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Reporting & Analytics for Sales
Discussion List
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Can I use responsive design when displaying BI?Can I use responsive design when displaying BI? -
Using Filters for Items with Rank Functions in BIThe Rank function is used to get the order of the employee numbers and divide the groups by 10's. Can I use this group for filters and prompts? Please let me know how to…
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Query to get ResourceOrganizationName of the userHi All, I am trying to extract resources/users with specific ResourceOrganizationName. I want to extract the ResourcePartyNumber and ResourceOrganizationName. Can you pl… -
May 21 upcoming webinar: The Future of Customer Experience: Product Strategy Statement of DirectionWe believe 2025 is a line in the sand for customer experience. Envision a world where: Customer experience transcends front (sales, service, marketing) and back-office d… -
XMLPSERVERIn the XMLPServer section, can OTBI reports be seen, or are only BI reports visible?
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User Adoption Insights - Preconfigured Sample Reports in OTBISummary Sample reports for user adoption insights in OTBI are available with attached .catalog fileContent Oracle CX Sales has received requests to provide pre-configure… -
In OTBI Analytics - How to export more than 75,000 records in Excel/CSV formatSummary: Currently in Oracle Transactional Business Intelligence, there is an export limit of 75,000 records in Excel format on a custom subject area we have created. Ar… -
SCM report in Saleshi all We have a Fusion application with Sales module sending Sales Orders (via CPQ) to SCM module. Customer would like to have an icon, in Sales home page, to allow use…
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How do I remove the measure labels from my bar chart so it doesn't show in the legend?I have a horizontal bar chart and have noticed that the "measure labels" is in the Vary Color By section of my chart. I can move it to Group By, Sections, and Graph Prom…
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OTBI Analysis reports giving different set of data in fusionSummary: Hi Team, The OTBI report giving different set of data in fusion for different users, we checked the roles both users have the same roles but still difference in…
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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid…
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BICC Export Customization did not export my custom offering.Summary: Trying to export the Custom offering by refencing https://community.oracle.com/customerconnect/discussion/607990/how-to-migrate-custom-data-stores-in-bicc-from-…
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How distinguishing contacts are belonging to different Oracle Fusion moduleHello, I need to implement a BI Report that extracts the Contacts from the table HZ_PERSON_PROFILES. We want to extract only the contacts I can see from Oracle Sales & S…
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Add the users based on roles in Agent in analyticsHi Team, we are currently adding or removing the users in the agent in analytics individually. Is there a way to add or remove the users based on their resource role in …
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How to create BI report/analysis based on external data?Summary: Is it possible to create report/analysis based on external data, such as an external ERP system? What options does Fusion have for this kind of connection? Is i… -
Capture list of all Resources & their Roles with corresponding Provisioning Method?We need a way to identify all Active Users in CX Cloud that will display ALL Roles that have been assigned to the Resource AND which Provisioning Method was used…automat… -
How to generate a report from resource directory regarding resource organization and Business unitSummary: We are trying to get the report using below Query, but it is showing additional data for example for a user it is showing as 3 organizations assigned where in r…
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Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 12 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i… -
How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI ReportHi All, How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI Report like below image?. Please share us your Ideas or Implementati…
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How to extract only data with a count of less than a certain number of data in BII stand corrected on my question. I would like to extract Opportunities in BI where the number of activities associated with the Opportunities is less than 5. How can I …
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What is the REST API to upload a file to Content Server? What will be the end point url for this?Summary: What is the REST API to upload a file to Content Server? What will be the end point url for this? Content (please ensure you mask any confidential information):…
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talent review meeting HDLSummary: 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 to relate 2 analysis using OTBISummary: I want to relate 2 analysis, in a way that the select row from analysis A filters the content in the table of analysis B. Ex. Analysis A (Customers) Analysis B …
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How to add lead notes to a reportSummary: We need to add in a report through of subject areas the notes that are recorded on the leads Content (required): How can we add the notes that are related to th…
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¿ Que rol o permiso permite ver en modo lectura un analisis y un panel de control?Hola Tengo un reporte con análisis y un panel de control ya publicado pero un usuario puntual necesita verlo y descargarlo, que rol o permiso debo asignarle para que pue…
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Can I make custom scheduled process to send notification when a condition is achieved ?Summary: Hi, I am using object work flows to send mail notification when the condition achieved, but object work flows must trigger when the record is created or updated…
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How to create a dashboard that shows quota and revenue from a territory ?Summary: We have to create a dashboard that based on a selected territory an month shows the quota and closed revenue. Lets considering the follow territory, quota and r…
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OTBI analysis works fine for Salesperson but not for Sales ManagerSummary: We have an analysis where we're presenting: Customer Name, Product Name and Closed Opportunity Line Revenue. It works fine for the Salesperson and all the value…