Tài liệu Oracle CRM On Demand Dashboards- P10 ppt

With a well-designed dashboard filter prompt, it is quite easy to provide your users with a sophisticated search tool.. Lairson / 174 534-3 Chapter 7: Dashboard Filter Prompts 159 Prescr

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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D Lairson / 174 534-3

156 Oracle CRM On Demand Dashboards

Chapter 7: Dashboard Filter Prompts 157

select this option, another field opens up for you to enter a SQL query Unlike the SQL statement you may have written in the Show field, this SQL statement should return a single value to provide a default value for the column Take the following SQL statement, which returns the Account Name of the account with the maximum opportunity revenue:

SELECT Account."Account Name" FROM "Opportunity Lists" WHERE

"Opportunity Metrics"."Opportunity Revenue" = MAX( "Opportunity Metrics"."Opportunity Revenue")

A simpler example is a SQL statement that defaults the Opportunity Close Date field with the most recent opportunity close date:

SELECT MAX("Close Date".Date) FROM "Opportunity Lists"

Dashboards as Search Tools

One of the most often-requested dashboards that I build for my customers is a custom search tool With a well-designed dashboard filter prompt, it is quite easy to provide your users with a sophisticated search tool One thing that it is possible to

do with a dashboard-based search that is not possible with the standard search function in Oracle CRM On Demand is a keyword search that is applied to multiple columns at once This is achieved using the presentation variables Compare, for example, the dashboard filter prompt shown in Figure 7-7 and the report filter shown in Figure 7-8 Notice that the Phone Number and Email fields in the dashboard filter prompt declare presentation variables Those presentation variables are then called in the filters on three different phone number fields and two different e-mail fields This allows the user to enter a portion of the phone number and search all three phone number fields at once

TaBle 7-5 Server Variables (continued)

NQ_SESSION.CRMODURL https://secure-ausomxdsa.crmondemand

com/

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FiguRe 7-7 Search dashboard filter prompt

FiguRe 7-8 Search dashboard report filter

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Chapter 7: Dashboard Filter Prompts 159

Prescriptive Dashboards

An interesting idea for using dashboards, particularly with dashboard filter prompts,

is to create a dashboard that analyzes data across a number of perspectives in order

to prescribe some sort of action on the user’s part Imagine a dashboard that allows

a user to select a particular product and then based on sales history of the product, activities, leads, and current opportunities, makes a recommendation on which customers to call and which leads to follow up on

“What if” analyses

One of the most exciting uses of the dashboard in Oracle CRM On Demand, in my opinion, is to build a tool that people can use to explore different scenarios by combining data from a record in Oracle CRM On Demand and some data input into the dashboard filter prompt to calculate or predict an outcome This type of “what if” analysis relies heavily on dashboard filter prompts and presentation variables Take the Project Calculator dashboard shown in Figure 7-9 This dashboard contains

a dashboard filter prompt that contains a selector for an opportunity and nine input fields, each populating a presentation variable This calculator uses the project hours and utilization rate to predict the project end date

FiguRe 7-9 Project calculator example of a “what if” analysis

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The Rate and Hours fields are used to calculate the revenue for the project The hours are also used, along with some hard-coded resource costs, to calculate the project cost for resources A simple margin calculation is then possible using the project revenue and project cost results This simple dashboard allows a salesperson

to manipulate a number of variables to find the right balance between margin, project timeline, and resource utilization

Company active Currency Prompt

Oracle CRM On Demand comes with a prebuilt dashboard filter prompt that can prove quite useful if your company has multiple currencies implemented and has exchange rates for all of those active currencies entered into the exchange rates table

A default currently is identified on your company profile in Oracle CRM On Demand Reports will use this currency for reports Your users will also have a default currency identified on their individual user profiles, and Oracle CRM On Demand will use this currency for data that the users enter Users can also select a specific currency when editing records in Oracle CRM On Demand

When a report is run that contains a currency and there are multiple currencies enabled in On Demand, the exchange rate fact table is used to convert values to the company default currency If the exchange rates are not there, the report returns no records The report does not really care what the user’s default currency is set to, as reports use the company default currency If you want to report in a different currency, you have to change the company default

Fortunately, you can change the company default currency on the fly in a dashboard using the Company Active Currencies dashboard filter prompt Add the Company Active Currencies prompt (located in the Pre-built Analysis/Company Settings Folder) to your dashboard Add reports on the dashboard that include opportunity revenue, and you will be able to specify the company’s active currency from the dashboard When you select a new currency and click Go, the reports refresh and all of the currency fields are converted to the new company active currency

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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D Lairson / 174 534-3 / Blind folio: PB

Chapter

8

Deploying Dashboards

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n this final chapter I want to explore the various methods for deploying dashboards There are several ways to make a dashboard available to users of Oracle CRM On Demand The default method is on the Dashboard tab itself, but we can take advantage of the fact that our dashboards are webpages with a unique URL, and embed dashboards

in other locations throughout the application

Dashboard Tab

Every dashboard that you develop will be available on the Dashboard tab listed in the Show drop-down list The standard prebuilt dashboards are listed at the top of this list, and all of your custom dashboards are listed below the dashed line in this field Any users who have access to the Dashboard tab will be able to view the dashboards listed here Of course, users must also have access to the reports in order to view the reports displayed within the dashboards

To deploy your dashboards on the Dashboard tab, you really just have to ensure that your users have access to the Dashboard tab The tab should be included in the users’ tab layout in the Role settings and the Access Analytics Dashboards privilege should be enabled in the user role Your system administrator should be able to adjust these settings for you if you do not have the administrative privileges to do it yourself The Access Analytics Dashboard privilege is listed on the Step 4 screen of the Role Management Wizard Add the Dashboard tab to the Available or Selected tabs list on Step 5 of the Role Management Wizard, and users in that role will have the necessary access to get to the dashboards on the Dashboard tab

When a user selects a dashboard from the Show menu and then clicks the Go button, the selected dashboard loads within a frame below the Show field Users may then interact with the dashboard or select another dashboard from the list

Users will need access to the dashboards regardless of how the dashboards are deployed Next, I describe several other methods of embedding dashboard content throughout Oracle CRM On Demand Regardless of which methods are used, users must have access to the dashboards in order to view dashboard content

Embedded Dashboards

Dashboards are webpages that happen to have reports and other objects embedded within them We can take advantage of this fact when deploying dashboards throughout the Oracle CRM On Demand application Essentially, anywhere you can embed a webpage using a URL in Oracle CRM On Demand, you can use the dashboard URL to embed the dashboard Depending on where you are embedding your dashboard, you may need to include the URL inside of an iFrame, which is

I

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Chapter 8: Deploying Dashboards 163

another HTML element that is rather easy to code, and is explained in detail in an upcoming section

Finding the Dashboard URL

Before you can embed a dashboard into any other page, you have to determine the unique URL for your dashboard To get this URL, you will access the dashboard on the Dashboard tab In Internet Explorer, right-clicking the dashboard screen just a bit below the show selector and selecting Properties opens the Properties window, where you can select and copy the address (URL) to your Clipboard I normally paste the URL into a text file so I can examine it, and also so I have it when I am ready to reference it from another area of Oracle CRM On Demand If you are using Firefox, you still right-click the dashboard below the Show field, but you will select the This Frame option and then select Frame Info The URL for the dashboard is in the Address field on the resulting Frame Info screen

The URL will look something like this: https://secure-ausomxdsa.crmondemand .com/OnDemand/user/analytics/saw.dll?Dashboard&PortalPath=/shared/Company_ HE3361-1JAZ2_Shared_Folder/_portal/Launch+Pad

In this example, the dashboard name is Launch Pad The name of your dashboard will be at the end of the URL if you grab the correct URL Your URL may also feature some encoded characters like %2f rather than / and + rather than

a space

Dashboards in Custom Web Tabs

Oracle CRM On Demand navigation is largely tab-based Each primary record type

in the application has its own tab Each tab is a separate webpage that opens inside

of a frame positioned below the tabs and to the right of the Action bar within the Oracle CRM On Demand user interface There are also tabs that are not tied directly

to a specific record type Examples include the Home tab, Reports tab, and Dashboard tab

In addition to the tabs that are naturally part of the Oracle CRM On Demand application, it is possible to create new tabs known as custom web tabs Custom web tabs are also separate webpages that open in a frame within the user interface The contents of these custom web tabs can be anything from an external website, a webpage from your company’s intranet, an Oracle CRM On Demand report, or a dashboard that you have developed

Creating a custom web tab is generally a task that is performed by a system administrator, so you may find that you need administrative privileges added to your role if you are tasked with deploying your dashboards onto web tabs Making the web tab accessible to your users also requires some administrative access, as the tab must be exposed within the role settings for any roles needing access to the tab

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The process for creating and deploying a custom web tab to display a dashboard

is as follows:

1 Create a custom web tab.

Click the Admin Global link

a

Click the Application Customization link

b

Click the Custom Web Tabs link

c

Click the New button

d

Complete the Custom Web Tab screen

e

i Enter a name in the Name field This is the label that will appear on

the tab when viewed in the user interface

ii Enter a URL in the Url field This is where you will paste in the URL

for your dashboard The URL should include the https:// portion and should have no spaces Replace any spaces with a plus sign Note:

Different browsers have different limits on URL length Internet Explorer does not like URLs greater than 2,083 characters Firefox handles URLs of up to 65,536 characters

iii Enter a description if you like The description does not appear in

the user interface in a location that the regular user likely will ever see The description is listed on the Custom Web Tabs screen, so this

is really information for other administrators

iv Enter a frame height and frame width if you wish to restrict the size

of the frame in which your dashboard will appear Enter these limits

in pixels

v Click the Lookup icon to select a new icon for the web tab The

Oracle CRM On Demand icon library comes with more than 100 icons that you can select from for your web tab Click one of these icons to assign it to the web tab

vi Click Save.

2 Make the web tab available to users.

a

Click the User Management And Access Controls link

b

Click the Role Management link

c

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Chapter 8: Deploying Dashboards 165

Click the Edit link next to the role to which you want to give access to

d

the web tab

Click the Step 5 Tab Access & Order button

e

Locate the custom web tab in the Not Available Tab list Select the web

f

tab and then click the > button located between the Not Available and Available Tabs lists to move the tab to the Available Tabs list If left here, the tab will not appear in the tab bar by default, but can be added using the My Setup global link With the tab selected in the Available Tabs list, you can click the > button between the Available Tabs list and Selected Tabs list to move the tab to the Selected Tabs list Selected tabs appear in the tab bar by default You can reposition the tab by clicking the ∧ and ∨ buttons located to the right of the Selected Tabs list

Click the Finish button

g

3 Repeat Step 2 for any other roles that need access to the web tab Be sure

you let your users know that they will have a new tab showing up in their Oracle CRM On Demand application Users will need to log out of Oracle CRM On Demand and sign in again if they are in the application when you make the change to their role Also, you may need to let users know that if the tab does not appear automatically, they may need to access their personal tab layout using the My Setup Global link and add the tab to their personal tab layout

Custom Home Tab

So why would you want to deploy a dashboard on a custom web tab? Probably one

of the most common reasons is to simplify the user experience It is much easier for the user to select a single tab to view the dashboard that you have developed for them rather than going to the Dashboard tab, selecting the dashboard from the Show field, and clicking the Go button Given that the list of dashboards in the Show field is all-inclusive, you may find that using the custom web tabs gives you a better mechanism for personalizing the user experience by exposing the dashboards via web tabs to just the roles that need the dashboards and conveniently concealing the rest of the dashboards from your users

One use of the custom web tab containing a dashboard that I have used in the past, and continue to use over and over again since some of my colleagues seem to like this particular usage very much and recommend it often, is using a dashboard

as a custom Home tab If you create a custom web tab and position it at the top of the Selected Tabs list for a role, this tab becomes the initially loaded tab when the user signs in to Oracle CRM On Demand It has become a common request for me

to build a dashboard that contains reports and links that are regularly used every

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time users sign on to Oracle CRM On Demand Some common reports included on the new custom Home tab are lists of past due and upcoming tasks, new leads and opportunities, new service requests needing attention, and links to important screens that the users will need to access quickly and often A similar custom Home tab can be developed for each user role to personalize the user experience and ensure that users are gaining quick access to mission-critical business data every time they sign on to Oracle CRM On Demand

Dashboards in Web Applets

Custom web applets are similar to custom web tabs In fact, they really only differ in scale and location A custom web applet is also a small frame that contains a webpage The web applet is included in the Oracle CRM On Demand interface as a related object on a record detail screen I more often insert reports into web applets, but there is no reason why you could not include a dashboard Let us presume that you have a dashboard with a dashboard filter prompt that you want to include as an applet in order to give users the ability to work with the dashboard while viewing the details of an account record for instance Web applets may also be added to record home pages

Creating a custom web applet, like the custom web tab, is generally a task that is performed by a system administrator, so you may find that you need administrative privileges added to your role if you are tasked with deploying your dashboards onto web applets Making the web applet available to your users also requires some administrative access, as the applet must be added to page layouts for any layouts that should include it

The process for creating and deploying a custom web applet to display a dashboard is as follows:

1 Create a custom web applet.

a

Click the Application Customization link

b

Click the link for the record type to which you are adding the web

c

applet

Click the Web Applet link

d

Click the New button

e

Complete the Custom Web Applet screen

f

i Enter a name in the Name field This is the label that will appear on

the heading above the web applet on the detail screen when viewed

in the user interface

Tiêu đề	Dashboard filter prompts
Tác giả	D. Lairson
Thể loại	Chapter
Năm xuất bản	2010

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