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Reporting & Analytics for Sales
Discussion List
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Is it possible to customize the service infolets in Analytics section?Summary: Hello, we would like to know if it is possible to customize the service infolets in Analytics section. Also, we would like to check if the data displayed in tho… -
Default Period Prompt to Current Period (ICM BIP Report)Summary: We have an ICM BIP report where we need the "Period" prompt to be defaulted to the current period. We tried using the SQL below, but it does not reflect correct…
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Custom Subject Area not availble to useSummary Custom Subject Area not availble to useContent Hi There, We created a custom Subject area from one of the implementor user who is able to access and produce resu…
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Show OTBI Graph with no values rather than No Results messageSummary: There are instances when the OTBI bar graphs result in no data results. Instead of showing a "No Results" message, is it possible to show the graph instead? We …
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Quotes and Quote Line - Sample ReportsOracle CX Sales has proactively provided pre-configured quote and quote line reports and dashboards in OTBI, referencing Sales - CRM Quote Lines subject area. A set of p…
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Outer join queriesSummary Outer join within same subject areaContent Hi, I am using "Marketing - CRM Leads" SA to create report on leads. this return only those customer who have leads th…
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Date FormatContent Hi, The field is configured as datetime hence in the OTBI report if there is no value captured it displays as 1/1/00 12:00 AM Is there way to display as blank or… -
Marketing Role Users not able to access Sales Subject areasSummary Marketing Role Users not able to access Sales Subject areasContent We want Marketing role users like (Marketing Manager, Marketing VP) to get access for Sales ob…
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Customer Account with SitesSummary Customer profile reportContent Is there any standard or custom OTBI Report for customer profile including all active sites details. Version 21 C -
Embed BI Publisher Report on Account PageSummary We need to embed a custom BIP Report on Account Page which gives info to users on unpaid customer invoices. I have created a report based on AccountID as paramet…
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OTBI performance recommendations paper (2679006.1) is available on MOS PortalSummary OTBI performance recommendations V2 doc is intended for OTBI system integrators, BI report developers and admins. It covers advanced performance tuning technique…
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BIP performance recommendations guide v1.0 for FA SaaS (2800118.1) is available on MOS PortalSummary BIP Performance Recommendations Guide is intended for FA SaaS BI system integrators, BI report developers and admins. It covers advanced performance tuning techn…
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Queue not identify accountsContent Hi, I'm experiencing a queuing problem on my team. Only one of them is accessing the service queue. How is this possible? How can I assign everyone to the same q…
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Employee Hierarchy - Fixed Hierarchy Level is always zeroContent We have loaded employees' and managers' data populated in the resource object and running the ESS job to populate the employee hierarchy. I see manager hierarchy…
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How to do the linking of Tax Reporting Type CodeSummary Linking of Tax Reporting Type Code during running the service for European Sales Listing ReportContent Tax Reporting Type Code option is not showing any value to…
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SQL statements for DatastoresSummary What are the concrete SQL statements for an Datastore and what kind of joins are used for joining relevant database tables?Content Hello, we are looking for the …
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Set Date FormatContent Hi, In OTBI reports is there way to setup the date format globally for all users ? Thanks
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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 -
Bulk Data Extract from Oracle CX Commerce CloudSummary Bulk Data Extract from Oracle CX Commerce CloudContent We are looking at options for bulk data extract from Oracle commerce cloud service. Looking for options si… -
What roles are needed to access the BI Data modelContent Hi, I created a custom role and assigned the roles: BI Administrator Role BI Applications Administrator Duty BI Applications Functional Developer Duty BI Publish… -
Activities and Related Activities ReportingContent In 21C, OTBI CX delivered a new subject area "CRM - CRM Activities with Related Activities". This subject area allows users to report on all activities with rela…
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Data Lineage document or BICCC PVO Details for 21B Sales subject Area - OTBIContent Hi Team, We need some data exports from oracle subscription management cloud application 21B. As we see there is additional feature available as part of 20B, whe…
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CSV extract is showing date/time in UTC timeContent When the report is extracted to CSV format the time is shown in UTC time, is there a way we can convert the time to show Sydney time considering the daylight sav… -
Error in publishing custom subject areaContent Hi, Found the error as attached in the screenshot Thanks
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Weird Subject Area names appearing when using saved column featureContent When we are trying to use ‘saved columns’ we are observing weird subject area name folders in the catalog navigation. We are not able to identify in which folder…
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"Sales - CRM Sales Activity"."Business Unit"."Business Unit Name" is nullSummary I am trying to do an Activities report but the Business Unit Name field is nullContent I am using the subject area "CRM - CRM Activity Real Time" but when I adde… -
Need out of box reports for Oracle recruitment(ORC)Summary Need out of box reports for Oracle recruitment(ORC)Content Hi Team, We are looking for Oracle recruitment(ORC) out of box reports. This is the new module for us …
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Split BIP Report output (CSV) in to multiple filesSummary Split BIP Report output (CSV) in to multiple filesContent Hi Experts, We have a BIP Report that outputs a csv file and produces millions of rows. The output file…
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Filter - AnalysisSummary Filter - Leads created in the current weekContent Hi all, Do you know how to add a filter to an analysis (OTBI) so that it only brings the Leads created in the c… -
Amount field in Sales - CRM Opportunities and Products Real Time subject areaContent Hi team, I am using Sales - CRM Opportunities and Products Real Time subject area and I want to get the Amount value. In what subject area can I find it or what …