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El. knyga: Oracle CRM On Demand Reporting

4.50/5 (4 ratings by Goodreads)
  • Formatas: 474 pages
  • Serija: Oracle Press
  • Išleidimo metai: 14-Feb-2009
  • Leidėjas: Osborne/McGraw-Hill
  • Kalba: eng
  • ISBN-13: 9780071593052
Kitos knygos pagal šią temą:
Oracle CRM On Demand ReportingDidesnis paveikslėlis
  • Formatas: 474 pages
  • Serija: Oracle Press
  • Išleidimo metai: 14-Feb-2009
  • Leidėjas: Osborne/McGraw-Hill
  • Kalba: eng
  • ISBN-13: 9780071593052
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Lairson, a principle consultant with Oracle, offers this guide on using the Oracle CRM On Demand Reporting application so that users can plan, build and distribute business intelligence reports that are unusually detailed and comprehensive. The author provides formatting tips to organize data into easy-to-read columns, tables, graphs, filter prompts and charts through the use of customized dashboards and uses step-by-step instructions and print screens so that business managers with limited computer skills can still achieve professional results. A companion website is available that provides additional codes and free chapters from other Oracle guides. Annotation ©2009 Book News, Inc., Portland, OR (booknews.com)

Your One-Stop Guide to Oracle CRM On Demand Reporting

Plan, build, and distribute data-rich business intelligence reports with ease. Oracle CRM On Demand Reporting details the entire report-building process and explains how to use the powerful features available in Answers On Demand to create and share comprehensive, integrated reports. The book includes proven strategies for report design and development, real-world examples, formatting tips, advanced reporting techniques, and sample formulas. Convert disparate corporate data into actionable business intelligence with help from this detailed guide.

  • Maximize the features of Answers On Demand
  • Strategically plan your reports
  • Format, sort, filter, and modify report data
  • Use column formulas with numeric, date and time, and text data
  • Apply logic and transform data with column formulas
  • Format report title and table views
  • Add charts, graphs, pivot tables, filter prompts, and interactivity to reports
  • Configure advanced views and create custom dashboards
  • Manage reports and control access
Acknowledgments xiii
Introduction xv
Getting Started with Answers On Demand
1(16)
Report Development Privileges
2(1)
The Getting Started with Answers Window
3(2)
Open Existing Analysis
3(1)
Manage Analyses
3(1)
Subject Areas
3(2)
Explore the Prebuilt Reports
5(12)
Quick Lists
5(2)
Pipeline Analysis
7(2)
Sales Effectiveness
9(1)
Customers
10(2)
Service
12(1)
Marketing Effectiveness
13(4)
Planning Your Reports
17(12)
Planning and Report Validity
18(2)
Why Do You Need a Report?
20(1)
How Will You Use This Report?
21(3)
Physical Use
21(3)
Cognitive Use
24(1)
Who Will Use the Report?
24(1)
What Should the Report Contain?
25(4)
Analytics Subject Area Versus Reporting Subject Area
25(1)
Selecting a Subject Area
25(1)
Determining Data Visibility
26(1)
Locating Columns for Your Report
27(2)
Formatting and Sorting Report Data
29(18)
Build and View Analyses
30(1)
Adding Columns
31(2)
Formatting Columns
33(11)
Style Tab
34(1)
Column Format
35(5)
Data Format
40(2)
Conditional Format
42(2)
Apply Formatting Changes
44(1)
Sorting Columns
44(3)
Sorting Multiple Columns
44(1)
Data Grouping and Default Sorts
45(2)
Filtering Report Data
47(18)
Filtering Data
48(8)
Column Filters
50(2)
Filter Groups
52(1)
Predefined Filters
53(2)
Saving Filters
55(1)
Advanced Filtering
56(9)
Expressions
56(2)
Variables
58(1)
SQL Filters
59(2)
Reports as Filters
61(4)
Modifying Data with Formulas
65(32)
Changing Column Formulas
66(1)
Custom Headers
67(1)
Analytical Field References
67(1)
Using Special Columns
67(6)
Multi-Select Picklist Values
68(1)
Metric Columns
69(1)
Date Dimension Columns
70(3)
Setting Aggregation Rules
73(1)
Forcing Specific Values
74(3)
Expressing Literals
75(1)
Inserting Blank Columns
76(1)
Changing Column Formulas
77(6)
Simple Column Formulas
77(2)
Bins
79(2)
Functions
81(2)
Session Functions and Variables
83(14)
Session Functions
84(1)
Session Variables
84(10)
Filter Function
94(3)
Using Column Formulas with Numeric Data
97(70)
Aggregate Functions
98(21)
AVG
98(2)
AVG(DISTINCT)
100(1)
BOTTOMN
101(1)
BY
102(1)
COUNT
103(1)
COUNT(DISTINCT)
104(1)
COUNT(*)
105(1)
MAX
105(1)
MEDIAN
106(1)
MIN
107(1)
NTILE
108(1)
PERCENTILE
109(2)
RANK
111(2)
STDDEV and STDDEV_SAMP
113(2)
STDDEV_POP
115(1)
SUM
115(2)
SUM(DISTINCT)
117(1)
TOPN
117(2)
Running and Moving Aggregate Functions
119(9)
MAVG
119(1)
MSUM
120(2)
RSUM
122(2)
RCOUNT
124(2)
RMAX
126(1)
RMIN
126(2)
Math Functions
128(14)
Operators
128(1)
ABS
129(1)
CEILING
130(1)
FLOOR
131(1)
MOD
132(1)
PI
133(1)
POWER
134(1)
RAND
135(2)
ROUND
137(1)
SIGN
138(1)
SQRT
138(2)
TRUNCATE
140(2)
Calculus and Trigonometry Functions
142(25)
ACOS
142(1)
ASIN
143(1)
ATAN
144(1)
ATAN2
145(1)
COS
146(1)
COT
146(1)
DEGREES
147(1)
EXP
148(1)
LOG
149(1)
LOG10
150(2)
RADIANS
152(1)
SIN
153(1)
TAN
153(3)
Organizing Complex Formulas
156(11)
Using Column Formulas with Date and Time Data
167(44)
Date/Time Literals
168(1)
Current Date/Time Functions
169(5)
CURRENT_DATE
169(1)
CURRENT_TIME
170(1)
CURRENT_TIMESTAMP
171(2)
NOW
173(1)
Extract Date/Time Functions
174(20)
DAY
174(1)
DAY_OF_QUARTER
175(1)
DAYNAME
176(2)
DAYOFMONTH
178(1)
DAYOFWEEK
179(1)
DAYOFYEAR
180(1)
HOUR
181(1)
MINUTE
182(1)
MONTH
183(1)
MONTH_OF_QUARTER
184(2)
MONTHNAME
186(1)
QUARTER
187(1)
QUARTER_OF_YEAR
188(1)
SECOND
188(2)
WEEK
190(1)
WEEK_OF_QUARTER
191(1)
WEEK_OF_YEAR
192(2)
YEAR
194(1)
Extract Functions Summary
194(1)
Performing Time Calculations
194(13)
TIMESTAMPADD
196(3)
Advanced Timestamp Calculations
199(1)
Filtering with Timestamp Calculations
200(1)
TIMESTAMPDIFF
201(3)
CURRENT_DATE or NOW()?
204(3)
Useful Samples
207(4)
Upcoming Dates Report
207(1)
Current Week Filter
207(1)
Rolling Date Filter
208(1)
Calculating Differences in Business Days
209(2)
Using Column Formulas with Text Data
211(38)
String Functions
212(34)
ASCII
212(3)
BIT_LENGTH
215(2)
CHAR
217(4)
CHAR_LENGTH or CHARACTER_LENGTH
221(2)
CONCAT
223(1)
INSERT
224(2)
LEFT
226(1)
LENGTH
227(1)
LOCATE
228(2)
LOCATEN
230(1)
LOWER or LCASE
231(2)
OCTET_LENGTH
233(1)
POSITION
234(1)
REPEAT
235(1)
REPLACE
236(1)
RIGHT
237(2)
SPACE
239(1)
SUBSTRING
240(2)
TRIM
242(3)
UPPER or UCASE
245(1)
Useful Samples
246(1)
Build an Email Address
246(1)
Line Breaks in a Report
246(1)
Address Labels
246(1)
Initial Cap Column
246(1)
Additional Tips
247(2)
Using Column Formulas to Apply Logic and Transform Data
249(16)
CASE Statements
250(11)
CASE Switch
251(3)
CASE If
254(3)
Nesting CASE Statements
257(4)
Converting Data with the CAST Function
261(3)
Converting Numeric Types
261(1)
Converting Strings
262(2)
Converting Date/Time Data
264(1)
Converting a NULL Value with the IFNULL Function
264(1)
Formatting Report Title and Table Views
265(16)
Formatting the Title View
266(4)
Format View
266(2)
Edit View
268(2)
Formatting the Table View
270(4)
Format View
270(1)
Edit View
270(4)
``LayOUTside'' the Box
274(7)
Applying Extra-Thick Borders
274(2)
Displaying Totals Only
276(1)
Applying a Thick Vertical Line in a Table
276(1)
Displaying Images in the Table Row
277(1)
Formatting with HTML
278(3)
Adding Charts and Graphs to Reports
281(36)
Introduction to Chart Views
282(14)
Using the Chart View
282(1)
Chart Controls
283(13)
Basic Chart Types
296(11)
Area Chart
296(1)
Horizontal Bar Chart
297(2)
Bubble Chart
299(1)
Vertical Bar Chart
299(1)
Line Chart
300(2)
Line Bar Combo Chart
302(1)
Pareto Chart
303(1)
Pie Chart
303(1)
Radar Chart
304(1)
Scatter Chart
305(1)
Step Chart
306(1)
Advanced Charts
307(9)
Gauge View
307(8)
Funnel Chart
315(1)
``LayOUTside'' the Box
316(1)
Adding Pivot Tables to Reports
317(40)
Introduction to Pivot Tables
318(28)
Basic Pivot Tables
318(3)
Formatting Pivot Table Areas
321(11)
Formatting Columns in Your Pivot Table
332(14)
Pivot Charts
346(3)
Inserting Pivot Charts
346(1)
Formatting Pivot Charts
347(2)
``LayOUTside'' the Box
349(4)
Formatting Tips
349(1)
Inserting Sections Inside a Table
350(1)
Creating a Section-Only Record Detail Report
350(2)
Creating a Pivot Chart Dashboard
352(1)
Troubleshooting
353(4)
Pivot Table Requirements
353(1)
Slow Script
354(1)
Governor Limit Exceeded
354(1)
Assertion Failure
355(2)
Adding Advanced Views and Creating Custom Dashboards
357(28)
Informational and Advanced Report Views
358(17)
Informational Views
358(7)
Advanced Views
365(10)
Creating Dashboards
375(7)
Controlling Dashboard Access
375(1)
Constructing the Dashboard Filter Prompt
375(3)
Managing Dashboards
378(1)
Adjusting Dashboard Layout
379(2)
Dashboard Design Considerations
381(1)
``LayOUTside'' the Box
382(3)
Embedded Reports
382(1)
View Selector and Narrative Views
383(1)
Scrolling Charts
384(1)
Adding Filter Prompts to Reports
385(12)
Overview of Filter Prompts
386(2)
Column Filter Prompts
388(5)
Image Prompts
393(4)
Combining Reports
397(18)
Using a Report to Filter Another Report
398(2)
Combining Reports into a Single Report
400(15)
Mind Your Data Types
402(1)
Union Types
403(5)
Using Multiple Set Operations---Null Reporting
408(3)
Using a Combined Analysis to Filter Another Report
411(1)
Displaying Combined Data in a Pivot Table
411(2)
Working with Result Columns
413(1)
Filtering Combined Analyses
414(1)
Adding Interactivity to Reports
415(22)
Changing Default Drill-Down Behavior
416(12)
Navigating Between Reports
417(3)
Drilling Down to Record Details
420(8)
Navigating into Reports
428(9)
Using Web Link Fields to Access Reports
428(3)
Creating a Custom Web Applet with a Report
431(4)
Displaying a Report on a Homepage
435(1)
Embedding Reports on Web Tabs
436(1)
Providing External Links
436(1)
Managing Reports and Controlling Access
437(8)
Report Management
438(5)
Organizing Reports
438(3)
Controlling Analytic Data Access
441(2)
Analytics Performance Guidelines
443(2)
Performance Guidelines
443(1)
Choose the Right Subject Area
443(1)
A Report Is Not Always the Best Solution
443(1)
The ID Is Key for Detail Reports
443(1)
Two Reports Are Often Better Than One
443(1)
The Higher You Go, the More You Can See
444(1)
The More You Combine, the Lower the Performance
444(1)
Simplify for Speed
444(1)
Quick Reference 445(20)
Index 465
Michael D. Lairson joined Siebel Systems (now Oracle) in 2001, where he developed the certification exams and study materials for the Siebel CRM On Demand product. He helped develop and regularly delivers the Advanced Analytics Workshop.
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