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Oracle CRM on Demand Reporting

Book Description

Your One-Stop Guide to Oracle CRM On Demand Reporting

Plan, build, and distribute data-rich business intelligence reports with ease. Oracle CRM On Demand Reporting details the entire report-building process and explains how to use the powerful features available in Answers On Demand to create and share comprehensive, integrated reports. The book includes proven strategies for report design and development, real-world examples, formatting tips, advanced reporting techniques, and sample formulas. Convert disparate corporate data into actionable business intelligence with help from this detailed guide.

• Maximize the features of Answers On Demand

• Strategically plan your reports

• Format, sort, filter, and modify report data

• Use column formulas with numeric, date and time, and text data

• Apply logic and transform data with column formulas

• Format report title and table views

• Add charts, graphs, pivot tables, filter prompts, and interactivity to reports

• Configure advanced views and create custom dashboards

• Manage reports and control access

Table of Contents

  1. Cover Page
  2. Oracle CRM on Demand Reporting
  3. Copyright page
  4. Contents
  5. Acknowledgments
  6. Introduction
  7. 1 Getting Started with Answers On Demand
    1. Report Development Privileges
    2. The Getting Started with Answers Window
      1. Open Existing Analysis
      2. Manage Analyses
      3. Subject Areas
    3. Explore the Prebuilt Reports
      1. Quick Lists
      2. Pipeline Analysis
      3. Sales Effectiveness
      4. Customers
      5. Service
      6. Marketing Effectiveness
  8. 2 Planning Your Reports
    1. Planning and Report Validity
    2. Why Do You Need a Report?
    3. How Will You Use This Report?
      1. Physical Use
      2. Cognitive Use
    4. Who Will Use the Report?
    5. What Should the Report Contain?
      1. Analytics Subject Area Versus Reporting Subject Area
      2. Selecting a Subject Area
      3. Determining Data Visibility
      4. Locating Columns for Your Report
  9. 3 Formatting and Sorting Report Data
    1. Build and View Analyses
    2. Adding Columns
    3. Formatting Columns
      1. Style Tab
      2. Column Format
      3. Data Format
      4. Conditional Format
      5. Apply Formatting Changes
    4. Sorting Columns
      1. Sorting Multiple Columns
      2. Data Grouping and Default Sorts
  10. 4 Filtering Report Data
    1. Filtering Data
      1. Column Filters
      2. Filter Groups
      3. Predefined Filters
      4. Saving Filters
    2. Advanced Filtering
      1. Expressions
      2. Variables
      3. SQL Filters
      4. Reports as Filters
  11. 5 Modifying Data with Formulas
    1. Changing Column Formulas
      1. Custom Headers
      2. Analytical Field References
    2. Using Special Columns
      1. Multi-Select Picklist Values
      2. Metric Columns
      3. Date Dimension Columns
    3. Setting Aggregation Rules
    4. Forcing Specific Values
      1. Expressing Literals
      2. Inserting Blank Columns
    5. Changing Column Formulas
      1. Simple Column Formulas
      2. Bins
      3. Functions
    6. Session Functions and Variables
      1. Session Functions
      2. Session Variables
      3. Filter Function
  12. 6 Using Column Formulas with Numeric Data
    1. Aggregate Functions
      1. AVG
      2. AVG(DISTINCT)
      3. BOTTOMN
      4. BY
      5. COUNT
      6. COUNT(DISTINCT)
      7. COUNT(*)
      8. MAX
      9. MEDIAN
      10. MIN
      11. NTILE
      12. PERCENTILE
      13. RANK
      14. STDDEV and STDDEV_SAMP
      15. STDDEV_POP
      16. SUM
      17. SUM(DISTINCT)
      18. TOPN
    2. Running and Moving Aggregate Functions
      1. MAVG
      2. MSUM
      3. RSUM
      4. RCOUNT
      5. RMAX
      6. RMIN
    3. Math Functions
      1. Operators
      2. ABS
      3. CEILING
      4. FLOOR
      5. MOD
      6. PI
      7. POWER
      8. RAND
      9. ROUND
      10. SIGN
      11. SQRT
      12. TRUNCATE
    4. Calculus and Trigonometry Functions
      1. ACOS
      2. ASIN
      3. ATAN
      4. ATAN2
      5. COS
      6. COT
      7. DEGREES
      8. EXP
      9. LOG
      10. LOG10
      11. RADIANS
      12. SIN
      13. TAN
      14. Organizing Complex Formulas
  13. 7 Using Column Formulas with Date and Time Data
    1. Date/Time Literals
    2. Current Date/Time Functions
      1. CURRENT_DATE
      2. CURRENT_TIME
      3. CURRENT_TIMESTAMP
      4. NOW
    3. Extract Date/Time Functions
      1. DAY
      2. DAY_OF_QUARTER
      3. DAYNAME
      4. DAYOFMONTH
      5. DAYOFWEEK
      6. DAYOFYEAR
      7. HOUR
      8. MINUTE
      9. MONTH
      10. MONTH_OF_QUARTER
      11. MONTHNAME
      12. QUARTER
      13. QUARTER_OF_YEAR
      14. SECOND
      15. WEEK
      16. WEEK_OF_QUARTER
      17. WEEK_OF_YEAR
      18. YEAR
      19. Extract Functions Summary
    4. Performing Time Calculations
      1. TIMESTAMPADD
      2. Advanced Timestamp Calculations
      3. Filtering with Timestamp Calculations
      4. TIMESTAMPDIFF
      5. CURRENT_DATE or NOW()?
    5. Useful Samples
      1. Upcoming Dates Report
      2. Current Week Filter
      3. Rolling Date Filter
      4. Calculating Differences in Business Days
  14. 8 Using Column Formulas with Text Data
    1. String Functions
      1. ASCII
      2. BIT_LENGTH
      3. CHAR
      4. CHAR_LENGTH or CHARACTER_LENGTH
      5. CONCAT
      6. INSERT
      7. LEFT
      8. LENGTH
      9. LOCATE
      10. LOCATEN
      11. LOWER or LCASE
      12. OCTET_LENGTH
      13. POSITION
      14. REPEAT
      15. REPLACE
      16. RIGHT
      17. SPACE
      18. SUBSTRING
      19. TRIM
      20. UPPER or UCASE
    2. Useful Samples
      1. Build an Email Address
      2. Line Breaks in a Report
      3. Address Labels
      4. Initial Cap Column
    3. Additional Tips
  15. 9 Using Column Formulas to Apply Logic and Transform Data
    1. CASE Statements
      1. CASE Switch
      2. CASE If
      3. Nesting CASE Statements
    2. Converting Data with the CAST Function
      1. Converting Numeric Types
      2. Converting Strings
      3. Converting Date/Time Data
    3. Converting a NULL Value with the IFNULL Function
  16. 10 Formatting Report Title and Table Views
    1. Formatting the Title View
      1. Format View
      2. Edit View
    2. Formatting the Table View
      1. Format View
      2. Edit View
    3. "LayOUTside" the Box
      1. Applying Extra-Thick Borders
      2. Displaying Totals Only
      3. Applying a Thick Vertical Line in a Table
      4. Displaying Images in the Table Row
      5. Formatting with HTML
  17. 11 Adding Charts and Graphs to Reports
    1. Introduction to Chart Views
      1. Using the Chart View
      2. Chart Controls
    2. Basic Chart Types
      1. Area Chart
      2. Horizontal Bar Chart
      3. Bubble Chart
      4. Vertical Bar Chart
      5. Line Chart
      6. Line Bar Combo Chart
      7. Pareto Chart
      8. Pie Chart
      9. Radar Chart
      10. Scatter Chart
      11. Step Chart
    3. Advanced Charts
      1. Gauge View
      2. Funnel Chart
    4. "LayOUTside" the Box
  18. 12 Adding Pivot Tables to Reports
    1. Introduction to Pivot Tables
      1. Basic Pivot Tables
      2. Formatting Pivot Table Areas
      3. Formatting Columns in Your Pivot Table
    2. Pivot Charts
      1. Inserting Pivot Charts
      2. Formatting Pivot Charts
    3. "LayOUTside" the Box
      1. Formatting Tips
      2. Inserting Sections Inside a Table
      3. Creating a Section-Only Record Detail Report
      4. Creating a Pivot Chart Dashboard
    4. Troubleshooting
      1. Pivot Table Requirements
      2. Slow Script
      3. Governor Limit Exceeded
      4. Assertion Failure
  19. 13 Adding Advanced Views and Creating Custom Dashboards
    1. Informational and Advanced Report Views
      1. Informational Views
      2. Advanced Views
    2. Creating Dashboards
      1. Controlling Dashboard Access
      2. Constructing the Dashboard Filter Prompt
      3. Managing Dashboards
      4. Adjusting Dashboard Layout
      5. Dashboard Design Considerations
    3. "LayOUTside" the Box
      1. Embedded Reports
      2. View Selector and Narrative Views
      3. Scrolling Charts
  20. 14 Adding Filter Prompts to Reports
    1. Overview of Filter Prompts
    2. Column Filter Prompts
    3. Image Prompts
  21. 15 Combining Reports
    1. Using a Report to Filter Another Report
    2. Combining Reports into a Single Report
      1. Mind Your Data Types
      2. Union Types
      3. Using Multiple Set Operations—Null Reporting
      4. Using a Combined Analysis to Filter Another Report
      5. Displaying Combined Data in a Pivot Table
      6. Working with Result Columns
      7. Filtering Combined Analyses
  22. 16 Adding Interactivity to Reports
    1. Changing Default Drill-Down Behavior
      1. Navigating Between Reports
      2. Drilling Down to Record Details
    2. Navigating into Reports
      1. Using Web Link Fields to Access Reports
      2. Creating a Custom Web Applet with a Report
      3. Displaying a Report on a Homepage
      4. Embedding Reports on Web Tabs
      5. Providing External Links
  23. 17 Managing Reports and Controlling Access
    1. Report Management
      1. Organizing Reports
      2. Controlling Analytic Data Access
    2. Analytics Performance Guidelines
      1. Performance Guidelines
      2. Choose the Right Subject Area
      3. A Report Is Not Always the Best Solution
      4. The ID Is Key for Detail Reports
      5. Two Reports Are Often Better Than One
      6. The Higher You Go, the More You Can See
      7. The More You Combine, the Lower the Performance
      8. Simplify for Speed
  24. A Quick Reference
  25. Index