Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Oracle CRM On Demand Dashboards Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. 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. 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. Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved. Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher. 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Lairson / 174 534-3 WHAT IS THE PRIMARY BUSINESS ACTIVITY OF YOUR FIRM AT THIS LOCATION? (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? 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Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark D Lairson / 174 534-3 Contents Acknowledgments xiii Introduction xv 1 Getting Started 1 About Oracle CRM On Demand 2 Access Control for Report Developers and... list them all, but I am compelled to mention some specific supporters The dedication on this book reads “Thanks to Mom and Dad!” I worded the dedication in this way because it is thanks to them that I am on this little writing venture My father taught me the value of a strong work ethic through his actions and dedication to his work for our benefit over his own My mother showed me the power of setting... work ethic and dedication that I learned from them has served me well, and resulted in another book for my Oracle CRM On Demand friends I would be completely negligent if I did not also thank my wife, Susan, and my boys, Robbie and David, who graciously gave up time that was due them so I could work on this book Others who have shown me support, encouraged me, or challenged me along the way—I thank you... 31 Easing Access to Information with a Dashboard 31 Using a Dashboard to Cater Information to Users 31 Providing Additional Functionality with a Dashboard 32 How Will the Dashboard Be Used? 32 Physical Dashboard Implications 33 Cognitive Dashboard Implications 34...Thanks to Mom and Dad! Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark This page intentionally left blank Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark D Lairson / 174 534-3 Contents at a Glance 1 Getting Started 1 2 Dashboard Design ... 33 Cognitive Dashboard Implications 34 Who Will Use the Dashboard? 35 ix Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark x Oracle CRM On Demand Dashboards 3 The Manage Dashboard Screen 37 The Dashboard Tab 38 Manage Dashboards ... 81 Delete 82 Guided Navigation Links 82 Properties 82 Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark D Lairson / 174 534-3 Contents Rename 86 Delete ... Split-Merge on www.verypdf.com to remove this watermark xi This page intentionally left blank Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark Acknowledgments T here are many people I would like to thank as I sit here after having just penned the final chapter of this book I am sure I will miss many specific people if I tried to list them all, but I am compelled to mention some... Properties and Page Controls 41 Dashboard Objects 42 Saved Content 43 4 Dashboard Pages and Properties 45 Configuring Dashboard Pages 46 Multipage Dashboards 46 PDF and Print Controls ... Dashboard Objects 59 Dashboard Sections 60 Guided Navigation 61 Format Section 66 Drill In Place 68 Arrange Horizontally 69 Collapsible . watermark. 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. watermark. 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