To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
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
-
How to use images dynamically in BI Publisher RTF templateSummary: How to add conditions to the RTF template. checked on this Oracle Fusion BI Publisher: How to use images dynamically in BI Publisher RTF template (Doc ID 240985… -
OOTB Subject Area Partner does not OOTB field Preferred Contact NameSummary: Hi Experts, I am trying to create a simple OTBI Analysis report within Oracle Sales Cloud (CX Sales) SaaS. The OTBI Analysis report should show all Partner Orga…
-
Filter to get the earliest date in the OTBI Analysis.Summary: Content (please ensure you mask any confidential information): Hi, kindly asking for your help. I am trying to get the earliest date per account/activity within…Ivony Ann Paula Salango 32 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
-
Diagnose link purpose?Summary: What's the purpose of the Diagnose link in analytics dashboard? Content (please ensure you mask any confidential information): What's the purpose of the Diagnos…
-
custom subject area factSummary: My customer requested the creation of custom subject areas to put the information from these child custom objects in the reports. My team and I created the cust…
-
REST API to run BI reportSummary: Hi, I am trying to run existing BI report using REST API but getting error. Pls advise Thanks Content (please ensure you mask any confidential information): Ver…
-
OTBI does not display and filter standard Oracle Cx attributesSummary: Hello community, I hope you are well. To generate a Leads report, you need to filter the Leads by type of currency, the standard attribute of "Revenue". "Curren… -
Analysis required on Appointments amendmentSummary: User need to analyze the trend of amendments in appointments. From my understanding, this can only be achieved if the system creates different versions or a his…
-
OTBI does not show attributes standar that were created in Oracle CxSummary: Hello community! When creating an analyst in OTBI, and located in the object "Lead" missing the field "ExpirationDate", this field is standard, however, does no…
-
Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y… -
Is it possible to create a text to column like Excel column in OTBI based on a Listagg column?Summary: I need to see data on one row. I've managed to do this using Listagg. However, now they are asking if that it not be concatenated and still keep it all on one r…
-
how to add dynamic values inside message content in BIP report schedulingSummary: I would like to know whether we can add parameter values under "message" while scheduling the report . The screen shot is given below. Content (please ensure yo…
-
Which Table stores data for Source Systems for Trading Community MembersSummary: Which Table stores data for Source Systems for Trading Community Members. SOAP WSDL and Operation to retrieve the data is below https://servername/crmService/Fo…
-
OTBI Report to pull Opportunity details with team membersSummary: Need an OTBI report on Opportunity and associated team members Content (please ensure you mask any confidential information): How to expose Opty team members de…
-
How to fetch all sites linked to a particular customer using querySummary: How to fetch all sites linked to a particular customer using query Content (please ensure you mask any confidential information): Version (include the version y…
-
Can we control Embedded report display properties?Summary: We have embedded a report to Account object. But it is not displaying in full screen, can we control such properties for BIP report to display it as user wants.… -
How to add dynamic parameter to embedded BIP report in Sales Account objectSummary: Hi All, We have a requirement to embedded a report in Sales Account object. I have created a BIP report and via mashup content I added this to a new custom subt…
-
How can I create a custom job Role in BI Publisher?Summary: I can view the Roles and Permission under the Security Center using the /xmlpserver/. However, I cannot create a custom Role as there is no way for me to see th…
-
The Redwood Sales Dashboard some out of the box Templates are not showingSummary: The Redwood Sales Dashboard is currently experiencing an issue where several out-of-the-box templates are not displaying. The following templates are currently …
-
Dashboard Filter in IST but results in ESTI have a dashboard filter that is run off IST time. Is there a way to modify the time zone in the dashboard filter? For Example: When entering a date range of 5/29/23 to…
-
How to create BI analysis for Sales Product and Product GroupsSummary: How to create BI analysis for Sales Product and Product Groups Content (required): Hi, We want to create a couple of analysis to show a list of product groups a… -
Is there a way to automatically trigger a scheduled job if it encounters failure on scheduled run?Summary: We have one file that was not sent to SFTP location as there is a connection issue in the SFTP as there is an emergency change in SFTP. In Oracle BI Publisher, …
-
Where to find Deal Size (Sales Lead) in Subject Area of OTBISummary: I'm trying to find the Deal Size field of Sales Lead object in any Subject Area in OTBI for a report but I can't find it. Content (required): I'm trying to find…User_2025-07-18-06-07-44-367 51 views 8 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
-
ORACLE FUSION SAAS CLOUD BI REPORT TIME OUT ISSUESummary: ORACLE FUSION SAAS CLOUD BI REPORT TIME OUT ISSUE Content (required): ORACLE FUSION SAAS CLOUD BI REPORT TIME OUT ISSUE IN DATA MODEL PROPERTY I HAVE INCREASED … -
Backend table name for Role Code field for View ObjectSummary: We are going to create a Report for Monitoring and I would like to know the backend table name for Role Code field for View Object CrmAnalyticsAM.ResourcesAnaly…
-
KPIs for Duplicate ResolutionI have a question regarding duplicate resolution and CDM. We would like to start measuring KPIs in relation to merges, for example the number of merges that are requeste…
-
How can I create a historical overview from a flexfield CHARACTER Data type?I have data information stored in a CHARACTER data type flexfield. To expose it in an analysis in Oracle Business Intelligence (OITBI), I navigate to the 'Incentive Comp… -
How to filter for Finalized territories in Sales - CRM Territory Resource subject area?Summary: How to filter for Finalized territories in Sales - CRM Territory Resource subject area analysis? Content (required): I'm using Sales - CRM Territory Resource su…
-
Implementing Fusion Security in SQL-based BI Publisher Data Models for custom objectSummary: We need to implement Fusion Security for custom object SQL query Content (required): We have a custom object and we need to achieve same security applied by CSA…
-
BIP Bursting to object StorageSummary: We have a requirement where we want to schedule BIP report output and store it to object storage . Is it possible burst BIP report to object storage. Also,We do…