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Getting Started with AnalyticsNOTE: 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:
Creating a New Custom AnalysisThere 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:
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:
To begin creating a custom analysis
Analytics URL Reference Is Not SupportedOracle 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 PicklistsAnalytics 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.
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.
The following table describes the behavior of the picklist value display for Real-time Reporting subject areas.
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Published 7/3/2018 | Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices. |