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Reporting & Analytics for Sales
Discussion List
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Enable Territory Filter for Information Displayed in the Sales DashboardSummary: Present State OTBI prompts : use Territory prompts based on "Sales - CRM Opportunity Territory"."Territory Hierarchy" Subject Area For Future State Prompts, OOT… -
Alignment issue in Absence Approval Seeded notificationSummary: Let me explain theissue clearly how the notification is been triggered in Responsive UI andRedwood in over mail and in bell notification.Responsive UI level the… -
What all roles has BI Consumer Privilege?Summary: We have created a copy of the Employee role and removed the analytics permissions from it. However, we would now like to grant analytics access to only a few se…
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OTBI Analytics >CX sales FusionSummary: In OTBI Analytics > Administation > Manage Priviliges If there is a Change in Sections like Catalog, Access , in the Manage Priviliges set to certain roles whic… -
How to access Data Model via API?Summary: How to access Data Model via API? Content (please ensure you mask any confidential information): Hi, our customer have external dashboards, using PowerBI, and t… -
How can I duplicate a standard panelSummary: In the account object, I need to duplicate with the same structure and appearance the Opportunity Panel. How can I make a copy or how can I build a structure an…
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What would be the reason of showing the Enterprise Quarter as null in Analytics- Sales CRM PipelineSummary: Eventhough the Accounting calendar is setup with proper periods & quarters; Calendar profile option also set to the configured. The opportunity records are show… -
PII data BICCSummary: 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 can I remove the currency symbol from the metric card in the Sales DashboardIn Oracle Fusion Sales Cloud, the My Pipeline TCV ($Mn) metric card is a custom or duplicated version of the standard Pipeline metric card, showcasing the total primary …
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Filtering NULL values in a dashboard promptSummary: Hi, I need to be able to filter for NULL values in a dashboard. Specifically, I have a filter on Gender, which can be NULL or Male/Female, for example. If I use… -
Create BI with CustomSubject area crossed out.The subject area is crossed out to create a BI. One has the activity as the primary subject and the second has theOpportunity as the primary subject. When I add a “Resou… -
sales dashboard metric currency is always in USD.Summary: We have enabled the Sales Dashboard Metrics (For eg: Pipeline and Team pipeline). This calculates the Sum of all Revenue Amount of the opportunities. This value…
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Personalized Reports Not Retained for Some Users in Oracle Fusion's Sales DashboardSummary: Hi Community, We’re encountering an issue in the Sales Dashboard of Oracle Fusion Sales Cloud. Users with certain roles are able to use the Edit option on Sales…
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Subject Area to Database Lineage MappingSummary: 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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Translations of Badge Item in Redwood Sales DashboardSummary: Please find attached image, i need to translate the badge item to French language. I have added in translations bundle, just needed to make sure whether it is c…
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How to Increase CSV Export Limit from AnalyticsHi, we have created some analyses and the related dashboards. We then made the analytics available in the Analytics section (the dashboards are very simple—for example, …
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In partners, need the corresponding backend table and column name for Partner's Geographies Served.In partners, there is a column titled 'Partner's Geographies Served.' We need the corresponding backend table and column name. In BIA, we are currently able to retrieve …
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April 23,2025 webinar: Customer Roundtable – Achieving Success with Oracle Fusion Data IntelligenceHear how your fellow customers using Oracle Fusion Data Intelligence are benefitting from unified applications and analytics, thousands of out of the box KPIs, prebuilt … -
Can I use responsive design when displaying BI?Can I use responsive design when displaying BI?
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Using Filters for Items with Rank Functions in BIThe Rank function is used to get the order of the employee numbers and divide the groups by 10's. Can I use this group for filters and prompts? Please let me know how to…
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Query to get ResourceOrganizationName of the userHi All, I am trying to extract resources/users with specific ResourceOrganizationName. I want to extract the ResourcePartyNumber and ResourceOrganizationName. Can you pl…
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May 21 upcoming webinar: The Future of Customer Experience: Product Strategy Statement of DirectionWe believe 2025 is a line in the sand for customer experience. Envision a world where: Customer experience transcends front (sales, service, marketing) and back-office d…
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XMLPSERVERIn the XMLPServer section, can OTBI reports be seen, or are only BI reports visible?
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In OTBI Analytics - How to export more than 75,000 records in Excel/CSV formatSummary: Currently in Oracle Transactional Business Intelligence, there is an export limit of 75,000 records in Excel format on a custom subject area we have created. Ar… -
SCM report in Saleshi all We have a Fusion application with Sales module sending Sales Orders (via CPQ) to SCM module. Customer would like to have an icon, in Sales home page, to allow use…
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OTBI Analysis reports giving different set of data in fusionSummary: Hi Team, The OTBI report giving different set of data in fusion for different users, we checked the roles both users have the same roles but still difference in…
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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…
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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 …