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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… -
OTBI in Sales InfoletHi Please help to understand how to add OTBI report in Sales infolet Thanks -
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… -
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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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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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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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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Do analyses run with Agents log to "OTBI Usage Real Time" subject area?Summary: Do analyses run with Agents log to "OTBI Usage Real Time" subject area? Content (required): Version (include the version you are using, if applicable): Code Sni… -
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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"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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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 -
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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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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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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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… -
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… -
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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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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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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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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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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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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How to do the linking of Tax Reporting Type CodeSummary Linking of Tax Reporting Type Code during running the service for European Sales Listing ReportContent Tax Reporting Type Code option is not showing any value to…
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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…