To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
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Reporting & Analytics for Sales
Discussion List
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Open-source fonts to replace licensed Monotype fonts in BIP and OTBI in 24AIn 24A, open-source fonts will replace the Monotype fonts currently available in Oracle Transactional Business Intelligence. You can use the open-source fonts available … -
Priscila Terazawa - Support-Oracle 64 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle -
Rel 13.20B User Adoption – Object Activity and Resource System UsageContent User Adoption metrics help CRM stakeholders continuously measure the success of their CRM implementation. Using these metrics, CRM business leaders can obtain cr…
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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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Rel 13.19B User Adoption Object ActivitySummary With Rel 13. 19B Users will be able to report on User Adoption for object activityContent User Adoption CRM – An Overview User Adoption Metrics helps CRM Stakeho…
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R13.x CX BI Cloud Adapter BI View Object to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX BI Cloud Adapter BI view object to database lineage mapping. Content This spreadsheet is published by Oracle BI Cloud Adapter Develo…
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R13.x CX OTBI Subject Area to Database Lineage Mapping SpreadsheetSummary This posting includes R13 CX OTBI subject areas to database lineage mapping and security roles. Content This spreadsheet is published by Oracle OTBI Development.…
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R13.18A OTBI BI Catalog LockdownSummary With 13.18A release customers will no longer be able to modify the shipped BI catalog content.Content R13.18A OTBI Product Alert This product alert is published … -
User Adoption Insights - Preconfigured Sample Reports in OTBISummary Sample reports for user adoption insights in OTBI are available with attached .catalog fileContent Oracle CX Sales has received requests to provide pre-configure… -
Contract ExpiryContent Hi, I would like to have analytical report which should display contract expiring in 6 months. Please let me know what is the expression should I use in the filt… -
Close QuarterContent Hi, As per the post https://cloudcustomerconnect.oracle.com/posts/3414912e89 I can see the opportunity break down shown Q1 and Q2 revenue. But for me the report …
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System Usage By Resource HierarchySummary How to report on system usage by Resource Hierarchy in "Sales – CRM Resource System Usage" subject area.Content The technical white paper attached to this postin…
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BI Reports and Dashboards - Best PracticesSummary Provide best practice considerations for creating reports and dashboards for Sales and Engagement Cloud dataContent Most businesses want to draw meaningful, cont… -
Best Practice Resource Center for BI Reports and Analytics for CX SalesSummary Go to the BI Reports and Analytics Resource Centers to get Best Practice materials to help you create and manage reports.Content The BI Reports and Analytics Res… -
Contract Start Date and End DateSummary Contract Start Date and End DateContent Hi, I am building analysis report on Enterprise Contract please help me to locate Contract Start Date and Contract End Da…
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New OTBI Help Landing PageSummary Introducing a brand-new OTBI Help Landing PageContent This e-mail is sent by Oracle OTBI product management. Starting with Release 13.18.10, a brand-new OTBI Hel…
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Calculated Field in OTBIHi, I have created OTBI report based on custom object in which I have field called Start Date and Number of months. I need to display calculated field called End Date wh…
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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…
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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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Pulling reports dataContent Hi, Is there ways to pull data from BI report say Opportunity Report using any API and push to staging tables from the external application. I have requirement t…
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Sales Rep Activity ReportContent Hi, Is there any seeded OTBI report to view activities performed by Sales Rep with the date range. Activities includes accounts, appointment, task, leads, opport…
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Get latest notes in OpportunityContent Hi, I am using Sales - CRM Opportunities and Products and Sales - CRM Opportunity Notes and able to bring the notes created against the Opportunity. Suppose if I…
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Custom Subject AreaContent Hi, I have published custom subject area after selecting the newly created custom fields but still could not find them while creating new reports For example : P…
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ODBC ErrorContent Hi, When the subject area Security - Roles and Privileges Real Time is used it gives the error as in screenshot. Any reasons for this and how to fix this ? Thanks
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Report shows blankContent Hi, When the OTBI report is opened it shows as blank attached is the screenshot and this is happening since yesterday Thanks
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Report Sharing: Contracts Conversion Reconciliation ReportSummary A Custom BIP Report for Contracts Conversion Reconciliation / Audit PurposeContent Business Use Case: While importing Enterprise contracts especially multiple it… -
Drill Down to OpportunityContent Hi, I have created report for Opportunity and once drilled down I would like to open the Opportunity Page to view entire details of an Opportunity. How can this …
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Refresh Subject AreaContent Hi, I have created new custom fields on the existing custom objects but could not find them in the subject area created earlier. Please guide what need to be don…
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OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best Practices
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BI Report using web service APIContent Hi, How can I use web service as source for developing BI report? Thanks
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Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? Thanks
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OTBI in Sales InfoletHi Please help to understand how to add OTBI report in Sales infolet Thanks