Course Objectives
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.Hands-on exercises based on real business examples reinforce the skills and knowledge taught in the course. This provides an opportunity for students to practice new skills in a safe environment with instructor support.
Delegates will learn how to
- 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
- Create custom dashboards to provide an in-depth view of the business using simple reports
- Use action links to pass record details to a report so that the report results are record-specific
- Create analyses that answer defined business questions
- Track usage and performance of the CRM On Demand application using standard and custom usage tracking reports