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Oracle CRM On Demand Advanced Analytics Workshop

Посмотреть расписание этого курса
  • Код курса: CRMA
  • Длительность: 3 д.
  • Цена: 112 500 р.

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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