Oracle CRM On Demand Dashboards- P12

See Pivot Table views report views... formatting gauge, 124 physical dashboard implications, 33–34 isLIKE operator, 146–147 J JavaScript, 171 K Key User Information, 5 L labeling Chart

Format Section option, 66–68

Format View, 150

formatting

columns, 99–104

Columns, 128–129

Header and Footer section,

53–54 Pages, 130

Pivot Table views See Pivot

Table views

report views See report views

Rows, 127

Section object, 66–68

Sections, 129–130

Text object, 78–79

formulas, dashboard prompt column,

145–146

frames

iFrames, 169–170

Section object as, 60

Full Visibility setting, 5–6

funnel charts, 125

G

Gauge view, 122–125

General Chart Properties button

in Chart view, 112–113

in Pivot Chart view, 138

General Properties, 56

Getting Started with Answers window

building new filter prompts,

143–144 defined, 23–24

Grand Totals See adding totals

Graph field, 112

“green bar” styling, 126

Gridlines tab

in Chart view, 115

in Pivot Chart view, 139

grouping

dashboard prompt fields,

144–145 filter groups, 106

Guided Navigation Link object defined, 43

properties and buttons, 82–86 using dashboard, 34

Guided Navigation option, 61–66

H

Header and Footer section, 50–54 headings

formatting column, 102 formatting column in Pivot Table view, 131

setting table, 111 hiding columns

in pivot tables, 132–133

in reports, 102

in Section area, 135 hiding pages, 57

Historical Closed Revenue Quarterly Analysis report, 11

Historical Pipeline Analysis report, 11

Historical Subject Areas setting, 5 Home tab, custom, 165–166 horizontal bar charts, 117–118

I

iFrames, 169–170 Image expression, 52 images

Link or Image object, 73–77 using dashboard, 34

Index Of option, 135 information access catering to users, 31–32 with dashboards, 31 Insert Field button, 51 inserting charts, 138 interactivity

in charts, 115 formatting column, 102

formatting gauge, 124 physical dashboard implications, 33–34

isLIKE operator, 146–147

J

JavaScript, 171

K

Key User Information, 5

L

labeling Chart views, 113 relabeling dashboard prompt fields, 150

rows, 133 layout

formatting gauge, 123 Link or Image object, 75 Lead Followup Analysis report, 22 Lead Source Analysis report, 22 Legend tab, 115

licensing, 2 line bar combo charts, 116, 119 Line Break button, 51

line charts, 119 line markers, 115 Link – In A Separate Window option, 93

Link – Within the Dashboard option, 92–93

Link or Image object defined, 43 properties and buttons, 73–77 links

Guided Navigation, 82–86 Print Friendly, 49

Report Links option, 93–95 using dashboard, 34 logarithmic scale for charts, 114

M

mailto URLs Guided Navigation Link object, 84 setting link destinations, 74 Manage Analyses section, 24 Manage Custom Reports privilege, 4 Manage Dashboards privilege, 4, 39–41 Manage Personal Reports privilege, 4 management

customer relations, 14 Dashboard tab, 38–39 Design Dashboards, 41–43 Manage Dashboards, 39–41 use of Sales Effectiveness Dashboard, 13

Manager Visibility setting, 5–6 Marketing Effectiveness Dashboard, 19–22

Measure Labels object, 128 Measures area

defined, 126 formatting columns in, 134–135 MHTML (Multipurpose Internet Mail Extension HTML), 95

Microsoft Excel, 94–95 Modify Request option, 96 modifying reports, 98–99 Mooer, Calvin, 29–30 Mooer’s Law, 29–30 multipage dashboards building new filter prompts, 144 configuration, 46–48

multiple Folder objects, 81 Multipurpose Internet Mail Extension HTML (MHTML), 95

N

naming See renaming

navigation dashboards in custom web tabs, 163–166

Guided Navigation Link object, 43

navigation (Cont.)

paging controls, 110–111

using dashboard, 34

New Dashboard button, 40–41

Number of Accounts Analysis

report, 16

Number of Accounts Opportunity

Analysis report, 16

Number of Service Request Analysis

report, 18–19

O

Objects, Dashboard See Dashboard

Objects

Open Existing Analysis section, 24

Open Service Request Analysis

report, 18

Operations section, 57–58

operator selection, 146–147

opportunity data, 9–11

Opportunity Revenue Analysis

report, 11

Opportunity Source Analysis by Close

Date report, 22

Opportunity vs Expected Revenue

vs Closed Revenue report, 8

OR statements, 106

Oracle CRM On Demand

about, 2–3

access control, 3–4

Company Profile settings, 5

Customer Dashboard, 14–16

default dashboards, 6

Getting Started with Answers

window, 23–25 Marketing Effectiveness

Dashboard, 19–22 Overview Dashboard, 6–9

Pipeline Dashboard, 9–11

Sales Effectiveness Dashboard,

11–14 Service Dashboard, 16–19

User Profile settings, 5–6

Order By button, 104 Orientation field, 49 Override Default Data Format check box, 113

Overview Dashboard, 6–9

P

padding formatting column, 100–101 formatting Section object, 68 page breaks, 54–56

page controls, 41–42 Page Number expression, 52 Page Selector button, 42 Page Settings section, 49–50 Pages area

adding totals and formatting, 130 defined, 126

formatting columns in, 137–138

pages, dashboard See dashboard pages

paging controls, 110–111 Paper Size field, 49 Pareto charts, 119–120 PDF and Print Controls, 48–54 Percent Of options, 134–135 percentage sign (%), 146 personal reports, 91 physical dashboard implications, 33–34

pie charts, 120 Pipeline Dashboard, 9–11 Pipeline Quality Analysis report, 11 Pivot Chart view, 138–139

Pivot Table views adding totals and formatting Columns, 128–129 adding totals and formatting Pages, 130

adding totals and formatting Rows, 127

adding totals and formatting Sections, 129–130

Content Properties, 130–131 formatting columns, 131–132 formatting columns in Columns, 133–134

formatting columns in Measures, 134–135

formatting columns in Pages, 137–138

formatting columns in Rows, 132–133

formatting columns in Sections, 135–136

overview, 126–127 properties, 127

planning dashboards See dashboard

planning predefined filters, 106–107 predictive validity, 30 prescriptive dashboards, 159 presentation variables creating, 148–149 dashboards as search tools, 157 defined, 107

filter prompt default options, 154–155

Preserve References To Old Name

Of This Item check box, 58 previewing charts, 117 Print Rows option, 49–50 Printer Friendly link, 49, 94 printing controls, 48–54 privileges

access control, 3–4 custom web applet, 166–169 custom web tab, 163–165 Project Calculator dashboard, 159–160

prompts, filter See filter prompts

properties column, 55 combining Report object, 97 dashboard, 56–58

in Design Dashboard, 41–42 Folder object, 80–81

formatting column, 99–104

Gauge view, 122 Link or Image object, 73–77 Pivot Table view, 127

Report object See Report object Section object See Section object

Text object, 78–79

Q

Quarterly Sales Effectiveness Analysis report, 14

querying SQL results in filter prompt fields, 153–154

R

radar charts, 120–121 ranges

formatting gauge, 123 markers, 115

Refresh button, 112 Refresh link, 94 relabeling dashboard prompt fields, 150

renaming Dashboard Pages, 57–58 Folder object, 81–82 Guided Navigation Link object, 86

Link or Image object, 77 Report object, 96 Section object, 71–73 Text object, 80 reordering

columns in reports, 98–99 dashboard prompt fields, 150 headings, 58

REPLUSER variable, 107–108 report developers, 3–4 Report Links option, 93–95 Report object

Delete button, 97 Display Results option, 92–93 Modify Request option, 96

Report object (Cont.)

property combinations, 97

Rename button, 96

Report Links option, 93–95

Show View option, 95–96

report views

chart types, 117–122

Chart views, 112–117

funnel charts, 125

Gauge view, 122–125

overview, 108–109

Pivot Chart view, 138–139

Table view, 109–112

Title view, 109

Reporting subject areas, 24

Reporting Subject Areas settings, 5

reports

Company Profile settings

affecting, 5 deploying dashboards in, 170

designing See designing

reports

displaying See displaying

reports SQL table names and subject

areas, 152–153 User Profile settings affecting,

5–6 Request button

Guided Navigation Link

object, 84 Modify Request option, 96

setting link destinations, 74

results

displaying, 92–93

showing SQL in filter prompt

fields, 150–154 SQL default options, 155–157

revenue in Overview Dashboard, 8

roles

access control, 3–4

custom web tab, 163–165

Role-Based Can Read All Records

setting, 5

Rows area adding totals and formatting, 127 defined, 126

formatting columns in, 132–133

rows, table, 111

S

Sales Effectiveness Dashboard, 11–14 Saved Content

adding reports to dashboard, 90–91

in Dashboard Editor, 43 Saved Name expression, 51 scaling

gauges, 123–124 pivot charts, 138 scaling charts, 114–115 scatter charts, 121 Scope field, 144 search tools with dashboards, 157–158 JavaScript, 171

Section object Arrange Horizontally option, 69–70

Collapsible option, 70–71 defined, 43

Delete button, 71–73 Drill in Place option, 68–69 Format Section, 66–68 Guided Navigation, 61–66 Rename button, 71–73 Sections area

adding totals and formatting, 129–130

defined, 126 formatting columns in, 135–136

security See also access control,

64–66 SELECT statement, 151 self-referencing Guided Navigation, 64 Server Variable option, 155–157

Service Dashboard, 16–19 session variables, 107–108 Shared Content, 90 Show Data As option, 134 show settings

SQL results in filter prompt fields, 150–154

values in dashboard prompt fields, 147–148

Show View option, 95–96 sizing

Chart views, 113 columns, 100–101 formatting Section object, 68 funnel charts, 125

gauges, 123, 124 scatter chart, 121 sorting columns

in Pivot Table view, 132

in reports, 104

in Table view, 111 Source Request report access control, 64–66 Guided Navigation, 61–63 Guided Navigation Link object, 82–84

SQL (Structured Query Language) filter prompt default options, 155–157

results in filter prompt fields, 150–154

step charts, 121–122 Structured Query Language (SQL) filter prompt default options, 155–157

results in filter prompt fields, 150–154

styles Chart views, 112 column properties, 99–101 editing “green bar” styling in pivot tables, 126

formatting header and footer, 53

subject areas building new filter prompts, 143 defined, 24

in Getting Started with Answers window, 24–25

SQL table names and, 151–154 subtitles, 109

T

Table view, 109–112

tables, pivot See Pivot Table views

tables, SQL names, 151–153 tabs

Column format, 101–102 Conditional Format, 103–104, 139 creating custom web, 163–166

Dashboard See Dashboard tab

Data Format, 102 Gridlines, 115, 139 Interaction, 115, 124 Legend, 115

Style, 99–101 tags

iFrame, 169 text formatting, 78–79 target selection

Guided Navigation Link object, 85

for links, 74–75 target values in funnel charts, 125 Team Average Sales Cycle Analysis report, 13

Team Service Analysis report, 18 Team Visibility setting, 5–6 Team Win Rate Analysis report, 13 text

editing in charts, 114 formatting header and footer, 53–54

links, 74 Text object defined, 43 properties and buttons, 77–80

Tick Marks & Scale Type section, 114

Time expression, 51–52

titles

formatting gauge, 123

Title view, 109

Top 10 Customers report, 9, 16

Top 10 Opportunities report, 9

Top Performers List report, 14

Total By button, 110

totals, adding See adding totals

.txt download option, 95

Type field, 112

U

URLs

adding images, 75

finding and embedding

dashboards, 163 Guided Navigation Link

object, 84 setting link destinations, 74

User Profile settings, 5–6

User Security Information section, 5

users

access to Dashboard tab, 162

multipage dashboard, 47–48

planning dashboards for, 35

using dashboards to cater

information to, 31–32

V

validity, 29–30 values

iFrame, 169 setting default in dashboard prompts, 148

showing in dashboard prompt fields, 147–148

variables creating presentation, 148–149 filter, 107–108

filter prompt default options, 154–155

vertical bar charts, 118 views

Format View, 150

Pivot Table See Pivot Table

views

report See report views

Show View option, 95–96

visibility settings See also views

Company Profile, 5 User Profile, 5–6

W

web applets, 166–170 web tabs, custom, 163–166

“what if” analyses, 159–160