Course Overview
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.
Learn To:
- 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
- Use column and conditional formatting to emphasize key data
Who should attend
- Technical Consultant
- Reports Developer
- Technical Administrator
- Administrator
Prerequisites
- Basic familiarity with the Oracle CRM On Demand application
- Ability to use Oracle CRM On Demand Answers to create basic reports
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
Course Content
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