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Reporting & Analytics for Sales
Discussion List
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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… -
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… -
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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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…
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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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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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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…Elise Hymes - Oracle CX-Oracle 12 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle -
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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Can I use responsive design when displaying BI?Can I use responsive design when displaying BI?
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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… -
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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How do I remove the measure labels from my bar chart so it doesn't show in the legend?I have a horizontal bar chart and have noticed that the "measure labels" is in the Vary Color By section of my chart. I can move it to Group By, Sections, and Graph Prom…
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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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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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How to create BI report/analysis based on external data?Summary: Is it possible to create report/analysis based on external data, such as an external ERP system? What options does Fusion have for this kind of connection? Is i… -
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 …
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Capture list of all Resources & their Roles with corresponding Provisioning Method?We need a way to identify all Active Users in CX Cloud that will display ALL Roles that have been assigned to the Resource AND which Provisioning Method was used…automat… -
Sales - CRM Resource is showing value of 'not found' in the Hierarchy Level.Summary I had some changes to use the new role as the resource role and with that there is a change in the Organization field. After that, the Sales - CRM Resource which…Cristelle Rose Sampang 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI ReportHi All, How to do custom color formatting for only top 3 Horizontal bars Graph in Oracle fusion OTBI Report like below image?. Please share us your Ideas or Implementati…
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How to extract only data with a count of less than a certain number of data in BII stand corrected on my question. I would like to extract Opportunities in BI where the number of activities associated with the Opportunities is less than 5. How can I …
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How to generate a report from resource directory regarding resource organization and Business unitSummary: We are trying to get the report using below Query, but it is showing additional data for example for a user it is showing as 3 organizations assigned where in r…
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talent review meeting HDLSummary: 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 to relate 2 analysis using OTBISummary: I want to relate 2 analysis, in a way that the select row from analysis A filters the content in the table of analysis B. Ex. Analysis A (Customers) Analysis B …