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(20D) Oracle CX Sales and Oracle B2B Service: Analytics Ed 2

About This Course

This training applies toOracle CX Sales and Oracle B2B Service.

3 Days

17 Lectures

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Course Content

  • 1 Course Introduction
  • Learning Objectives
  • Instructor and Class Participants
  • Course Audience
  • Course Prerequisites
  • Course Goal
  • Course Objectives
  • Course Methodology
  • Course Materials
  • Course Agenda
  • 2 Overview
  • Learning Objectives
  • Analytics
  • Analyses
  • Reports
  • Prebuilt Analytics
  • User Experience
  • Administrator Experience
  • BI Catalog
  • Subject Areas
  • Oracle Analytics Cloud
  • Lesson Highlights
  • Practice
  • 3 Analyses
  • Learning Objectives
  • Analytics
  • Analysis
  • Subject Areas
  • Subject Area Folders
  • Dimension Folders
  • Facts Folders
  • Facts and Measures
  • Aggregation Measures
  • iii
  • iv
  • Structure of Facts Folders
  • BI Catalog
  • BI Analysis Generation Tools
  • Creating a New Analysis Using BI Composer
  • 1. Select Subject Area
  • 2. Select Columns
  • 3. Select Views
  • 4. Edit Table and Graph
  • 5. Sort and Filter
  • 6. Highlight
  • 7. Save the Analysis
  • 8. Test the Analysis
  • Creating a New Analysis Using BI Answers
  • 1. Select Subject Area
  • 2. Select Columns
  • 3. Select Views
  • 4. Select Sort
  • 5. Select Filter
  • 6. Highlight
  • 7. Save the Analysis
  • 8. Test the Analysis
  • Editing a Saved Custom Analysis
  • Lesson Highlights
  • Practices
  • 4 Multiple Subject Areas
  • Learning Objectives
  • Multiple Subject Area Analyses
  • Multiple Subject Areas
  • Creating a Multiple Subject Area Analysis
  • Common and Local Dimensions
  • Common and Local Dimensions Example
  • Multiple Subject Area Analysis Criteria and Results
  • Repeated Data in Results
  • Performance Considerations
  • Lesson Highlights
  • Practice
  • 5 Filters
  • Learning Objectives
  • Filters
  • Advanced Filters
  • Filter Types
  • Inline Filters
  • Named Filters
  • Variables
  • Variable Types
  • Dynamic Filtering
  • SQL Expressions
  • SQL Expression Filtering
  • Function Filters
  • Grouping Filters
  • Saved Analysis Filters
  • Analysis Prompts
  • Adding an Inline Prompt to an Analysis
  • Defining Prompt Properties
  • Multiple Column Filter Prompts
  • Lesson Highlights
  • Practices
  • 6 Selection Steps and Groups
  • Learning Objectives
  • Using Selection Steps to Limit Data in Analyses
  • How Filters and Selection Steps Differ
  • Create a New Step
  • Select the Step Type
  • Members
  • Groups
  • Create a Group
  • 1. Create a New Member Group
  • 2. Define the Group Properties
  • 3. Apply Formatting
  • 4. Verify the Results
  • Adding Groups and Calculated Items
  • Applying Conditions
  • Selecting Members Based on Hierarchy
  • Selecting Members Based on Family Relationship
  • Saving Selection Steps as a Group
  • Lesson Highlights
  • Practices
  • v
  • 7 Visualizing Data
  • Learning Objectives
  • Views
  • Table
  • Graph
  • Funnel
  • Pivot Table
  • Gauge
  • Adding a View
  • Creating a View
  • 1. Add a View
  • 2. Configure the Layout
  • 3. Manage Settings and Properties
  • The Pareto Principle
  • Pareto Chart
  • Add a Pareto Chart
  • Compound Layout
  • Lesson Highlights
  • Practices
  • 8 Pivot Tables
  • Learning Objectives
  • Pivot Tables in General
  • Pivot Tables in BI
  • Create a Pivot Table
  • 1. Select Analysis Columns
  • 2. Select Pivot Table View
  • 3. Open Pivot Table Editor
  • 4. Rearrange Elements as Necessary
  • Formatting Overall Appearance
  • Formatting Pivot Table Components
  • Formatting Sections
  • Formatting to Avoid Duplication
  • Formatting Pivot Table Layout
  • Showing Results in Pivot Tables
  • Sorting
  • Sorting Data in Views
  • Clearing Sorts
  • Totals in Pivot Tables
  • Pivot Table Measures
  • Showing an Item’s Relative Value
  • vi
  • Showing the Relative Value of an Item
  • 1. Duplicate the Measure
  • 2. Rename the Duplicate Measure
  • 3. Select the Show Data As Option
  • 4. View the Results
  • Calculations in Pivot Tables
  • Building Calculations by Using Functions
  • Building Calculations by Using Formulas
  • Displaying Running Sums in Pivot Tables
  • Hierarchical Dimensions
  • Identifying Subject Areas Containing Hierarchical Dimensions
  • Multiple Hierarchical Columns Create a Pivot Table
  • Using Hierarchical Columns
  • Hierarchical Columns
  • Hierarchical Columns Settings
  • Lesson Highlights
  • Practices
  • 9 Infolets
  • Learning Objectives
  • Infolets
  • Infolet Content
  • Work with Infolets
  • Navigating Infolets
  • Drilling Down to Detailed Reports
  • Managing Infolets
  • Configuring Infolets
  • Administer Infolets
  • Managing Infolet Access
  • Modifying Existing Infolets
  • Create a New Infolet
  • 1. Activate a Sandbox
  • 2. Start Page Composer
  • 3. Enter Infolet Specifications
  • 4. Add an Analytic
  • 5. Select Analytic Content
  • 6. Associate a Detailed Report (Optional)
  • 7. Repeat for Each Infolet View
  • Designing New Infolet Content
  • Create a Performance Tile
  • 1. Select an Existing Analytic
  • vii
  • 2. Add a Performance Tile View
  • 3. Format the Performance Tile
  • Control Infolet Caching
  • Actionable Infolets
  • Saved Searches for Actionable Infolets
  • Lesson Highlights
  • Practices
  • 10 Dashboards
  • Learning Objectives
  • Dashboards
  • Working with Dashboards
  • Navigate Among Dashboards
  • View Dashboards
  • Interact with Dashboards
  • Configure Dashboards
  • 1. Activate a Sandbox
  • 2. Make a Dashboard Visible
  • 3. Navigate to the Dashboard
  • 4. Start Page Composer
  • 5. Select a Page Layout
  • 6. Add an Analytic
  • 7. Select Analytic Content
  • 8. Format the Analytic (optional)
  • Dashboard Components
  • Lesson Highlights
  • Practice
  • 11 Embedded Analytics
  • Learning Objectives
  • Object Pages
  • Analytic Pages
  • Embedding Analytics Within Object Pages
  • Enable Object Landing Page Subtabs
  • Embed Analytics within Object Landing Pages
  • 1. Activate a Sandbox
  • 2. Navigate to an Object Landing Page
  • 3. Start Page Composer
  • 4. Select an Analytics Subtab
  • 5. Select a Page Layout
  • 6. Add Analytic Content
  • viii
  • Object Detail Pages
  • Enable Object Detail Page Subtabs
  • 1. Edit the Object Page Settings
  • 2. Select a Details Page Layout
  • 3. Enable an Analytics Page Subtab
  • Embed Analytics within Object Detail Page Subtabs
  • Drill Down on a Record (Additional Step)
  • Create New Analytics Pages
  • 1. Add a Page Subtab
  • 2. Select the Object
  • 3. Configure the Subtab
  • 4. Add Analytics
  • Custom Object Analytics
  • Considerations
  • Lesson Highlights
  • Practices
  • 12 Analytics Distribution
  • Learning Objectives
  • Business Challenges and Solutions: Scheduling
  • Scheduling Analytics
  • Agents
  • Priority and Permission Settings
  • Schedule
  • Conditions
  • Content
  • Recipients
  • Destinations
  • Actions
  • Create an Agent
  • Review Agent Output
  • Reports as Scheduled Jobs
  • Create a Job Definition to Run a Report as a Scheduled Job
  • Schedule the Report
  • Review the Results
  • Other Distribution Mechanisms
  • Export an Analysis
  • Briefing Books
  • Create a Briefing Book
  • BI Publisher
  • BI Publisher in Fusion Applications
  • ix
  • Lesson Highlights
  • Practice
  • 13 Analytics Access
  • Learning Objectives
  • Oracle Business Intelligence Security Model
  • Duty Roles
  • Job Roles
  • Analytics Security for Catalog Folders
  • Analytics Security for Individual Reports, Analyses, and Dashboards
  • Security Roles Overview
  • BI Catalog Overview
  • Configuring Analytics Security
  • Grant Analytics Access to Job Roles
  • Create Duty Roles
  • Modify Access to Folders or Reports
  • Recommended Practices
  • Custom Reports
  • Reporting and Custom Objects
  • Hiding Reports to Which a User Does Not Have Permission
  • 1. Create a Transaction Analysis Duty Role
  • Add the Transaction Analysis Duty Role to the Security Role for the Custom
  • Object
  • 3. Create a Subfolder of the Custom Folder in the BI Catalog
  • 4. Put All Reports and Analyses for the Custom Object in the Subfolder
  • 5. Test the Results
  • Lesson Highlights
  • Practices
  • 14 Historical Trending
  • Learning Objectives
  • Historical Trending Analytics
  • Historical Trending Requirements
  • Configure Historical Trending Analytics
  • Configure the Historical Trending Profile Option
  • Schedule the Historical Trending Job
  • Create Historical Trending Reports and Analyses
  • Lesson Highlights
  • Practice
  • x
  • xi
  • 15 Custom Subject Areas
  • Learning Objectives
  • Custom Fields
  • Custom Subject Areas
  • Why Use Custom Subject Areas (CSAs)?
  • Creating Custom Subject Areas
  • Multiple Child Objects for Custom Subject Areas
  • Create a Custom Subject Area
  • 1. Create the Custom Subject Area
  • 2. Add the Primary Object
  • 3. Add Child Objects
  • 4. Select the Fields
  • 5. Select the Measures
  • 6. If Necessary, Apply Date Leveling
  • 7. Specify Security
  • 8. Review and Publish the Subject Area
  • 9. Examine the Subject Area
  • Lesson Highlights
  • Practice
  • 16 Analytics Navigation
  • Learning Objectives
  • Analytics Navigation
  • Analysis to Analysis Navigation
  • Analysis to Transaction Page Navigation
  • Action Links
  • Adding an Action Link to Navigate to BI Content
  • 1. Create the Analysis
  • 2. Add an Action Link to the Column
  • 3. Configure the Action Link
  • 4. Test the Action Link
  • Adding an Action Link to Navigate to an Application Page
  • 1. Create the Analysis
  • 2. Add an Action Link to the column
  • 3. Configure the Action Link
  • 4. Test the Action Link
  • Lesson Highlights
  • Practices
  • 17 Analytics Use Cases
  • Learning Objectives
  • Use an Incremental Approach to Building an Analysis or Report
  • Analytics Use Cases Discussed
  • Activity Reporting
  • Activity Reporting: Solution
  • Activity Reporting: Design
  • Activity Reporting: Results
  • Revenue Reporting by Close Period
  • Revenue Reporting by Close Period: Design
  • Revenue Reporting by Close Period: Results
  • Pipeline by Sales Stage with Target
  • Pipeline by Sales Stage with Target: Design
  • Pipeline by Sales Stage with Target: Results
  • Accounts That My Team or I Own
  • Accounts That My Team or I Own: Design
  • Accounts That My Team or I Own: Results
  • Review Current Sales and Compare
  • Review Current Sales and Compare: Design 1
  • Review Current Sales and Compare: Results 1
  • Review Current Sales and Compare: Design 2
  • Review Current Sales and Compare: Results 2
  • Review Current Sales and Compare: Design 3
  • Review Current Sales and Compare: Results 3
  • Review Current Sales and Compare: Final Results
  • Performance Considerations
  • Additional Resources
  • Lesson Highlights

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