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Reporting & Analytics for Sales
Discussion List
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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 … -
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… -
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…
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User Adoption Insights - Preconfigured Sample Reports in OTBISummary Sample reports for user adoption insights in OTBI are available with attached .catalog fileContent Oracle CX Sales has received requests to provide pre-configure… -
Set Date FormatContent Hi, In OTBI reports is there way to setup the date format globally for all users ? Thanks
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Bulk Data Extract from Oracle CX Commerce CloudSummary Bulk Data Extract from Oracle CX Commerce CloudContent We are looking at options for bulk data extract from Oracle commerce cloud service. Looking for options si… -
What roles are needed to access the BI Data modelContent Hi, I created a custom role and assigned the roles: BI Administrator Role BI Applications Administrator Duty BI Applications Functional Developer Duty BI Publish… -
Best Practices for Custom Subject AreaSummary Best Practices to design Custom Subject AreaContent Please refer: Oracle Engagement Cloud (Sales and Service): Best Practices for BI Extensibility and Using Cust…Syed Misbauddin-Support-Oracle 33 views 1 comment 2 points Most recent by Syed Misbauddin-Support-Oracle -
Data Lineage document or BICCC PVO Details for 21B Sales subject Area - OTBIContent Hi Team, We need some data exports from oracle subscription management cloud application 21B. As we see there is additional feature available as part of 20B, whe…
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Weird Subject Area names appearing when using saved column featureContent When we are trying to use ‘saved columns’ we are observing weird subject area name folders in the catalog navigation. We are not able to identify in which folder…
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Add Action Link in Grand Total in OTBI ReportContent Is it possible to add an action link to the Grand Total values in OTBI reports? So we can direct the user to another OTBI report. This is the automatically calcu…
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Activities and Related Activities ReportingContent In 21C, OTBI CX delivered a new subject area "CRM - CRM Activities with Related Activities". This subject area allows users to report on all activities with rela…