Register today for Oracle CloudWorld. October 17th - 20th, Las Vegas

Register now

Hillel Cooperman, Senior VP of User Experience Design, has a message for you on Oracle CloudWorld

Watch now
View Standard Lookups via Sales Cloud BI — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

View Standard Lookups via Sales Cloud BI

Received Response
32
Views
3
Comments
edited May 25, 2018 12:16PM in Reporting & Analytics for Sales 3 comments

Summary

Is there a way to pull the standard lookup values with BI?

Content

I'm trying to take one out of Ed Dewolf's playbook and use Smartview to update information from an analysis to a spreadsheet.  I would like to create a means for updating support information in an Excel Lead Import Template workbook.  I need to create several analyses that pull lists of values from Standard Lookups.  Does anyone know if there is a way of doing this?

One specific example, when I add new trade show names to my Trade show lookup via Manage Standard Lookups, I would like to have an analysis on a worksheet that can be refreshed to show these new values.  Doing this will allow me to not have to continually update and redistribute my template which uses Data Validation to make the process of receiving correct information from my users more efficient.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!