Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.... Oracle CRM On Demand Dashboards Please purchase PDF Split-Merge on www.verypdf.com to remove this watermar
Trang 1Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
Trang 2Oracle CRM On Demand Dashboards
Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
Trang 3About the Author
Michael D Lairson began his career in 1993 in Charlotte, North Carolina,
as a technical writer after earning a BA in English at the University of North Carolina, Charlotte Mike moved into the instructional design field in 1995 and prepared training materials that ranged from manuals to high-end multimedia applications for many companies During this time, Mike returned to UNC Charlotte to earn an M.Ed in instructional systems technology Continuing to broaden his experience and explore professional interest in evaluation and analysis led Mike to Siebel Systems, where he worked as a certification exams developer for several years In this role he created the certification exams and the study materials for most of the Siebel Certification exams and performed a large amount of reporting of exam data In the process of writing the CRM On Demand exam, Mike began to take great interest in the application and moved to the training team as part
of the professional services organization He has since continued to expand his knowledge of the application and has established himself as an expert resource for Oracle CRM On Demand—in particular, the reporting tool Mike remained with Oracle after the Siebel merger and played a key role in the development of the Advanced Analytics Workshop training offered by Oracle, as well as many other CRM On Demand training classes
In September 2008, Mike’s first book, Oracle CRM On Demand
Reporting (McGraw-Hill, 2008), was published and immediately became
the definitive source of information on developing reports with Answers
On Demand Currently working for Intelenex, Mike holds the position of manager of business intelligence services and regularly develops analytic reports and dashboards for his customers and offers custom training in Oracle CRM On Demand reporting When not working, Mike spends time with his wife and two sons, and is an active member of his church, the Knights of Columbus, and Boy Scouts of America
About the Technical Editor
Jeffrey Hunt is a technology executive with 27 years of industry experience in
areas including software development; IT management; customer relationship management (CRM); enterprise resource planning (ERP); and sales and consulting across the high tech, manufacturing, consumer-packaged goods, public sector, financial services, and other industries He has more than seven years of hands-on experience with CRM On Demand He is known for expanding the limits of CRM On Demand through innovative uses of HTML/JavaScript in reporting and analytics
Jeff served Oracle/Siebel for nearly ten years in various positions relating
to database technology, On Premise CRM, and On Demand CRM Most recently, he is the senior director of CRM services at Intelenex, a Titan Award–winning Oracle Implementer/Integrator
Jeff studied computer science at Brigham Young University in Provo, Utah
Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
Trang 4Oracle CRM On Demand Dashboards
Michael D Lairson
New York Chicago San Francisco Lisbon London Madrid Mexico City Milan New Delhi San Juan Seoul Singapore Sydney Toronto
Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
Trang 5Copyright © 2011 by The McGraw-Hill Companies, Inc All rights reserved Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher.
ISBN: 978-0-07-174535-2
MHID: 0-07-174535-1
The material in this eBook also appears in the print version of this title: ISBN: 978-0-07-174534-5,
MHID: 0-07-174534-3.
All trademarks are trademarks of their respective owners Rather than put a trademark symbol after every occurrence of a trade-marked name, we use names in an editorial fashion only, and to the benefi t of the trademark owner, with no intention of infringement
of the trademark Where such designations appear in this book, they have been printed with initial caps.
McGraw-Hill eBooks are available at special quantity discounts to use as premiums and sales promotions, or for use in corporate training programs To contact a representative please e-mail us at bulksales@mcgraw-hill.com.
Information has been obtained by Publisher from sources believed to be reliable However, because of the possibility of human or mechanical error by our sources, Publisher, or others, Publisher does not guarantee to the accuracy, adequacy, or completeness of any information included in this work and is not responsible for any errors or omissions or the results obtained from the use of such information.
Oracle Corporation does not make any representations or warranties as to the accuracy, adequacy, or completeness of any information contained in this Work, and is not responsible for any errors or omissions.
TERMS OF USE
This is a copyrighted work and The McGraw-Hill Companies, Inc (“McGrawHill”) and its licensors reserve all rights in and to the work Use of this work is subject to these terms Except as permitted under the Copyright Act of 1976 and the right to store and retrieve one copy of the work, you may not decompile, disassemble, reverse engineer, reproduce, modify, create derivative works based upon, transmit, distribute, disseminate, sell, publish or sublicense the work or any part of it without McGraw-Hill’s prior consent You may use the work for your own noncommercial and personal use; any other use of the work is strictly prohibited Your right to use the work may be terminated if you fail to comply with these terms.
THE WORK IS PROVIDED “AS IS.” McGRAW-HILL AND ITS LICENSORS MAKE NO GUARANTEES OR WARRAN-TIES AS TO THE ACCURACY, ADEQUACY OR COMPLETENESS OF OR RESULTS TO BE OBTAINED FROM USING THE WORK, INCLUDING ANY INFORMATION THAT CAN BE ACCESSED THROUGH THE WORK VIA HYPERLINK
OR OTHERWISE, AND EXPRESSLY DISCLAIM ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE McGraw-Hill and its licensors do not warrant or guarantee that the functions contained in the work will meet your requirements or that its operation will be uninterrupted or error free Neither McGraw-Hill nor its licensors shall be liable to you or anyone else for any inaccuracy, error or omission, regardless of cause, in the work or for any damages resulting therefrom McGraw-Hill has no respon-sibility for the content of any information accessed through the work Under no circumstances shall McGraw-Hill and/or its licen-sors be liable for any indirect, incidental, special, punitive, consequential or similar damages that result from the use of or inability
to use the work, even if any of them has been advised of the possibility of such damages This limitation of liability shall apply to any claim or cause whatsoever whether such claim or cause arises in contract, tort or otherwise.
Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
Trang 6Oracle CRM On Demand Dashboards
Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
Trang 9BOECVTJOFTTUSFOET t 5IJSEQBSUZOFXTBOEBOOPVODFNFOUT
BOEPQFSBUJOHFOWJSPONFOUT t %FWFMPQNFOUBOEBENJOJTUSBUJPOUJQT t 3FBMXPSMEDVTUPNFSTUPSJFT
If there are other Oracle users at your location who would like to receive their own subscription to
Oracle Magazine, please
photo-copy this form and pass it along.
Web
7JTJUPVS8FCTJUFBU oracle.com/oraclemagazine
Fax
$PNQMFUFUIFRVFTUJPOOBJSFPOUIFCBDLPGUIJTDBSE
BOEGBYUIFRVFTUJPOOBJSFTJEFPOMZUP+1.847.763.9638
$PNQMFUFUIFRVFTUJPOOBJSFPOUIFCBDLPGUIJTDBSE
BOENBJMJUUP P.O Box 1263, Skokie, IL 60076-8263
1 2 3
FREE SUBSCRIPTION
GET
YOUR
TO ORACLE MAGAZINE
Oracle Magazine is essential gear for today’s information technology professionals
Stay informed and increase your productivity with every issue of Oracle Magazine
Inside each free bimonthly issue you’ll get:
Copyright © 2008, Oracle and/or its affiliates All rights reserved Oracle is a registered trademark of Oracle Corporation and/or its affiliates Other names may be trademarks of their respective owners
Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.
Trang 10Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D Lairson / 174 534-3
WHAT IS THE PRIMARY BUSINESS ACTIVITY
OF YOUR FIRM AT THIS LOCATION? (check
one only)
o 01 Aerospace and Defense Manufacturing
o 02 Application Service Provider
o 03 Automotive Manufacturing
o 04 Chemicals
o 05 Media and Entertainment
o 06 Construction/Engineering
o 07 Consumer Sector/Consumer Packaged
Goods
o 08 Education
o 09 Financial Services/Insurance
o 10 Health Care
o 11 High Technology Manufacturing, OEM
o 12 Industrial Manufacturing
o 13 Independent Software Vendor
o 14 Life Sciences (biotech, pharmaceuticals)
o 15 Natural Resources
o 16 Oil and Gas
o 17 Professional Services
o 18 Public Sector (government)
o 19 Research
o 20 Retail/Wholesale/Distribution
o 21 Systems Integrator, VAR/VAD
o 22 Telecommunications
o 23 Travel and Transportation
o 24 Utilities (electric, gas, sanitation, water)
o 98 Other Business and Services _
WHICH OF THE FOLLOWING BEST DESCRIBES
YOUR PRIMARY JOB FUNCTION?
(check one only)
CORPORATE MANAGEMENT/STAFF
o 01 Executive Management (President, Chair,
CEO, CFO, Owner, Partner, Principal)
o 02 Finance/Administrative Management
(VP/Director/ Manager/Controller, Purchasing, Administration)
o 03 Sales/Marketing Management
(VP/Director/Manager)
o 04 Computer Systems/Operations
Management (CIO/VP/Director/Manager MIS/IS/IT, Ops) IS/IT STAFF
o 05 Application Development/Programming
Management
o 06 Application Development/Programming
Staff
o 07 Consulting
o 08 DBA/Systems Administrator
o 09 Education/Training
o 10 Technical Support Director/Manager
o 11 Other Technical Management/Staff
o 98 Other
WHAT IS YOUR CURRENT PRIMARY OPERATING PLATFORM (check all that apply)
o 01 Digital Equipment Corp UNIX/VAX/VMS
o 02 HP UNIX
o 03 IBM AIX
o 04 IBM UNIX
o 05 Linux (Red Hat)
o 06 Linux (SUSE)
o 07 Linux (Oracle Enterprise)
o 08 Linux (other)
o 09 Macintosh
o 10 MVS
o 11 Netware
o 12 Network Computing
o 13 SCO UNIX
o 14 Sun Solaris/SunOS
o 15 Windows
o 16 Other UNIX
o 98 Other
99 o None of the Above
DO YOU EVALUATE, SPECIFY, RECOMMEND,
OR AUTHORIZE THE PURCHASE OF ANY OF THE FOLLOWING? (check all that apply)
o 01 Hardware
o 02 Business Applications (ERP, CRM, etc.)
o 03 Application Development Tools
o 04 Database Products
o 05 Internet or Intranet Products
o 06 Other Software
o 07 Middleware Products
99 o None of the Above
IN YOUR JOB, DO YOU USE OR PLAN TO PUR-CHASE ANY OF THE FOLLOWING PRODUCTS?
(check all that apply) SOFTWARE
o 01 CAD/CAE/CAM
o 02 Collaboration Software
o 03 Communications
o 04 Database Management
o 05 File Management
o 06 Finance
o 07 Java
o 08 Multimedia Authoring
o 09 Networking
o 10 Programming
o 11 Project Management
o 12 Scientific and Engineering
o 13 Systems Management
o 14 Workflow HARDWARE
o 15 Macintosh
o 16 Mainframe
o 17 Massively Parallel Processing
o 18 Minicomputer
o 19 Intel x86(32)
o 20 Intel x86(64)
o 21 Network Computer
o 22 Symmetric Multiprocessing
o 23 Workstation Services SERVICES
o 24 Consulting
o 25 Education/Training
o 26 Maintenance
o 27 Online Database
o 28 Support
o 29 Technology-Based Training
o 30 Other
99 o None of the Above WHAT IS YOUR COMPANY’S SIZE?
(check one only)
o 01 More than 25,000 Employees
o 02 10,001 to 25,000 Employees
o 03 5,001 to 10,000 Employees
o 04 1,001 to 5,000 Employees
o 05 101 to 1,000 Employees
o 06 Fewer than 100 Employees DURING THE NEXT 12 MONTHS, HOW MUCH
DO YOU ANTICIPATE YOUR ORGANIZATION WILL SPEND ON COMPUTER HARDWARE, SOFTWARE, PERIPHERALS, AND SERVICES FOR YOUR LOCATION? (check one only)
o 01 Less than $10,000
o 02 $10,000 to $49,999
o 03 $50,000 to $99,999
o 04 $100,000 to $499,999
o 05 $500,000 to $999,999
o 06 $1,000,000 and Over WHAT IS YOUR COMPANY’S YEARLY SALES REVENUE? (check one only)
o 01 $500, 000, 000 and above
o 02 $100, 000, 000 to $500, 000, 000
o 03 $50, 000, 000 to $100, 000, 000
o 04 $5, 000, 000 to $50, 000, 000
o 05 $1, 000, 000 to $5, 000, 000 WHAT LANGUAGES AND FRAMEWORKS DO YOU USE? (check all that apply)
o 01 Ajax o 13 Python
o 02 C o 14 Ruby/Rails
o 03 C++ o 15 Spring
o 04 C# o 16 Struts
o 05 Hibernate o 17 SQL
o 06 J++/J# o 1 8 Visual Basic
o 07 Java o 98 Other
o 08 JSP
o 09 NET
o10 Perl
o 11 PHP
o 12 PL/SQL WHAT ORACLE PRODUCTS ARE IN USE AT YOUR SITE? (check all that apply)
ORACLE DATABASE
o 01 Oracle Database 11g
o 02 Oracle Database 10g
o 03 Oracle9i Database
o 04 Oracle Embedded Database (Oracle Lite, Times Ten, Berkeley DB)
o 05 Other Oracle Database Release ORACLE FUSION MIDDLEWARE
o 06 Oracle Application Server
o 07 Oracle Portal
o 08 Oracle Enterprise Manager
o 09 Oracle BPEL Process Manager
o 10 Oracle Identity Management
o 11 Oracle SOA Suite
o 12 Oracle Data Hubs ORACLE DEVELOPMENT TOOLS
o 13 Oracle JDeveloper
o 14 Oracle Forms
o 15 Oracle Reports
o 16 Oracle Designer
o 17 Oracle Discoverer
o 18 Oracle BI Beans
o 19 Oracle Warehouse Builder
o 20 Oracle WebCenter
o 21 Oracle Application Express ORACLE APPLICATIONS
o 22 Oracle E-Business Suite
o 23 PeopleSoft Enterprise
o 24 JD Edwards EnterpriseOne
o 25 JD Edwards World
o 26 Oracle Fusion
o 27 Hyperion
o 28 Siebel CRM ORACLE SERVICES
o 28 Oracle E-Business Suite On Demand
o 29 Oracle Technology On Demand
o 30 Siebel CRM On Demand
o 31 Oracle Consulting
o 32 Oracle Education
o 33 Oracle Support
o 98 Other
99 o None of the Above
YOU MUST ANSWER ALL 10 QUESTIONS BELOW.
1
2
3
4
5
6
7
8
9
s i g n a t u r e ( r e q u i r e d ) d a t e
x
From time to time, Oracle Publishing allows our partners
exclusive access to our e-mail addresses for special
promo-tions and announcements To be included in this program,
please check this circle If you do not wish to be included, you
will only receive notices about your subscription via e-mail.
Oracle Publishing allows sharing of our postal mailing list with
selected third parties If you prefer your mailing address not to
be included in this program, please check this circle.
If at any time you would like to be removed from either mailing list, please contact
If you opt in to the sharing of information, Oracle may also provide you with
unsubscribe from any e-mail communication from Oracle, please send an e-mail to:
e-mail address] For complete information on Oracle Publishing’s privacy practices,
please visit oracle.com/html/privacy/html
n a m e t i t l e
c o m p a n y e - m a i l a d d r e s s
s t r e e t / p o b o x
c i t y / s t a t e / z i p o r p o s t a l c o d e t e l e p h o n e
c o u n t r y f a x
Want your own FREE subscription?
Yes, please send me a FREE subscription Oracle Magazine No.
Would you like to receive your free subscription in digital format instead of print if it becomes available? Yes No
To receive a free subscription to Oracle Magazine, you must fill out the entire card, sign it, and date
it (incomplete cards cannot be processed or acknowledged) You can also fax your application to
+1.847.763.9638 Or subscribe at our Web site at oracle.com/oraclemagazine
10
Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark.