To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Reporting & Analytics for Sales
Discussion List
-
Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
セールスクラウドでBIエージェントを実行できる権限を付与したいセールスクラウドでBIエージェントを実行できる権限を付与したいです。 BIの編集はできないようにしてほしいです。 どうやって制御したらいいですか？ -
Map-based visualizations in OTBIWe are currently working on Sales Reports in OTBI within the Redwood UX environment, and the customer has requested the ability to include interactive maps within the re… -
Contact Report PromptsSummary: Criteria When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) When the Regional Manager …
-
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…
-
Revenue Items Statuses not updating as expectedDescription: We noticed that in the Revenue Items entity the fields 'Revenue Status' and 'Revenue Status Category' are not always updated (with the expected values) when…
-
OTBI report with export where it shows only 2 Lakh 50 thousand records in export at maximumCX Sales: In OTBI Analytics, there is currently a record extraction limit of 250,000 records. This restriction is not meeting our reporting requirements in certain cases…
-
Which Data Store should be used to get Lookup information from BICC?Summary: Hi, We're using BICC to export data from Sales, however the lookup columns doesn't show the meaning, only the the codes. For example, "BR" instead of "Brazil" o… -
BIのサブジェクトエリアSales CRM LeadResourceでリードのチームメンバーを取得したいサブジェクトエリアSales CRM LeadResourceでリードのチームメンバー全員を取得したいです。 方法を教えてください。
-
BIのサブジェクトエリアSales CRM LeadResourceでリードの所有者を取得したいBIのサブジェクトエリアSales CRM LeadResourceで分析を作成しています。 リードのチームメンバーと所有者を取得したいのですが、所有者が上手く取得できません。 方法を教えてくだ…
-
Tracking User Role Assignments in Oracle Fusion: Standard Reports and Audit Log CapabilitiesSummary: In Oracle Fusion Applications (not limited to Sales Cloud), is there a standard way or report available to retrieve a list of all users along with their assigne… -
User Access Report (v2) API has only POST command available currentlySummary: One of our clients has requested the GET command for the user access report. Could you please let us know the expected timeline for its availability? Content (p…
-
How can we disable the option "Export to Excel" and Export to CSV" on the Express reports page?We would like to disable the action to "Export to Excel" and Export to CSV" from this Express reports page. We have checked in Visual Builder studio and also roles and a…
-
I want to assign the lead's team members as recipients for the BI agent.I want to retrieve the recipients of BI agents from the analysis. Can I specify the email addresses of the lead's team members? Please tell me how.
-
How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…
-
BICC Manage Jobs to DatabricksSummary: Since we will be using managed jobs, and scheduling each job in Databricks by its job ID to invoke, upload, or export files from UCM, should we anticipate any i…
-
Looking for a way to limit/disable the use of the refresh button on the BIPublisher rep executionMy client has a report that runs based on a date range. However, after running the report, when they immediately click the Refresh button, it triggers the data extractio…
-
BICC Reset to Full Extract FunctionalitySummary: If we perform a Reset to Full Extract, does this mean our incremental data replication job will perform a full data load by default when we reset to a full extr…
-
Marketing - CRM B2B Customers Subject AreaSummary: Marketing - CRM B2B Customers Subject Area Content (please ensure you mask any confidential information): Hi Team, I am looking for details on "Marketing - CRM …
-
Hero Templates & 25B Roadmap – Setup Guide for Sales DashboardsHi @Piyush Jain I saw mention of Hero Templates being enabled as part of the 25B update, specifically in relation to the Sales Dashboard. Could someone from the Oracle t…
-
25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. We want to create a dashboard like this, but we are unsure where to start. After enabling hero template…
-
Is there a functionality called 'Active Primary Key' that retrieves a list of primary keys in a PVO?Summary: Is there a functionality called 'Active Primary Key' that retrieves a list of all primary keys in a PVO? we will be using this for performing soft deletes in ou…
-
"Redwood Reports Showing Partial Quota Data – Need Full Quarterly & Annual View"We have uploaded the Quota data for all four quarters in Redwood. However, when we try to fetch the reports, we are only able to access the data for the current quarter …
-
Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
-
Is there a button we need to enable for Custom View ObjectsSummary: Can we confirm if there is a button or something we need to enable for Custom View Objects to be automatically added on the BICC Data Store list? Content (pleas…
-
Unable to Use Dynamic URL with EL Bindings in Action and Links (Application Composer)We are trying to implement a dynamic BI Publisher report URL in a Sales Opportunity page. The goal is to pass parameters dynamically using EL expressions (e.g., #{bindin…
-
I have created an OTBI report in which customer name is promptSummary: I have created an OTBI report in which customer name is prompt but the LOV contains all the parties instead of customer only How to restrict that LOV? Content (…
-
User Login ReportHi, we have received a request from the customer who needs a report listing all users who have not accessed Oracle Fusion for more than one month. We have written the fo…
-
Searching on HZ_ORGANIZATION_PROFILES_Hi all we need to create a report, to run weekly, that searches for Accounts/Organizations on which a specific field changed in the last week. Any idea how to avoid a FU…
-
BIP delivery destination to MS Sharepoint or OneDriveSummary: Hi, If I need to deliver the report directly to MS Sharepoint or OneDrive, what delivery channel should I use? For example, HTTP, WebDAV? Thanks, Adam Content (… -
We are unable to restrict the Users Bi report access for Fixed AssetsSo the requirement we are looking at is to extract the FA_books related information on base of Security roles for an user at BU or org . We are unable to restrict the Us…