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Michael D. Lairson - Oracle CRM on Demand Embedded Analytics

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Link and Embed Oracle CRM On Demand Reports

Integrate business intelligence directly into day-to-day business processes by presenting analytic reports to end users in applications. Oracle CRM On Demand Embedded Analytics shows you how to link and embed reports throughout Oracle CRM On Demand. This Oracle Press guide explains how to plan, design, and develop reports; make them available through hyperlinks; and embed reports in a variety of locations easily accessible to end users. Real-world examples and time-saving tips are included throughout this practical resource.

  • Navigate the report development environment within Oracle CRM On Demand
  • Configure administrative settings to access report development and embedding tools
  • Design reports for linking and embedding in applications
  • Format columns, filter data, and add and edit views, including pivot tables and pivot charts
  • Add link functionality to Oracle CRM On Demand and your reports
  • Embed reports using HTML and URL encoding
  • Display reports inside dashboards and on home page screens
  • Embed reports inside other reports
  • Add reports and dashboards to custom Web tabs and desktop applications
  • Include external sites in reports
  • Michael D. Lairson: author's other books


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    ORACLEOracle Press

    Oracle CRM On Demand Embedded Analytics

    Michael D. Lairson

    Copyright 2011 by The McGraw-Hill Companies Inc Publisher All rights - photo 1

    Copyright 2011 by The McGraw-Hill Companies Inc Publisher All rights - photo 2

    Copyright 2011 by The McGraw-Hill Companies, Inc. (Publisher). 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.

    ISBN: 978-0-07-174537-6
    MHID: 0-07-174537-8

    The material in this eBook also appears in the print version of this title: ISBN: 978-0-07-174536-9, MHID: 0-07-174536-X.

    All trademarks are trademarks of their respective owners. Rather than put a trademark symbol after every occurrence of a trademarked name, we use names in an editorial fashion only, and to the benefit of the trademark owner, with no intention of infringement of the trademark. Where such designations appear in this book, they have been printed with initial caps.

    McGraw-Hill eBooks are available at special quantity discounts to use as premiums and sales promotions, or for use in corporate training programs. To contact a representative please e-mail us at bulksales@mcgraw-hill.com.

    Information has been obtained by Publisher from sources believed to be reliable. However, because of the possibility of human or mechanical error by our sources, Publisher, or others, Publisher does not guarantee to the accuracy, adequacy, or completeness of any information included in this work and is not responsible for any errors or omissions or the results obtained from the use of such information.

    Oracle Corporation does not make any representations or warranties as to the accuracy, adequacy, or completeness of any information contained in this Work, and is not responsible for any errors or omissions.

    TERMS OF USE

    This is a copyrighted work and The McGraw-Hill Companies, Inc. (McGraw-Hill) and its licensors reserve all rights in and to the work. Use of this work is subject to these terms. Except as permitted under the Copyright Act of 1976 and the right to store and retrieve one copy of the work, you may not decompile, disassemble, reverse engineer, reproduce, modify, create derivative works based upon, transmit, distribute, disseminate, sell, publish or sublicense the work or any part of it without McGraw-Hills prior consent. You may use the work for your own noncommercial and personal use; any other use of the work is strictly prohibited. Your right to use the work may be terminated if you fail to comply with these terms.

    THE WORK IS PROVIDED AS IS. McGRAW-HILL AND ITS LICENSORS MAKE NO GUARANTEES OR WARRANTIES AS TO THE ACCURACY, ADEQUACY OR COMPLETENESS OF OR RESULTS TO BE OBTAINED FROM USING THE WORK, INCLUDING ANY INFORMATION THAT CAN BE ACCESSED THROUGH THE WORK VIA HYPERLINK OR OTHERWISE, AND EXPRESSLY DISCLAIM ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. McGraw-Hill and its licensors do not warrant or guarantee that the functions contained in the work will meet your requirements or that its operation will be uninterrupted or error free. Neither McGraw-Hill nor its licensors shall be liable to you or anyone else for any inaccuracy, error or omission, regardless of cause, in the work or for any damages resulting therefrom. McGraw-Hill has no responsibility for the content of any information accessed through the work. Under no circumstances shall McGraw-Hill and/or its licensors be liable for any indirect, incidental, special, punitive, consequential or similar damages that result from the use of or inability to use the work, even if any of them has been advised of the possibility of such damages. This limitation of liability shall apply to any claim or cause whatsoever whether such claim or cause arises in contract, tort or otherwise.

    To my loving and patient wife, Susan.

    About the Author

    Michael 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 training 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, and 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, Mikes first book, Oracle CRM On Demand Reporting, was published and immediately became the definitive source of information on developing reports with Answers On Demand. Also look for his second book, Oracle CRM On Demand Dashboards, to add dashboards to your business intelligence skill set. Third in the series is Oracle CRM On Demand Combined Analyses. 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

    Elizabeth Osso, CMC, is a principal SaaS Consultant, Lucid Blue Consulting, Inc.

    A certified management consultant, since 1995, Elizabeth has consulted with organizations on the selection, implementation, and operations of customer relationship management, human resources, and financial management solutions. During her tenure at Oracle Corporation (previously Siebel Systems), she worked with clients on the implementation of CRM On Demand, assisting them in leveraging CRM On Demand and analytics to support their business processes. She has spoken in both Canada and the United States on various topics, including customer adoption and using Analytics for CRM On Demand at Oracle Open World and various user groups. Recently, her time is focused on getting the most out of the cloud for her clients, including CRM and customer portals.

    A graduate of Durham College, Elizabeth is currently working on an advanced degree in information technology at Athabasca University.

    Contents
    Acknowledgments

    With each book, the list of people who have supported and influenced me grows longer. I love this work because I so often learn something during the process of teaching the skills I try to describe in my books. I wish I could remember it all, and wish I could remember everyone who taught me something along the way.

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