Oracle CRM On Demand Advanced Analytics Workshop

In this course, students learn to use advanced features of Oracle CRM On Demand Answers to support custom business reporting needs. These include learning how to: apply advanced formatting and layouts; create and apply multiple filters for rolling date analyses and negative reporting; use advanced formulas and calculated columns; build comparative reports using prompts; create custom dashboards; and, track usage and performance. These skills enable advanced users to build easy-to-use reports and dashboards that meet complex reporting needs.

Hands-on exercises based on real business examples reinforce the skills and knowledge taught in the course. This provides an opportunity for students to practice new skills in a safe environment with instructor support.

Before the start of the class, students will have to complete the following prerequisites:

• Oracle CRM On Demand Webinar: Build Reports: 1. Control Visibility
• Oracle CRM On Demand Webinar: Build Your Own Reports: 2 Create List Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 3 Format Custom Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 4 Create Charts for Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 5 Create Pivot Tables for Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 6 Control Access to Reports
• Oracle CRM On Demand: Creating Custom Dashboards

Learn To:

• Use column and conditional formatting to emphasize key data
• Write time and date formulas and create rolling date reports
• Create effective pivot tables that provide multiple data perspectives
• Link directly from a record to a record-specific analysis
• Filter data based on the results of another analysis or using a simple SQL statement
• Create custom dashboards to provide an in-depth view of the business using simple reports

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Technical Consultant
• Technical Administrator
• Administrator
• Reports Developer

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
• Using the Filtered Metrics Function

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

Creating Custom Dashboards

• Creating and Designing Custom Dashboards
• Creating Dashboard Prompts

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
• Create custom dashboards to provide an in-depth view of the business using simple 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
• Track usage and performance of the CRM On Demand application using standard and custom usage tracking reports