Oracle CRM On Demand Advanced Analytics Workshop - Locus IT Services

Oracle CRM On Demand Advanced Analytics Workshop

Locus IT ServicesCorporate TrainingOracle CRM On Demand Advanced Analytics Workshop

Oracle CRM On Demand Advanced Analytics Workshop

In Oracle CRM On Demand Advanced Analytics Workshop training students learn to use advanced features of Oracle CRM On Demand Answers to support custom business reporting needs.

These include learning how to: apply the 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 the prompts; create custom dashboards, the track usage, and performance.

These skills allow the advanced users to build easy-to-use reports and dashboards that meet complex reporting needs. Hands-on exercises based on real business examples that reinforce the skills and knowledge taught in the course.

Oracle CRM On Demand Advanced Analytics Workshop Modules

Module 1: Reporting Methodology
  • Identifying Subject Areas
  • Finding Data Columns
  • Analyzing Custom Objects
  • Designing Your Report
Module 2: Formatting Tables
  • Column Formatting
  • Conditional Formatting
  • Using Images
Module 3: Working With Pivot Tables
  • Adding Totals and Relative Values
  • Adding Duplicate Columns
Module 4: Using Advanced Layout Views
  • Column Selectors
  • Gauge Views
  • Adding a Legend
  • Using a Narrative View
Module 5: Using Filters
  • Filtering with SQL Expressions
  • Using Variables
  • Filtering Based on Results of Another Analysis
  • Using the Filtered Metrics Function
Module 6: Defining Column Filter Prompts
  • When to Use Prompts
  • Date Range Prompts
Module 7: Column Formulas and Conditional Expressions
  • Where to Apply Formulas
  • Creating Mathematical Formulas
Module 8: Date and Time Formulas
  • Types of Date Formulas
  • Rolling Date Filters
  • Using Session Variables
Module 9: Conditional Values
  • Using CASE Statements
  • Applying Aggregation Rules
Module 10: Navigating Users to Analyses
  • Defining Drill-Down Paths
  • Creating a Web Link field
Module 11: Creating Custom Dashboards
  • Creating and Designing Custom Dashboards
  • Creating Dashboard Prompts

Locus IT’s Oracle CRM On Demand Advanced Analytics Workshop is intended for individuals and consultants with a job role that includes building, modifying, and administering reports and dashboards for Oracle CRM On Demand. For more information, please contact us.

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