Tài liệu Oracle CRM On Demand Dashboards- P11 doc

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

176 Oracle CRM On Demand Dashboards

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

Index 177

destination options for links, 74

dial gauges, 124

Display Results option, 92–93

displaying reports

adding and arranging,

90–92

Delete button, 97

Display Results option,

92–93

Modify Request option, 96

property combinations, 97

Rename button, 96

Report Links option, 93–95

Show View option, 95–96

views. See report views

Download Data option, 95

Download link, 94–95

Download Web Page (MHTML)

option, 95

Drill in Place option, 68–69

drill interactivity

formatting column, 102

formatting gauge, 124

Duplicate Layer option, 132

E

editing

Chart views, 112–117

dashboard properties, 56–58

dashboards, 40–41

header and footer, 50–54

report views. See report views

embedded dashboards

in custom web tabs, 163–166

finding URL, 163

overview, 162–163

in reports, 170

in web applets, 166–170

Embedded in Section option, 92

Excel, 94–95

Excluded area, 126

expected revenue in Overview

Dashboard, 8

F

face validity, 29

filter prompts

Answers on Demand, 25

basics, 142

building new, 143–150

calculated defaults, 154–157

Company Active Currencies

prompt, 160

Customer Dashboard, 14

dashboards as search tools,

157–158

how will you use? 33

Marketing Effectiveness

Dashboard, 19

Overview Dashboard, 8

Pipeline Dashboard, 9

prescriptive dashboards, 159

Sales Effectiveness Dashboard, 13

Service Dashboard, 18

showing SQL results in fields,

150–154

use of dashboards, 31

“what if” analyses, 159–160

filters

report data, 104–108

Source Request report with,

65–66

Folder object

defined, 43

properties and buttons,

80–82

using dashboard, 34

fonts

formatting column, 99–100

formatting header and

footer, 53

formatting Section object, 71

footers, 50–54

Format Chart Data button

in Chart view, 116

in Pivot Chart view, 139

Format Labels menu, 110–111

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