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Activity History Analytic Subject Area

Availability

This subject area is available in all editions of Oracle CRM On Demand.

Business Purpose

This subject area allows you to analyse a broad set of activity metrics by activity, account, opportunity, lead, campaign, contact, service request, and date dimensions. Because this subject area represents every single activity event and interaction in connection with these record types, this subject area is at the lowest possible level, which means the activity fact table that determines this subject area might be the largest. This subject area allows you to roll up and analyse activity metrics using the broadest set of dimensions. This subject area consists of two or more fact tables, which allows the reporting of user quotas in relation to activity metrics.

Relationship Type

Simple

Optimised Custom Fields

This subject area has custom fields that are optimised to reduce the query time when they are used in filters. Optimised custom fields are in folders where the name ends with Optimised Custom Fields or Optimised Custom Metrics, such as Account Optimised Custom Fields and Opportunity Optimised Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT or NUM, are available as metrics in the optimised custom metrics folder, if the record type is the driving object in a specific subject area. For example, the Account record type is the driving object in the Account History subject area.

The following record types have optimised custom fields and metrics coverage in Oracle CRM On Demand Answers and one or more of these record types might be present as dimensions or facts in this subject area:

Record Type

Oracle CRM On Demand Answers Coverage

Account

All optimised fields

Activity

All optimised fields

Assessment

All optimised fields

Campaign

All optimised fields

Contact

All optimised fields

Custom Objects 1-40

All optimised fields in CO1, CO2, CO3, CO4, CO5, and CO9 only

Lead

All optimised fields

Opportunity

All optimised fields

Opportunity Team

First five optimised fields of each type

Product

All optimised fields

Revenue

All optimised fields

Service Request

All optimised fields

This subject area has fields that are optimised for reducing the query time when they are used in filters. Optimised fields end with the words Code or UTC. For example, the Account dimension has an Account Type field. There is also an Account Type Code field, which is the optimised version of the Account Type field. Similarly, there is an Indexed Date UTC field, which is the optimised version of the Indexed Date field. Using the optimised field in the filter generates faster queries. This method is faster than using the standard field. For information on using optimised filtering fields, see Using Optimised Filtering Fields. The following dimensions in this subject area have optimised filtering fields:

  • Campaign
  • Lead

Dimensions

This subject area has the following dimensions:

  • Account
  • Activity
  • Campaign
  • Contact
  • Date
  • Dealer
  • Event
  • Lead
  • Opportunity
  • Owned By User
  • Quota
  • Service Request

Metrics

The complete list of metrics for this subject area is as follows:

  • Activity Metrics
    • Activity Custom Metrics
    • Activity Metrics by Created Date
      • Number (#) of Activities (Created Date)
      • Number (#) of Appointments (Created Date)
      • Number (#) of Closed Activities (Created Date)
      • Number (#) of Open Activities (Created Date)
      • Number (#) of Tasks (Created Date)
    • Activity Metrics by Other Dates
      • Number (#) of Appointments (End Date)
      • Number (#) of Appointments (Start Date)
      • Number (#) of Tasks (Due Date)
    • Number (#) of Accounts with Activities
    • Number (#) of Activities
    • Number (#) of Appointments Scheduled
    • Number (#) of Calls Dialled
    • Number (#) of Calls Reached
    • Number (#) of Closed Activities
    • Number (#) of Open Activities
  • Quota Metrics
    • Quota Value

Usage Notes

The Account, Activity, and Service Request dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level.

User Time Zone Enabled Fields

Normally, all times included in Analytic subject area reports display the company's time zone to ensure consistent time information no matter who generates the reports. The Activity dimension includes the following fields:

  • End Time
  • End Time User Time Zone
  • Start Time
  • Start Time User Time Zone

The End Time and Start Time fields report the activity time in the company's time zone. The End Time User Time Zone and Start Time User Time Zone fields report the same information as the standard fields do but in the user’s local time zone.


Published October 2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.