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Reporting & Analytics for Sales
Discussion List
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OTBI in Sales InfoletHi Please help to understand how to add OTBI report in Sales infolet Thanks -
Not able to fetch resultsHi, When I run the OTBI report it keeps spinning but not able to view the report and this is happening suddenly any idea what could be the reason and how to fix it -
Error in publishing custom subject areaContent Hi, Found the error as attached in the screenshot Thanks -
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 48 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle -
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 106 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle -
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Import AnalyticsContent Hi, I have analytical reports which I would like to export from TEST and import to PROD instance. Kindly suggest me the steps Thanks -
SQL statements for DatastoresSummary What are the concrete SQL statements for an Datastore and what kind of joins are used for joining relevant database tables?Content Hello, we are looking for the … -
Posting Report/Analytic Content on Customer ConnectSummary Posting Report/Analytic Content on Customer ConnectContent We encourage our customers and partners, to share reports and analytics that support your business goa… -
User Access Report (v2) API has only POST command available currentlySummary: One of our clients has requested the GET command for the user access report. Could you please let us know the expected timeline for its availability? Content (p… -
Report Role usage by Resource Hierarchy in "Security- Roles and Privileges Real Time" subject areaSummary The technical white paper attached to this posting shows how to report on roles and privileges by Resource Hierarchy in "Security- Roles and Privileges Real Time… -
Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeSummary Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeContent Please Note: This notice does not affect BI Publisher SQL data models and r… -
OTBI Customer SurveyContent Oracle BI development is planning OTBI feature improvements. To better understand SaaS customers’ reporting needs, usage and requirement gaps, we are conducting … -
R13.17D Loyalty Subject Area DescriptionSummary R13.17D Loyalty OTBI subject area Description documentationContent This documentation is published by Oracle OTBI development. This document provides users a fun… -
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… -
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… -
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… -
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… -
Fusion BIP 12cSummary Fusion BIP 12cContent I noticed that BIP in Fusion SaaS is still 11g instead of 12c. When do we plan to upgrade BIP to 12c? The reason I am asking this is that w… -
Need out of box reports for Oracle recruitment(ORC)Summary Need out of box reports for Oracle recruitment(ORC)Content Hi Team, We are looking for Oracle recruitment(ORC) out of box reports. This is the new module for us … -
Showing null values as "Blank"Summary How do I show null values with the word "Blank" or "NA" or something similar?Content Hello, In the Product Dimension for 'Product Name', we have some blanks due …User_2025-01-22-20-09-02-352 49 views 2 comments 3 points Most recent by User_2025-01-22-20-09-02-352 -
View Standard Lookups via Sales Cloud BISummary Is there a way to pull the standard lookup values with BI?Content I'm trying to take one out of Ed Dewolf's playbook and use Smartview to update information from… -
Group by month/Year only using a date fieldSummary How can I group by month/year only using a date field from Sales Cloud?Content I have a report which includes a date field from Sales Cloud Opportunity object. I… -
Re-usable Formulas / Virtual ColumnsSummary Looking for ideas for reducing maintenance requirements for reports using the same formulasContent Greetings all. I maintain a library of well over 1k reports in…User_2025-01-29-22-25-48-801 59 views 3 comments 3 points Most recent by User_2025-01-29-22-25-48-801 -
How is the ‘Result view’ generated when the same subject area is joined more than onceWhen I create an analysis and report in Oracle Fusion Cloud and include the same subject area more than once, I sometimes see a “Result view” appear as part of the union… -
Redwood Sales Dashboard - Default Metric Cards and Section LayoutsIs there a way to change which Tab/Metric Card opens by default when the Sales Dashboard is accessed? Mine defaults to "My To Dos" even if it isn't the first Metric Card… -
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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How to extract all the SQL queries of BIP data model in a single fileSummary: I need to find out in which all data model's SQL queries a specific column has been used. So, instead of opening each and every data model query and search for … -
How to add Sales Dashboards of Next-Gen on Sales cloud SUISummary: Overview of the Sales Dashboard: Salespeople and sales managers can use the Sales Dashboard to review items that need their immediate attention, including upcom…Dimple-Nagesh-Support-Oracle 103 views 1 comment 2 points Most recent by Syed Misbauddin-Support-Oracle -
Help Oracle make cloud applications easier to extend!If you've extended an Oracle cloud application in the last year, we want to leverage your experience! Specifically, we'd like to interview you for about an hour on what …