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Reporting & Analytics for Sales
Discussion List
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Query for Account Profile DataNeed support to get the information in the screenshoot… CRM Account Profile. thanks
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Email option in DashboardsHi All, We have developed couple of dashboards and we have scenario to share it across with some users through emails on demand. We are trying to look for enabling the '…
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R13.x CX BI Cloud Adapter BI View Object to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX BI Cloud Adapter BI view object to database lineage mapping. Content This spreadsheet is published by Oracle BI Cloud Adapter Develo…
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Need BI Report to get total Payout amounts per plan components in SalesSummary: Hi Experts, We are looking for BI Report to get total Payout amounts per plan components, the sum needs to group by based on Plan Name , Component Name, Perform…
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How to create custom alerts in Oracle Fusion as like in EBSSummary: Requirement is whenever transactions created on put away screen then Alerts should trigger. Is there any feature that can use in Oracle fusion. As per my analys…
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What is the Subject Area to retrieve Invoice DetailsSummary: We are currently retrieving invoice details using a DM (Data Model) report with the SQL query provided below. Now, we want to create an Analytics Report using a…
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Query to get Sales order line with Kit item like 1.1..2Summary: Please help me determine if a Sales order line is a Kit item and the line number should display as 1.1.2, 1.1.3, etc. Content (please ensure you mask any confid…
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Is there a way to extract Active Primary Key for View Objects in BICC by batch?Summary: We would like to confirm if there is a feasible way to extract all Active Primary Key for every available View Object in the Data Store List by batch? Currently…
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How to optimize SQL query on MOO_OPTYSummary: A BI Report must extract daily a specific set of specific opportunities Content (please ensure you mask any confidential information): We want to query on MOO_O…
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BI Report: multiple filters return no results but when filters used individually returns recordsSummary: I have a BI report relating to Opportunities. I'm using 3 subject areas and one is a custom subject area, a group initiative that allows us to group opportuniti…
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Specific information regarding the UCM (Universal Content Management) folderSummary: Requesting for some specific information regarding the UCM (Universal Content Management) folder that we are currently working with. Accessing View Object Files…
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OOTB Subject Area and Custom Subject Area crossedIf OOTB Subject Area and Custom Subject Area have crossed, Is there any support to see if this can be done?
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Enable Territory Filter for Information Displayed in the Sales DashboardSummary: Present State OTBI prompts : use Territory prompts based on "Sales - CRM Opportunity Territory"."Territory Hierarchy" Subject Area For Future State Prompts, OOT…
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Alignment issue in Absence Approval Seeded notificationSummary: Let me explain theissue clearly how the notification is been triggered in Responsive UI andRedwood in over mail and in bell notification.Responsive UI level the…
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What all roles has BI Consumer Privilege?Summary: We have created a copy of the Employee role and removed the analytics permissions from it. However, we would now like to grant analytics access to only a few se…
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OTBI Analytics >CX sales FusionSummary: In OTBI Analytics > Administation > Manage Priviliges If there is a Change in Sections like Catalog, Access , in the Manage Priviliges set to certain roles whic…
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How to access Data Model via API?Summary: How to access Data Model via API? Content (please ensure you mask any confidential information): Hi, our customer have external dashboards, using PowerBI, and t…
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How can I duplicate a standard panelSummary: In the account object, I need to duplicate with the same structure and appearance the Opportunity Panel. How can I make a copy or how can I build a structure an…
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What would be the reason of showing the Enterprise Quarter as null in Analytics- Sales CRM PipelineSummary: Eventhough the Accounting calendar is setup with proper periods & quarters; Calendar profile option also set to the configured. The opportunity records are show…
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PII data BICCSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How can I remove the currency symbol from the metric card in the Sales DashboardIn Oracle Fusion Sales Cloud, the My Pipeline TCV ($Mn) metric card is a custom or duplicated version of the standard Pipeline metric card, showcasing the total primary …
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Filtering NULL values in a dashboard promptSummary: Hi, I need to be able to filter for NULL values in a dashboard. Specifically, I have a filter on Gender, which can be NULL or Male/Female, for example. If I use…
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Create BI with CustomSubject area crossed out.The subject area is crossed out to create a BI. One has the activity as the primary subject and the second has theOpportunity as the primary subject. When I add a “Resou…
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sales dashboard metric currency is always in USD.Summary: We have enabled the Sales Dashboard Metrics (For eg: Pipeline and Team pipeline). This calculates the Sum of all Revenue Amount of the opportunities. This value…
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Personalized Reports Not Retained for Some Users in Oracle Fusion's Sales DashboardSummary: Hi Community, We’re encountering an issue in the Sales Dashboard of Oracle Fusion Sales Cloud. Users with certain roles are able to use the Edit option on Sales…
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Subject Area to Database Lineage MappingSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Translations of Badge Item in Redwood Sales DashboardSummary: Please find attached image, i need to translate the badge item to French language. I have added in translations bundle, just needed to make sure whether it is c…
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How to Increase CSV Export Limit from AnalyticsHi, we have created some analyses and the related dashboards. We then made the analytics available in the Analytics section (the dashboards are very simple—for example, …
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In partners, need the corresponding backend table and column name for Partner's Geographies Served.In partners, there is a column titled 'Partner's Geographies Served.' We need the corresponding backend table and column name. In BIA, we are currently able to retrieve …
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April 23,2025 webinar: Customer Roundtable – Achieving Success with Oracle Fusion Data IntelligenceHear how your fellow customers using Oracle Fusion Data Intelligence are benefitting from unified applications and analytics, thousands of out of the box KPIs, prebuilt …