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Create a filter on BI based on classification category hierarchy or territories hierarchy

Accepted answer
edited Jul 27, 2023 7:51PM in Reporting & Analytics for Sales 3 comments


"I am a Sales Manager (Manager "A") in Oracle Sales Cloud, overseeing a team of three Sales Representatives. Each Sales Representative has their own classification category. When I access the sales report, I should only see the results filtered by the classification category of the three representatives under my management, including my own. Data from other managers or sales representatives outside my hierarchy should not be visible to me."

This is a example, showing the problem that my client is facing.

Content (required):

Dear Oracle community,

I am currently facing a challenge in Oracle Sales Cloud, and I hope you can assist me.

Howdy, Stranger!

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