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Reporting & Analytics for Sales
Discussion List
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Not able to find CDM Subject AreaSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
OTBI Partner Resource RoleSummary: Hi, I need to create a simple report showing Partners and all the Partner Resources (First Name, Last Name) with their Resource Role. Can someone point me to th…AparajitMalliJawaharBapu 21 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
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how to add dynamic values inside message content in BIP report schedulingSummary: I would like to know whether we can add parameter values under "message" while scheduling the report . The screen shot is given below. Content (please ensure yo…
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BIP SQL to Retrieve Meaning Instead of Lookup Codes for Multi-Select FCLsOur organization has a requirement to depict the meaning of a multi-select FCL in a BIP report. The attribute currently pulls the lookup codes properly, but when applyin… -
How to use images dynamically in BI Publisher RTF templateSummary: How to add conditions to the RTF template. checked on this Oracle Fusion BI Publisher: How to use images dynamically in BI Publisher RTF template (Doc ID 240985…
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OOTB Subject Area Partner does not OOTB field Preferred Contact NameSummary: Hi Experts, I am trying to create a simple OTBI Analysis report within Oracle Sales Cloud (CX Sales) SaaS. The OTBI Analysis report should show all Partner Orga…
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Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y… -
OTBI does not show attributes standar that were created in Oracle CxSummary: Hello community! When creating an analyst in OTBI, and located in the object "Lead" missing the field "ExpirationDate", this field is standard, however, does no… -
Filter to get the earliest date in the OTBI Analysis.Summary: Content (please ensure you mask any confidential information): Hi, kindly asking for your help. I am trying to get the earliest date per account/activity within…Ivony Ann Paula Salango 27 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
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Which Table stores data for Source Systems for Trading Community MembersSummary: Which Table stores data for Source Systems for Trading Community Members. SOAP WSDL and Operation to retrieve the data is below https://servername/crmService/Fo…
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custom subject area factSummary: My customer requested the creation of custom subject areas to put the information from these child custom objects in the reports. My team and I created the cust…
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Diagnose link purpose?Summary: What's the purpose of the Diagnose link in analytics dashboard? Content (please ensure you mask any confidential information): What's the purpose of the Diagnos…
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REST API to run BI reportSummary: Hi, I am trying to run existing BI report using REST API but getting error. Pls advise Thanks Content (please ensure you mask any confidential information): Ver…
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Analysis required on Appointments amendmentSummary: User need to analyze the trend of amendments in appointments. From my understanding, this can only be achieved if the system creates different versions or a his…
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Can we control Embedded report display properties?Summary: We have embedded a report to Account object. But it is not displaying in full screen, can we control such properties for BIP report to display it as user wants.… -
How to insert logo dynamically in RTF template headerSummary: We have a RTF template in that we are showing logos in header and same will be different for different Business units. now we have a base 64 encoded format of i…
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How can I create a custom job Role in BI Publisher?Summary: I can view the Roles and Permission under the Security Center using the /xmlpserver/. However, I cannot create a custom Role as there is no way for me to see th…
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How to add dynamic parameter to embedded BIP report in Sales Account objectSummary: Hi All, We have a requirement to embedded a report in Sales Account object. I have created a BIP report and via mashup content I added this to a new custom subt…
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Is there a way to automatically trigger a scheduled job if it encounters failure on scheduled run?Summary: We have one file that was not sent to SFTP location as there is a connection issue in the SFTP as there is an emergency change in SFTP. In Oracle BI Publisher, …
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ORACLE FUSION SAAS CLOUD BI REPORT TIME OUT ISSUESummary: ORACLE FUSION SAAS CLOUD BI REPORT TIME OUT ISSUE Content (required): ORACLE FUSION SAAS CLOUD BI REPORT TIME OUT ISSUE IN DATA MODEL PROPERTY I HAVE INCREASED … -
Backend table name for Role Code field for View ObjectSummary: We are going to create a Report for Monitoring and I would like to know the backend table name for Role Code field for View Object CrmAnalyticsAM.ResourcesAnaly…
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The Redwood Sales Dashboard some out of the box Templates are not showingSummary: The Redwood Sales Dashboard is currently experiencing an issue where several out-of-the-box templates are not displaying. The following templates are currently …
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How to create BI analysis for Sales Product and Product GroupsSummary: How to create BI analysis for Sales Product and Product Groups Content (required): Hi, We want to create a couple of analysis to show a list of product groups a… -
Attachment ReportIs there a way to create a report on Account Attachments? Want to create a report that shows the Account and Attachment Name.
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How to Set Date Format to Dashboard Prompt?Summary: How to Set Date Format to Dashboard Prompt? Content (required): How to Set Date Format to Dashboard Prompt? Does the Date Format shown by default is based on Us… -
Where to find Deal Size (Sales Lead) in Subject Area of OTBISummary: I'm trying to find the Deal Size field of Sales Lead object in any Subject Area in OTBI for a report but I can't find it. Content (required): I'm trying to find… -
KPIs for Duplicate ResolutionI have a question regarding duplicate resolution and CDM. We would like to start measuring KPIs in relation to merges, for example the number of merges that are requeste…
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Needs feasible outputs from BICCSummary: We have a requirement where we are configuring object loads from BICC and consuming it at a third party system. The BICC output files are currently outputted as…
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Create a filter on BI based on classification category hierarchy or territories hierarchySummary: "I am a Sales Manager (Manager "A") in Oracle Sales Cloud, overseeing a team of three Sales Representatives. Each Sales Representative has their own classificat…
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Implementing Fusion Security in SQL-based BI Publisher Data Models for custom objectSummary: We need to implement Fusion Security for custom object SQL query Content (required): We have a custom object and we need to achieve same security applied by CSA…