Oracle CRM On Demand Advanced Analytics Workshop What you will learn:In this course, students learn to use advanced features of Oracle CRM On Demand Answers to support custom business reporting needs. These include learning how to: apply advanced formatting and layouts; create and apply multiple filters for rolling date analyses and negative reporting; use advanced formulas and calculated columns; build comparative reports using prompts; and, directly link reports. These skills enable advanced users to build complex reports that display results simply. Hands-on exercises based on real business examples reinforce the skills and knowledge taught in the course. This provides an opportunity for students to practice new skills in a safe environment with instructor support. Before the start of the class, students will have to complete the following prerequisites: • Siebel CRM On Demand: Build Your Own Reports: 1 Control Visibility to Report Data
• Siebel CRM On Demand: Build Your Own Reports: 2 Create List Reports
• Siebel CRM On Demand: Build Your Own Reports: 3 Format Custom Reports
• Siebel CRM On Demand: Build Your Own Reports: 4 Create Charts for Reports
• Siebel CRM On Demand: Build Your Own Reports: 5 Create Pivot Tables for Reports
• Siebel CRM On Demand: Build Your Own Reports: 6 Control Access to Reports To access those prerequisites, please follow the steps below: • Go to www.oracle.com and log in
• If you don't have an account, click the Register for a free Oracle Web account link on top of the page to create one
• After you log in, click the Education link on the right
• Click the Knowledge Center ink on the left
• From the Knowledge Center page, click the Free Trial link on the right
• Read the Free Trial Subscription terms and accept
• Type the pre-requisite name in the Search box and click Go Audience:• Technical Consultant
• Technical Administrator
• Reports Developer Prerequisites:Required Prerequisites:• Ability to create reports using Oracle CRM OnDemand Answers
• Basic familiarity with the Oracle CRM On Demand application Course Objectives:• Identify and apply formatting options to emphasize key data
• Design and format effective pivot tables to show data from multiple perspectives
• Define prompts to allow users to filter information in an analysis
• Use advanced filtering options to satisfy report data requirements
• Filter data based on the results of another analysis
• Combine reports to create complex filters
• Use column formulas to calculate data in an analysis
• Write rolling date filters to display results based on relative time frames
• Include session variables in filters and formulas
• Create links to navigate users through a set of reports
• Use action links to pass record details to a report so that the report results are record-specific
• Create analyses that answer defined business questions Course Topics:Reporting Methodology• Identifying Subject Areas
• Finding Data Columns
• Analyzing Custom Objects
• Designing Your Report Formatting Tables• Column Formatting
• Conditional Formatting
• Using Images Working With Pivot Tables• Adding Totals and Relative Values
• Adding Duplicate Columns Using Advanced Layout Views• Column Selectors
• Gauge Views
• Adding a Legend
• Using a Narrative View Using Filters• Filtering with SQL Expressions
• Using Variables
• Filtering Based on Results of Another Analysis Combining Reports with Set OperationsDefining Column Filter Prompts• When to Use Prompts
• Date Range Prompts Column Formulas and Conditional Expressions• Where to Apply Formulas
• Creating Mathematical Formulas Date and Time Formulas• Types of Date Formulas
• Rolling Date Filters
• Using Session Variables Conditional Values• Using CASE Statements
• Applying Aggregation Rules Navigating Users to Analyses• Defining Drill-Down Paths
• Creating a Web Link field
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