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.
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Reporting & Analytics for Sales
Discussion List
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Expected Close date as Quarter and YearSummary How can I show the Expected Close Date as a Quarter and Year?Content Hello, Our Opportunities have an expected close date. I want to convert that from MM/DD/YYY … -
Display Link as a ButtonSummary Link is looking different in OBI and Sales CloudContent Hi I have built a link in a dashboard using SectionButton as a custom CSS. It displays well when I test t… -
Create report with 2 data sourcesSummary report with 2 data sourcesContent Hi, We'd like to create a report with data from CX Sales database and data from Web Service. These two data sources will have a… -
Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for … -
Need OTBI RpdSummary Need OTBI RpdContent Hi , I believe if we install BI Apps (OBIA) we can get RPD which has OTBI subject areas. Can some share OBIA/OTBI Rpd. I am mainly looking f…
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Sample report using Sales - CRM Historical Pipeline Subject AreaSummary Sample report using Sales - CRM Historical Pipeline Subject AreaContent Was trying to create a report using Sales - CRM Historical Pipeline Subject Area, without…
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Drill to another Compound LayoutSummary How can I let users drill into a number that takes them to a 2nd compound layout on an analysis?Content Hello, I have an analysis that I plan on making into a da…
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Column InteractionSummary Primary Interaction = None but hyperlink still showing in the valueContent Hello, I have a report where I've set the "Primary Interaction" on the 'Value' to "Non…