Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Getting Started with Analytics

NOTE: To create custom analyses your user role must include the Manage Custom Reports privilege or the Manage Personal Reports privilege.

With analyses the following actions are available:

  • Open Existing Analysis. Click the Open link to open an existing analysis that is stored in your private folder or in the shared folder. For more information, see Designing an Analysis.
  • Manage Analyses. Click the corresponding links to edit, delete, or rename an existing analysis. For more information, see Designing an Analysis.
  • Creating a New Custom Analysis. This section contains links to subject areas that form the basis of a custom analysis.

Creating a New Custom Analysis

There are two types of subject areas that you can use in your analysis: the Historical Analytics subject areas and the Real-time Reporting subject areas. Most analyses use data from a single subject area. It is possible to create an analysis using data from two subject areas, but it is an advanced task.

Each subject area contains data fields (organized into dimensions) and their related metrics.

The Historical Analytics subject areas use data that is compiled nightly. These subject areas generally have historical or trend data, or contain more complex calculations than those found in the Real-time Reporting subject areas. If this is the first time you have signed in, the Historical Analytics subject areas do not show data until the first ETL run has completed.

The Real-time Reporting subject areas provide real-time analyses. The data in these analyses can change during the working day. To update the analysis in real time, click the Refresh icon in the icon bar in the Results tab or click the Refresh link after opening an analysis. For more information about subject areas, see Selecting Subject Areas.

Before you begin. Do the following:

  • Be familiar with the limitations of analyses and reporting record types. For more information, see About Limitations in Analytics.
  • Review the information about custom analyses. If you have added new fields, you can use those custom fields on an analysis. If you have changed the display names for fields, the new display names are used for the analyses.

    NOTE: If you selected the option to add new picklist values when importing data, those new picklist values might not be displayed in the reports until the next ETL run completes. Therefore, you might not be able to use the new picklist values as filters during that time period.

    NOTE: Custom related information fields are not exposed in Analytics. You should instead use the original fields that are referred to by the custom related information fields for reporting.

To create a custom analysis, click one of the Historical Analytics or Real-time Reporting subject areas. Analytics then guides you through the process of setting up your custom analysis. This process consists of these general steps:

  1. Step 1: Defining Criteria in Analytics

    Set up columns and filters. Add filters to determine which data to include (optional but recommended). Filters restrict the data that is displayed, reducing the size of the data set and avoiding performance issues.

  2. Step 2: Reviewing Results and Creating Layouts

    Add graphs or tables (optional) to include graphical or alternative representations of the data.

  3. Step 3: Defining Analytics Prompts (Optional)

    Add prompts that allow users to specify filter values when they run the report.

  4. Step 4: Saving Analyses

    Save the analysis.

To begin creating a custom analysis

  1. Click the Analytics tab.
  2. On the Home page, under the Create pane, click Analysis.
  3. Click a Historical Analytics subject area or a Real-time Reporting subject area.

Analytics URL Reference Is Not Supported

Oracle CRM On Demand does not support using a direct Analytics URL reference either from within the Oracle CRM On Demand application or from an external embedded URL. Do not use this URL reference to embed analytics content in custom Web tabs, Web applets, or Web links because these customizations might not work after an upgrade. Until the direct Analytics URL reference is fully supported, use the custom Homepage report feature to display analytics content within the Oracle CRM On Demand application. You cannot request support for problems encountered using a direct analytics URL. Only problems that occur within the Oracle CRM On Demand application are supported.

Language Support for Picklists

Analytics supports the display of picklist values in your user language in addition to the company’s default language. The following table lists the record types that support these picklists and the name of the picklist subfolders. Each subfolder contains a set of picklist fields that you can use to display the picklist values in your user language.

Record Type

Historical or Real-Time

Subfolder Name

Account

Historical and Real-Time

Account Picklist Fields (User Language)

Account Relationship

Historical and Real-Time

Account Relationship Picklist Fields (User Language)

Activity

Historical and Real-Time

Activity Picklist Fields (User Language)

Assessment

Real-Time

Assessment Picklist Fields (User Language)

Asset

Historical and Real-Time

Asset Picklist Fields (User Language)

Business Plan

Real-Time

Business Plan Picklist Fields (User Language)

Campaign

Historical and Real-Time

Campaign Picklist Fields (User Language)

Custom Object 1 - 15

Real-Time

Custom Object nn Picklist Fields (User Language)

Contact

Historical and Real-Time

Contact Picklist Fields (User Language)

Event

Historical

Event Picklist Fields (User Language)

Financial Plan

Real-Time

Financial Plan Picklist Fields (User Language)

Lead

Historical and Real-Time

Lead Picklist Fields (User Language)

Opportunity

Historical and Real-Time

Opportunity Picklist Fields (User Language)

Opportunity Product

Historical and Real-Time

Opportunity Product Picklist Fields (User Language)

Product

Historical and Real-Time

Product Picklist Fields (User Language)

Quota

Historical and Real-Time

Quota Picklist Fields (User Language)

Service Request

Historical and Real-Time

Service Request Picklist Fields (User Language)

Shared Address

Historical

Shared Address Picklist Fields (User Language)

Solution

Historical and Real-Time

Solution Picklist Fields (User Language)

User

Historical and Real-Time

User Picklist Fields (User Language)

The User record type does not always appear as the User dimension. Other dimension names used for the User record type are Approver, Final Approver, and Last Approved By. If a user record type is contained within another record type, then the user record type appears in the second level of the hierarchy as you would expect. However, the user-language picklist and the company picklist also appear in the second level of the hierarchy, not under the user record type.

To display the picklist values in the company language, you can continue to use the picklist fields that are under the standard dimension folders. Also the picklist fields, suffixed with the term Code, that were previously available under the main folder are now available under the subfolders (such as Account Picklist Fields (Code), Activity Picklist Fields (Code), and so on) with the suffix removed from the field names. You can continue to use these language independent code (LIC) fields and the optimized version of the base picklist fields in report filters to improve query performance.

In reports, picklist values appear in the user or company selected language. However, picklist fields that do not have a value selected in the user interface are displayed as shown in the following table. The behavior of the picklist value display depends on the type of picklist, which can be prebuilt or indexed custom.

The following table describes the behavior of the picklist value display for Historical Analytics subject areas.

Type of Picklist

Language Independent Code

Company Language Dependent Value

User Language Dependent Value

Prebuilt

Unspecified

Unspecified or Blank.
If the value is set to Unspecified, then this text appears in the company selected language.

Unspecified.
This text appears in the user selected language.

Indexed custom with or without custom values defined

Unspecified

Blank.

Unspecified.
This text appears in the user selected language.

The following table describes the behavior of the picklist value display for Real-time Reporting subject areas.

Type of Picklist

Language Independent Code

Company Language Dependent Value

User Language Dependent Value

Prebuilt

Blank

Unspecified.
This text appears in the company selected language.

Unspecified.
This text appears in the user selected language.

Indexed custom with custom values defined

Blank

Unspecified.
This text appears in the company selected language.

Unspecified.
This text appears in the user selected language.

Indexed Custom with no custom values defined

Blank

Records are deleted.

Unspecified.
This text appears in the user selected language.


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.