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Reporting & Analytics for Sales
Discussion List
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How to create Action link (interaction) in Reports/Analysis to update opportunity recordSummary Action link (interaction) to update opportunity record from Oracle BI AnalysisContent Hi, I am trying to create an analysis/report for my business team that will… -
Tailoring infolet view to the target userSummary Alternatives to the employee party id filterContent Hi First time poster. We are currently building infolets to sit on the Newsfeed homepage. We are building fro…
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Best Practice - Providing Access to Sales UserContent Hi, What are the best practices we need to follow to provide access to Sales Users (Sales Rep & Sales Manager - Role) to create or update reports? Currently Sale… -
Frequently Asked Questions on User System Usage SASummary This document will provide information on many questions related to User System Usage SContent Hi All, We have consolidated a list of How To questions asked on U…Dimple-Nagesh-Support-Oracle 104 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle -
Have a dynamic column headingSummary We would like to have a column heading as current month, next month etc.Content Hi Is it possible to have a column heading that displays the current month, next … -
Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i… -
Ability to add Password protection to PDF output of Bursting JobContent Hello Everyone,Do we have an Ability to add Password protection to PDF output of Bursting Job in BIP?Use case: Each report output should be password protected by…Shivakumar Ayyanagowdar-Oracle 112 views 3 comments 2 points Most recent by Shivakumar Ayyanagowdar-Oracle
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Masking functionality in ReportsContent Masking functionality in Reports Do we have any functions in OTBI/OBIEE or in BI Publisher/Templates/XSL functions to perform a masking functionality for some cu…
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column header is randomly ordered in the csv output for BIP reportSummary BIP reportContent Hi, I posted this a while ago. I wonder if there is a change on 20B. Here is the issue detail, I created a BIP data model with SQL (e.g. select… -
User - Role AssociationContent Hi, I am preparing the data model report to see the list of roles assigned to the user. Which table holds the role & user association detail? Do we have any stan…
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Send email reminders to inactive usersSummary We would like to send reminders by email to users if they do not login to Sales CloudContent Hi What would be the best way to automatically send an email to inac…
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Dashboard/Reports/KPI would be used by the executive via Sales VPSummary Dashboard/Reports/KPI would be used by the executive via Sales VPContent HiWhat Dashboard/Reports/KPI would be used by the executive via Sales VP. Can someone sh…
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Related objects in CSASummary Related objects in CSAContent Hi, As per the following document, I should be able to add fields from related object (CSA creation train stop step3) if I create M…
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Contract ExpiryContent Hi, I would like to have analytical report which should display contract expiring in 6 months. Please let me know what is the expression should I use in the filt… -
Trending # Opportunities and RevenueSummary Need to show trends over time what was open in terms of opportunities and RevenueContent Hello, I'm wondering if anyone has tried to do this yet with the Sales O… -
Combine Subject AreasSummary Trying to combine Snapshot SA with Pipeline SAContent Hello, I need to combine the Pipeline SA with the Snapshot SA. "Sales - CRM Pipeline" with "Sales - CRM Opp…
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"Sales - CRM Opportunity Sales Stage Snapshot"Summary Details of # of Opportunities Fact in the SAContent Hello, Can anyone tell me what the # of Opportunities Fact in the "Sales - CRM Opportunity Sales Stage Snapsh…
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Close QuarterContent Hi, As per the post https://cloudcustomerconnect.oracle.com/posts/3414912e89 I can see the opportunity break down shown Q1 and Q2 revenue. But for me the report …
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Dividing MetricsSummary Trying to divide two metrics, not working!!Content I am trying to divide two metrics and am not getting the results I need. Can someone help? The number of Won O…
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Last day of month...11 months agoContent I need to pull leads created 11 months ago in May 2019. The current month is April of 2020 so I need to pull leads created in May of 2019. The expression works b… -
BI Publisher bar graph: change series sort order but keep the order of series colorsSummary Looking for a way to change the sort order of series without changing the color order.Content Hello! First time on this forum, and hoping someone can help me out… -
Report to pull Accounts that doesnt have any associated opportunitiesSummary Report to pull Accounts that doesn't have any associated opportunitiesContent HI team, we are in the process of cleaning our Accounts module in Sales cloud, so i…
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OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best Practices
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BICCC extract from multiple objectsSummary BICCC extract from multiple objectsContent Hi, In BICCC, can I create a data store with multiple objects? Here is our use case, We have 2 custom objects (A & B).…
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Number of users - evolution month by monthSummary Identify how many users we have on the platform on month by month basisContent Hi We would like to monitor the evolution of the number of active users on a month…
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Reporting on NotesSummary How can we report on notes created in Sales Cloud?Content Is it possible to report on the notes created against an opportunity or an account? Example attached Th…Cyrille Saulnier-Oracle 37 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle
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BIP report csv exportSummary BIP report csv exportContent The problem is that BIP report will export to csv with all columns from data model in random order even if I only select 1 column fr…
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Export Option for OOB Dashboard / ReportsContent Is there a way to enable the export option for the OOB Dashboards / reports without cloning / creating new one? Thanks, Mohan
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R13.18A OTBI BI Catalog LockdownSummary With 13.18A release customers will no longer be able to modify the shipped BI catalog content.Content R13.18A OTBI Product Alert This product alert is published … -
Opportunity Sales Stage NameSummary How to retreive previous "Sales Stage Names"?Content Hello, I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to …