Oracle CRM On Demand Dashboard docx
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About 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.
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Oracle CRM On
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Michael D. Lairson
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Oracle-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 O t h e r B u s i n e s s a n d S e r v i c e s _________
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 18 Visual Basic
o 07 Java o 98 Other
o 08 JSP
o 09 .NET
o 10 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 11
g
o 02 Oracle Database 10
g
o 03 Oracle9
i
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.
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9
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Thanks to Mom and Dad!
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Contents at a Glance
1 Getting Started 1
2 Dashboard Design 27
3 The Manage Dashboard Screen 37
4 Dashboard Pages and Properties 45
5 Dashboard Objects 59
6 Displaying Reports on the Dashboard 89
7 Dashboard Filter Prompts 141
8 Deploying Dashboards 161
Index 173
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
vii
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Contents
ACKNOWLEDGMENTS xiii
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About Oracle CRM On Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Access Control for Report Developers and Dashboard Developers . . . . . . . 3
Company Profile Setting Affecting Reports and Dashboards . . . . . . . 5
User Profile Settings Affecting Reports and Dashboards 5
Exploring the Default Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Pipeline 9
Sales Effectiveness 11
Customer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Marketing Effectiveness 19
The Getting Started with Answers Window . . . . . . . . . . . . . . . . . . . . . . . . . 23
Subject Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2 Dashboard Design 27
Planning Your Dashboards 28
Why Do You Need a Dashboard? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Easing Access to Information with a Dashboard . . . . . . . . . . . . . . . . 31
Using a Dashboard to Cater Information to Users . . . . . . . . . . . . . . . 31
Providing Additional Functionality with a Dashboard 32
How Will the Dashboard Be Used? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Physical Dashboard Implications . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Cognitive Dashboard Implications . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Who Will Use the Dashboard? 35
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
ix
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Contents
xi
3 The Manage Dashboard Screen 37
The Dashboard Tab 38
Manage Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
New Dashboard/Edit Dashboard 40
Delete Dashboard 41
Design Dashboard 41
Dashboard Properties and Page Controls 41
Dashboard Objects 42
Saved Content
43
4 Dashboard Pages and Properties 45
Configuring Dashboard Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Multipage Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
PDF and Print Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Dashboard Columns and Breaks 54
Setting Dashboard Properties 56
General Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Dashboard Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
5 Dashboard Objects 59
Dashboard Sections 60
Guided Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Format Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Drill In Place 68
Arrange Horizontally 69
Collapsible . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Rename 71
Delete 73
Links and Images 73
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Rename 77
Delete 77
Text Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Rename 80
Delete 80
Folders 80
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Rename 81
Delete 82
Guided Navigation Links 82
Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
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Contents
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Rename 86
Delete 86
Summary 87
6 Displaying Reports on the Dashboard 89
Adding and Arranging Reports on a Dashboard 90
Display Results 92
Report Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Show View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Modify Request 96
Rename 96
Delete 97
Property Combinations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Designing Reports for Dashboards 97
Adding, Removing, and Reordering Columns . . . . . . . . . . . . . . . . . . 98
Formatting Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Sorting Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Filtering Report Data 104
Report Views 108
Pivot Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Pivot Charts 138
7 Dashboard Filter Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Filter Prompt Basics 142
Building a New Dashboard Filter Prompt . . . . . . . . . . . . . . . . . . . . . 143
Advanced Filter Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Showing SQL Results in Filter Prompt Fields 150
Calculated Defaults 154
Dashboards as Search Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Prescriptive Dashboards 159
“What If” Analyses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Company Active Currency Prompt . . . . . . . . . . . . . . . . . . . . . . . . . . 160
8 Deploying Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Dashboard Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Embedded Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Finding the Dashboard URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Dashboards in Custom Web Tabs 163
Dashboards in Web Applets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Dashboards in Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Final Thoughts 171
Index 173
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Acknowledgments
here are many people I would like to thank as I sit here after having
just penned the final chapter of this book. I am sure I will miss many
specific people if I tried to list them all, but I am compelled to
mention some specific supporters.
The dedication on this book reads “Thanks to Mom and Dad!” I worded the
dedication in this way because it is thanks to them that I am on this little writing
venture. My father taught me the value of a strong work ethic through his actions
and dedication to his work for our benefit over his own. My mother showed me the
power of setting goals and overcoming adversity through her own efforts to pursue a
career that she was denied in her youth. Even when her health tried to stop her, she
never lost sight and has remained ever-positive. The work ethic and dedication that
I learned from them has served me well, and resulted in another book for my Oracle
CRM On Demand friends.
I would be completely negligent if I did not also thank my wife, Susan, and my
boys, Robbie and David, who graciously gave up time that was due them so I could
work on this book.
Others who have shown me support, encouraged me, or challenged me along
the way—I thank you. Listed in no particular order: Jeff H., Noni, Dave and Kit K.,
Doug C., Erin W., Colleen J., Suzanne L., Jared W., Ray G., Greg T., Connie S.,
James O., Kiran, Madhu Prashant, Elizabeth O., Jayd, Binh, Zephrin, Alex N., Robert
D., Louis P., Leslie P., Steve B., Julie G., Greg B.
There are a number of customers who helped me push the envelope by pushing
me. You know who you are, and there are too many to mention individually, but I did
promise Bill T. a mention.
T
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Introduction
nalytics (or business intelligence) is one of the hottest topics in
corporate boardrooms around the world. It seems that the ability to
report on business data is a base requirement for many software
purchase decisions, and is a differentiating factor in the hosted CRM
or Software as a Service (SaaS) selection criteria. The ability to build
powerful reports is something that is becoming more common as this trend
continues. The additional ability to deliver these powerful reports to the users of
the systems is a bit more elusive. Well-built, insightful analytic reports are only
useful if the individuals who need that information are able to access and
understand the reports without a great deal of effort.
Software as a Service is quickly becoming a norm, rather than an emerging
trend. The current economy may have driven more companies to this software
model whereby companies pay for licenses to access software on external servers
rather than pay for an installation of the software on their own servers. This is often
a more economical model, as companies do not have the additional cost of
software, hardware, and support personnel.
Oracle CRM On Demand is one such SaaS application, and the topic of this
book. With Oracle CRM On Demand, users have access to a world-class customer
relationship management application that includes an extremely robust business
intelligence tool called Answers On Demand. Answers On Demand is included
with each license, rather than as a separate cost. With the latest version of Oracle
CRM On Demand, users have the ability to create custom dashboards within which
to deliver their reports to the screen.
A
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Oracle CRM On Demand Dashboards
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About Oracle CRM On Demand
Oracle CRM On Demand’s roots begin with Sales.com. Sales.com was the first
hosted CRM product for Siebel Systems. Siebel Systems was the leader in the CRM
industry at the time, but the world was not yet ready for Sales.com, and that service
shut down in 2001 due to a lack of interest. A mere two years later, in 2003, Siebel
reemerged in the CRM Software as a Service market with Siebel CRM OnDemand.
Shortly thereafter, Siebel Systems acquired UpShot, another trailblazer in the hosted
CRM industry. UpShot’s technology was rolled into Siebel CRM OnDemand. The
next acquisition affecting the hosted CRM product was the purchase of Ineto. Ineto’s
technology added call center hosting to the Siebel CRM OnDemand offering.
Fast-forward to early 2006 and Oracle’s completed acquisition of Siebel
Systems, and we see a leading hosted CRM application suddenly gain the backing
of a huge software empire and the support and research and development that
comes with it. Rather than get lost in the rich mix of Oracle software products, and
a set of products and services already bearing the “On Demand” moniker, Siebel
CRM OnDemand became Oracle CRM On Demand and continued to thrive. Since
that acquisition, Oracle has continued to push out additional versions of the
application with aggressive and impressive enhancements that continue to set the
standard for hosted CRM applications.
Oracle CRM On Demand is a full-service suite of hosted CRM that includes
core service, sales, and marketing components. Hosted call center and e-mail
marketing are two additional options that fully integrate with the application. The
extensive CRM functionality of Oracle CRM On Demand includes marketing
campaign management, lead management, revenue forecasting, sales opportunity
management, account management, contact management, service request and
solution management, and quota management. Offline access and integration with
e-mail applications and mobile devices are also available. Seamless integration
with back-office applications is available using prebuilt integration points (PIPs) or
custom web services.
Most important to the readers of this book, Oracle CRM On Demand includes
the Answers On Demand tool, which offers extensive and powerful embedded
analytics functionality. Reports developed within Answers On Demand may be run
from within Oracle CRM On Demand by clicking a hyperlink on the reports screen,
or as I will describe in this book, embedded into dashboards that present one or
more reports to the user on a single screen.
The functionality of the Oracle CRM On Demand dashboard is the focus of
this text. I believe that you will find this book not only an informative read, but
also an indispensable reference as you expand your own dashboard and report
development skills.
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Oracle CRM On Demand Dashboards
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Introduction
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About This Book
A couple of years ago, I began keeping notes of tips and tricks and things I learned as I
struggled to develop reports for my customers. That effort led to my first book, Oracle
CRM On Demand Reporting (McGraw-Hill, 2008), as I found myself overwhelmed
with the features and possibilities of analytics in Oracle CRM On Demand and the
functions at my disposal. I wrote that book in order to have a single resource that I
could reference as I built reports. As a nice secondary benefit, I was able to assist
many others with their reports in the form of that reference.
I have continued to teach reporting workshops and keep up with the enhancements
within Oracle CRM On Demand and the ever-expanding demands of the users of
the application. With the introduction of custom dashboards in Release 16 of the
application, it became increasingly obvious to me that there is a demand for more
information on this awesome feature, which brings me here, again developing a
reference for you, and me, so that we can continue to support the needs of our users
and deliver to them the powerful and insightful business intelligence tools that they
demand from us, the faithful report developers. My desire is to continue the earlier
effort to create a comprehensive guide to the features of Answers On Demand
coupled with planning and design strategies that will serve you well as you build
reports and dashboards in Oracle CRM On Demand.
Oracle CRM On Demand dashboard developers, from novices to experts, should
find something in this book that will make the next dashboard a little easier, a little
more useful, and maybe even fun to build. The book begins with a description of
the reporting tools available in Oracle CRM On Demand and the user settings that
are required for access to Answers On Demand and dashboard management. Then
we explore the prebuilt default dashboards in Oracle CRM On Demand. We will
also take a look at the Answers On Demand tool and the subject areas available for
reporting, since we typically include some reports in our dashboards, and you will
need some familiarity with the subject areas and the Answers On Demand tool for
developing dashboard filter prompts.
Of course, you cannot just start building a dashboard without a plan. So the
second chapter helps you understand the importance of knowing why you need
your dashboard, how it will be used, who will use it, and what needs to be in it. Of
course, you will have already done some this planning when you built the reports
for the dashboard, right? We’d better review it anyway.
Next up, we begin with basic dashboard development on the Manage Dashboard
screen with creating, designing, and deleting dashboards. In this chapter you explore
adding elements to your dashboard.
Now that you have a dashboard canvas to work with, in Chapter 4, we will
expand that canvas by adding pages to the dashboard and setting the properties for
the dashboard’s appearance and behavior.
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Oracle CRM On Demand Dashboards
Chapter 5 is the heart of the book, as it describes in detail each of the available
dashboard objects outside of reports. Here you will learn about each object, how it
is used and configured, and what options are available for each.
The next chapter focuses on the adding and arranging of reports on the dashboard
pages. Here you will explore the various display techniques and properties for reports
embedded onto a dashboard screen. Here also you will find a report development
overview to help build, refresh, or renew your report-building skills as they pertain to
dashboards.
In Chapter 7 we will dive into the more technical topic of developing dashboard
filter prompts. We will return to the Answers On Demand tool to develop prompts
as well as configure our dashboard reports to be prompted. Some advanced topics
such as using SQL and presentation variables are included here.
In the final chapter, we will discuss the different methods of deploying a dashboard
to the users of Oracle CRM On Demand.
How to Use This Book
This book is more than just a detailed explanation of the features of Oracle CRM On
Demand dashboards. As in my first book, which I hope you already have a well-
worn copy of, this book contains valuable experience from hours upon hours of
struggle with the most interesting and challenging reporting and dashboarding
requirements. As with any skill, the best way to develop is through practice, and it is
my hope that you will benefit from the many hours of my own practice. It is not a
replacement for your time and effort, of course, but it certainly is a nice head start.
The strategies for report planning, design, and development, as well as the
abundance of information and examples of the many functions available to you in
your Oracle CRM On Demand reporting tool that are included in Oracle CRM On
Demand Reporting, will serve you well as you expand your abilities into dashboard
development, and I highly recommend that you pick up a copy of that book, if you
have not already. Building on that foundation, this book takes you through the
process of designing your custom dashboards with a detailed explanation of all of
the available features. Examples and sample strategies for successful dashboards are
offered, as well as some deep technical instruction on filtering and prompting the
reports embedded in your dashboards.
Novice or seasoned veteran, whether you read it to learn or use it as a reference
tool, I hope and believe your dashboards, and ultimately your users, will benefit
from the information offered herein.
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Chapter
1
Getting Started
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