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Adding Columns to AnalysesWhen creating or modifying an analysis, you add columns until your analysis contains all the data that you want. You can add columns to an analysis in the Criteria tab of the analysis editor and in the Results tab. This topic describes how to add columns in the Criteria tab. NOTE: The periods in your analyses might be based on your company's fiscal calendar, which might be different from a standard calendar. For example, your company's fiscal year might begin on 1 June of each calendar year. If your company has recently changed its fiscal calendar year in Oracle CRM On Demand, then you must review historical analyses carefully if they span multiple years. Data in reports that is based on your previous fiscal calendar cannot be aligned with data using a new fiscal calendar. About Excluding New Columns from Existing ViewsIf your analysis already contains views in the Results tab, then you might not want any new columns that you add to the analysis in the Criteria tab to be displayed in the existing views by default. You can configure the properties of the analysis so that the columns that you add to the criteria are excluded from the existing views. NOTE: If you want to exclude the new columns from the existing views, then you must configure the analysis properties accordingly before you add the columns in the Criteria tab. To specify whether new columns are to be displayed in existing views
To add columns to your analysis
You can add custom fields as columns in analyses. For multilanguage deployments, you must translate custom fields into each language that is used, so that those fields are available to be added to reports and analyses. For example, if a custom field is created in English, it must be translated in to German, so that a German user can see, and then use the custom field in an analysis. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |