Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
178

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
179
Format Section option, 66–68
Format View, 150
formatting
columns, 99–104
Columns, 128–129
Header and Footer section,
53–54
Pages, 130
Pivot Table views. See Pivot
Table views
report views. See report views
Rows, 127
Section object, 66–68
Sections, 129–130
Text object, 78–79
formulas, dashboard prompt column,
145–146
frames
iFrames, 169–170
Section object as, 60
Full Visibility setting, 5–6
funnel charts, 125
G
Gauge view, 122–125

setting table, 111
hiding columns
in pivot tables, 132–133
in reports, 102
in Section area, 135
hiding pages, 57
Historical Closed Revenue Quarterly
Analysis report, 11
Historical Pipeline Analysis
report, 11
Historical Subject Areas setting, 5
Home tab, custom, 165–166
horizontal bar charts, 117–118
I
iFrames, 169–170
Image expression, 52
images
Link or Image object, 73–77
using dashboard, 34
Index Of option, 135
information access
catering to users, 31–32
with dashboards, 31
Insert Field button, 51
inserting charts, 138
interactivity
in charts, 115
formatting column, 102
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
178

Link – In A Separate Window
option, 93
Link – Within the Dashboard option,
92–93
Link or Image object
defined, 43
properties and buttons, 73–77
links
Guided Navigation, 82–86
Print Friendly, 49
Report Links option, 93–95
using dashboard, 34
logarithmic scale for charts, 114
M
mailto URLs
Guided Navigation Link object, 84
setting link destinations, 74
Manage Analyses section, 24
Manage Custom Reports privilege, 4
Manage Dashboards privilege, 4, 39–41
Manage Personal Reports privilege, 4
management
customer relations, 14
Dashboard tab, 38–39
Design Dashboards, 41–43
Manage Dashboards, 39–41
use of Sales Effectiveness
Dashboard, 13
Manager Visibility setting, 5–6
Marketing Effectiveness Dashboard,

181
navigation (Cont.)
paging controls, 110–111
using dashboard, 34
New Dashboard button, 40–41
Number of Accounts Analysis
report, 16
Number of Accounts Opportunity
Analysis report, 16
Number of Service Request Analysis
report, 18–19
O
Objects, Dashboard. See Dashboard
Objects
Open Existing Analysis section, 24
Open Service Request Analysis
report, 18
Operations section, 57–58
operator selection, 146–147
opportunity data, 9–11
Opportunity Revenue Analysis
report, 11
Opportunity Source Analysis by Close
Date report, 22
Opportunity vs. Expected Revenue
vs. Closed Revenue report, 8
OR statements, 106
Oracle CRM On Demand
about, 2–3
access control, 3–4

formatting columns in,
137–138
pages, dashboard. See dashboard pages
paging controls, 110–111
Paper Size field, 49
Pareto charts, 119–120
PDF and Print Controls, 48–54
Percent Of options, 134–135
percentage sign (%), 146
personal reports, 91
physical dashboard implications,
33–34
pie charts, 120
Pipeline Dashboard, 9–11
Pipeline Quality Analysis report, 11
Pivot Chart view, 138–139
Pivot Table views
adding totals and formatting
Columns, 128–129
adding totals and formatting
Pages, 130
adding totals and formatting
Rows, 127
adding totals and formatting
Sections, 129–130
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
180

Oracle CRM On Demand Dashboards
Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

Print Rows option, 49–50
Printer Friendly link, 49, 94
printing controls, 48–54
privileges
access control, 3–4
custom web applet, 166–169
custom web tab, 163–165
Project Calculator dashboard, 159–160
prompts, filter. See filter prompts
properties
column, 55
combining Report object, 97
dashboard, 56–58
in Design Dashboard, 41–42
Folder object, 80–81
formatting column, 99–104
Gauge view, 122
Link or Image object, 73–77
Pivot Table view, 127
Report object. See Report object
Section object. See Section object
Text object, 78–79
Q
Quarterly Sales Effectiveness Analysis
report, 14
querying SQL results in filter prompt
fields, 153–154
R
radar charts, 120–121
ranges

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3
Index
183
Report object (Cont.)
property combinations, 97
Rename button, 96
Report Links option, 93–95
Show View option, 95–96
report views
chart types, 117–122
Chart views, 112–117
funnel charts, 125
Gauge view, 122–125
overview, 108–109
Pivot Chart view, 138–139
Table view, 109–112
Title view, 109
Reporting subject areas, 24
Reporting Subject Areas settings, 5
reports
Company Profile settings
affecting, 5
deploying dashboards in, 170
designing. See designing
reports
displaying. See displaying
reports
SQL table names and subject
areas, 152–153
User Profile settings affecting,

scaling
gauges, 123–124
pivot charts, 138
scaling charts, 114–115
scatter charts, 121
Scope field, 144
search tools
with dashboards, 157–158
JavaScript, 171
Section object
Arrange Horizontally option,
69–70
Collapsible option, 70–71
defined, 43
Delete button, 71–73
Drill in Place option, 68–69
Format Section, 66–68
Guided Navigation, 61–66
Rename button, 71–73
Sections area
adding totals and formatting,
129–130
defined, 126
formatting columns in, 135–136
security. See also access control,
64–66
SELECT statement, 151
self-referencing Guided Navigation, 64
Server Variable option, 155–157