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Reporting & Analytics for Sales
Discussion List
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Best Practices for Custom Subject AreaSummary Best Practices to design Custom Subject AreaContent Please refer: Oracle Engagement Cloud (Sales and Service): Best Practices for BI Extensibility and Using Cust…Syed Misbauddin-Support-Oracle 28 views 1 comment 2 points Most recent by Syed Misbauddin-Support-Oracle -
Creating dependent prompt in OTBI analysisSummary Creating dependent prompt in OTBI analysisContent Team, I have created a variabl 1st prompt for "Review Period" with "@{variables.ReviewPeriod}". Now i am trying…User_2025-02-01-03-43-13-079 36 views 12 comments 2 points Most recent by Syed Misbauddin-Support-Oracle -
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… -
Ability to add Password protection to PDF output of Bursting JobContent Hello Everyone,Do we have an Ability to add Password protection to PDF output of Bursting Job in BIP?Use case: Each report output should be password protected by…Shivakumar Ayyanagowdar-Oracle 157 views 3 comments 2 points Most recent by Shivakumar Ayyanagowdar-Oracle -
column header is randomly ordered in the csv output for BIP reportSummary BIP reportContent Hi, I posted this a while ago. I wonder if there is a change on 20B. Here is the issue detail, I created a BIP data model with SQL (e.g. select…
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BI Publisher bar graph: change series sort order but keep the order of series colorsSummary Looking for a way to change the sort order of series without changing the color order.Content Hello! First time on this forum, and hoping someone can help me out…User_2025-02-01-07-27-35-188 101 views 1 comment 2 points Most recent by User_2025-02-01-07-27-35-188
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Report to pull Accounts that doesnt have any associated opportunitiesSummary Report to pull Accounts that doesn't have any associated opportunitiesContent HI team, we are in the process of cleaning our Accounts module in Sales cloud, so i… -
BIP report csv exportSummary BIP report csv exportContent The problem is that BIP report will export to csv with all columns from data model in random order even if I only select 1 column fr…
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Any way to hide settings button on dashboards for employees?Summary Any way to hide settings button on dashboards for employees?Content Hi dears; Is there any way to hide settings button on dashboards for employees by role or som…Pablo Martinez de Villa De las Heras 26 views 2 comments 2 points Most recent by Pablo Martinez de Villa De las Heras -
Future Dated ActivitiesSummary Show me only the Opportunities that don't have a future dated activity addedContent Hello, I'm struggling to think through how to do this. Here is the business p…
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What is the use of all these data sources in BISummary Use of data sourcesContent Multiple data sources are showing in BI while creating the data model, what is the use for each one? why we have multiple. And which o… -
Customizing a Seeded BI Publisher U.S. 1099 Payments Report - Editing the Data Model - not workingSummary Unable to modify Seeded BI Publisher Data ModelsContent Hi Team, While we are trying to extend existing U.S. 1099 BI Publisher Data Model, unable to modify the S…
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Automatical filtering a BI Report to the current Account selectedSummary Automatical filtering a BI Report to the current Account selectedContent Hi Community, i need your help please on a BI-Reporting subject within Sales Cloud R13-1… -
How do I view the created reports and dashboards in the Oracle Engagement Cloud Platform?Summary I created a list of new reports and dashboards and marked them as favorite, but unable to view themContent Hello everyone, I created a list of new reports and da…User_2025-02-04-11-03-51-524 30 views 2 comments 2 points Most recent by User_2025-02-04-11-03-51-524
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How can I add two fields in the Analytics/dashboard that are "From Date:" and "To Date:" parametersSummary If the user wishes to see service requests submitted by entering the from date and to date. How can I add those two fields while creating a new analytics/dashboa…
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R13.19A OTBI Direct Database Query Privilege ChangeSummary In R13.19A OTBI direct database query has been disabled by default. To prevent reports generating system errors, BI Administrator can modify BI privileges to rev… -
How to create report on Multi choice field.Summary I have bill to ship to as multi select LOV in contact address field but that field is not coming in subject area, so wanted to know how I can create report to se…User_2025-02-04-17-55-30-920 39 views 0 comments 2 points Most recent by User_2025-02-04-17-55-30-920
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Need Report or script to get an item cost in oracle cloud r13Content Hi All, In EBS to get an item cost i used below query, but i am unable to see any data in cst_item_costs_v in oracle cloud r13. select item_cost from cst_item_co…User_2025-02-03-21-33-20-159 27 views 4 comments 2 points Most recent by User_2025-02-03-21-33-20-159
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Meaning for Sales-CRM Pipeline fact "# of New Opportunities"Summary I am looking for the definition of "New" for the Sales-CRM Pipeline fact "# of New Opportunities".Content When pulling this Fact into my analysis today, I am see…User_2025-01-28-01-29-38-878 39 views 2 comments 2 points Most recent by User_2025-01-28-01-29-38-878
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ADF Contextual Event with prompted reportSummary My ADF Contextual Event takes me back to main screen instead of back to Details reportContent Hello, Does anybody have experience using the ADF Contextual Event …User_2025-01-22-20-09-02-352 52 views 3 comments 2 points Most recent by User_2025-02-04-10-48-17-393
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Reporting on Opportunity RelationshipsSummary Are there OTBI subject areas that contain the opportunity relationship data?Content When setting up an opportunity in Sales Cloud, an opportunity to opportunity …User_2025-07-18-10-09-20-236 68 views 0 comments 2 points Most recent by User_2025-07-18-10-09-20-236
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Slice and Dice an Emailed AnalysisSummary I am looking for a way to email (non users) rows from a report but only the rows pertaining to the recipient.Content I have a need to parse a report that contain…User_2025-01-29-22-25-48-801 50 views 4 comments 2 points Most recent by User_2025-01-29-22-25-48-801
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Showing '0' for Null ValueSummary How do you show a 0 value in place of a blank value on an analysis?Content Hello, We want to show the total number of something on an analysis (in this case Lead…User_2025-01-22-20-09-02-352 74 views 2 comments 2 points Most recent by User_2025-01-29-19-42-29-558
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Embedding a BIP reportSummary Embedding a BIP report in the tool with all the functionalityContent Hello, Does anybody know... When you embed a BIP report into the Operational tool, does it c…
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Day Name from DateSummary Function for DAYNAME in Sales OTBI not workingContent Hello, I am using this function: DAYNAME("Service Request"."Creation Date") and it is not returnning the da…
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Opportunity Owner LeaderSummary Need to know who the leader of the owner is on the opportunity (not always same as creator).Content Hello, I currently use the Employee ‘Name’ from the “Employee…User_2025-01-22-20-09-02-352 42 views 4 comments 2 points Most recent by User_2025-01-30-17-46-08-004
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Important Information About Fusion OTBI R12 Patch Bundle 10Summary This note provides information about Fusion OTBI R12 PB10 (2017 October monthly patch bundle).Content This note provides information about Fusion OTBI R12 PB10 (…
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R12 - OTBI - Graphic elements for "Tabs" on a Dashboard apparently display "Broken Links" on IE 11Summary R12 Upgrade Issue, on OTBI Dashboard.Content Good day MOS Customer Connect Community We just got R12 and we have an issue where OTBI's Dashboards' graphic elemen…
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Hero Templates & 25B Roadmap – Setup Guide for Sales DashboardsHi @Piyush Jain I saw mention of Hero Templates being enabled as part of the 25B update, specifically in relation to the Sales Dashboard. Could someone from the Oracle t…
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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…