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Reporting & Analytics for Sales
Discussion List
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Creating Analyses and DashboardsSummary Basics Creating Analyses and DashboardsContent This may help for beginners. Please refer for details: https://www.oracle.com/webfolder/technetwork/tutorials/obe/…Syed Misbauddin-Support-Oracle 52 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle -
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 115 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle -
Remove column header in BIP csv outputSummary is it possible?Content Quick question - Is it possible to remove column header for BIP csv output with configuration? I saw this MOS doc. I wonder if there are o… -
Performance tiles not calculating valuesContent Hi there, I have created some custom counts in an analysis and when I create a performance tile it isn't counting the values correctly. Essentially I have put a … -
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 165 views 3 comments 2 points Most recent by Shivakumar Ayyanagowdar-Oracle -
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…
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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…
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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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Default record countSummary Exceeded configured maximum number of allowed input recordsContent Hi All, When I run a analysis report without any filter, I got this error, Exceeded configured…
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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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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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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… -
"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…User_2025-01-22-20-09-02-352 45 views 3 comments 1 point Most recent by User_2025-01-22-20-09-02-352
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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…User_2025-01-22-20-09-02-352 48 views 4 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle
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subject area for hierarchySummary subject area for hierarchyContent Quick question - Is it possible to create a CSA for hierarchy in CX Sales? Version 20A
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subject area for householdSummary subject area for householdContent Quick question - Is there any OOTB subject area for Household? Thanks, Adam
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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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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…User_2025-02-01-07-27-35-188 109 views 1 comment 2 points Most recent by User_2025-02-01-07-27-35-188
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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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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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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… -
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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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 40 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle -
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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Filter by Territory in Sales - OTBIContent Hi all, I have a couple of analysis for users with Sales Manager role. I need to add the "My Territory" filter to one of them and the filter "My Territory hierar… -