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Reporting & Analytics for Sales
Discussion List
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Is there a way to get overlay credit details in opportunity OTBI report ?Summary: Is there a way to get overlay credit details in opportunity OTBI report ? Content (please ensure you mask any confidential information): Version (include the ve… -
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…
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BI Report Not giving correct Result Based on Multi Choice list value Printable ViewSummary: I have create Subject area report & we are filter data based on Multiple choice list. But Its not returning result Using data from 2 custom objects (i)View Docu…
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Where do Fusion BI Publisher report outputs get saved to by defaultSummary: Where do Fusion BI Publisher report outputs get saved to by default? We would like to save scheduled reports in our OCM Content (please ensure you mask any conf…
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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… -
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 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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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 31 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle
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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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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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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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OTBI does not display and filter standard Oracle Cx attributesSummary: Hello community, I hope you are well. To generate a Leads report, you need to filter the Leads by type of currency, the standard attribute of "Revenue". "Curren… -
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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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…
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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… -
Is it possible to create a text to column like Excel column in OTBI based on a Listagg column?Summary: I need to see data on one row. I've managed to do this using Listagg. However, now they are asking if that it not be concatenated and still keep it all on one r…
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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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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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I was creating multi partitioned external table received errorHello Tom i was creating multi partitioned external table from parquet file but end up having these error did so much research but not able find cause of this error plea…
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OTBI Report to pull Opportunity details with team membersSummary: Need an OTBI report on Opportunity and associated team members Content (please ensure you mask any confidential information): How to expose Opty team members de…
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How to fetch all sites linked to a particular customer using querySummary: How to fetch all sites linked to a particular customer using query Content (please ensure you mask any confidential information): Version (include the version y…
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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 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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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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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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Dashboard Filter in IST but results in ESTI have a dashboard filter that is run off IST time. Is there a way to modify the time zone in the dashboard filter? For Example: When entering a date range of 5/29/23 to…
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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… -
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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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…User_2025-07-18-06-07-44-367 51 views 8 comments 0 points Most recent by Priscila Terazawa - Support-Oracle