Аннотация:

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