Oracle CX Sales and Oracle B2B Service: Analytics Ed 2 — Lesson 2: Analyses, filters, prompts, calculations, visualizations, and dashboard design

Learning Objectives

• Break down the roles, prerequisites, records, and decision points involved in Analyses, filters, prompts, calculations, visualizations, and dashboard design.
• Complete a controlled activity for Analyses, filters, prompts, calculations, visualizations, and dashboard design and capture interactive sales-and-service dashboard.
• Challenge the result with a scenario involving prompt filters returning incomplete regional results, then justify the corrective action.

Detailed Topics

• Analyses
• Filters
• Prompts
• Calculations
• Visualizations
• And dashboard design
• Decision ownership, prerequisites, and acceptance evidence for Analyses, filters, prompts, calculations, visualizations, and dashboard design
• Relevant access, data, integration, performance, recovery, and support considerations

Instructor Demonstration

The instructor configures and tests Analyses, filters, prompts, calculations, visualizations, and dashboard design within a scenario aimed at trusted CX analytics that answer sales and service questions with governed metrics and actionable drill paths. The walkthrough contrasts a valid setup with a flawed one and uses interactive sales-and-service dashboard to make the difference explicit.

Hands-On Exercise

Complete a guided task covering Analyses, filters, prompts, calculations, visualizations, and dashboard design. After establishing a working baseline, reproduce “prompt filters returning incomplete regional results,” isolate the responsible setting or data condition, apply a reversible fix, and update interactive sales-and-service dashboard with before-and-after proof.

1. Record the starting state, assumptions, identities, data, and expected outcome.
2. Execute the planned workflow and collect evidence at each material checkpoint.
3. Test one valid path, one boundary condition, and the stated failure scenario.
4. Document the correction, retest result, rollback option, and follow-up owner.

Scenario Analysis

• Clarify the business trigger, affected roles, required records, and acceptable result for Analyses, filters, prompts, calculations, visualizations, and dashboard design.
• Compare at least two implementation or correction choices and identify which evidence would distinguish them.
• Decide how interactive sales-and-service dashboard should be reviewed, approved, retained, and handed to the next owner.

Troubleshooting Guidance

Diagnose Analyses, filters, prompts, calculations, visualizations, and dashboard design by checking effective settings, ownership, source records, dependencies, and recent releases. Use interactive sales-and-service dashboard to locate the earliest divergence. Treat “prompt filters returning incomplete regional results” as a hypothesis until the same test passes after correction and still passes for a boundary case.

Validation Checklist

• Prerequisites and role permissions for Analyses, filters, prompts, calculations, visualizations, and dashboard design have been confirmed before execution.
• The result agrees with the expected values documented in interactive sales-and-service dashboard.
• Exceptions are explained with evidence rather than hidden by manual correction.
• The final record names the approver, monitoring point, and next improvement action.

Lesson Outcome

Learners can apply Analyses, filters, prompts, calculations, visualizations, and dashboard design, explain the decisions made, and defend the result with interactive sales-and-service dashboard.