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Oracle CRM On Demand Advanced Analytics Workshop

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  • Код курса: CRMA
  • Длительность: 3 д.
  • Цена: 112 500 р.
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Описание курса


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; create custom dashboards; and, track usage and performance. These skills enable advanced users to build easy-to-use reports and dashboards that meet complex reporting needs.

Exercises based on real business examples reinforce the skills and knowledge taught in the course.

Слушатели изучат:

  • Write time and date formulas and create rolling date reports
  • Create effective pivot tables that provide multiple data perspectives
  • Link directly from a record to a record-specific analysis
  • Filter data based on the results of another analysis or using a simple SQL statement
  • Create custom dashboards to provide an in-depth view of the business using simple reports
  • Use column and conditional formatting to emphasize key data

Цели курса:

  • Create analyses that answer defined business questions
  • 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 custom dashboards to provide an in-depth view of the business using simple reports
  • Track usage and performance of the CRM On Demand application using standard and custom usage tracking reports

Программа курса:

  • Reporting Methodology
  • Formatting Tables
  • Working With Pivot Tables
  • Using Advanced Layout Views
  • Using Filters
  • Combining Reports with Set Operations
  • Defining Column Filter Prompts
  • Column Formulas and Conditional Expressions
  • Date and Time Formulas
  • Conditional Values
  • Navigating Users to Analyses
  • Creating Custom Dashboards

Содержание курса

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