Oracle CRM On Demand Advanced Analytics Workshop NEW
Audience
Reports Developer
Technical Administrator
Technical Consultant
Prerequisites
Suggested Prerequisites
Ability to create reports using Oracle CRM OnDemand Answers
Basic familiarity with the Oracle CRM On Demand application
Course Objectives
Identify and apply formatting options to emphasize key data
Design and format effective pivot tables to show data from multiple perspectives
Define prompts to allow users to filter information in an analysis
Use advanced filtering options to satisfy report data requirements
Filter data based on the results of another analysis
Combine reports to create complex filters
Use column formulas to calculate data in an analysis
Write rolling date filters to display results based on relative time frames
Include session variables in filters and formulas
Create links to navigate users through a set of reports
Use action links to pass record details to a report so that the report results are record-specific
Create analyses that answer defined business questions
Course Topics
Reporting Methodology
Identifying Subject Areas
Finding Data Columns
Analyzing Custom Objects
Designing Your Report
Formatting Tables
Column Formatting
Conditional Formatting
Using Images
Working With Pivot Tables
Adding Totals and Relative Values
Adding Duplicate Columns
Using Advanced Layout Views
Column Selectors
Gauge Views
Adding a Legend
Using a Narrative View
Using Filters
Filtering with SQL Expressions
Using Variables
Filtering Based on Results of Another Analysis
Combining Reports with Set Operations
Defining Column Filter Prompts
When to Use Prompts
Date Range Prompts
Column Formulas and Conditional Expressions
Where to Apply Formulas
Creating Mathematical Formulas
Date and Time Formulas
Types of Date Formulas
Rolling Date Filters
Using Session Variables
Conditional Values
Using CASE Statements
Applying Aggregation Rules
Navigating Users to Analyses
Defining Drill-Down Paths
Creating a Web Link field