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Reporting & Analytics for Sales
Discussion List
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Getting Sign In option for Power BI Dashboard URLs embedded on Oracle Sales Cloud even SSO setupdoneSummary: When we try to embed Power BI dashboard URL on oracle sales cloud it is asking for Sign In option instead of opening the links directly since SSO setup is estab… -
Table used to store children custom objects!!Hi, We created Custom object "Proposal" and created child custom object from the parent object with name "Payment Plan" The parent custom object "Proposal" store its rec…
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Date column in Excel File not showing recent recordsSummary: Why I was unable to see latest records in my excel output file. Content (please ensure you mask any confidential information): Version (include the version you …
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AP Inquiry RoleI don't want to give ap manager role access to one of the user what privilege's I need to give to the user so that user can see the payables dashboard report
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Is there a way to push report out of OTBI into a database?Is there a way to push a report out of OTBI on a weekly or daily basis that generates an excel file into a OneDrive folder?
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Table for main contact in CRMDear all, Please help, I need to identify the table that brings me the main contact of the CRM module in Oracle Fusion Cloud. Thank you.
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Digital Signature in RTF templatesSummary: Hi Team, Could you please advise on how to enable digital signatures in RTF templates that span multiple pages? According to the documentation, it seems we need… -
Could BI Report Show Report Total Lines and Total Amounts InformationSummary: Based on audit requirements, user want BI report searching page could show total lines and total amount of exported report data. Is it possible for BI to realiz…
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Is it possible to have some documentation on the standard OTBI reports?Summary: Hello community, The client is starting to create reports, but wants to review the reports that the tool already has by default. Is there any documentation that… -
Be Able to Select Desired Currency Before Running the ReportHi, Is it possible to make the user able to select desired currency before running a report built in BI Publisher? Adding a prompt on currency would convert the amounts …
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BI Analysis Output Has Parameter and Line Counts InformationSummary: Based on audit requirement, user need Analysis report's output has following information: 1. View of the headers to see all the parameters selected for the repo…
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can we generate report to view how many users clicks on the custom page in oracle fusionSummary: can we generate a report in bi publisher to view how many users views or clicks on the custom page or any page in oracle fusion ui. Content (please ensure you m…
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How to Manage RTF Template with 60+ ColumnsSummary: User would like to export BI report with PDF format. We tried to realized the requirement through RTF format. However, some of the reports have 60+ columns and …
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How to add analytic springboard On Home page?We would like to add the analytic springboard to the homepage. However, it currently appears on the right side of the page. Could you please move it to the bottom of the…
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Drill Down is possible in express reports in Redwood Sales?I am not able to see option to select drill down in express reports in redwood whereas option is available in Visualization Configuration.
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Exported Excel with no records shows columns all distortedSummary: Hi Team, For certain report, the client wants the auto emailer for when there is no records in the excel for that specific filters. We have customized the error…
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Exported Excel from Data Model Reports has names repeating twice in its File NameHi Team, We have created few reports using the data model in the CX Cloud. the reports are running as expected. But whenever we export the file as excel from the reports…
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Get Data from OTBI to PowerBIIs there a way to get data from OTBI to integrate to PowerBI?
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Creating a Business Unit-Specific Lead and Opportunity Dashboard in Oracle FusionHi Community, I'm working on creating a dashboard in Oracle Fusion CX Sales to provide insights into lead and opportunity performance for specific business units. My goa…
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Multi Select field in UI returning Lookup Code in OTBISummary: We have this field in Sales UI having an FCL multi select in Division custom field. We have tried to add DESCRIPTOR_IDOF in this field however it is showing bla…
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Freezing of Headers in a Pivot TableSummary: We have this analysis showing multiple records. Is there a way to freeze the pivot table header view in this dashboard? We have checked Oracle documentations an…
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BICC View Object encountering errors on extract.Summary: We would like to seek assistance on this Issue. BICC Extract is failing and upon investigation, removing the Role Code column in View Object ResourcePartnerPVO …
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How to schedule a BI Weekly run of scheduled reportsSummary: 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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DCL on OOTB Object doesn't show in OOTB subject areaSummary: Hi, I create a custom DCL on Activity Object. When I check the standard subject area (CRM - CRM Activity Real Time), I don't see this DCL in Activity Extension … -
CX SaIes CDM: Is it possible to create a custom table in backendSummary: We have a requirement in CDM to create a custom table in ERP backend in order to maintain a relationship which currently does not exist in ERP. If this is possi…
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How can I dynamically count a column in OTBI?Summary: Hi, In OTBI, how will I be able to get the count dynamically per year when the data type is string, and the sample value is "ABC 2024". Here is my theory but it…Ivony Ann Paula Salango 64 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle
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How to get the login statistics for Mobile app logged-in UserSummary: We want to capture the Mobile User's logged-in Device name, IP address, Login Time, Logout time etc. In the current Subject area "Sales - CRM Resource System Us…
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Analysis Close Ratio by Trailing 12 MonthsHello, We are trying to create a dashboard that will show the close ratio - win vs loss - of each month as a trailing 12 total. We are looking to have the months as the …
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CDM: Unable to find hierarchy fields in Fusion back end tablesHello, In a requirement we are creating hierarchy in CDM through the import management. We are required to create a report based on the fields in the import Hierarchy an…
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BICC can output be csv formatSummary: BICC can output be csv format Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Fusion …