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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Required filter prompt VP, Regional VP, Sales Manager, Sales repSummary: I am creating a filter prompt where I need to display VP, Regional VP, Sales Manager, Sales Rep as a dashboard prompt Content (please ensure you mask any confid… -
BICC Export Customization did not export my custom offering.Summary: Trying to export the Custom offering by refencing https://community.oracle.com/customerconnect/discussion/607990/how-to-migrate-custom-data-stores-in-bicc-from-…
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How distinguishing contacts are belonging to different Oracle Fusion moduleHello, I need to implement a BI Report that extracts the Contacts from the table HZ_PERSON_PROFILES. We want to extract only the contacts I can see from Oracle Sales & S…
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Add the users based on roles in Agent in analyticsHi Team, we are currently adding or removing the users in the agent in analytics individually. Is there a way to add or remove the users based on their resource role in …
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How to create BI report/analysis based on external data?Summary: Is it possible to create report/analysis based on external data, such as an external ERP system? What options does Fusion have for this kind of connection? Is i… -
Capture list of all Resources & their Roles with corresponding Provisioning Method?We need a way to identify all Active Users in CX Cloud that will display ALL Roles that have been assigned to the Resource AND which Provisioning Method was used…automat… -
How to generate a report from resource directory regarding resource organization and Business unitSummary: We are trying to get the report using below Query, but it is showing additional data for example for a user it is showing as 3 organizations assigned where in r…
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Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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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… -
How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI ReportHi All, How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI Report like below image?. Please share us your Ideas or Implementati…
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How to extract only data with a count of less than a certain number of data in BII stand corrected on my question. I would like to extract Opportunities in BI where the number of activities associated with the Opportunities is less than 5. How can I …
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How to create custom alerts in Oracle Fusion as like in EBSSummary: Requirement is whenever transactions created on put away screen then Alerts should trigger. Is there any feature that can use in Oracle fusion. As per my analys…
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What is the REST API to upload a file to Content Server? What will be the end point url for this?Summary: What is the REST API to upload a file to Content Server? What will be the end point url for this? Content (please ensure you mask any confidential information):…
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talent review meeting HDLSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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How to relate 2 analysis using OTBISummary: I want to relate 2 analysis, in a way that the select row from analysis A filters the content in the table of analysis B. Ex. Analysis A (Customers) Analysis B …
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How to add lead notes to a reportSummary: We need to add in a report through of subject areas the notes that are recorded on the leads Content (required): How can we add the notes that are related to th…
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¿ Que rol o permiso permite ver en modo lectura un analisis y un panel de control?Hola Tengo un reporte con análisis y un panel de control ya publicado pero un usuario puntual necesita verlo y descargarlo, que rol o permiso debo asignarle para que pue…
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Can I make custom scheduled process to send notification when a condition is achieved ?Summary: Hi, I am using object work flows to send mail notification when the condition achieved, but object work flows must trigger when the record is created or updated…
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How to create a dashboard that shows quota and revenue from a territory ?Summary: We have to create a dashboard that based on a selected territory an month shows the quota and closed revenue. Lets considering the follow territory, quota and r…
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OTBI analysis works fine for Salesperson but not for Sales ManagerSummary: We have an analysis where we're presenting: Customer Name, Product Name and Closed Opportunity Line Revenue. It works fine for the Salesperson and all the value…
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How to pull data in Power BI from Oracle Fusion/ATP TablesSummary: How to pull data in Power BI from Oracle Fusion Content (please ensure you mask any confidential information): We are looking to pull data in Power BI from Orac…
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The View Objects are not available on BICCSummary: We are looking for the View Objects under CRM - CRM Interaction Lead Real Time and CRM - CRM Interaction Opportunity Real Time to connect Log A Call to Opportun…
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Oracle Customer Excellence Awards - Nominations are OpenYou’ve done incredible work. Now you deserve the recognition. The Oracle Customer Excellence Awards celebrate the very best of business innovation, showcasing how organi…Elise Hymes - Oracle CX-Oracle 11 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle -
Is it possible to synchronize dashboards so each analysis filter updates other dashboard analyses ?Is it possible to synchronize dashboards so that changing any analysis table prompt updates the other analyses based on the same criteria? Thanks
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Is there any way we can edit visibility of the data labels and legends from Redwood Express Reports?Summary: We have a client requirement to remove data label text from a express report chart. But there is not option to edit (enable/disable) the same. The same express … -
How do I Report on contact activity including appointments and emailsSummary: I am trying to get 2 reports: A report that shows all of the activities a Sales Rep did on a particular day - including: Appointments and emails sent - from bot…
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How to create a custom Smart List Analysis/visualization to use in Redwood DashboardSummary: Hi, we need to create a custom Smart List analysis/visualization to use in the Redwood Dashboard. Content (please ensure you mask any confidential information):…
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Pivot TableSummary: Hi, I need help with a report format. Object 1: Contains Question IDs Object 2: Contains Question IDs and Response fields We have a table that includes Question…
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I need to Create a report on a Contact where I have created a custom field for their managerSummary: I am trying to generate a hierarchal report on contacts within an organization. I have created a "Manager" field that links to another contact in Sales. I want …