Introducing V3 Analytics A U G U S T

Transcription

1 Introducing V3 Analytics A U G U S T

2 Table of Contents Document Versioning 2 Introduction 3 Terminology 3 Analytics Platforms: V1 Analytics versus V2 Analytics versus V3 Analytics 3 Schedule 3 July August September October September Summary of V3 Analytics Features 9 Single Homepage for Multiple Actions in V3 Analytics 10 V2 Analytics compared with V3 Analytics 10 V3 Analytics Homepage in Detail 11 V3 Analytics Search Feature 14 Best and Recommended Visualizations, New Views, New Chart Type and More 15 Left-Click Interactions 23 Right-Click Interactions 26 Dashboard Enhancements 31 New Analytics Charts Based on HTML5 37 Reports with Charts in Connected Mobile Sales 38 Custom Web Applets, Web Tabs, Web Links and V3 Analytics 39 1 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

3 Document Versioning Date Version Change Reference August 1, Draft published August 31, Final version published 2 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

4 Introduction In Release 35, a new Analytics platform, referred to in this document as V3 Analytics, is available in Oracle CRM On Demand through a new tab called Analytics. This document refers to the previous but still supported Analytics platform, available through the Reports and Dashboard tabs as V2 Analytics. This document contains important information regarding the V3 Analytics platform. Terminology Analytics Platforms: V1 Analytics versus V2 Analytics versus V3 Analytics» V1 Analytics was provided in early releases of Oracle CRM On Demand and has been obsolete for years, due to the introduction of V2 Analytics.» V2 Analytics is provided through the Reports and Dashboard tabs, and is still available in Release 35. Below is an illustration of the corresponding tab and the icon as they appear in the Classic and the Modern theme: Classic Theme: Modern Theme:» V3 Analytics is the new Analytics platform, which is available through the Analytics tab in Release 35. Below is an illustration of the corresponding tab and the icon as they appear in the Classic and the Modern theme: Classic Theme: Modern Theme: Schedule July 2017 Timing Activity Details July 2017 Communication about V3 Analytics in Release 35 sent to customers» An sent out to Oracle CRM On Demand Customers informing them of the new V3 Analytics platform available in Release 35 August 2017 Timing Activity Details Aug 31, 2017 Publish supporting documents related to V3 Analytics» This document, plus the following additional documents, are accessible at the Release 35 Oracle CRM On Demand Documentation Library:» Extensibility Transfer of Information (TOI) Course» Administrator Preview Guide» Release Notes Note 1: Release 35 Library is available when Release 35 is Generally Available (GA). Note 2: Additional information is available in the Online Help documentation in the new Analytics section Note 3: V3 Analytics Online Help will be available in English only, until Release 37 3 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

5 September 2017 Timing Activity Details Sep 1, 2017 Release 35 GA with V3 Analytics Release 35 is officially Generally Available (GA). Oracle CRM On Demand begins the upgrades of the stage and production pods to Release 35 starts, which includes the V3 Analytics platform.» Users are provisioned with V3 Analytics based on existing privileges» Only prebuilt reports are replaced by V3 Analytics corresponding to prebuilt reports» Custom Dashboards and Custom Reports are not migrated at this stage» V2 and V3 reports can be created in parallel in Release 35 and Release 36, while only V3 reports can be created starting in Release 37» To get access to the V3 Analytics platform, users need to be provisioned with a new privilege called Access V3 Analytics:» When upgraded to Release 35, users with any of the V2 Analytics privileges in the table below are automatically provisioned with the new Access V3 Analytics privilege: Access Analytics Dashboards Privilege (V2) Provisioned Access Analytics Reports Privilege (V2) Provisioned Access V3 Analytics Privilege Provisioned Provisioned Provisioned Provisioned Provisioned» Any user with the automatically provisioned Access V3 Analytics privilege has the Analytics tab enabled and displayed as the last tab in their tab layout. The Analytics tab can be repositioned or removed similar to other tabs displayed in Oracle CRM On Demand. Image: Top Section of the Oracle CRM On Demand Page Displaying the New V3 Analytics Tab» If an Administrator wants to remove the Analytics tab, they can revoke the automatically provisioned Access V3 Analytics privilege by navigating to Admin User Management and Access Controls Role Management Step 4 Privileges in the Role Management Wizard.» Administrators can reposition or remove the Analytics tab by navigating to Admin User Management and Access Controls Role Management Step 5 Tab Access & Order in the Role Management Wizard 4 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

6 Image: Step 5 of the Role Management Wizard Where Administrators can Relocate or Remove the Analytics Tab» Users can reposition or remove the Analytics tab by navigating to My Setup Tab Layout» V2 and V3 Analytics will coexist for two releases (Release 35 and Release 36) allowing users to create and use V2 and V3 reports and dashboards in parallel. The tabs for both analytics versions will be available in Oracle CRM On Demand: Image: Oracle CRM On Demand Displaying both the V2 (Reports and Dashboard) and V3 (Analytics) Tabs» V2 Analytics prebuilt reports on Oracle CRM On Demand home pages are replaced by the V3 Analytics prebuilt reports» Existing custom V2 reports and dashboards are not be migrated at this time» Any custom V2 reports embedded in the home pages continue to display until the upgrade to Release 37, and will still require Flash to view the charts that they contain 5 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

7 Image: An Oracle CRM On Demand page, Showing an Embedded Custom V2 Analytics Report Without Flash Enabled» Embedding of V2 custom reports (using the V2 catalog) and V3 custom reports (using the V3 catalog) in existing or new home pages is supported until the upgrade to Release 37. You can embed these custom reports by navigating to Admin Application Customization My Homepage Custom Report Image: Oracle CRM On Demand s Homepage Custom Report Detail Page Showing both V2 and V3 Catalogs are Available October 2017 Timing Activity Details Oct 2017 V2 custom reports migration starts Oracle starts migrating Custom Reports and Dashboards.» Reports under the Company Wide Shared Folder will be migrated based on certain criteria to a folder called Migrated Company Wide Shared Folder» Access to the Migrated Company Wide Shared Folder will be controlled by a privilege» All subfolders under the Migrated Company Wide Shared folder will be further access controlled based on the existing visibility settings applied to the reports prior to migration» All dashboards under the Dashboard tab will be migrated to a subfolder called Dashboards in the Migrated Company Wide Shared Folder» Personal reports (that is, all reports under the My Analyses link) will not be migrated» V2 Reports created after the migration will not be migrated at a later time 6 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

8 » One month after the pod instance is upgraded to Release 35, Oracle CRM On Demand will migrate V2 Analytics custom reports and dashboards that ran at least once over the last 13 months starting on the date the reports are migrated» A report is considered run when:» The report is configured to run immediately when displayed on a home page» The report is selected and viewed by a user» The report is displayed in a report widget» The report is displayed when a user views a dashboard» The report is requested using the Report Service API» A dashboard is considered run when it is viewed by a user» A report or dashboard that was recently created or updated must still meet the above criteria to be considered for migration» Reports and dashboards that have been migrated will still be available in V2 Analytics until V2 is decommissioned» Migrated reports and dashboards (including prompts) can be found under a folder called Migrated Company Wide Shared Folder in the V3 catalog» A new privilege called Access Migrated Company Wide Shared Folder grants access to the Migrated Company Wide Shared Folder and will be enabled, by default, for users who had the Manage Custom Reports privilege prior to Release 35 The Migrated Company Shared Folder will preserve the V2 Analytics structure and the access to the reports and dashboards contained in this folder will be based on the visibility settings from V2 Analytics, if they exist. Image: The Catalog Page Highlighting the Location of the Migrated Company Wide Shared Folder» V2 catalog objects with names including the path that are longer than 150 characters will fail during migration» Any V2 catalog objects with names including the path that are longer than 150 characters will not be migrated and will have to be recreated manually» In V3 Analytics, catalog objects or folders that have the string $& in their names can cause certain browsers to become nonresponsive. After migration, if the V2 catalog contains objects or folders with the string $&, then the V3 Catalog page will become nonresponsive» Personal reports under the My Analyses link will not be migrated but can be recreated by users on the V3 Analytics platform IMPORTANT NOTES:» Administrators can create a simple report to determine which objects will be included in the migration, as follows: 1. Select Usage Tracking Analysis Subject Area 2. Add Alias field from the User folder 3. Add Content Details, Content Type, Content Name fields from the Content folder 4. Add Date field from the Date folder 5. In Column Format, select Repeat for Value Suppression and set the order to be ascending 6. Add # of Requests from the Analytics Performance Metrics folder 7. Add a Filter on Content Category is equal to or is in Analytics 8. Add a Filter on Content Type is not equal to or is not in Personal Report 7 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

9 9. Add a Filter on the date Date.Date >= TIMESTAMPADD(SQL_TSI_MONTH, -13, TIMESTAMP YYYY- MM-DD 12:00:00 ) where YYYY-MM-DD needs to be replaced with the actual date of the migration. For example if the date of migration is November 7 th, 2017 you need to replace YYYY-MM-DD with Image: Building a Report to Determine the Objects That Are Going to be Migrated 10. Export the results» Administrators can create a simple report to determine which objects will not be included in the migration, as follows: 1. Select Usage Tracking Analysis Subject Area 2. Add Alias field from the User folder 3. Add Content Details, Content Type, Content Name fields from the Content folder 4. Add Date field from the Date folder; in Column Format select Repeat for Value Suppression and set the order to be descending 5. Add # of Requests from the Analytics Performance Metrics folder 6. Add a Filter on Content Category is equal to or is in Analytics 7. Add a Filter on ( Content Type is equal to or is in Personal Report OR ( Content Type is not equal to or not is in Personal Report AND Date.Date < TIMESTAMPADD(SQL_TSI_MONTH, -13, TIMESTAMP YYYY-MM-DD 12:00:00 )) where YYYY-MM-DD must be replaced with the actual date of the migration. For example if the date of migration is November 7 th, 2017 you need to replace YYYY-MM-DD with ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

10 Image: Building a Report to Determine the Objects That are Not Going to be Migrated 8. Export the results» Administrators must review all migrated reports before publishing them to ensure that they display as intended. Migrated reports might require adjustments to display properly. Consequently, administrators must plan for reviewing, modifying, testing, validating, setting the appropriate permissions, and publishing the migrated reports prior to the Release 37 upgrade. Additionally, administrators might have to recreate some reports. For examples of some of the adjustments that are required before publishing reports, consult the V3 Analytics Considerations document. RECOMMENDATION TO TRACK VERIFIED REPORTS» With Release 35, you can see two folders called Pre-built Analysis and Company Wide Shared Folder under Shared Folders in the Catalog page. The Company Wide Shared Folder is empty by default. After reviewing the migrated reports found in the Migrated Company Wide Shared Folder, administrators must recreate the same folder structure or a new structure of choice in the V3 Company Wide Shared Folder and copy the reviewed reports from the Migrated Company Wide Shared Folder into the final destination to the V3 Company Wide Shared Folder. With this technique, administrators can easily keep track of the reviewed reports. September 2018 Timing Activity Details Sep 1, 2018 Release 37 GA, V2 Analytics decommissioned Release 37 is GA and Oracle CRM On Demand will decommission V2 Analytics. Oracle CRM On demand will remove the V2 Analytics tabs (Reports tab and Dashboard tab) and the V2 Analytics reports will no longer be available. Oracle CRM On demand will display error messages for any existing V2 Analytics reports and dashboards. Summary of V3 Analytics Features» Existing themes, both Classical and Modern, are applied consistently to V3 Analytics» A single home page for multiple actions» Search functionality available for objects such as Analysis, Dashboard, Filter, Dashboard Prompt, and Condition» New visualizations, views, chart types, selection steps, conditions, calculated measures, groups and items 9 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

11 » Left and right-click interactions, action links, and action link menus» My Dashboard, Dashboard subpages, Dashboard personal customizations, and named conditions» New Analytics charts based on HTML5, viewable on mobile browsers including ios devices; a Flash plug-in is no longer required» Easier management of the objects in the catalog» Better way to embed the objects in Web applets, Web tabs, and global applets, or to reference them using Web links» Increased row number limit up to 65,000 for all types of downloads Single Homepage for Multiple Actions in V3 Analytics The Analytics home page provides a starting point for performing tasks in Oracle BIEE V3 Analytics. It is divided into sections that allow you to begin a specific task or locate an object. The following is the list of actions a user can perform from the Analytics home page:» Create Analyses, Dashboards, Filters, Dashboard Prompts, Conditions and Actions» Access Recent Analyses, Dashboards, Filters, Dashboard Prompts, Conditions» Search Analyses, Dashboards, Filters, Dashboard Prompts, Conditions» Access and Manage Favorites» Access Catalog folders and folders content» Manage Folders and Dashboards Visibility V2 Analytics compared with V3 Analytics» V2 Analytics has distinct tabs (home pages) for reports (Reports tab) and dashboards (Dashboard tab)» V3 Analytics provides access to everything from a single starting point using the Analytics tab» Most recently used objects, searching or managing favorites are not available in V2 Analytics» Reports cannot be created directly from the V2 Dashboards home page» Filters and Dashboard prompts cannot be created directly from the V2 Reports home page Image: V2 Reports Homepage, Which Does Not Have Access to Dashboards and Filters» Visibility for V2 Analytics Reports and Dashboards is managed from two different places:» For V2 Analytics Reports, navigate to Admin Content Management Shared Custom Analysis» For V2 Analytics Dashboards, navigate to Dashboard tab Manage Dashboards 10 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

12 Image: V2 Dashboard View, Which Does Not Have Access to Creating or Modifying Reports» Visibility for V3 Analytics is managed from a single location V3 Analytics Homepage in Detail Image: V3 Analytics Homepage Highlighting the Various Sections Available to the User The following sections are available in the V3 Analytics Homepage:» Help link opens the online help for V3 Analytics, available only in English, until Release 37.» Search enables you to search for the objects located in the catalog.» Catalog displays the Catalog page, where you can locate objects in the catalog and perform tasks specific to those objects.» Favorites displays your favorite objects and any categories that you created to organize your favorite objects. It also displays the Manage Favorites link that you can click to access the Manage Favorites dialog, where you can create and manage categories to organize your favorites.» The Favorites functionality allows you to bookmark the catalog objects that you view regularly or want to view again at another time as favorites. After you flag objects as favorites, you can use the Manage Favorites dialog to organize your favorites by creating categories and rearranging your favorites in the order 11 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

13 that you find the most intuitive. You can access a list of the objects that you marked as favorites and any categories that you created by clicking Favorites in the global header. For example, if you access the Account Analysis report frequently, you can flag this report as a favorite. To add an object to your favorites list by using the Homepage, select the object, access the More link and then select the option Add to Favorites. Image: V3 Analytics Homepage Highlighting the Ability to Mark an Object as a Favorite» By selecting Add to Favorites, Oracle CRM On demand adds the object to Favorites as shown in the following illustration. After you add the report to your favorites list, Oracle CRM On Demand updates the object's icon to include a gold star and the object also displays under the Favorites menu in the global header. Image: V3 Analytics Homepage Highlighting a Favorite Object That is Listed in the Favorites Menu» Dashboards contains links to all dashboards that are stored directly under the Dashboards subfolder. Note that Oracle CRM On Demand does not display the dashboards not saved directly under the Dashboards folder in the global header's Dashboards list.» New displays a list of the objects that you can create. To create an object, select it from the list. Oracle CRM On demand displays the appropriate dialog or editor for you to create the object.» Open displays the Open dialog where you can select the object with which you want to work.» Recent objects displays a list of the objects that you have recently viewed, created, or updated. You can use this list to select an object you want to work with. Recent Objects are available from the right pane of the home page or from the Open link available in the global header.» Manage section is for you to navigate to Manage Shared Folders Visibility and to Manage Dashboards Visibility pages, to set the visibility in V3 Analytics in a similar way to V2 Analytics.» Catalog displays the Presentation Catalog, which stores objects and provides an interface where users create, access, manage objects, perform specific object-based tasks like export, print, and edit. Oracle CRM On Demand organizes the catalog into folders that are either shared or personal. You can create or edit an object and click 12 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

14 Save or Save As. For some object types, the Save As dialog suggests the best catalog location. For example, if you are creating a named filter, then save it to a subject area folder (/Shared Folders/Company Wide Shared Folder/Subject Area Contents/ ) so that it is available when you create an analysis using the same subject area and to which you want to add the saved filter. You can save dashboards to any catalog location; however, if you want the dashboard to display in the global header's Dashboards menu, then you must save the dashboard directly under the Dashboards folder. In the V3 Catalog, to manage an object, select and then right-click the object to display the object specific tasks. The Paste icon is available only in the top-toolbar near the Delete and Copy icons. You can perform the majority of the tasks on the same page, with appropriate dialog boxes displayed to guide you through the process without having to navigate to another page and then return, as in V2 Analytics. Image: Managing Objects in V3 Catalog 13 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

15 V3 Analytics Search Feature Image: Managing Objects in V2 Analytics The Search functionality enables users to search for objects from either the Homepage or the Catalog page. Users can locate objects for which they have appropriate permissions to by searching for their name, description, location and type. For V2 Analytics reports, the only available search is through the browser Find option, however, the user must remember at a minimum, the location of the folder or subfolder the user saved where the report. For the V2 Analytics dashboards, the user needs to remember the name of the dashboard and select it from the Select Dashboard drop-down. The Select Dashboard drop-down also has a limitation of 300 items that can be displayed in the menu. To see more dashboards, the user must go into Manage Dashboards Visibility and either search with the browser s Find option or visually inspect the list of dashboards. If the user cannot display the list of dashboards on a single page, the user must navigate page-by-page and repeat the search on each page. Image: Reports Homepage Without any Search Functionality 14 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

16 When searching from the V3 Analytics Homepage, you can simply select the type from the drop-down menu on the top right (that is, Analysis) and provide keywords to search for. Oracle CRM On demand performs a pattern-like search, looking for object names containing the specified keywords. When the desired object is located, you can click it to display it for viewing or editing, as your permissions allow. Image: V3 Analytics Homepage Highlighting the Search Functionality When searching from the Presentation Catalog, there is an additional way of searching by using the binocular icon. When selecting the binocular icon, the catalog s left pane displays the Search fields. You can type the approximate name of your search in the Search field. Additionally, you can specify the location and the type of object that you are looking for. Oracle CRM On Demand displays the result of the search in the right pane and displays the number of found items in the top right corner of the right pane. Image: V3 Analytics Catalog Page Highlighting the Search Functionality Using the Binocular Icon Best and Recommended Visualizations, New Views, New Chart Type and More V3 Analytics comes with the following comprehensive set of enhancements:» Best and Recommended Visualization: Displays a ranked list of view-type suggestions to the user» New Views: Trellis, Performance Tile, Treemap» New Chart Type: Waterfall» Selection Steps: Like filters, allows the user to obtain results that answer particular questions» Calculated Measure/Group/Item: Derived from other measures and created by using formulas 15 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

17 Compared to V3 Analytics, V2 Analytics does not offer any of the enhancements presented above. Oracle CRM On Demand continues to support all the view types and chart types available in V2 Analytics in the new V3 Analytics platform. Best Visualization. The Best Visualization V3 Analytics feature automatically creates the most appropriate view based on the data in your analysis. In the Results tab of the Analysis editor, you can click the New View button to select the view you like as in V2 Analytics, or you may select the Best Visualization feature. The following illustration shows how you can select the Best Visualization feature. Image: Illustrating the Best Visualization Feature Recommended Visualization. When creating a new view in the Analysis editor, the Recommended Visualization feature delivers a ranked list of view-type suggestions in a dialog. The Recommended Visualizations feature works by gathering information on your inputs for a view, such as number of dimensions, number of members, and so on. It then determines the optimal layout for each possible view. In the Recommended Visualization submenu, you can specify what you intend to illustrate with the view you are creating. Each possible view receives a score based on a predefined set of rules. Oracle CRM On Demand excludes certain view types as possibilities based on their scores. With scores above a certain level, the Recommended Visualization feature then builds an ordered list of view recommendations. To bypass the step of choosing from a ranking of suggested views, you can select the Best Visualization option from the Create View menu to have the best view created for you immediately. Image: Highlighting the Recommended Visualization Feature 16 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

18 Trellis View. In V3 Analytics, the Trellis View feature is a new type of view that presents multidimensional data laid out in a set of cells in a grid, with each cell displaying a subset of data shown as number or as graphs. The trellis view allows users to display multiple views all at once for quick comparison (Simple Trellis) and to display data that reveals trends (Advanced Trellis). Trellis views are very similar to pivot views with one difference: the data cells contain graphs. There are two types of Trellis views: Simple and Advanced. Simple Trellis. A simple trellis displays a core inner graph multiplied across row sets and column sets, ideal for comparing and contrasting measures. The simple trellis displays a single type of inner visualization, for example, all bar graphs. Oracle CRM On Demand renders all of the measures in the same visualization. The following illustration shows a simple trellis with two dimensions, Account and Fiscal Year, and two measures, Revenue and Closed Revenue. You can see in a single cell for example account, Action Rentals, two bar graphs side-by-side that shows a comparison between Revenue and Closed Revenue for each fiscal year. Image: Simple Trellis View Advanced Trellis. An advanced trellis displays a grid of small spark graphs that are ideal for monitoring trends and spotting patterns in a data set. The Advanced Trellis subtype, which is useful for monitoring trends, allows for display of multiple visualization types within its grid, for example graphs or numbers. Oracle CRM On Demand renders all measures in separate visualizations. The following illustration shows an advanced trellis for two dimensions, Account Name and Fiscal Year, with Revenue as the measure. You can see for each account and each fiscal year there is a separate graph. You can represent the measure as different styles of spark graphs and as numbers. To understand the data represented in advanced trellis hover over the data cell to display contextual information. 17 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

19 Image: Advanced Trellis View Performance Tiles View. In V3 Analytics, Performance Tiles View is also a new type of view that helps focus attention on a single piece of high-level aggregate data in a simple and prominent manner to reveal summary metrics. By default, Oracle CRM On Demand selects the first measure in the analysis on the Criteria tab as the performance tile measure. To change this measure, edit the performance tile view. To include additional performance tile views for each measure in an analysis, add a separate view for each measure. Image: Performance Tiles View Treemap Tile Views. In V3 Analytics, Treemap Tile Views is a new type of view that helps organize data by grouping the data into rectangles, known as tiles. The view displays the tiles based on the size of the first measure and the color of the second measure. The following illustration shows an example of a Treemap view. This Treemap shows the correlation of revenue and closed revenue. The size of each tile measures the revenue of each account and the color of each tile measures the closed revenue of each account. 18 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

20 Image: Treemap View Waterfall Graph. A Waterfall Graph in V3 Analytics lets you visualize how a value increases or decreases sequentially and cumulatively. The waterfall graph helps focus the user's attention on how each measure contributes to the overall total, and communicates this through formatting using colour. The following illustration shows an example of a waterfall graph. For a certain account selected in the Account Name drop down, the graph shows the Revenue for each fiscal year. The user can easily see the best fiscal year when the Revenue reached the highest value. The last bar in the graph shows the total revenue cumulated for all fiscal years. Image: Waterfall Graph Master-detail linking of views. In V3 Analytics, this feature enables you to establish a relationship between two or more views where one view, called the master view, drives data changes in one or more other views, called detail views. A view becomes a master when you set up the interaction of a column in the view to send master-detail events on designated channels. This column is the master column. A master view can be in the same analysis as the detail view or in a different analysis. When a master-detail event is raised, it passes the definition of the cell (or item) in the master view that was clicked. A channel links a master view to a detail view. The channel is the vehicle that carries master-detail events from the master view to the detail view. You must use the same channel for both the master view and the detail view in a master-detail relationship. A detail view is a view that listens for and 19 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

21 responds to master-detail events sent by a master view on a specified channel. A detail view includes one or more columns whose values are changed directly by the information passed by a master-detail event. A detail view can listen for master-detail events from multiple master views and it cannot act as a master to another view. The following illustrations show how you can create a Master Detail Linking of Views. First, in the Criteria tab of an Analysis, pick the master column (that is, Region, in this illustration), then navigate to the Column Properties, by clicking on the icon next to Region. The Column Properties dialog displays where you select the Interaction tab. In the Value section, select the type of interaction, specify the channel (i.e. Region), and click OK. Image: Using the Region as the Master Column Second, in the detail view, select the Graph Properties icon. On the General tab, under Master Detail, select Listen to Master-Detail Events and specify the same channel that you specified in the Interaction tab of the master view. NOTE: The values specified for the channel fields in both master and detail views must be identical for the detail view to be able to listen to the selection events from the master view. Image: Highlighting the graph properties icon and the Listen to Master-Detail Events option The following illustration shows both views master and detail working together. Selecting Central cell under the Region column of the master view on the left hand side will automatically refresh, showing Central and the corresponding visualization in the detail view on the right hand side. 20 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

22 Image: Master and detail views working together Selection Steps, calculated groups and calculated items. These features in V3 Analytics provide a way to limit, manipulate, or add to the results displayed in an analysis view. After you aggregate the results, you apply Selection Steps, unlike filters, which limit data to before results are displayed and work at the detail level. Selection Steps are available from the Results tab only for dimension columns and they are not available for measure columns. The following illustration shows an example of how to create steps for custom aggregations, for example, consolidate revenues by grouping selected members of the Industry dimension. By using calculated groups, you can group selected members of your choice. By using calculated items, you can group and define custom aggregations for selected members of your choice. Image: Examples of a Calculated Group and Calculated Item The following illustration is an example on how to create a calculated group. From the Results tab of an analysis, select the New Group icon. Oracle CRM On Demand displays the New Group dialog where you can select the Industry members that you want to group, by moving them to the right. Provide a name for the group in the Display Label field and click OK. 21 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

23 Image: Illustration for defining Calculated Groups Similarly, for calculated items, from the Results tab of an analysis, select the New Calculated Item icon. Oracle CRM On Demand displays the New Calculated Item dialog where you can select the Industry members that you want to group by moving them to the right. Provide a name for the calculated item in the Display Label field, select a function from the Function drop down, for example, Average to define the calculation as Average, and click OK. Other functions available in the drop down include Count, Sum, Min, Max, and so on. Image: Illustration for defining Calculated Items The following illustration shows a summary of all steps that were set up for the Calculated Groups and Calculated Items as shown in the Selection Steps pane of the Results tab of an analysis. Image: Highlighting the Summary of All Steps That Were Set Up for the Calculated Groups and Calculated Items 22 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

24 Left-Click Interactions In analyses, views that display data are not static. You can make views dynamic by specifying the interactions that are available to users who left-click in a view or right-click to display a popup menu at run time. The left-click interactions are available for an analysis when users perform left click in views at run time and can include displaying a web page or linking views such that one view drives changes to data in one or more other views. You can also specify that no interactions are available. The default primary interaction is a left-click that drills down to details in the data, if data is hierarchical. The left-click interactions are:» Drill (default): Displays a deeper level of detailed content if the data is hierarchical. If the column is not hierarchical, then drilling is not enabled» Action Links: Opens a Web page, and navigates to supporting BI content or navigates to a detail page in Oracle CRM On Demand» Master Detail (new): Links views so that one view drives changes in one or more other views The following illustration shows the left-click interactions that are available, by navigating to Column Properties Interaction tab. Image: Options Available for Left-Click Interactions Compared to V3 Analytics, Action links to navigate to Oracle CRM On Demand detail records in V2 Analytics are prone to errors especially because some of the steps, for example, the last step, requires typing. Any typing mistake will stop the action links from working. The following are the steps that a user needs to follow to set up an action link in V2 Analytics: 1. Ensure the ID Column of the record you are linking to is present in the report s Criteria 2. Ensure the ID Column is positioned next to the column containing the Action Link 3. In Column Properties > Style tab, select Use Custom CSS Class and type ActionLink 4. In Column Properties > Data Format tab, type [html]"<a onclick=\"javascript:linkoccam (this, 'account');\">"@"</a>" With V3 Analytics, the process to define an Action Link is much simpler than V2 Analytics, because it does not require typing the syntax of the action link command. 23 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

25 The illustrations below show how you can create Action Links to navigate to Oracle CRM On Demand detail records, in V3 Analytics. In the Criteria tab of an Analysis, make sure you select an Account ID column that will be involved in the Action Link navigation by specifying the key used to select and navigate to the Oracle CRM On Demand record. Pick also the column that will contain the Action Link (for example, Account Name, in this illustration), and then navigate to the Column Properties, by clicking on the icon next to Account Name. The Column Properties dialog displays where you select the Interaction tab. In the Value section, select the type of interaction as Action Links. Image: Defining a Left-Click Action Link After you have selected the Action Links, Oracle CRM On Demand displays a table that lists all the action links defined for the column. Since this is the first action link defined for the column Account Name, the action links table does not contain any action link record. You can access the + sign to start creating your first action link. Image: Highlighting the Plus Sign to Create an Action Link Once the + sign is clicked above, the New Action Link dialog is displayed. In the Link Text field, type a description for the Action Link that you are going to create. Beside the Action field click the gear icon and select the option Invoke a Browser Script. 24 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

26 Image: Highlighting the Gear Icon for Creating an Action Link After clicking the gear icon, Oracle CRM On Demand displays the Create New Action dialog. In this dialog, select the Browse button beside the Function Name field and then select the only option available. By selecting the Function Name, Oracle CRM On Demand automatically populates the table below the Define Parameters section with two records with the names Record Type and Row Id respectively. Specify the Value for the Record Type on the first row by typing, for example, Account. On the second row, specify the key to be used when navigating to the Oracle CRM On Demand detail record. Click the first drop-down displayed in the Value field of the second row and select Column Value, then click the second drop-down in the Value field of the second row and select Account. Account ID. If you check the Fixed and Hidden checkboxes on both rows, you specify that the key (for example, Account. Account ID ) used to navigate to the detail record cannot be edited and it should not be displayed to the user. NOTE: Currently when you select the Fixed and Hidden check boxes, the action links are non-responsive and Oracle CRM On Demand will fix the issue in future. If you leave the check boxes unselected, a dialog box is displayed before the navigating to the Oracle CRM On Demand detail record, and for now this is the only way to create responsive action links. The Optional check boxes must be unselected because both values for the Record Type and Row Id respectively are mandatory. Click OK. Image: Create New Action dialog for creating an Action Link by leaving Fixed and Hidden unchecked Note that Oracle CRM On Demand always displays some of the strings while creating an Action Link in ENU. The strings are Invoke Browser Script, Record Type and Row Id. Once the OK button is pressed, you return to Column Properties dialog where you will see the table that lists the action links defined for the Account Name column, populated with the information regarding the first action link you 25 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

27 have just defined. If you have only one action link defined for the respective column, you can choose not to display a pop-up for the defined action links. Click OK again. Image: Highlighting the Action Link Definition and Options The following illustration shows a report containing multiple columns from the Accounts subject area. On the Account Name column defined for the Action Link, note that Oracle CRM On Demand renders the values displayed in the Account Name column as links. After you click any record on the Account Name column, you will navigate to Oracle CRM On Demand Account detail page. Image: Highlighting the Account Name as a Link and the Account Detail Page Right-Click Interactions In V3 Analytics, the Right-Click Interactions feature specifies which interactions are available for an analysis when users right click in certain views at run time. You can define right-click interactions at the Analysis level by clicking the Edit Analysis Properties button, then clicking the Interactions tab and selecting the interactions that you want. In the following illustration, the interactions marked as checked are available by default at run time. 26 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

28 Image: Right-Click Interactions that are Available by Default at Run Time» Drill. Enables the drilling ability as a right-click interaction. In the following illustration, there are two options Drill and Fiscal Year Drill. If you select Drill, it applies a filter on account as well, in this case, Action Rentals, and drills down on fiscal year. If you select Fiscal Year drill, it only drills on the Fiscal Year column, and Oracle CRM On Demand still shows all the accounts. Image: Highlighting the Drill Option as a Right-Click Interaction» Move Columns. Gives you the ability at runtime to move the columns, to change the order of the columns or to move the columns into sections or table prompts. 27 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

29 Image: Highlighting the Option of Moving Columns in a Report» Sort Columns. Gives you the ability at runtime to sort the columns. Note the appearance of the two small arrows on the Fiscal Year column. Image: Highlighting the Option to Sort Columns in a Report» Add or Remove Values. Gives you the ability at run time to keep only the year of selection, in this case, There is also the Remove option, which is the opposite action of Keep Only. NOTE: By using this interaction, the calculated groups and calculated items remain unaffected. The illustration on the right side shows the result of using this right-click interaction. 28 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

30 Image: Highlighting the Option to Add or Remove Values in a Report» Create Group. Gives you the ability at runtime to create calculated groups by selecting the members that you want to be part of the group. The illustration on the right side shows the result of using this right-click interaction. Image: Highlighting the Option of Creating a Group Within a Report» Create Calculated Item. Gives you the ability at run time to create calculated items, by selecting the members that you want to be part of the group and selecting the formula for the calculated item. The illustration on the right side shows the result of using this right-click interaction. 29 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

31 Image: Highlighting the Option to Create a Calculated Item from a Report» Display or Hide subtotals. You can add subtotals after each record (for example, Account), or add the grand total. The illustration on the right side shows the result of using this right-click interaction. Image: Highlighting the Option to Display or Hide Subtotals in a Report» Include or Exclude Columns. You can exclude or include any columns that you want in this example Account Name. The illustration on the right side shows the result of using this right-click interaction. 30 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

32 Dashboard Enhancements Image: Highlighting the Option to Include or Exclude Columns From a Report.» My Dashboard. In V2 Analytics, users did not have the ability to create their own Dashboards. They only had the ability to create their own private personal analyses (reports) and save them under My Analyses. With V3 Analytics, users can now also create their own dashboards by using the My Dashboard feature accessible from the Dashboards link in the global header. Image: Highlighting the My Dashboard feature in V3 Analytics For example, in the following illustration, the user Lisa Jones created her own dashboard that contains two pages My Account Analyses and My Contacts Analyses where she incorporated two of the existing prebuilt reports. Image: Lisa Jones Specific Dashboard Available Under the New My Dashboard Feature 31 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

33 Similarly, the user Donna Jones created her own My Dashboard that has two pages, Most Useful Links containing a menu of action links to her preferred and most used web sites, and another page My Analyses that contains some of her most used analyses. Image: Donna Jones Specific Dashboard Available under the New My Dashboard Feature» Sub Pages. Also with V3 Analytics, the ability to add subpages in dashboards allows you to present a second level of information to users. This feature can be beneficial to implementations requiring dashboards with many pages. Now these pages can be grouped logically using subpages under individual higher-level dashboards. Image: Highlighting Subpages Available in V3 Analytics» Dashboards Personal Customizations. Starting with V3 Analytics, the ability to define and save dashboard personal customizations is also available. In the following illustration, the prompt for the Contact Analysis By Account Pre-built analysis is set to Industry by default. However, Lisa is interested in showing this analysis in a more granular fashion by State. With the personal customizations feature, you can save and apply the default preferences upon logging to all the reports contained in the dashboard, which you defined, but for which you did not save the customization. Image: Highlighting the Current Default Defined for the Report 32 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

34 Lisa is changing the selection of the drop down from Industry to State, and since she is using this selection most often, she can now save this customization by choosing Save Current Customization from the Page Options menu. Image: User Changing the Default, and Saving the Configuration Once you select Save Current Customization, Oracle CRM On Demand prompts you to save the current customization. If you intend to have multiple customizations, then you can check which one is the preferred one by choosing the Make this my default for this page option. Image: Highlighting the Option of Saving Customizations as the Default for Viewing Later The next time Lisa accesses her Dashboard, she can choose to apply her customization by selecting Apply Saved Customization and selecting the saved customization, if she did not select Make this my default for this page. If she selected Make this my default for this page when saving the customization, Oracle CRM On Demand applies the default customization automatically. Image: Lisa Jones Dashboard Displaying the Customizations That She Defined 33 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

35 The following illustration shows the selection in the drop-down menu when the customization is either applied automatically or selected. Image: Highlighting the Drop-Down Menu when the Customization is Applied» Named Conditions. Named Conditions do not exist in V2 Analytics. In order to conditionally display or hide a section in a dashboard, users need to define the conditions each time, for each section, by using the Guided Navigation Section Properties dialog. Image: Highlighting How Named Conditions are Defined in V2 Analytics In V3 Analytics, you can define conditions and save them by name in the presentation catalog so that you can reuse them in dashboard pages. This is a similar concept with named (saved) filters available in V2 Analytics. From the global header you select the New link and then select Condition. Image: Highlighting how Named Conditions are Defined in V3 Analytics 34 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

36 In the New Condition dialog, you can browse for the analysis on which Oracle CRM On Demand bases the condition. You build the analysis beforehand. In this case, you have created an analysis that includes a simple measure, Revenue, representing the total revenue across all accounts, and added a filter with the condition that the total revenue is greater than 60,000,000. Select the analysis from the Select Analysis dialog and click OK. Image: Highlighting Steps for Defining a Named Condition in V3 Analytics After the analysis is selected, the section True If Row Count is displayed and you can specify that if the analysis returns a number of rows greater than 0 the condition returns a True value. Otherwise, it returns a false value. In the example, the total revenue across all accounts is less than 6,000,000, therefore the condition returns False. At this point, you can also click Test the condition or Save in the Save As Dialog. Image: Defining a Condition Example, and Saving It Returning to the My Dashboard, you can select the named condition as many times as needed for as many sections as needed to display the sections conditionally. You can also apply conditions on action links. 35 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

37 Image: Example of Applying Conditions to Many Sections In each individual section, you select Section Properties where you can select the Condition option to apply a named condition as in the following illustration. Image: Defining a Condition to a Specific Section The Select Condition dialog appears and by pressing the Select Condition icon, you can select the condition from the Select Condition dialog. 36 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

38 Image: Displaying the Ability to Select a Saved Condition The following illustration is the image of the Dashboard where on the first section the user has selected and applied the named condition. Oracle CRM On Demand no longer displays the section named Accounts Revenue Summary because the condition returned False. Image: Illustration of a Report with a Condition Applied New Analytics Charts Based on HTML5 In V2 Analytics, the prebuilt and custom reports containing charts require Flash in order to display. There are many concerns regarding the security vulnerabilities related to Flash, consequently, the V3 Analytics removes this requirement for Flash. 37 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

39 Image: V2 Report, Which Requires Flash to Display In V3 Analytics, the new pre-built reports and custom reports do not require Flash since the charts are now based on the HTML5 markup language. Image: V3 Report, Which Does Not Require Flash to Display Reports with Charts in Connected Mobile Sales Since Flash is no longer required to display charts in V3 Analytics, Oracle CRM On Demand Connected Mobile Sales can now display charts properly. The following illustrations show a comparison between a V2 Analytics report and a V3 Analytics report displayed in the Oracle CRM On Demand Connected Mobile Sales application. Image: A V2 Report that Requires Flash and a V3 Report That Does Not Require Flash Being Displayed in the Oracle CRM On Demand Connected Mobile Sales application 38 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

40 Custom Web Applets, Web Tabs, Web Links and V3 Analytics To embed V3 Reports and Dashboards in custom Web applets and Web tabs, Oracle CRM On Demand has added two new options Report and Dashboard to the existing drop down Field Type in the custom Web applet and Web tab set up pages. When users select either Report or Dashboard, Oracle CRM On Demand displays the new Path and the Parameters fields. With the lookup icon beside the new Path field, users can browse through the V3 reports or dashboards from the V3 catalog and select them to be embedded in the custom web applet or tab. Oracle CRM On Demand automatically populates the Path field with the path of the report or dashboard. This is a much easier mechanism compared to embedding V2 objects where users had to find out the URL path to the respective V2 object. With the Parameters field, users can specify any filters for the report or dashboard. You can specify up to 6 filters. The columns that you specify in the filters must be included in the report, and the filter on the columns must be set to "is prompted". For the P0 parameter, at the start of the parameter string, you specify the number of filters that you want to set up. The valid values for the P0 parameter are 1 through 6. The P0 parameter can be used only once in the parameter string. Each filter then uses three parameters: operator, column, and value. You must specify the parameters in that order. You specify the first filter in parameters P1-P3, and the subsequent filters in sets of three parameters, namely P4-P6, P7-P9, P10-P12, P13-P15, and P16-P18. You must use an ampersand (&) to separate the parameters. Each parameter can be used only once in the parameter string. The syntax to specify two filters is as follows: P0=2&P1=operator&P2=column&P3=value&P4=operator&P5=column&P6=value. In order to navigate to V3 Reports and Dashboards using Web links, Oracle CRM On Demand has added a new drop down called Type. The available options are URL, Report, and Dashboard. Oracle CRM On Demand added the URL option for backwards compatibility to support the existing Web links that were set up on releases prior to Release 35. You can use the two new options, Report and Dashboard, to set up Web links to navigate to V3 reports or dashboards. Oracle CRM On Demand displays the fields Path and Parameters in the Web link setup pages similar to custom Web applets and tab pages. After the V2 custom reports and dashboards are migrated, if the V2 custom reports or dashboards were previously referred in any Web applets, tabs or links, the existing custom Web applets, tabs or links need to be edited to refer to the V3 custom reports and dashboards, before Release 37. Since the V2 objects will be decommissioned, the Web applets, tabs or links will display an error message starting in Release ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

41 Image: Embedding a V3 Dashboard with One Filter in a Global Applet Custom Homepage Reports To embed V3 Reports in home pages, Oracle CRM On Demand has added a new drop down box called Catalog to the Custom Homepage Report set up pages. Users must select the option that corresponds to the V3 Catalog. The Catalog drop down has two options: V2 and V3. The default value is V2 for backwards compatibility to support the existing Custom Homepage reports that were set up before Release 35. When users select V3, near the Report Path, Oracle CRM On Demand displays a new lookup icon for users can to browse through the V3 reports and select the report they want to embed in the Custom Homepage. Oracle CRM On Demand automatically populates the Report Path field with the path of the report. This is a much easier mechanism compared to embedding V2 reports, where users must copy the path from the Save Analyses window. After the V2 custom reports are migrated, if the V2 custom reports were previously referred in any homepages, new homepages will need to be recreated to refer to the V3 custom migrated reports, before Release 37. Since the V2 objects will be decommissioned, the homepages containing custom reports will display an error message starting in Release ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS

42 41 ORACLE CRM ON DEMAND INTRODUCING V3 ANALYTICS Image: Embedding a V3 Report in a Homepage