Reporting & Analytics for Sales
Discussion List
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Markie Awards - We want to put YOU in the spotlight-Nominate now!Summary: This year marks the 16th year Oracle will celebrate customer experience (CX), innovation, and excellence in advertising, marketing, sales, service, and e-commer… -
Can we migrate reports/folders and content from 22B version in DEV to Production which is 21D?Summary: Can we migrate reports/folders and content from 22B version in DEV to production which is 21D? Description :- We are planning to migrate our reports/folders fro…Syed Misbauddin-Support-Oracle 4 views 0 comments 0 points Started by Syed Misbauddin-Support-Oracle -
How to bring information from multiple subject areas on Incentive Compensation?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to bring the columns from these subject areas in the same repo…Andrei Stan-Support-Oracle 21 views 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle -
Change US week num into ISOWeekNUM**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The week number that is provided in CX is using a US week num. Can…Flavius Spaloghe-Support-Oracle 8 views 1 comment 0 points Most recent by Flavius Spaloghe-Support-Oracle
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BICC incremental extracts based on BIPSummary: Is it possible to use BIP report instead of the seeded VOs? Content (required): We need to build custom extracts based on BIP report, with incremental option. V…
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OTBI in Sales InfoletHi Please help to understand how to add OTBI report in Sales infolet Thanks -
Filter on blank and future datesSummary Create a filter using SQL expression to show just the null and future dated valuesContent Hello, I have a need to see only the null values and future dates. I'm … -
how to Display a Report in an i-Frame in OCS home page on click of an icon?Summary: Our requirement is to display a custom BIP Report inside sales cloud. The Report should be displayed inside sales cloud on click of an icon in home page with re…
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Territory Geography ReportSummary: Would like to be able to build a clean Report that shows all the Territories and the Zip Codes associated to each Territory. Zip codes are associated to Territo…
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"Total Amount" column in OTBI from Paysheet - ICMSummary: Anyone who knows the exact column name of "Total Amount" in OTBI? This is a field from Paysheets in Incentive Compensation. Tried other existing columns in the …
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Not able to fetch resultsHi, When I run the OTBI report it keeps spinning but not able to view the report and this is happening suddenly any idea what could be the reason and how to fix it
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Fusion BIP 12cSummary Fusion BIP 12cContent I noticed that BIP in Fusion SaaS is still 11g instead of 12c. When do we plan to upgrade BIP to 12c? The reason I am asking this is that w… -
Calculated Field in OTBIHi, I have created OTBI report based on custom object in which I have field called Start Date and Number of months. I need to display calculated field called End Date wh…
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Remove unwanted options from a BIP report which is exposed as a sub tab via application composerSummary: We have created a BIP report, Added the report in Application composer Mash up> Added this mashup as a subtab in one of the object, on clicking this subtab, I c…
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Contact Email - Table & ColumnHi, Please share the sql table & column to pull the Contact Id and primary email id. Need to identify the duplicate email ids in the system. Thanks, Mohan -
R13.x CX OTBI Subject Area to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX OTBI subject areas to database lineage mapping and security roles. Content This spreadsheet is published by Oracle OTBI Developm…
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Proposed/Calibrated Rating (Recent & Historical)Summary: Hello, Good day! I have a requirement which is to pull the proposed rating (recent and historical) in one report but different column for recent and other colum…
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Cloud BI dashboardSummary: Performance issue with dashboard. Content (required): Pivots populate within seconds within the analytic report. However, running through the dashboard it can t…
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RTF TemplatesSummary: Hi, Can anyone please provide documents or sample RTF templates for learning or exploring purpose. Thanks. Content (required): Version (include the version you …
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Sales stage history report - count if revert to a single sales stage twiceSummary: Sales stage history report - count if revert to a single sales stage twice. Content (required): I am trying to create a report showing the number of opportuniti… -
Refresh to load content - How to remove this message from first load of Sales Infolets in homepageSummary Refresh to load content - How to remove this message from first load of Sales Infolets in homepageContent Hi, During first load of OSC, there's a message at the … -
Is it possible to customize the service infolets in Analytics section?Summary: Hello, we would like to know if it is possible to customize the service infolets in Analytics section. Also, we would like to check if the data displayed in tho…
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How to Set Date Format to Dashboard Prompt?Summary: How to Set Date Format to Dashboard Prompt? Content (required): How to Set Date Format to Dashboard Prompt? Does the Date Format shown by default is based on Us… -
Default Period Prompt to Current Period (ICM BIP Report)Summary: We have an ICM BIP report where we need the "Period" prompt to be defaulted to the current period. We tried using the SQL below, but it does not reflect correct…
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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… -
Custom Subject Area not availble to useSummary Custom Subject Area not availble to useContent Hi There, We created a custom Subject area from one of the implementor user who is able to access and produce resu…
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Show OTBI Graph with no values rather than No Results messageSummary: There are instances when the OTBI bar graphs result in no data results. Instead of showing a "No Results" message, is it possible to show the graph instead? We …
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how to create BIP export into UCM without creating new filesSummary: BIP export to UCM Content (required): Hi All, I schedule a BIP report to export data into UCM location on daily basis. Every day when the file is created to UCM…
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Quotes and Quote Line - Sample ReportsOracle CX Sales has proactively provided pre-configured quote and quote line reports and dashboards in OTBI, referencing Sales - CRM Quote Lines subject area. A set of p…
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Outer join queriesSummary Outer join within same subject areaContent Hi, I am using "Marketing - CRM Leads" SA to create report on leads. this return only those customer who have leads th…