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Reporting & Analytics for Sales
Discussion List
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How to embed hyperlink from OTBI report - data column field into Apps Composer CRM custom formSummary I need the ability to drill into some Custom App Composer CRM data from a Dashboard Report on that data set. Non Standard Oracle Cloud App FormsContent I need th… -
Pulling reports dataContent Hi, Is there ways to pull data from BI report say Opportunity Report using any API and push to staging tables from the external application. I have requirement t… -
Combine reporting on Incentive Compensation attainment, participant details, and plan assignmentsSummary Looking for help with ideal subject areas and tips/tricks to report on three areas simultaneously: achievement, participant details, and plan assignments.Content… -
Knowledge article view fact returning 0Content We have an OTBI report listing all of our knowledge articles and have included the # of article views fact from the Knowledge Management - Article Summary Histor…
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Brokerage Security within ICMSummary Brokerage Security within ICMContent How can you apply security within ICM? We have a requirement for only certain people to see certain brokers, can you do that… -
Send report to FTP serverContent Can we automate BI report to be sent to FTP server? Using Oracle Sales cloud version 21A Use case: We need few reports created using analysis or BI publisher to … -
Set Default Selection of Owner Prompt to Currently Logged-in UserSummary Set Default Selection of Owner Prompt to Currently Logged-in UserContent Hi, I want the currently logged-in user to be the default selection of Owner prompt I cr… -
Sales Rep Activity ReportContent Hi, Is there any seeded OTBI report to view activities performed by Sales Rep with the date range. Activities includes accounts, appointment, task, leads, opport…
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Subject AreaContent Hi, I have created 2 custom fields in oppty. 1. Is there a way to get the custom fields in Standard Subject Area? 2. Is there a way to clone the Standard Subject…Mohana Gopal S-Oracle 31 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
Alternative Solution To Using User Organization Hierarchy Based LoginSummary Alternative Solution To Using User Organization Hierarchy Based LoginContent Hi, We're having issues with using User Organization Hierarchy Based Login filter in…
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OTBI Analysis - collapsible/expandable rowsContent Hello Team, I have requirement to prepare analysis with collapsible/expandable rows (similar like in hierarchical column). Bisuness case i have Owner------------…
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Configure option in Workspace Infolet MissingContent Hi, In DEV environment (Orange) I was able to see the Configure option, but in Production (Blue) there was no Configure option available for the infolets. How do…
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Need Help in Logical SQL for recruiting sysdate time conditionSummary Need Help in Logical SQL for recruiting sysdate time conditionContent Hi Team, I am trying to add a new filter condition like "and TRUNC("Recruiting - Recruiting…
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Cannot Access Workspace InfoletsSummary Cannot Access Workspace InfoletsContent Hi, I've already set the profile option ZCA_ENABLE_ADAPTIVE_INFOLETS to Yes and added ORA_ZBS_SALES_ADMINISTRATOR_JOB to …
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how to define a prompt to get Sales Manager and his reportee manager and reportee salespersonContent Hi All, We have a scenario, where in one sales manager has salespersons and other sales managers as reportees. Now, we are trying to build a dashboard prompt, wh…
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OOTB Sales and Service Report ListSummary a list of all OOTB OTBI reports for CX sales and B2B Service cloudContent Hi, Can anyone help me out with a list of all Out of the Box Oracle CX Sales and B2B se…
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"Only quota contributing revenue is considered" - What does this mean?Summary "Only quota contributing revenue is considered" - What does this mean?Content Hi, I'm looking at the documentation of Pipeline Detail Facts and all metrics and m…
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How to enable Enterprise Calendar and Custom Calendar at PromptsSummary How to enable Enterprise Calendar and Custom Calendar at PromptsContent We have use case where in our customer has "Enterprise Calendar" defined (01-Jan to 31-De…
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Contract Start Date and End DateSummary Contract Start Date and End DateContent Hi, I am building analysis report on Enterprise Contract please help me to locate Contract Start Date and Contract End Da…
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Get latest notes in OpportunityContent Hi, I am using Sales - CRM Opportunities and Products and Sales - CRM Opportunity Notes and able to bring the notes created against the Opportunity. Suppose if I…
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Embedding a BIP reportSummary Embedding a BIP report in the tool with all the functionalityContent Hello, Does anybody know... When you embed a BIP report into the Operational tool, does it c… -
Documentation for Sales - CRM Pipeline Facts 11.1.1.9Summary Documentation for Sales - CRM Pipeline Facts 11.1.1.9Content Hi, Is there a documentation for Oracle Business Intelligence 11.1.1.9 subject area metric measures?…
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Merge Values Created By Duplicate Sales Stage NameSummary Merge Values Created By Duplicate Sales Stage NameContent Hi, I created an analysis in OTBI and the Sales Stage Name is creating two sets of # of Opportunity Val…
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Default record countSummary Exceeded configured maximum number of allowed input recordsContent Hi All, When I run a analysis report without any filter, I got this error, Exceeded configured… -
Custom Subject AreaContent Hi, I have published custom subject area after selecting the newly created custom fields but still could not find them while creating new reports For example : P…
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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Custom Account Hierarchy ReportContent How to built the custom Hierarchy report through OBIEE, Please let me know any sample sql query is available. Structure : ___________Corporate Account__________ … -
Time folder in BI the date/quarter/year is different that the values seen in effective close dateContent After migrating data we changed the effective close date and migrated the data again but now the time folder in BI locked the first date of the migration and it …
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subject area for hierarchySummary subject area for hierarchyContent Quick question - Is it possible to create a CSA for hierarchy in CX Sales? Version 20A
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Is it possible to customize the output csv file name after job in BICCSummary How to customize the zip file and CSV file after In BICC extract jobContent Hi All, Im exporting fusion application data to OCI using BICC, the file is generatin…