Tài liệu Oracle CRM On Demand Dashboards- P11 doc

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
176

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
177
destination options for links, 74
dial gauges, 124
Display Results option, 92–93
displaying reports
adding and arranging,
90–92
Delete button, 97
Display Results option,
92–93
Modify Request option, 96
property combinations, 97
Rename button, 96
Report Links option, 93–95
Show View option, 95–96
views. See report views
Download Data option, 95
Download link, 94–95
Download Web Page (MHTML)
option, 95
Drill in Place option, 68–69
drill interactivity
formatting column, 102
formatting gauge, 124
Duplicate Layer option, 132

E
editing
Chart views, 112–117
dashboard properties, 56–58
dashboards, 40–41
header and footer, 50–54
report views. See report views
embedded dashboards
in custom web tabs, 163–166
finding URL, 163
overview, 162–163
in reports, 170
in web applets, 166–170
Embedded in Section option, 92
Excel, 94–95
Excluded area, 126
expected revenue in Overview
Dashboard, 8
F
face validity, 29
filter prompts
Answers on Demand, 25
basics, 142
building new, 143–150
calculated defaults, 154–157
Company Active Currencies
prompt, 160
Customer Dashboard, 14
dashboards as search tools,
157–158

how will you use? 33
Marketing Effectiveness
Dashboard, 19
Overview Dashboard, 8
Pipeline Dashboard, 9
prescriptive dashboards, 159
Sales Effectiveness Dashboard, 13
Service Dashboard, 18
showing SQL results in fields,
150–154
use of dashboards, 31
“what if” analyses, 159–160
filters
report data, 104–108
Source Request report with,
65–66
Folder object
defined, 43
properties and buttons,
80–82
using dashboard, 34
fonts
formatting column, 99–100
formatting header and
footer, 53
formatting Section object, 71
footers, 50–54
Format Chart Data button
in Chart view, 116
in Pivot Chart view, 139

Format Labels menu, 110–111
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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
178

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
179
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
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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
178

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
179
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
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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

180

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
181
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

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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
180

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
181
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
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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
182

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
183
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
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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
182

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
183
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
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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
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Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
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
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