Oracle CRM On Demand Advanced Analytics Training Course and Workshop in Bangalore, Mysore, Chennai, Hyderabad, Pune, Mumbai, Delhi, Noida, Gurgaon, Kolkata

Program Overview
Program Objectives

This Oracle CRM On Demand Advanced Analytics training course provides skills to use advanced features of Oracle CRM On Demand Analytics 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 analyses and dashboards that meet complex reporting needs.

By attending Oracle CRM On Demand Advanced Analytics workshop, delegates will learn to:

Create effective analyses using a large selecting of views and graphs providing multiple data perspectives
About Session and presentation variables
Create filters and selection steps; learn about calculated groups, items, measures and right-click interactions
Create cross objects reports using combined analyses
Create various type of prompts using column, variable, image and currency prompts
Write complex formulas
Link directly from analysis records to detail pages, drill down to other analyses, and create master-detail interactions
Create dashboards and use personalized customizations
Embed analytics content in Oracle CRM On Demand
Track usage and performance
Define your business question
Identify the data formatting and features needed to meet your business requirements
Create complex filters and prompts to provide only the most critical information to report users
Write formulas and expressions to create unique data relationships and time-based reports
Link users to a report from another report or from a record in the application

Course Introduction

Review and Resources
Reports and Dashboard Community
Analytics Home Page

Reporting Methodology

Identify your business question
Identify the audience
Identify the data elements that are required to answer your business question
Identify the most appropriate subject area for your report
Design the report that will answer your business question

Reviewing the Basics

Create a basic report using Analytics
Create simple table, chart, and pivot table views
Add filters
Apply basic formatting options
Learn about Variables
Understand Null Suppression
Create a basic report using the Advanced Custom Objects subject area

Formatting Tables

Customize the format of a report by modifying column properties
Apply conditional formatting to highlight data that meets specified criteria
Use images to help focus the analysis
Add formatting on graphs based on position and columns

Working with Pivot Tables

Format labels in a pivot table
Add totals, percentages, and indexes to a pivot table
Add aggregation rules to a pivot table

Using Advanced Layout Views

Build a Column Selector view
Add a Legend view to a report
Add Performance Tile, Trellis and Treemap views to a report
Add a Waterfall graph
Customizing No Results Display
Create Master-Detail Linking of Views
Use the Best Visualization and Best Recommendation features

Using Filters

Filter data in a report to emphasize a subset of information
Select the appropriate operator when combining filters in a report

Filtering Based on the Results of Another Report and Selecting Data for the Analysis

Use the results from another report as a filter
Create selection steps, groups, add custom calculated items and measures and how to add personal customizations to the analysis results by using right-click interactions

Combining Reports with Set Operations

Build advanced report criteria by combining reports from the same or different subject areas.

Defining Prompts

Describe when to use column prompts instead of filters
Specify the prompt properties that are needed to meet specific business requirements
Create currency prompts
Describe when to use variable prompts

Including Column Formulas

Add formulas in multiple areas of a report
Create column formulas by combining fields in math functions

Writing Date and Time Formulas

Write time and date formulas
Add time-based formulas to filters to create rolling date reports

Adding Conditional Values to a Report

Determine when CASE statements should be used to add information to a report
Write CASE statements for conditional values

Reports Interactions with Actions and Action Links

Create drill-down paths between reports
Create a link from a report to a specific record detail page

Embedding Analytics

It is sometimes necessary to report on data specific to an individual record, such as an account or an opportunity
Easy access to such reports, precisely when they are needed, can help users make better business decisions

Creating Custom Dashboards

Create custom dashboards and dashboard prompts
Delay the execution of dashboard pages and customize and publish your dashboard pages

Tracking Usage and Performance

Identify the information available in standard Usage Tracking reports
Identify the components of the Usage Tracking subject area
Grant access to Usage Tracking data appropriately

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Oracle CRM On Demand Advanced Analytics

COURSE AGENDA