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Reporting & Analytics for Sales
Discussion List
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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 53 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…Ionel Spaloghe-Support-Oracle 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle -
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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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… -
OTBI in Sales InfoletHi Please help to understand how to add OTBI report in Sales infolet Thanks -
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
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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 Development.…
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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… -
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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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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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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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…
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Date FormatContent Hi, The field is configured as datetime hence in the OTBI report if there is no value captured it displays as 1/1/00 12:00 AM Is there way to display as blank or…
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Marketing Role Users not able to access Sales Subject areasSummary Marketing Role Users not able to access Sales Subject areasContent We want Marketing role users like (Marketing Manager, Marketing VP) to get access for Sales ob…
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Customer Account with SitesSummary Customer profile reportContent Is there any standard or custom OTBI Report for customer profile including all active sites details. Version 21 C -
Embed BI Publisher Report on Account PageSummary We need to embed a custom BIP Report on Account Page which gives info to users on unpaid customer invoices. I have created a report based on AccountID as paramet…
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OTBI performance recommendations paper (2679006.1) is available on MOS PortalSummary OTBI performance recommendations V2 doc is intended for OTBI system integrators, BI report developers and admins. It covers advanced performance tuning technique…
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BIP performance recommendations guide v1.0 for FA SaaS (2800118.1) is available on MOS PortalSummary BIP Performance Recommendations Guide is intended for FA SaaS BI system integrators, BI report developers and admins. It covers advanced performance tuning techn…
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Queue not identify accountsContent Hi, I'm experiencing a queuing problem on my team. Only one of them is accessing the service queue. How is this possible? How can I assign everyone to the same q…
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Employee Hierarchy - Fixed Hierarchy Level is always zeroContent We have loaded employees' and managers' data populated in the resource object and running the ESS job to populate the employee hierarchy. I see manager hierarchy…