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Oracle CRM On Demand Embedded Analytics

Book Description

Link and Embed Oracle CRM On Demand Reports

Integrate business intelligence directly into day-to-day business processes by presenting analytic reports to end users in applications. Oracle CRM On Demand Embedded Analytics shows you how to link and embed reports throughout Oracle CRM On Demand. This Oracle Press guide explains how to plan, design, and develop reports; make them available through hyperlinks; and embed reports in a variety of locations easily accessible to end users. Real-world examples and time-saving tips are included throughout this practical resource.

• Navigate the report development environment within Oracle CRM On Demand

• Configure administrative settings to access report development and embedding tools

• Design reports for linking and embedding in applications

• Format columns, filter data, and add and edit views, including pivot tables and pivot charts

• Add link functionality to Oracle CRM On Demand and your reports

• Embed reports using HTML and URL encoding

• Display reports inside dashboards and on home page screens

• Embed reports inside other reports

• Add reports and dashboards to custom Web tabs and desktop applications

• Include external sites in reports

Table of Contents

  1. Cover Page
  2. Oracle CRM On Demand Embedded Analytics
  3. Copyright Page
  4. Dedication
  5. About the Author
  6. Contents
  7. Acknowledgments
  8. Introduction
  9. 1 Getting Started with Embedded Analytics
    1. About Oracle CRM On Demand
    2. Access Control for Report Developers
    3. Administrator Access Controls Required for Embedding Reports
      1. Company Profile Setting Affecting Reports and Dashboards
      2. User Profile Settings Affecting Reports
    4. Introduction to Embedded Analytics
    5. The Role of Embedded Analytics in Oracle CRM On Demand
    6. The Importance of Planning
    7. HTML You Should Know for Embedded Analytics
      1. Structure Tags
      2. Basic Text Tags
      3. List Tags
      4. Link Tags
      5. Image Tag
      6. Table Tags
      7. Inline Frame Tag
  10. 2 Designing Reports for Embedding
    1. Basic Report Development
      1. Adding, Removing, and Reordering Columns
      2. Formatting Columns
      3. Sorting Columns
      4. Filtering Report Data
      5. Report Views
      6. Pivot Tables
      7. Pivot Charts
  11. 3 Linking Reports
    1. URLs in Oracle CRM On Demand
    2. Go URL Tags
    3. Linking Reports to Other Reports
      1. Navigate Function
      2. Include a Report Hyperlink in a Formula
      3. Include a Hyperlink in a Narrative View
    4. Linking Reports to Detail and Edit Screens
      1. ActionLinks
      2. Custom Text Format Links
      3. Formula Links
      4. Hyperlink in a Narrative
      5. Links to Edit Screens
    5. Web Link Fields
    6. Dashboard Links
      1. Linking from a Dashboard
      2. Linking to a Dashboard
      3. Linking to a Filtered Dashboard
    7. Special Links
      1. E-mail Links
      2. External Links
      3. Web Tab Links
  12. 4 Embedding Reports
    1. Reports on the Home Tab
    2. Reports Inside Dashboards
      1. Display Results
      2. Report Links
      3. Show View
      4. Modify Request
      5. Rename
      6. Delete
    3. Using Inline Frames to Embed Reports
    4. Embedding Reports Inside Reports
    5. Embedding Dashboards Inside Reports
    6. Embedding Reports Inside Applets
    7. Embedding Reports and Dashboards on a Web Tab
      1. Custom Report Menu
      2. Role-Based Dashboard Access
      3. Custom Search Tab
    8. Report Widget
    9. External Sites Embedded Inside Reports
  13. Index