Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Simpo PDF Merge and Split Unregistered Version - http://www.simpopdf.com Oracle CRM On Demand Dashboards Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Simpo PDF Merge and Split Unregistered Version - http://www.simpopdf.com About the Author Michael D. Lairson began his career in 1993 in Charlotte, North Carolina, as a technical writer after earning a BA in English at the University of North Carolina, Charlotte. Mike moved into the instructional design field in 1995 and prepared training materials that ranged from manuals to high-end multimedia applications for many companies. During this time, Mike returned to UNC Charlotte to earn an M.Ed. in instructional systems technology. Continuing to broaden his experience and explore professional interest in evaluation and analysis led Mike to Siebel Systems, where he worked as a certification exams developer for several years. In this role he created the certification exams and the study materials for most of the Siebel Certification exams and performed a large amount of reporting of exam data. In the process of writing the CRM On Demand exam, Mike began to take great interest in the application and moved to the training team as part of the professional services organization. He has since continued to expand his knowledge of the application and has established himself as an expert resource for Oracle CRM On Demand—in particular, the reporting tool. Mike remained with Oracle after the Siebel merger and played a key role in the development of the Advanced Analytics Workshop training offered by Oracle, as well as many other CRM On Demand training classes. In September 2008, Mike’s first book, Oracle CRM On Demand Reporting (McGraw-Hill, 2008), was published and immediately became the definitive source of information on developing reports with Answers On Demand. Currently working for Intelenex, Mike holds the position of manager of business intelligence services and regularly develops analytic reports and dashboards for his customers and offers custom training in Oracle CRM On Demand reporting. When not working, Mike spends time with his wife and two sons, and is an active member of his church, the Knights of Columbus, and Boy Scouts of America. About the Technical Editor Jeffrey Hunt is a technology executive with 27 years of industry experience in areas including software development; IT management; customer relationship management (CRM); enterprise resource planning (ERP); and sales and consulting across the high tech, manufacturing, consumer-packaged goods, public sector, financial services, and other industries. He has more than seven years of hands-on experience with CRM On Demand. He is known for expanding the limits of CRM On Demand through innovative uses of HTML/JavaScript in reporting and analytics. Jeff served Oracle/Siebel for nearly ten years in various positions relating to database technology, On Premise CRM, and On Demand CRM. Most recently, he is the senior director of CRM services at Intelenex, a Titan Award–winning Oracle Implementer/Integrator. Jeff studied computer science at Brigham Young University in Provo, Utah. Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Simpo PDF Merge and Split Unregistered Version - http://www.simpopdf.com Oracle CRM On Demand Dashboards Michael D. Lairson New York Chicago San Francisco Lisbon London Madrid Mexico City Milan New Delhi San Juan Seoul Singapore Sydney Toronto Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Simpo PDF Merge and Split Unregistered Version - http://www.simpopdf.com Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved. 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(check one only) o 01 Aerospace and Defense Manufacturing o 02 Application Service Provider o 03 Automotive Manufacturing o 04 Chemicals o 05 Media and Entertainment o 06 Construction/Engineering o 07 Consumer Sector/Consumer Packaged Goods o 08 Education o 09 Financial Services/Insurance o 10 Health Care o 11 High Technology Manufacturing, OEM o 12 Industrial Manufacturing o 13 Independent Software Vendor o 14 Life Sciences (biotech, pharmaceuticals) o 15 Natural Resources o 16 Oil and Gas o 17 Professional Services o 18 Public Sector (government) o 19 Research o 20 Retail/Wholesale/Distribution o 21 Systems Integrator, VAR/VAD o 22 Telecommunications o 23 Travel and Transportation o 24 Utilities (electric, gas, sanitation, water) o 98 O t h e r B u s i n e s s a n d S e r v i c e s _________ WHICH OF THE FOLLOWING BEST DESCRIBES YOUR PRIMARY JOB FUNCTION? (check one only) CORPORATE MANAGEMENT/STAFF o 01 Executive Management (President, Chair, CEO, CFO, Owner, Partner, Principal) o 02 Finance/Administrative Management (VP/Director/ Manager/Controller, Purchasing, Administration) o 03 Sales/Marketing Management (VP/Director/Manager) o 04 Computer Systems/Operations Management (CIO/VP/Director/Manager MIS/IS/IT, Ops) IS/IT STAFF o 05 Application Development/Programming Management o 06 Application Development/Programming Staff o 07 Consulting o 08 DBA/Systems Administrator o 09 Education/Training o 10 Technical Support Director/Manager o 11 Other Technical Management/Staff o 98 Other WHAT IS YOUR CURRENT PRIMARY OPERATING PLATFORM (check all that apply) o 01 Digital Equipment Corp UNIX/VAX/VMS o 02 HP UNIX o 03 IBM AIX o 04 IBM UNIX o 05 Linux (Red Hat) o 06 Linux (SUSE) o 07 Linux (Oracle Enterprise) o 08 Linux (other) o 09 Macintosh o 10 MVS o 11 Netware o 12 Network Computing o 13 SCO UNIX o 14 Sun Solaris/SunOS o 15 Windows o 16 Other UNIX o 98 Other 99 o None of the Above DO YOU EVALUATE, SPECIFY, RECOMMEND, OR AUTHORIZE THE PURCHASE OF ANY OF THE FOLLOWING? (check all that apply) o 01 Hardware o 02 Business Applications (ERP, CRM, etc.) o 03 Application Development Tools o 04 Database Products o 05 Internet or Intranet Products o 06 Other Software o 07 Middleware Products 99 o None of the Above IN YOUR JOB, DO YOU USE OR PLAN TO PUR- CHASE ANY OF THE FOLLOWING PRODUCTS? (check all that apply) SOFTWARE o 01 CAD/CAE/CAM o 02 Collaboration Software o 03 Communications o 04 Database Management o 05 File Management o 06 Finance o 07 Java o 08 Multimedia Authoring o 09 Networking o 10 Programming o 11 Project Management o 12 Scientific and Engineering o 13 Systems Management o 14 Workflow HARDWARE o 15 Macintosh o 16 Mainframe o 17 Massively Parallel Processing o 18 Minicomputer o 19 Intel x86(32) o 20 Intel x86(64) o 21 Network Computer o 22 Symmetric Multiprocessing o 23 Workstation Services SERVICES o 24 Consulting o 25 Education/Training o 26 Maintenance o 27 Online Database o 28 Support o 29 Technology-Based Training o 30 Other 99 o None of the Above WHAT IS YOUR COMPANY’S SIZE? (check one only) o 01 More than 25,000 Employees o 02 10,001 to 25,000 Employees o 03 5,001 to 10,000 Employees o 04 1,001 to 5,000 Employees o 05 101 to 1,000 Employees o 06 Fewer than 100 Employees DURING THE NEXT 12 MONTHS, HOW MUCH DO YOU ANTICIPATE YOUR ORGANIZATION WILL SPEND ON COMPUTER HARDWARE, SOFTWARE, PERIPHERALS, AND SERVICES FOR YOUR LOCATION? (check one only) o 01 Less than $10,000 o 02 $10,000 to $49,999 o 03 $50,000 to $99,999 o 04 $100,000 to $499,999 o 05 $500,000 to $999,999 o 06 $1,000,000 and Over WHAT IS YOUR COMPANY’S YEARLY SALES REVENUE? (check one only) o 01 $500, 000, 000 and above o 02 $100, 000, 000 to $500, 000, 000 o 03 $50, 000, 000 to $100, 000, 000 o 04 $5, 000, 000 to $50, 000, 000 o 05 $1, 000, 000 to $5, 000, 000 WHAT LANGUAGES AND FRAMEWORKS DO YOU USE? 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Simpo PDF Merge and Split Unregistered Version - http://www.simpopdf.com [...]... mix of Oracle software products, and a set of products and services already bearing the On Demand moniker, Siebel CRM OnDemand became Oracle CRM On Demand and continued to thrive Since that acquisition, Oracle has continued to push out additional versions of the application with aggressive and impressive enhancements that continue to set the standard for hosted CRM applications Oracle CRM On Demand. .. cost With the latest version of Oracle CRM On Demand, users have the ability to create custom dashboards within which to deliver their reports to the screen xv Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark xvi Oracle CRM On Demand Dashboards About Oracle CRM On Demand Oracle CRM On Demand s roots begin with Sales.com Sales.com was the first hosted CRM product for Siebel... and the Answers On Demand screen About Oracle CRM On Demand One of the most difficult concepts that my customers struggle with is also a most basic and core concept that is critical for the report and dashboard developer to comprehend Oracle CRM On Demand is a hosted application That means that the software you are accessing when you sign in to Oracle CRM On Demand is not installed on your computer... Split-Merge on www.verypdf.com to remove this watermark 2 Oracle CRM On Demand Dashboards T his chapter describes some of the basic information about the report development environment within Oracle CRM On Demand If you have read, or keep for reference, a copy of my first book, Oracle CRM On Demand Reports (McGraw-Hill, 2008), you have some familiarity with Answers On Demand and have my permission to skim... more economical model, as companies do not have the additional cost of software, hardware, and support personnel Oracle CRM On Demand is one such SaaS application, and the topic of this book With Oracle CRM On Demand, users have access to a world-class customer relationship management application that includes an extremely robust business intelligence tool called Answers On Demand Answers On Demand. .. access control mechanisms to expose data in reports that users may otherwise not have access to within Oracle CRM On Demand Figure 1-1. User role Analytics privileges Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark 3 4 Oracle CRM On Demand Dashboards The Access Analytics Dashboards privilege gives the user access to the dashboards on the Dashboard tab within Oracle CRM On Demand. .. functionality Reports developed within Answers On Demand may be run from within Oracle CRM On Demand by clicking a hyperlink on the reports screen, or as I will describe in this book, embedded into dashboards that present one or more reports to the user on a single screen The functionality of the Oracle CRM On Demand dashboard is the focus of this text I believe that you will find this book not only... allow you to knock down walls, add on rooms, or open your own night club in the building As a tenant, you rent a specific space and there are limits on what you are able to do with the space that you occupy In Oracle CRM On Demand, your company has licensed a space on the Oracle CRM On Demand server (or pod) Within your instance of Oracle CRM On Demand, you can configure the screens, add new fields... a description of the reporting tools available in Oracle CRM On Demand and the user settings that are required for access to Answers On Demand and dashboard management Then we explore the prebuilt default dashboards in Oracle CRM On Demand We will also take a look at the Answers On Demand tool and the subject areas available for reporting, since we typically include some reports in our dashboards,... Demand The Dashboard tab contains six dashboards Each of these dashboards contains several reports that are stored on the analytics server and are not accessible through any other links within Oracle CRM On Demand One might assume that the dashboards contain the prebuilt reports that also come with your Oracle CRM On Demand instance You might have noticed that the six dashboards are somewhat aligned with . Version - http://www.simpopdf.com Oracle- Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3 x Oracle CRM On Demand Dashboards Oracle- Regular / Oracle CRM On Demand Dashboards. Version - http://www.simpopdf.com Oracle- Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3 x Oracle CRM On Demand Dashboards Oracle- Regular / Oracle CRM On Demand Dashboards. 26 Oracle Fusion o 27 Hyperion o 28 Siebel CRM ORACLE SERVICES o 28 Oracle E-Business Suite On Demand o 29 Oracle Technology On Demand o 30 Siebel CRM On Demand o 31 Oracle Consulting o 32 Oracle