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Selecting Subject AreasTo select a subject area for a report, click the Analytics tab and then click Analysis in the Create pane. The Select Subject Area page contains two categories of subject areas: Historical Analytics and Real-time Reporting. The subject areas in the Historical Analytics category generate reports that are historical and that show trend analyses, based on data that is refreshed nightly. The subject areas in the Real-time Reporting category provide up-to-the-second data analyses and real-time information. Subject areas represent information pertinent to a particular area of the business, or the reporting and analysis needs of a particular audience. Subject area names correspond to the type of information that they contain, such as dimension objects (record types) and fact metrics, which the business users want to analyze. Subject area names organize and categorize this information in various folders. Historical Analytic Subject AreasThe following links provide detailed information on each subject area, including its business purpose, its relationship type (one-to-one, one-to-many, many-to-many, and so on), and a listing of the dimensions and metrics that are available:
Real-time Reporting Subject AreasThe following links provide detailed information on each subject area, including its business purpose, its relationship type (one-to-one, one-to-many, many-to-many, and so on), and a listing of the dimensions and metrics that are available:
The following table shows the five types of subject areas that Analytics uses.
The first four types of subject areas mentioned (Simple, Multi-Fact, Summary, and Many-to-Many) are standard subject areas. The fifth type of subject area is a federated subject area for new custom objects. Standard Subject AreasStandard subject areas are intended to report on the relationship among standard record types, including Custom Object 1, 2, and 3. Standard record types and Custom Objects 1, 2, and 3 can have the following relationships:
Oracle CRM On Demand provides dedicated subject areas that allow the reporting of a many-to-one relationship between a standard record type and other record types. For example, the Opportunities subject area allows the reporting of an opportunity record type’s relationship with other record types. Dedicated subject areas also allow the reporting of a many-to-many relationship between two record types. For example, the Opportunity and Partner History subject area allows the reporting of a many-to-many relationship between opportunity and partner record types. Federated Subject AreaThe Federated subject area type allows reporting of Custom Object 4 to Custom Object 15 with other standard objects, including Custom Object 1, 2, and 3. The Advanced Custom Objects subject area is an exclusive subject area of this type, included in this release, which unites the reporting of custom objects and their associated objects under a single subject area. This approach provides more complete functionality in terms of record types and their related record types. The concept of a single driving record type is no longer applied. The lack of a driving record type means that you must always add a default metric to the report. Because a federated subject area does not have a single driving object, the report must always contain a metric in order to choose a relationship path among objects. In non-Federated subject areas you do not need to choose a metric because the relationship is defined already in the repository using an implicit fact metric. The Advanced Custom Object subject area provides access to all of the related record type metrics. From this subject area, you can build a summary report for all the related metrics, including all the record types in Oracle CRM On Demand. With the Advanced Custom Objects subject area, you can build reports that show the one-to-many and many-to-many relationships for all record types. In the many-to-many design, you must use the Account and Custom Object 1 subject area to report on the one-to-many relationship, and you must use the Custom Object 1s subject area to report on the one-to-many relationship between other record types and Custom Object 1. By using the Advanced Custom Object subject area, you can have access to both types of relationships. However, a many-to-many report is not available in this subject area. The following table shows the subject area for the new custom objects.
Record Type Renaming in AnalyticsOracle provides record type renaming in analytics for all standard record types. Company administrators can rename record types in Oracle CRM On Demand. These new names are reflected in the analytics part of Oracle CRM On Demand. The renamed record types appear with their new names in subject areas, reports, and dashboards. For example, if a company administrator changes the account record type name to Physician in Oracle CRM On Demand, then the word Account is replaced in all of the answers and subject areas. So, the subject area Account Address becomes Physician Address. The subject area Account Metrics becomes Physician Metrics, and so on. However, record type renaming is currently not supported for report and dashboard names. Row_ID and Object IDFor each record type in a subject area (such as account, activity, asset, and so on) the Row_ID field in the database is mapped to a field named <object> ID, for example, one of the following: Account ID, Lead ID, Service Request ID, and so on. | ||||||||||||||||||||||
| Published 7/6/2017 | Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices. |
