Tài liệu Oracle CRM On Demand Dashboards- P5 ppt

Each page that you have added to your dashboard is listed in the Dashboard Pages section.. Essentially, activating Guided Navigation on a Section object turns the entire section on or of

referring to the tabs in your dashboard here, not pages in a printed dashboard Also important to note here is the message on the screen stating that clicking Cancel does not undo operations in the section What this means is each change you make to the individual dashboard pages here is immediately saved and immediately takes effect Clicking Finished is not necessary to commit these changes to Oracle CRM

On Demand, just as clicking Cancel does not undo the changes made to the dashboard pages here One thing you will notice as you make changes to your dashboard pages in this section is that the screen refreshes itself after each change This is actually the application sending the change to the database and returning to the Dashboard Properties screen This is why the Cancel button is of no

consequence here

Each page that you have added to your dashboard is listed in the Dashboard Pages section Next to each page is the Hide Page check box Clicking the check box makes the associated page invisible This can be quite useful when you are updating a dashboard and are not quite ready to commit to eliminating a dashboard page or developing a new page that is not ready for user consumption Rather than delete the old page or expose a new page too early, you can hide the page and delete or expose it later when you are comfortable doing so

Under the Operations heading, you find two buttons for each dashboard page The first is the Rename button Clicking Rename takes you to the Edit Item Name and Description screen, as shown in Figure 4-10 Here you can change the name of the dashboard page in the Name field and the description of the dashboard page in the Description field The check box on this screen allows you to preserve any

FiguRe 4-9 Dashboard Properties window

references you have made to this dashboard page using the old name If, for instance, you have set up some navigation to the selected dashboard page before changing the name of the page, you will need to preserve this reference by checking the Preserve References To Old Name Of This Item check box or update your references After making changes to the name and description on this screen, click the Update button to commit the changes and return to the Dashboard Properties screen Clicking Cancel takes you back to the previous page without saving changes

Also under the Operations heading for each dashboard page is a Delete Page button This button does exactly as its name implies and permanently deletes your dashboard page When you click the Delete Page button, you are shown the Confirm Deletion screen (see Figure 4-11) and must click the Yes link to confirm that you want to delete the dashboard page

Finally, under the Reorder heading you will find Move Up and Move Down buttons Each click of one of these buttons will reposition the associated dashboard page one position up or down The dashboard page listed first in this ordered list will be the first, or leftmost, tab in the dashboard

After completing changes to the dashboard properties, click the Finished button

to return to the Dashboard Editor screen and continue configuring your dashboard

FiguRe 4-11 Confirm Deletion screen FiguRe 4-10 Edit Item Name and Description screen

Chapter

5

Dashboard Objects

dashboard is a webpage that may contain many different elements

Most people think about dashboards as containing reports, and that is certainly the most common use of a dashboard Reports are not the only elements that you can include in your dashboards, however This chapter focuses on many of the nonreport elements that you may use

in your dashboards For each of these elements, I discuss the process of adding it to the dashboard, setting its properties, renaming it, and deleting it from the

dashboard Along the way, I will also provide some thoughts on different uses for these elements

Dashboard Sections

If a dashboard is an HTML page, and it is, then a section is a frame on the HTML page Everything that you add to a dashboard will be positioned inside a section, and each section will reside in a column on the dashboard The section is the container into which all of the other dashboard objects will go when you add them

to your dashboard If you add a dashboard object to a dashboard before placing a section, a new section is automatically created with the new object you just added

to the dashboard already in the section

Every section has three buttons in the upper-right corner The Properties button, the Rename button, and the Delete button are used to configure the section on the dashboard Section objects are configured separately from the objects they contain

This section of this chapter describes each of the configuration options in detail We will start with the Properties menu When you click Properties, you are presented with five options: Guided Navigation, Format Section, Drill In Place, Arrange Horizontally, and Collapsible The Rename and Delete options are presented in their own buttons, and are also described later on Figure 5-1 shows the Properties menu opened on a Section object in the Dashboard Editor screen

A

FiguRe 5-1 Dashboard section with Properties menu

guided Navigation

The first option under Properties on the Section object is Guided Navigation

Essentially, activating Guided Navigation on a Section object turns the entire section

on or off based on the results of a source request The source request is a report in Oracle CRM On Demand In order to understand this concept, it may be necessary

to step back just a bit and discuss the role of reports in Oracle CRM On Demand Reports in Oracle CRM On Demand can serve many purposes, the most obvious

of which is a report that you view on the screen to view or analyze your customer relationship management (CRM) data The report can be so much more than that, ranging from a simple list of records to hosting custom JavaScript code to expanding the functionality of the Oracle CRM On Demand application At its core, the CRM

On Demand report is a query against the Oracle CRM On Demand database A query, regardless of complexity, will do one of two things: return results or return no results

In Figure 5-2 you see the Guided Navigation Section Properties window that opens when you select Guided Navigation in the Section Properties menu The instruction at the top of this window indicates that you should “specify a Source Request to create a conditional Dashboard Section The section will always appear if

no Source Request is referenced.” The first field on this window is a radio button selector indicating if a source request should or should not be referenced The default setting here is No for the reference source request That means any section that you add to a dashboard without modifying guided navigation properties will always appear in the dashboard, as it is not referencing another source request

So, what happens if we change this setting to Yes and reference a source request?

If a source request is referenced by the section, the section will only display if the specified criteria are met Select a source request in the Source Request field by

FiguRe 5-2 Guided Navigation Section Properties window

clicking the Browse button and selecting a report from the Shared Folders Next, determine when the section, and all of its contents, should appear on the dashboard Your choice is to make it appear when the source request returns rows or when the source request returns nothing

Uses for this feature vary You could display a section only when there are open opportunities over a certain size for instance This would require a simple report that is filtered on the revenue amount and sales stage on opportunities Let us assume we want to only show a report that lists activities associated with opportunities when there are open opportunities with more than one million dollars in revenue This activity report will appear at the top of our dashboard to bring the user’s attention to these very important activities The rest of the dashboard may contain other reports about smaller opportunities, leads, and other activities, but this urgent activity report will simply not

be visible when there are no big opportunities, and it will be visible when there are

First, create the Source Request report This report does not need to be designed for viewing if its only purpose is to perform a check for the existence of large open opportunities This report can be a simple report that includes only a single column and a couple of filters An example of this is shown in Figure 5-3 Here I have added

FiguRe 5-3 Source request report

the # of Opportunities metric column and two filters One filter eliminates all opportunities that are closed, and the other filter eliminates all opportunities that are less than one million dollars in revenue The result is either no results or a single row with the number of open opportunities with more than one million in revenue

Next, since this is a book about dashboards, I am going to assume we already have the report built that we want to display on the dashboard We will skip that step and go back to the dashboard and adjust the Guided Navigation property on the section On the Guided Navigation Properties window, select the Source Request report that performs the check for the large open opportunities Since we want to see this section only when this report returns rows, select the If Request Returns Rows radio button and click OK

Now the section and all of its contents will appear in the dashboard only when there are open opportunities with one million dollars in revenue or more If the Source Request report returns no results, the section will not appear at all

Figure 5-4 shows an example of this dashboard when there are million-dollar opportunities, and Figure 5-5 shows an example of this dashboard when there are

no million-dollar opportunities Both figures are the same dashboard, with the difference being the presence of large opportunities in the first figure and no large opportunities in the second Notice that the section containing the Opportunity report has completely disappeared in Figure 5-5

FiguRe 5-4 Dashboard with section visible due to large opportunities

Some variations on the use of the Guided Navigation feature include using it to hide reports with no results and adding data access security to the dashboard by hiding sections for particular users

Self-Referencing guided Navigation

If you are familiar with the custom No Results view on a report, then you know that you can replace the default No Results image with some custom text in your report

This custom text only appears when the report contains no rows Using Guided Navigation, you can take this one step further within your dashboard The source request for your section can be the same report contained within the section By setting up the section in this way, you are effectively displaying the report only when there is something to display, and hiding it otherwise Using this method, you can build dashboards that only display reports when there is something to report

The risk here is that your users, if not informed of this logic, may assume that your dashboard is not functioning properly because it contains certain reports some times and not others It is wise to include some explanatory text in a section that will always appear on the dashboard using the Text object

guided Navigation as Security Checkpoint

This next use of the Guided Navigation feature is one that I devised to counteract the lack of dashboard-specific access controls I want to be able to control who sees

FiguRe 5-5 Dashboard with section hidden due to no large opportunities

my dashboards, whether it be by user role, reporting level, territory, or specific individual This capability is not something that is native to Oracle CRM On Demand You cannot place dashboards in access-controlled folders like you can with reports Any user who has access to the Dashboard tab will be able to see all dashboards in the Select Dashboard list There is no way around this, as of this writing There are certainly ways to control which users see report data and which users can view entire reports, and those controls hold true in the dashboard in that a user who cannot see a report because it is in a folder that they have no access to will not see that report in a dashboard The section will still be visible, so in the case

of a section with a single report, the report may disappear because the user has no access to the report folder, but the section remains, so any section border, Collapse button, or other formats are still visible and will look out of place

The report folder security is also role-based, so you are forced to use roles as the determining factor in who sees the report Using the Guided Navigation option on the dashboard section and a little ingenuity with your Source Request report, you can effectively set up some visibility rules based on many different factors So let us walk through the secret to this type of visibility control

First, the key is the Source Request report We will use a couple of different filters on this request to ensure that rows are returned in the report only when a user who should have access to the dashboard is the user signed in to Oracle CRM On Demand For this example, I will limit the dashboard access to users who have a sales role, are assigned to the East territory, and are in my branch of the user hierarchy This level of control is hardly possible with standard report access controls

To set up the Source Request report, we can create a new report using virtually any subject area as long as it contains the User domain, since we are only interested

in user data for this report To the report we add the User Name column Next we add several filters First is the User Email is equal to the REPLUSER session variable Running the report at this point would simply return the name of the individual signed in We do not want this report to return any values unless the user has a sales role, is in the East territory, and reports up to me This calls for a few more filters, as shown in Figure 5-6 With all of these filters set, the only time this report will return

a result is for a user who meets all of the specified criteria

For me, it is not enough to just hide the sections on the dashboard if a user does not have access to it Since all users will still be able to see it listed on the

Dashboard tab and show the dashboard, even if it is empty, I like to include a section that only appears when the source request returns no results In this section,

I include a Text object that informs users that they are not authorized to view the dashboard This way, users who attempt to view a dashboard that they have no access to are not allowed to assume that the dashboard is malfunctioning because nothing appears on the screen Figure 5-7 shows an example of a dashboard with such a message displayed due to the source request returning no rows

Format Section

Clicking the Properties button on a section in your dashboard brings up the Properties menu The second option on this menu is Format Section Clicking Format Section opens the Section Properties window shown in Figure 5-8 If you are familiar with formatting views and cells in reports, which I have to assume you are if you are this deep into this book, then you have seen a window similar to this before

FiguRe 5-6 Source report with filters

FiguRe 5-7 Dashboard with “user not authorized” message