Opportunity
Discussion List
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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?mfribeiro 28 views 3 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales -
How to get the SQL of a report made through Subject AreasSummary: We need to extract the source SQL code of a report made through subject areas Content (required): How can we get the source SQL code of a report made by subject…SERGIO BARRETO 143 views 8 comments 0 points Most recent by Sheela Pai-Oracle Reporting & Analytics for Sales
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Subject Area - How to add the attachments field in a reportSummary: How to add the attchament field in a report made through the subject area "Sales - CRM pipeline" Content (required): We want to add the attachment field in a re…SERGIO BARRETO 153 views 2 comments 0 points Most recent by SERGIO BARRETO Reporting & Analytics for Sales
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How to create a report to show opportunities for the logged in user territory hierarchy?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to create a report to show opportunities for the logged in use…Deborah Bourgeois-Support-Oracle 64 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to Send an Email with report attachment?Question : How can an email notification be sent to the opportunity owner with all the opportunity details at the same time? **This post was created as part of a How to …Iulian Hanza-Support-Oracle 11 views 1 comment 0 points Most recent by Iulian Hanza-Support-Oracle Reporting & Analytics for Sales
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SQL statements for DatastoresSummary What are the concrete SQL statements for an Datastore and what kind of joins are used for joining relevant database tables?Content Hello, we are looking for the …User_0HYL0 48 views 2 comments 4 points Most recent by Srinivas Malyala-Oracle Reporting & Analytics for Sales
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"Sales - CRM Sales Activity"."Business Unit"."Business Unit Name" is nullSummary I am trying to do an Activities report but the Business Unit Name field is nullContent I am using the subject area "CRM - CRM Activity Real Time" but when I adde…Edgar93 44 views 1 comment 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
Subject AreaContent Hi, I have created 2 custom fields in oppty. 1. Is there a way to get the custom fields in Standard Subject Area? 2. Is there a way to clone the Standard Subject…Mohana Gopal S-Oracle 32 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Alternative Solution To Using User Organization Hierarchy Based LoginSummary Alternative Solution To Using User Organization Hierarchy Based LoginContent Hi, We're having issues with using User Organization Hierarchy Based Login filter in…edpalomo 71 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
OTBI Analysis - collapsible/expandable rowsContent Hello Team, I have requirement to prepare analysis with collapsible/expandable rows (similar like in hierarchical column). Bisuness case i have Owner------------…
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Configure option in Workspace Infolet MissingContent Hi, In DEV environment (Orange) I was able to see the Configure option, but in Production (Blue) there was no Configure option available for the infolets. How do…
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"Only quota contributing revenue is considered" - What does this mean?Summary "Only quota contributing revenue is considered" - What does this mean?Content Hi, I'm looking at the documentation of Pipeline Detail Facts and all metrics and m…edpalomo 26 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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Time in daysSummary Time in daysContent Can someone help me with a report? I need to show the time in days from when an opportunity is created to the time it is closed. Are there an…
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Extend OTBI Agent Extract Maximum Rows for Excel FormatSummary Extend OTBI Agent Extract Maximum Rows for Excel FormatContent We recently implemented OTBI Agents that delivers extracts from an analysis that captures data wit…Kristelle Jane Fabilinia 206 views 7 comments 1 point Most recent by Kristelle Jane Fabilinia Reporting & Analytics for Sales
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Deep link to navigate to opportunity detail pageSummary Deep link to navigate to opportunity detail pageContent Hi, I have a requirement wherein Sales Rep need to navigate to individual edit opportunity page by clicki…
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Reporting on NotesSummary How can we report on notes created in Sales Cloud?Content Is it possible to report on the notes created against an opportunity or an account? Example attached Th…Cyrille Saulnier-Oracle 37 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Opportunity Sales Stage NameSummary How to retreive previous "Sales Stage Names"?Content Hello, I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to …Richard Bowron 41 views 6 comments 0 points Most recent by Richard Bowron Reporting & Analytics for Sales -
Report sent by emailSummary The links to the opportunity is not working on the email users receiveContent Hi We have created an agent to send users with a list of opportunities they need to…Cyrille Saulnier-Oracle 49 views 5 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales
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Territory Hierarchy ReportSummary Report that shows the Territory hierarchy and associated employeeContent Hi Community, Please advise if there are any Territory Hierarchy Reports available and d…Kunal Daya-175386 100 views 2 comments 0 points Most recent by Kunal Daya-175386 Reporting & Analytics for Sales
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Future Dated ActivitiesSummary Show Opportunities with Future Dated Activities tied to themContent Hello, Our Sales Leaders require our Seller's to have at least one future dated activity on e… -
Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for …Prakash Velamuri-143489 61 views 5 comments 1 point Most recent by Marius Stana Reporting & Analytics for Sales
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Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for …Prakash Velamuri-143489 51 views 0 comments 0 points Most recent by Prakash Velamuri-143489 Reporting & Analytics for Sales
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Automatical filtering a BI Report to the current Account selectedSummary Automatical filtering a BI Report to the current Account selectedContent Hi Community, i need your help please on a BI-Reporting subject within Sales Cloud R13-1… -
Formulas aren't workingSummary Trying to do math to create a custom metric and formulas aren't working.Content Hello, I'm trying to calculate the percentage of future dated activities on an op…Stephanie Gott 38 views 2 comments 1 point Most recent by Stephanie Gott Reporting & Analytics for Sales
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Showing null values as "Blank"Summary How do I show null values with the word "Blank" or "NA" or something similar?Content Hello, In the Product Dimension for 'Product Name', we have some blanks due …Stephanie Gott 49 views 2 comments 3 points Most recent by Stephanie Gott Reporting & Analytics for Sales
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Meaning for Sales-CRM Pipeline fact "# of New Opportunities"Summary I am looking for the definition of "New" for the Sales-CRM Pipeline fact "# of New Opportunities".Content When pulling this Fact into my analysis today, I am see… -
Reporting on Opportunity RelationshipsSummary Are there OTBI subject areas that contain the opportunity relationship data?Content When setting up an opportunity in Sales Cloud, an opportunity to opportunity …
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Enabling Historical Snapshots - Does this cause performance issues?Summary Performance impact of enabling historical snapshots. Has anyone else encountered issues?Content Hello, Our company is currently exploring enabling historical sna…Mitch Ostrenga 52 views 1 comment 1 point Most recent by Hitesh Patel-26961 Reporting & Analytics for Sales
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Opportunity Owner LeaderSummary Need to know who the leader of the owner is on the opportunity (not always same as creator).Content Hello, I currently use the Employee ‘Name’ from the “Employee…Stephanie Gott 42 views 4 comments 2 points Most recent by Alistair Pereira-78134 Reporting & Analytics for Sales