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/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 7: Dashboard Filter Prompts
select this option, another field opens up for you to enter a SQL query. Unlike the
SQL statement you may have written in the Show field, this SQL statement should
return a single value to provide a default value for the column. Take the following
SQL statement, which returns the Account Name of the account with the maximum
opportunity revenue:
SELECT Account."Account Name" FROM "Opportunity Lists" WHERE
"Opportunity Metrics"."Opportunity Revenue" = MAX( "Opportunity
Metrics"."Opportunity Revenue")
A simpler example is a SQL statement that defaults the Opportunity Close Date
field with the most recent opportunity close date:
SELECT MAX("Close Date".Date) FROM "Opportunity Lists"
One of the most often-requested dashboards that I build for my customers is a
custom search tool. With a well-designed dashboard filter prompt, it is quite easy to
provide your users with a sophisticated search tool. One thing that it is possible to
do with a dashboard-based search that is not possible with the standard search
function in OracleCRMOnDemand is a keyword search that is applied to multiple
columns at once. This is achieved using the presentation variables. Compare, for
example, the dashboard filter prompt shown in Figure 7-7 and the report filter
shown in Figure 7-8. Notice that the Phone Number and Email fields in the
dashboard filter prompt declare presentation variables. Those presentation variables
are then called in the filters on three different phone number fields and two different
e-mail fields. This allows the user to enter a portion of the phone number and search
all three phone number fields at once.
Server Variables (continued)
LAST_WEEK_END_DT TIMESTAMP '2010-03-27 23:59:59'
CURRENT_WEEK_BEGIN_DT TIMESTAMP '2010-03-28 00:00:00'
CURRENT_WEEK_END_DT TIMESTAMP '2010-04-03 23:59:59'
NEXT_WEEK_BEGIN_DT TIMESTAMP '2010-04-04 00:00:00'
NEXT_WEEK_END_DT TIMESTAMP '2010-04-10 23:59:59'
NQ_SESSION.CRMODURL https://secure-ausomxdsa.crmondemand.
com/
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/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 7: Dashboard Filter Prompts
Search dashboard filter prompt
Search dashboard report filter
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/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 7: Dashboard Filter Prompts
An interesting idea for using dashboards, particularly with dashboard filter prompts,
is to create a dashboard that analyzes data across a number of perspectives in order
to prescribe some sort of action on the user’s part. Imagine a dashboard that allows
a user to select a particular product and then based on sales history of the product,
activities, leads, and current opportunities, makes a recommendation on which
customers to call and which leads to follow up on.
One of the most exciting uses of the dashboard in OracleCRMOn Demand, in my
opinion, is to build a tool that people can use to explore different scenarios by
combining data from a record in OracleCRMOnDemand and some data input into
the dashboard filter prompt to calculate or predict an outcome. This type of “what
if” analysis relies heavily on dashboard filter prompts and presentation variables.
Take the Project Calculator dashboard shown in Figure 7-9. This dashboard contains
a dashboard filter prompt that contains a selector for an opportunity and nine input
fields, each populating a presentation variable. This calculator uses the project hours
and utilization rate to predict the project end date.
Project calculator example of a “what if” analysis
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OracleCRMOnDemand Dashboards
The Rate and Hours fields are used to calculate the revenue for the project. The
hours are also used, along with some hard-coded resource costs, to calculate the
project cost for resources. A simple margin calculation is then possible using the
project revenue and project cost results. This simple dashboard allows a salesperson
to manipulate a number of variables to find the right balance between margin,
project timeline, and resource utilization.
Oracle CRMOnDemand comes with a prebuilt dashboard filter prompt that can
prove quite useful if your company has multiple currencies implemented and has
exchange rates for all of those active currencies entered into the exchange rates
table.
A default currently is identified on your company profile in OracleCRMOn
Demand. Reports will use this currency for reports. Your users will also have a
default currency identified on their individual user profiles, and OracleCRMOn
Demand will use this currency for data that the users enter. Users can also select a
specific currency when editing records in OracleCRMOn Demand.
When a report is run that contains a currency and there are multiple currencies
enabled in On Demand, the exchange rate fact table is used to convert values to the
company default currency. If the exchange rates are not there, the report returns no
records. The report does not really care what the user’s default currency is set to, as
reports use the company default currency. If you want to report in a different
currency, you have to change the company default.
Fortunately, you can change the company default currency on the fly in a
dashboard using the Company Active Currencies dashboard filter prompt. Add the
Company Active Currencies prompt (located in the Pre-built Analysis/Company
Settings Folder) to your dashboard. Add reports on the dashboard that include
opportunity revenue, and you will be able to specify the company’s active currency
from the dashboard. When you select a new currency and click Go, the reports
refresh and all of the currency fields are converted to the new company active
currency.
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Chapter
8
Deploying Dashboards
161
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OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 8: Deploying Dashboards
n this final chapter I want to explore the various methods for deploying
dashboards. There are several ways to make a dashboard available to
users of OracleCRMOn Demand. The default method is on the
Dashboard tab itself, but we can take advantage of the fact that our
dashboards are webpages with a unique URL, and embed dashboards
in other locations throughout the application.
Every dashboard that you develop will be available on the Dashboard tab listed in
the Show drop-down list. The standard prebuilt dashboards are listed at the top of
this list, and all of your custom dashboards are listed below the dashed line in this
field. Any users who have access to the Dashboard tab will be able to view the
dashboards listed here. Of course, users must also have access to the reports in
order to view the reports displayed within the dashboards.
To deploy your dashboards on the Dashboard tab, you really just have to ensure
that your users have access to the Dashboard tab. The tab should be included in the
users’ tab layout in the Role settings and the Access Analytics Dashboards privilege
should be enabled in the user role. Your system administrator should be able to
adjust these settings for you if you do not have the administrative privileges to do it
yourself. The Access Analytics Dashboard privilege is listed on the Step 4 screen of
the Role Management Wizard. Add the Dashboard tab to the Available or Selected
tabs list on Step 5 of the Role Management Wizard, and users in that role will have
the necessary access to get to the dashboards on the Dashboard tab.
When a user selects a dashboard from the Show menu and then clicks the Go
button, the selected dashboard loads within a frame below the Show field. Users
may then interact with the dashboard or select another dashboard from the list.
Users will need access to the dashboards regardless of how the dashboards are
deployed. Next, I describe several other methods of embedding dashboard content
throughout OracleCRMOn Demand. Regardless of which methods are used, users
must have access to the dashboards in order to view dashboard content.
Dashboards are webpages that happen to have reports and other objects embedded
within them. We can take advantage of this fact when deploying dashboards
throughout the OracleCRMOnDemand application. Essentially, anywhere you can
embed a webpage using a URL in OracleCRMOn Demand, you can use the
dashboard URL to embed the dashboard. Depending on where you are embedding
your dashboard, you may need to include the URL inside of an iFrame, which is
I
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/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 8: Deploying Dashboards
another HTML element that is rather easy to code, and is explained in detail in an
upcoming section.
Before you can embed a dashboard into any other page, you have to determine the
unique URL for your dashboard. To get this URL, you will access the dashboard on
the Dashboard tab. In Internet Explorer, right-clicking the dashboard screen just a bit
below the show selector and selecting Properties opens the Properties window,
where you can select and copy the address (URL) to your Clipboard. I normally
paste the URL into a text file so I can examine it, and also so I have it when I am
ready to reference it from another area of OracleCRMOn Demand. If you are using
Firefox, you still right-click the dashboard below the Show field, but you will select
the This Frame option and then select Frame Info. The URL for the dashboard is in
the Address field on the resulting Frame Info screen.
The URL will look something like this: https://secure-ausomxdsa.crmondemand
.com/OnDemand/user/analytics/saw.dll?Dashboard&PortalPath=/shared/Company_
HE3361-1JAZ2_Shared_Folder/_portal/Launch+Pad
In this example, the dashboard name is Launch Pad. The name of your
dashboard will be at the end of the URL if you grab the correct URL. Your URL
may also feature some encoded characters like %2f rather than / and + rather than
a space.
Oracle CRMOnDemand navigation is largely tab-based. Each primary record type
in the application has its own tab. Each tab is a separate webpage that opens inside
of a frame positioned below the tabs and to the right of the Action bar within the
Oracle CRMOnDemand user interface. There are also tabs that are not tied directly
to a specific record type. Examples include the Home tab, Reports tab, and
Dashboard tab.
In addition to the tabs that are naturally part of the OracleCRMOnDemand
application, it is possible to create new tabs known as custom web tabs. Custom
web tabs are also separate webpages that open in a frame within the user interface.
The contents of these custom web tabs can be anything from an external website, a
webpage from your company’s intranet, an OracleCRMOnDemand report, or a
dashboard that you have developed.
Creating a custom web tab is generally a task that is performed by a system
administrator, so you may find that you need administrative privileges added to your
role if you are tasked with deploying your dashboards onto web tabs. Making the
web tab accessible to your users also requires some administrative access, as the tab
must be exposed within the role settings for any roles needing access to the tab.
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/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 8: Deploying Dashboards
The process for creating and deploying a custom web tab to display a dashboard
is as follows:
Create a custom web tab.
Click the Admin Global link.
Click the Application Customization link.
Click the Custom Web Tabs link.
Click the New button.
Complete the Custom Web Tab screen.
Enter a name in the Name field. This is the label that will appear on
the tab when viewed in the user interface.
Enter a URL in the Url field. This is where you will paste in the URL
for your dashboard. The URL should include the https:// portion and
should have no spaces. Replace any spaces with a plus sign. Note:
Different browsers have different limits on URL length. Internet
Explorer does not like URLs greater than 2,083 characters. Firefox
handles URLs of up to 65,536 characters.
Enter a description if you like. The description does not appear in
the user interface in a location that the regular user likely will ever
see. The description is listed on the Custom Web Tabs screen, so this
is really information for other administrators.
Enter a frame height and frame width if you wish to restrict the size
of the frame in which your dashboard will appear. Enter these limits
in pixels.
Click the Lookup icon to select a new icon for the web tab. The
Oracle CRMOnDemand icon library comes with more than 100
icons that you can select from for your web tab. Click one of these
icons to assign it to the web tab.
Click Save.
Make the web tab available to users.
Click the Admin Global link.
Click the User Management And Access Controls link.
Click the Role Management link.
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OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 8: Deploying Dashboards
Click the Edit link next to the role to which you want to give access to
the web tab.
Click the Step 5 Tab Access & Order button.
Locate the custom web tab in the Not Available Tab list. Select the web
tab and then click the > button located between the Not Available and
Available Tabs lists to move the tab to the Available Tabs list. If left here,
the tab will not appear in the tab bar by default, but can be added using
the My Setup global link. With the tab selected in the Available Tabs list,
you can click the > button between the Available Tabs list and Selected
Tabs list to move the tab to the Selected Tabs list. Selected tabs appear in
the tab bar by default. You can reposition the tab by clicking the ∧ and ∨
buttons located to the right of the Selected Tabs list.
Click the Finish button.
Repeat Step 2 for any other roles that need access to the web tab. Be sure
you let your users know that they will have a new tab showing up in their
Oracle CRMOnDemand application. Users will need to log out of Oracle
CRM OnDemand and sign in again if they are in the application when
you make the change to their role. Also, you may need to let users know
that if the tab does not appear automatically, they may need to access their
personal tab layout using the My Setup Global link and add the tab to their
personal tab layout.
So why would you want to deploy a dashboard on a custom web tab? Probably one
of the most common reasons is to simplify the user experience. It is much easier for
the user to select a single tab to view the dashboard that you have developed for
them rather than going to the Dashboard tab, selecting the dashboard from the
Show field, and clicking the Go button. Given that the list of dashboards in the
Show field is all-inclusive, you may find that using the custom web tabs gives you a
better mechanism for personalizing the user experience by exposing the dashboards
via web tabs to just the roles that need the dashboards and conveniently concealing
the rest of the dashboards from your users.
One use of the custom web tab containing a dashboard that I have used in the
past, and continue to use over and over again since some of my colleagues seem to
like this particular usage very much and recommend it often, is using a dashboard
as a custom Home tab. If you create a custom web tab and position it at the top of
the Selected Tabs list for a role, this tab becomes the initially loaded tab when the
user signs in to OracleCRMOn Demand. It has become a common request for me
to build a dashboard that contains reports and links that are regularly used every
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/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
OracleCRMOnDemand Dashboards
/ OracleCRMOnDemand Dashboards / Michael D. Lairson / 174 534-3
Chapter 8: Deploying Dashboards
time users sign on to OracleCRMOn Demand. Some common reports included on
the new custom Home tab are lists of past due and upcoming tasks, new leads and
opportunities, new service requests needing attention, and links to important
screens that the users will need to access quickly and often. A similar custom Home
tab can be developed for each user role to personalize the user experience and
ensure that users are gaining quick access to mission-critical business data every
time they sign on to OracleCRMOn Demand.
Custom web applets are similar to custom web tabs. In fact, they really only differ in
scale and location. A custom web applet is also a small frame that contains a
webpage. The web applet is included in the OracleCRMOnDemand interface as a
related object on a record detail screen. I more often insert reports into web applets,
but there is no reason why you could not include a dashboard. Let us presume that
you have a dashboard with a dashboard filter prompt that you want to include as an
applet in order to give users the ability to work with the dashboard while viewing
the details of an account record for instance. Web applets may also be added to
record home pages.
Creating a custom web applet, like the custom web tab, is generally a task that is
performed by a system administrator, so you may find that you need administrative
privileges added to your role if you are tasked with deploying your dashboards onto
web applets. Making the web applet available to your users also requires some
administrative access, as the applet must be added to page layouts for any layouts
that should include it.
The process for creating and deploying a custom web applet to display a
dashboard is as follows:
Create a custom web applet.
Click the Admin Global link
Click the Application Customization link.
Click the link for the record type to which you are adding the web
applet.
Click the Web Applet link.
Click the New button.
Complete the Custom Web Applet screen.
Enter a name in the Name field. This is the label that will appear on
the heading above the web applet on the detail screen when viewed
in the user interface.
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[...]... OracleCRMOnDemand discover the possibilities afforded to them through use of the Dashboard object Dashboards are likely to be the focus of additional enhancements and increased functionality as Oracle continues to invest in their CRMOnDemand product This book has been written based on the Release 17 version of OracleCRMOn Demand, and is the product of one business intelligence professional’s... pixels Relative width of frame Closes the iFrame Table 8-1. iFrame Tag Attributes and Values Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark 170 OracleCRMOnDemand Dashboards button between the Available Information list and the Displayed Information list to move the applet to the Displayed Information list Displayed applets appear on the detail screen in the order shown You can reposition the applet by clicking the ∧ and ∨ buttons located to the left of the Displayed Information list h Click the Finish button 3 Make the home page web applet... Application Customization link c Click the link for the record type to which you are adding the web applet d Click the Homepage Layout link e Click the Step 2 Homepage Layout button f Locate the custom web applet in the All Sections list Select the Web applet and then click the > button located between the All Sections and Available Sections lists to move the applet to the Available Sections list If . / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Oracle CRM On Demand Dashboards
/ Oracle CRM On Demand Dashboards. watermark.
/ Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Oracle CRM On Demand Dashboards
/ Oracle CRM On Demand Dashboards