TO THE ACCURACY, ADEQUACY OR COMPLETENESS OF OR RESULTS TO BE OBTAINED FROM USING THE WORK, INCLUDING ANY INFORMATION THAT CAN BE ACCESSED THROUGH THE WORK VIA HYPERLINK OR OTHERWISE, AND EXPRESSLY DISCLAIM ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. McGraw- Hill and its licensors do not warrant or guarantee that the functions contained in the work will meet your requirements or that its operation will be uninterrupted or error free. Neither McGraw-Hill nor its licensors shall be liable to you or anyone else for any inaccuracy, error or omission, regardless of cause, in the work or for any damages resulting therefrom. McGraw-Hill has no respon- sibility for the content of any information accessed through the work. Under no circumstances shall McGraw-Hill and/or its licen- sors be liable for any indirect, incidental, special, punitive, consequential or similar damages that result from the use of or inability to use the work, even if any of them has been advised of the possibility of such damages. This limitation of liability shall apply to any claim or cause whatsoever whether such claim or cause arises in contract, tort or otherwise. Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
  6. Oracle CRM On Demand Dashboards
  7. FREE SUBSCRIPTION GET YOUR TO ORACLE MAGAZINE Oracle Magazine is essential gear for today’s information technology professionals. Stay informed and increase your productivity with every issue of Oracle Magazine. Inside each free bimonthly issue you’ll get: If there are other Oracle users at your location who would like to receive their own subscription to Three easy ways to subscribe: Oracle Magazine, please photo- copy this form and pass it along. 1 Web oracle.com/oraclemagazine 2 Fax +1.847.763.9638 3 Mail P.O. Box 1263, Skokie, IL 60076-8263 Copyright © 2008, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.
  8. Want your own FREE subscription? To receive a free subscription to Oracle Magazine, you must fill out the entire card, sign it, and date it (incomplete cards cannot be processed or acknowledged). You can also fax your application to +1.847.763.9638. Or subscribe at our Web site at oracle.com/oraclemagazine Yes, please send me a FREE subscription Oracle Magazine. No. From time to time, Oracle Publishing allows our partners exclusive access to our e-mail addresses for special promo- tions and announcements. To be included in this program, x please check this circle. If you do not wish to be included, you signature (required) date will only receive notices about your subscription via e-mail. name title Oracle Publishing allows sharing of our postal mailing list with selected third parties. If you prefer your mailing address not to company e-mail address be included in this program, please check this circle. If at any time you would like to be removed from either mailing list, please contact Customer Service at +1.847 .763.9635 or send an e-mail to oracle@halldata.com. street/p.o. box If you opt in to the sharing of information, Oracle may also provide you with e-mail related to Oracle products, services, and events. If you want to completely unsubscribe from any e-mail communication from Oracle, please send an e-mail to: city/state/zip or postal code telephone unsubscribe@oracle-mail.com with the following in the subject line: REMOVE [your e-mail address]. For complete information on Oracle Publishing’s privacy practices, please visit oracle.com/html/privacy/html country fax Would you like to receive your free subscription in digital format instead of print if it becomes available? Yes No YOU MUST ANSWER ALL 10 QUESTIONS BELOW. 1 WHAT IS THE PRIMARY BUSINESS ACTIVITY 3 WHAT IS YOUR CURRENT PRIMARY OPERATING o 18 Minicomputer o 05 Hibernate o 17 SQL OF YOUR FIRM AT THIS LOCATION? (check PLATFORM (check all that apply) o 19 Intel x86(32) o 06 J++/J# o 18 Visual Basic one only) o 20 Intel x86(64) o 07 Java o 98 Other o 01 Digital Equipment Corp UNIX/VAX/VMS o 21 Network Computer o 08 JSP o 01 Aerospace and Defense Manufacturing o 02 HP UNIX o 22 Symmetric Multiprocessing o 09 .NET o 02 Application Service Provider o 03 IBM AIX o 23 Workstation Services o 10 Perl o 03 Automotive Manufacturing o 04 IBM UNIX o 04 Chemicals o 05 Linux (Red Hat) SERVICES o 11 PHP o 05 Media and Entertainment o 06 Linux (SUSE) o 24 Consulting o 12 PL/SQL o 06 Construction/Engineering o 07 Linux (Oracle Enterprise) o 25 Education/Training o 07 Consumer Sector/Consumer Packaged o 08 Linux (other) o 26 Maintenance 10 WHAT ORACLE PRODUCTS ARE IN USE AT YOUR Goods o 09 Macintosh o 27 Online Database SITE? (check all that apply) o 08 Education o 10 MVS o 28 Support o 09 Financial Services/Insurance o 11 Netware o 29 Technology-Based Training ORACLE DATABASE o 10 Health Care o 12 Network Computing o 30 Other o 01 Oracle Database 11g o 11 High Technology Manufacturing, OEM o 13 SCO UNIX 99 o None of the Above o 02 Oracle Database 10 g o 12 Industrial Manufacturing o 14 Sun Solaris/SunOS o 03 Oracle9 i Database o 13 Independent Software Vendor o 15 Windows o 04 Oracle Embedded Database o 14 Life Sciences (biotech, pharmaceuticals) o 16 Other UNIX 6 WHAT IS YOUR COMPANY’S SIZE? (Oracle Lite, Times Ten, Berkeley DB) o 15 Natural Resources o 98 Other (check one only) o 05 Other Oracle Database Release o 16 Oil and Gas 99 o None of the Above 01 More than 25,000 Employees o ORACLE FUSION MIDDLEWARE o 17 Professional Services o 02 10,001 to 25,000 Employees o 06 Oracle Application Server o 18 Public Sector (government) o 03 5,001 to 10,000 Employees o 07 Oracle Portal o 19 Research 4 DO YOU EVALUATE, SPECIFY, RECOMMEND, OR AUTHORIZE THE PURCHASE OF ANY OF o 04 1,001 to 5,000 Employees o 08 Oracle Enterprise Manager o 20 Retail/Wholesale/Distribution o 05 101 to 1,000 Employees o 09 Oracle BPEL Process Manager o 21 Systems Integrator, VAR/VAD THE FOLLOWING? (check all that apply) o 06 Fewer than 100 Employees o 10 Oracle Identity Management o 22 Telecommunications o 01 Hardware o 11 Oracle SOA Suite o 23 Travel and Transportation o 02 Business Applications (ERP, CRM, etc.) o 12 Oracle Data Hubs o 24 Utilities (electric, gas, sanitation, water) o 03 Application Development Tools 7 DURING THE NEXT 12 MONTHS, HOW MUCH o 98 Other Business and Services _________ o 04 Database Products DO YOU ANTICIPATE YOUR ORGANIZATION ORACLE DEVELOPMENT TOOLS o 05 Internet or Intranet Products WILL SPEND ON COMPUTER HARDWARE, o 13 Oracle JDeveloper o 06 Other Software SOFTWARE, PERIPHERALS, AND SERVICES FOR o 14 Oracle Forms 2 WHICH OF THE FOLLOWING BEST DESCRIBES o 07 Middleware Products YOUR LOCATION? (check one only) o 15 Oracle Reports YOUR PRIMARY JOB FUNCTION? 99 o None of the Above o 16 Oracle Designer (check one only) o 01 Less than $10,000 o 17 Oracle Discoverer o 02 $10,000 to $49,999 o 18 Oracle BI Beans CORPORATE MANAGEMENT/STAFF 03 $50,000 to $99,999 5 IN YOUR JOB, DO YOU USE OR PLAN TO PUR- o o 19 Oracle Warehouse Builder o 01 Executive Management (President, Chair, 04 $100,000 to $499,999 CHASE ANY OF THE FOLLOWING PRODUCTS? o o 20 Oracle WebCenter CEO, CFO, Owner, Partner, Principal) 05 $500,000 to $999,999 (check all that apply) o o 21 Oracle Application Express o 02 Finance/Administrative Management o 06 $1,000,000 and Over (VP/Director/ Manager/Controller, SOFTWARE ORACLE APPLICATIONS Purchasing, Administration) o 01 CAD/CAE/CAM o 22 Oracle E-Business Suite o 03 Sales/Marketing Management o 02 Collaboration Software 8 WHAT IS YOUR COMPANY’S YEARLY SALES o 23 PeopleSoft Enterprise (VP/Director/Manager) o 03 Communications REVENUE? (check one only) o 24 JD Edwards EnterpriseOne o 04 Computer Systems/Operations o 04 Database Management o 25 JD Edwards World Management o 05 File Management o 01 $500, 000, 000 and above o 26 Oracle Fusion (CIO/VP/Director/Manager MIS/IS/IT, Ops) o 06 Finance o 02 $100, 000, 000 to $500, 000, 000 o 27 Hyperion IS/IT STAFF o 07 Java o 03 $50, 000, 000 to $100, 000, 000 o 28 Siebel CRM o 05 Application Development/Programming o 08 Multimedia Authoring o 04 $5, 000, 000 to $50, 000, 000 Management ORACLE SERVICES o 09 Networking o 05 $1, 000, 000 to $5, 000, 000 o 28 Oracle E-Business Suite On Demand o 06 Application Development/Programming o 10 Programming o 29 Oracle Technology On Demand Staff o 11 Project Management o 30 Siebel CRM On Demand o 07 Consulting o 12 Scientific and Engineering 9 WHAT LANGUAGES AND FRAMEWORKS DO o 31 Oracle Consulting o 08 DBA/Systems Administrator o 13 Systems Management YOU USE? (check all that apply) o 32 Oracle Education o 09 Education/Training o 14 Workflow o 33 Oracle Support o 10 Technical Support Director/Manager o 01 Ajax o 13 Python HARDWARE o 98 Other o 11 Other Technical Management/Staff o 02 C o 14 Ruby/Rails o 98 Other o 15 Macintosh 99 o None of the Above 03 C++ 15 Spring 08014004 o o o 16 Mainframe o 04 C# o 16 Struts o 17 Massively Parallel Processing
  9. Thanks to Mom and Dad!
  10. This page intentionally left blank
  11. Contents at a Glance 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Dashboard Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 3 The Manage Dashboard Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 4 Dashboard Pages and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 5 Dashboard Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 6 Displaying Reports on the Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 7 Dashboard Filter Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 8 Deploying Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 vii
  12. This page intentionally left blank
  13. Contents ACKNOWLEDGMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About Oracle CRM On Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Access Control for Report Developers and Dashboard Developers ....... 3 Company Profile Setting Affecting Reports and Dashboards . . . . . . . 5 User Profile Settings Affecting Reports and Dashboards . . . . . . . . . . . 5 Exploring the Default Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Pipeline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Sales Effectiveness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Customer ............................................. 14 Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Marketing Effectiveness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 The Getting Started with Answers Window . . . . . . . . . . . . . . . . . . . . . . . . . 23 Subject Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 2 Dashboard Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Planning Your Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Why Do You Need a Dashboard? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Easing Access to Information with a Dashboard . . . . . . . . . . . . . . . . 31 Using a Dashboard to Cater Information to Users . . . . . . . . . . . . . . . 31 Providing Additional Functionality with a Dashboard . . . . . . . . . . . . 32 How Will the Dashboard Be Used? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Physical Dashboard Implications ........................... 33 Cognitive Dashboard Implications .......................... 34 Who Will Use the Dashboard? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 ix
  14. x Oracle CRM On Demand Dashboards 3 The Manage Dashboard Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 The Dashboard Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Manage Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 New Dashboard/Edit Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Delete Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Design Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Dashboard Properties and Page Controls . . . . . . . . . . . . . . . . . . . . . . 41 Dashboard Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Saved Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 4 Dashboard Pages and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Configuring Dashboard Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Multipage Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 PDF and Print Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Dashboard Columns and Breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Setting Dashboard Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 General Properties ...................................... 56 Dashboard Pages ....................................... 56 5 Dashboard Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Dashboard Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Guided Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Format Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Drill In Place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Arrange Horizontally . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Collapsible . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Rename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Links and Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Rename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Text Objects ................................................ 78 Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Rename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Rename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Guided Navigation Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
  15. Contents xi Rename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 6 Displaying Reports on the Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Adding and Arranging Reports on a Dashboard . . . . . . . . . . . . . . . . . . . . . . 90 Display Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Report Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Show View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Modify Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Rename . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Property Combinations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Designing Reports for Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Adding, Removing, and Reordering Columns . . . . . . . . . . . . . . . . . . 98 Formatting Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Sorting Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Filtering Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Report Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Pivot Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 Pivot Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 7 Dashboard Filter Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 Filter Prompt Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Building a New Dashboard Filter Prompt . . . . . . . . . . . . . . . . . . . . . 143 Advanced Filter Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Showing SQL Results in Filter Prompt Fields . . . . . . . . . . . . . . . . . . . 150 Calculated Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Dashboards as Search Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Prescriptive Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 “What If” Analyses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 Company Active Currency Prompt . . . . . . . . . . . . . . . . . . . . . . . . . . 160 8 Deploying Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Dashboard Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Embedded Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Finding the Dashboard URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Dashboards in Custom Web Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Dashboards in Web Applets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166 Dashboards in Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170 Final Thoughts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
  16. This page intentionally left blank
  17. Acknowledgments T here are many people I would like to thank as I sit here after having just penned the final chapter of this book. I am sure I will miss many specific people if I tried to list them all, but I am compelled to mention some specific supporters. The dedication on this book reads “Thanks to Mom and Dad!” I worded the dedication in this way because it is thanks to them that I am on this little writing venture. My father taught me the value of a strong work ethic through his actions and dedication to his work for our benefit over his own. My mother showed me the power of setting goals and overcoming adversity through her own efforts to pursue a career that she was denied in her youth. Even when her health tried to stop her, she never lost sight and has remained ever-positive. The work ethic and dedication that I learned from them has served me well, and resulted in another book for my Oracle CRM On Demand friends. I would be completely negligent if I did not also thank my wife, Susan, and my boys, Robbie and David, who graciously gave up time that was due them so I could work on this book. Others who have shown me support, encouraged me, or challenged me along the way—I thank you. Listed in no particular order: Jeff H., Noni, Dave and Kit K., Doug C., Erin W., Colleen J., Suzanne L., Jared W., Ray G., Greg T., Connie S., James O., Kiran, Madhu Prashant, Elizabeth O., Jayd, Binh, Zephrin, Alex N., Robert D., Louis P., Leslie P., Steve B., Julie G., Greg B. There are a number of customers who helped me push the envelope by pushing me. You know who you are, and there are too many to mention individually, but I did promise Bill T. a mention. xiii
  18. This page intentionally left blank
Đồng bộ tài khoản