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Custom Objects and Contacts Real-Time Reporting Subject Area

This topic covers the following reporting subject areas:

  • Custom Object 1 and Contacts
  • Custom Object 2 and Contacts
  • Custom Object 3 and Contacts

Availability

These subject areas are available in all editions of Oracle CRM On Demand.

Business Purpose

These subject areas allow you to analyze the many-to-many relationship between contacts and Custom Objects 1, 2, and 3. The contact subject area is replicated and added with the Custom Objects 1, 2, and 3 dimensions. Often companies redesign Custom Objects 1, 2, and 3 and want to report on these redesigned objects with contacts. Because this subject area represents the many-to-many relationship between contacts and Custom Objects 1, 2, and 3, contacts that do not have an association with at least one instance of Custom Objects 1, 2, and 3 cannot be reported using these subject areas.

Relationship Type

Many-to-many

Optimized Custom Fields for V3 Analytics only

This subject area has custom fields that are optimized to reduce the query time when they are used in filters. Optimized custom fields are in folders where the name ends with Optimized Custom Fields or Optimized Custom Metrics, such as Account Optimized Custom Fields and Opportunity Optimized Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT, or NUM, are available as metrics in the optimized 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 optimized custom fields and metrics coverage in Oracle CRM On Demand 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 Coverage

Account

All optimized fields

Activity

All optimized fields

Assessment

All optimized fields

Campaign

All optimized fields

Contact

All optimized fields

Custom Objects

All optimized fields in CO1 - CO9

Lead

All optimized fields

Opportunity

All optimized fields

Opportunity Team

First five optimized fields of each type

Product

All optimized fields

Revenue

All optimized fields

Service Request

All optimized fields

Dimensions

These subject areas have the following dimensions:

  • Account
  • Campaign
  • Contact
  • Custom Object
  • Date Created
  • Owned By User

Optimized Filtering Fields

Esta área de assunto possui campos que são otimizados para a redução do tempo de consulta quando eles são usados em filtros. Os campos otimizados contêm as palavras Código ou UTC. Por exemplo, a dimensão da conta possui um campo Tipo de conta. Também há um campo Código do tipo de conta, que é a versão otimizada do campo Tipo de conta. Da mesma forma, há um campo Data da última chamada (UTC), que é a versão otimizada do campo Data da última chamada. Usar o campo otimizado no filtro gera consultas mais rápidas. Esse método é mais rápido do que usar o campo padrão. Para obter informações sobre como usar campos de filtragem otimizados, consulte Usando campos de filtragem otimizados. As dimensões a seguir nessa área de assunto possuem campos otimizados de filtro:

  • Account
  • Campaign
  • Contact
  • Custom Object 1
  • Custom Object 2
  • Custom Object 3

Metrics

The complete list of metrics for these subject areas is as follows:

  • Contact Metrics
    • Contact Custom Metrics
      • Indexed Currency
      • Average (Avg) Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Number
    • Number (#) of Contacts

Usage Notes

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


Publicado em Setembro de 2017 Copyright © 2005, 2017, Oracle. Todos os direitos reservados. Legal Notices.