CRM On Demand Advanced Analytics Workshop

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In this course, students learn to use advanced features of Oracle CRM On Demand V3 Analytics to support custom business reporting needs. These include learning how to: apply advanced formatting and layouts; create and apply multiple filters for rolling date analyses and negative reporting; use advanced formulas and calculated columns; build comparative reports using prompts; create custom dashboards; and, track usage and performance. These skills enable advanced users to build easy-to-use analyses and dashboards that meet complex reporting needs. This course was reviewed and validated for Release 36 of Oracle CRM On Demand V3 Analytics.

Hands-on exercises based on real business examples reinforce the skills and knowledge taught in the course. This provides an opportunity for students to practice new skills in a safe environment with instructor support. 

My Oracle Support has some older videos based on V2 Analytics if a functionality review would be helpful. Please copy and paste the links below in Chrome, Firefox or IE as they do not work when clicked directly. 

  • Webinar: Build Your Own Reports:Control Visibility to Report Data (Doc ID 1800859.1)
  • Webinar: Build Your Own Reports: Create List Reports (Doc ID 1800861.1)
  • Webinar: Build Your Own Reports: Format Custom Reports (Doc ID 1800862.1)
  • Webinar: Build Your Own Reports: Create Charts for Reports (Doc ID 1800863.1)
  • Webinar: Build Your Own Reports: Create Pivot Tables for Reports (Doc ID 1800864.1)
  • Webinar: Build Your Own Reports: Control Access to Reports (Doc ID 1800866.1)
  • Webinar: Creating Custom Dashboards (Doc ID 1800804.1)

Learn How To:

  • Create effective analyses using a large selecting of views and graphs providing multiple data perspectives
  • Learn about session and presentation variables
  • Create filters and selection steps; learn about calculated groups, items, measures and right-click interactions
  • Create cross objects reports using combined analyses
  • Create various type of prompts using column, variable, image and currency prompts 
  • Learn how to write complex formulas
  • Link directly from analysis records to detail pages, drill down to other analyses, and create master-detail interactions
  • Create dashboards and use personalized customizations
  • Learn how to embed analytics content in Oracle CRM On Demand
  • Learn how to track usage and performance

No hands on lab environment for TOD course medium.

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Code Titre Durée Prix HT
1451 CRM On Demand Advanced Analytics Workshop 5 jours Nous consulter


  • Define your business question
  • Identify the data, formatting, and features needed to meet your business requirements
  • Create complex filters and prompts to provide only the most critical information to report users
  • Write formulas and expressions to create unique data relationships and time-based reports
  • Link users to a report from another report, or from a record in the application


  • Analyst
  • Developer
  • Implementer


  • Familiarity with V2 Analytics
  • Build Your Own Reports webinar
  • Creating Custom Dashboards




50% paratique et 50% Théorie


  • Course Introduction
  • Reporting Methodology
  • Reviewing the Basics
  • Formatting Tables
  • Working with Pivot Tables
  • Using Advanced Layout Views
  • Using Filters
  • Filtering Based on the Results of Another Report and Selecting Data for the Analysis
  • Combining Reports with Set Operations
  • Defining Prompts
  • Including Column Formulas
  • Writing Date and Time Formulas
  • Adding Conditional Values to a Report
  • Reports Interactions with Actions and Action Links
  • Embedding Analytics
  • Creating Custom Dashboards
  • Tracking Usage and Performance
  • Wrap-Up


Oracle Siebel


Oracle Siebel, CRM