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Reporting & Analytics for Sales
Discussion List
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How can I dynamically count a column in OTBI?Summary: Hi, In OTBI, how will I be able to get the count dynamically per year when the data type is string, and the sample value is "ABC 2024". Here is my theory but it…Ivony Ann Paula Salango 47 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle -
DCL on OOTB Object doesn't show in OOTB subject areaSummary: Hi, I create a custom DCL on Activity Object. When I check the standard subject area (CRM - CRM Activity Real Time), I don't see this DCL in Activity Extension … -
Analysis Close Ratio by Trailing 12 MonthsHello, We are trying to create a dashboard that will show the close ratio - win vs loss - of each month as a trailing 12 total. We are looking to have the months as the …
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CDM: Unable to find hierarchy fields in Fusion back end tablesHello, In a requirement we are creating hierarchy in CDM through the import management. We are required to create a report based on the fields in the import Hierarchy an…
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How to fetch the Covered Levels of a Subscription using querySummary: How to fetch the Covered Levels of a Subscription using query Content (please ensure you mask any confidential information): How to fetch the Covered Levels of …
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Reports APII am looking to get Rest API to get folder contents of Report Path Mentioned in Report and Analytics Catalog. I have found the SOAP API but it is using Username and Pass…
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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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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…
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Create Analysis Report for Marketing Interactions with Account informationDear Community, we are trying to create an analysis report for Marketing Activities linked to various Contacts but it's hard to find a good subject area that works corre…
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Can a Vanity URL be setup for the OTBI or BIP ReportsSummary: One of the requirements is to have a Vanity URL setup for accessing the OTBI/BIP reports from external source. Content (please ensure you mask any confidential …
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Cx - Dashboards are unable to be linked with or bring in.Summary: When a dashboard is filtered using Opportunity Number, automatically all the dashboards should get generated individually but not as a list form as shown in the…
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Cx - Are predefined templates available for Sales in OTBI?Can we have predefined templates available for Sales in OTBI.
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Cx - Can we develop blocks using OTBISummary: Can we develop the report by the following design using OTBI. Content (please ensure you mask any confidential information): Version (include the version you ar…
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User Adoption Insights - Preconfigured Sample Reports in OTBISummary Sample reports for user adoption insights in OTBI are available with attached .catalog fileContent Oracle CX Sales has received requests to provide pre-configure… -
Data access issue with HZ_LOCATIONS tableSummary: I am trying to troubleshoot an issue with a custom BI Publisher query. The report works just fine for some users, but for other users it never finishes and time…
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My Team's Leads Tile - OOTB report is not showing proper data to the managers.Summary: My Team's Leads Tile - OOTB report is not showing proper data to the managers. Do we need to run any job? Path Sales/Embedded Content/ Sales Manager . Could you…NikhilSamudrala-Oracle 28 views 7 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
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Last activity date w/ owner of last activity by accounts reportWe have a number of reports on our OTBI Dashboards that looks at last activity by account by a few different categories. Recently we've felt that bringing in the name of…
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User Organization Hierarchy Based LoginSummary: User Organization Hierarchy Based Login Content (required): when using User Organization Hierarchy Based Login is equal to / is in @{NQ_SESSION.USER_PARTY_ID}, …Cyrille Saulnier-Oracle 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle -
BI Report Migration Not Captured in Audit LogSummary: We have noticed that some of the custom BI report and data model migrations are not captured in the audit log. The same functionality is working for the same us…
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Redwood - ReportsSummary: On using Digital Sales, How do the reports work? do we still have to access the old OTBI reports exposed on Analytics? I see Sales dashboards but this is under …
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Redwood - See all Email Interactions in a ReportAs an admin or sales manager, I want the ability to see all activities logged for customers. Prior to Redwood, an Activity Report could be leverage to see all activities…
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Limitation on Fusion Custom objectSummary: Limitation on Fusion Custom object Content (required): We have created custom objects in Fusion as there is a need based on our client requirement. Is there any…
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Which PVOs in the BICC console we need to pull to access the below tablesHi Team, Could you please help to provide, which PVOs in the BICC console we need to pull to access the below tables? HZ_ROLE_RESPONSIBILITY HR_OPERATING_UNITS FND_SETID…
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Render OTBI dashboard using external APISummary: Hi , Would it be possible to build OTBI dashboard fetching data from external (Third-party) APIs ? I have evaluated the possibility of data sources in Data mode…
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Do analyses run with Agents log to "OTBI Usage Real Time" subject area?Summary: Do analyses run with Agents log to "OTBI Usage Real Time" subject area? Content (required): Version (include the version you are using, if applicable): Code Sni… -
Creating a DIFF Attribute in BI Publisher Analysis ReportSummary: Creating a DIFF attribute in BI Publisher analysis that provides an "aging count" of two date attributes from two separate subject areas. The aging count is bla…
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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… -
OTBI Subject Area permissionsSummary: I have an issue attempting to edit reports in Oracle Transactional Business Intelligence (OTBI). Specifically, when trying to edit reports related to different …
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