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CITATION

Lairson, Michael D.. Oracle CRM On Demand Dashboards. US: McGraw-Hill Osborne Media, 2010.

Oracle CRM On Demand Dashboards

Authors: Michael D. Lairson

Published:  August 2010

eISBN: 9780071745352 0071745351 | ISBN: 9780071745345
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  • Contents
  • Acknowledgments
  • Introduction
  • 1 Getting Started
  • About Oracle CRM On Demand
  • Access Control for Report Developers and Dashboard Developers
  • Company Profile Setting Affecting Reports and Dashboards
  • User Profile Settings Affecting Reports and Dashboards
  • Exploring the Default Dashboards
  • Overview
  • Pipeline
  • Sales Effectiveness
  • Customer
  • Service
  • Marketing Effectiveness
  • The Getting Started with Answers Window
  • Subject Areas
  • 2 Dashboard Design
  • Planning Your Dashboards
  • Why Do You Need a Dashboard?
  • Easing Access to Information with a Dashboard
  • Using a Dashboard to Cater Information to Users
  • Providing Additional Functionality with a Dashboard
  • How Will the Dashboard Be Used?
  • Physical Dashboard Implications
  • Cognitive Dashboard Implications
  • Who Will Use the Dashboard?
  • 3 The Manage Dashboard Screen
  • The Dashboard Tab
  • Manage Dashboards
  • New Dashboard/Edit Dashboard
  • Delete Dashboard
  • Design Dashboard
  • Dashboard Properties and Page Controls
  • Dashboard Objects
  • Saved Content
  • 4 Dashboard Pages and Properties
  • Configuring Dashboard Pages
  • Multipage Dashboards
  • PDF and Print Controls
  • Dashboard Columns and Breaks
  • Setting Dashboard Properties
  • General Properties
  • Dashboard Pages
  • 5 Dashboard Objects
  • Dashboard Sections
  • Guided Navigation
  • Format Section
  • Drill In Place
  • Arrange Horizontally
  • Collapsible
  • Rename
  • Delete
  • Links and Images
  • Properties
  • Rename
  • Delete
  • Text Objects
  • Properties
  • Rename
  • Delete
  • Folders
  • Properties
  • Rename
  • Delete
  • Guided Navigation Links
  • Properties
  • Rename
  • Delete
  • Summary
  • 6 Displaying Reports on the Dashboard
  • Adding and Arranging Reports on a Dashboard
  • Display Results
  • Report Links
  • Show View
  • Modify Request
  • Rename
  • Delete
  • Property Combinations
  • Designing Reports for Dashboards
  • Adding, Removing, and Reordering Columns
  • Formatting Columns
  • Sorting Columns
  • Filtering Report Data
  • Report Views
  • Pivot Tables
  • Pivot Charts
  • 7 Dashboard Filter Prompts
  • Filter Prompt Basics
  • Building a New Dashboard Filter Prompt
  • Advanced Filter Prompts
  • Showing SQL Results in Filter Prompt Fields
  • Calculated Defaults
  • Dashboards as Search Tools
  • Prescriptive Dashboards
  • “What If” Analyses
  • Company Active Currency Prompt
  • 8 Deploying Dashboards
  • Dashboard Tab
  • Embedded Dashboards
  • Finding the Dashboard URL
  • Dashboards in Custom Web Tabs
  • Dashboards in Web Applets
  • Dashboards in Reports
  • Final Thoughts
  • Index