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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
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OTBI analysis works fine for Salesperson but not for Sales ManagerSummary: We have an analysis where we're presenting: Customer Name, Product Name and Closed Opportunity Line Revenue. It works fine for the Salesperson and all the value… -
How to pull data in Power BI from Oracle Fusion/ATP TablesSummary: How to pull data in Power BI from Oracle Fusion Content (please ensure you mask any confidential information): We are looking to pull data in Power BI from Orac…
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Oracle Customer Excellence Awards - Nominations are OpenYou’ve done incredible work. Now you deserve the recognition. The Oracle Customer Excellence Awards celebrate the very best of business innovation, showcasing how organi… -
How to create a dashboard that shows quota and revenue from a territory ?Summary: We have to create a dashboard that based on a selected territory an month shows the quota and closed revenue. Lets considering the follow territory, quota and r…
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Can I make custom scheduled process to send notification when a condition is achieved ?Summary: Hi, I am using object work flows to send mail notification when the condition achieved, but object work flows must trigger when the record is created or updated…
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Is it possible to synchronize dashboards so each analysis filter updates other dashboard analyses ?Is it possible to synchronize dashboards so that changing any analysis table prompt updates the other analyses based on the same criteria? Thanks
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How to create custom alerts in Oracle Fusion as like in EBSSummary: Requirement is whenever transactions created on put away screen then Alerts should trigger. Is there any feature that can use in Oracle fusion. As per my analys…
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I need to Create a report on a Contact where I have created a custom field for their managerSummary: I am trying to generate a hierarchal report on contacts within an organization. I have created a "Manager" field that links to another contact in Sales. I want …
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Pivot TableSummary: Hi, I need help with a report format. Object 1: Contains Question IDs Object 2: Contains Question IDs and Response fields We have a table that includes Question…
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How to create a custom Smart List Analysis/visualization to use in Redwood DashboardSummary: Hi, we need to create a custom Smart List analysis/visualization to use in the Redwood Dashboard. Content (please ensure you mask any confidential information):… -
How do I Report on contact activity including appointments and emailsSummary: I am trying to get 2 reports: A report that shows all of the activities a Sales Rep did on a particular day - including: Appointments and emails sent - from bot…
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Is there any way we can edit visibility of the data labels and legends from Redwood Express Reports?Summary: We have a client requirement to remove data label text from a express report chart. But there is not option to edit (enable/disable) the same. The same express … -
Need to build report between Task and Call Report (created via Task Page)Summary: Created a Task > open Task Detail > Action > Create Call Report. So now we have Task and its linked call report. Now we want to create a BI Report which should …
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Table Industries CRM SALESCordial greetings Please help me to identify the table that brings the Industries field data from the account in oracle cloud sales. Thank you
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How to highlight the records with specific colors based on date conditions in OTBI reports.We need to highlight records in OTBI reports based on the following date conditions: Highlight records in green where the create date is earlier than the last update dat…
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Handling Double Quotes in BICC Data ExportsSummary: Handling Double Quotes in BICC Data Exports Content (please ensure you mask any confidential information): I am encountering an issue with my BICC export proces…
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Service Usage Metrics Per User ReportSummary: Service Usage Metrics Per User Report Content (please ensure you mask any confidential information): Hi Could you help me to know if there is any report that pr… -
OTBI analysis for count of lead createdSummary: Hi, I want to create an analysis to show all the names of users in a branch and count of leads created by them. Could you please help me to create this analysis…Anjanah Ganapathy G S S 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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Unable to find industry in Account tablesHello, On Accounts we are using industry DCL field on accounts. Business is using the custom defined Classification Category for this industry field. I was able to see t…
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Problem in query that returns information from Oracle customers by siteSummary: My query should have only the records that were modified in sysdate SELECT /*********hz_parties******************/ hp.party_id, hp.party_name, hp.jgzz_fiscal_co… -
What is the Fusion documentation for TCA? Only finding EBSSummary: Looking for Fusion documentation on Trading Community and only finding references to EBS. Is there a delta between EBS and Fusion? Is it still referred to as TC…
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Can't generate visualization The criteria used for the visualization doesn't return any data.Summary: I’m trying to configure the sales dashboard in Oracle Fusion CX Sales, but I keep encountering an error message stating that “no data is available.” Despite thi…
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Query to get customer contacts by siteSummary: Query to get customer contacts by site Content (please ensure you mask any confidential information): Hi, I am trying to fetch AR Customer contact information w…
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PublicReportService - generateReport failedWe have a report in this path: /Custom/Customer Relationship Management/Data Warehouse/Res/Informes_Parametros/SpaceConfigurationDS_Analisis.xdo We reviewed the permissi…
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How to limit prompt values to values displayed on analysis - OTBISummary: I'm building an analysis using the "Incentive Compensation - Attainments Real Time" subject area. One of the prompts in the dashboard that includes this analysi…
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Grand Total FormatingHi. I added a Grand Total row to my report, but the values are not formated. I thought it would make perfect sense for the grand total to follow the format of the column…
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Getting Sign In option for Power BI Dashboard URLs embedded on Oracle Sales Cloud even SSO setupdoneSummary: When we try to embed Power BI dashboard URL on oracle sales cloud it is asking for Sign In option instead of opening the links directly since SSO setup is estab…
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Table used to store children custom objects!!Hi, We created Custom object "Proposal" and created child custom object from the parent object with name "Payment Plan" The parent custom object "Proposal" store its rec…
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Date column in Excel File not showing recent recordsSummary: Why I was unable to see latest records in my excel output file. Content (please ensure you mask any confidential information): Version (include the version you …
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AP Inquiry RoleI don't want to give ap manager role access to one of the user what privilege's I need to give to the user so that user can see the payables dashboard report