OTBI
Discussion List
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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.Jhonattan Diaz 22 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Reporting & Analytics for Sales -
Get Data from OTBI to PowerBIIs there a way to get data from OTBI to integrate to PowerBI?AJGM 62 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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…Kelvin Jamil Reyes 21 views 1 comment 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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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…Kelvin Jamil Reyes 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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 …NAndrusick 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to fetch the Covered Levels of a Subscription using querySummary: How to fetch the Covered Levels of a Subscription using query Content (please ensure you mask any confidential information): How to fetch the Covered Levels of …Neelesh Varma 2 views 3 comments 0 points Most recent by Manoj Kumar-Support-Oracle Reporting & Analytics for Sales
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Create Analysis Report for Marketing Interactions with Account informationDear Community, we are trying to create an analysis report for Marketing Activities linked to various Contacts but it's hard to find a good subject area that works corre…George Papadogiannopoulos 11 views 1 comment 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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Can a Vanity URL be setup for the OTBI or BIP ReportsSummary: One of the requirements is to have a Vanity URL setup for accessing the OTBI/BIP reports from external source. Content (please ensure you mask any confidential …SSN-Oracle 41 views 9 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales
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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…Greg Rice-Oracle 568 views 10 comments 8 points Most recent by Nishant Lodha Reporting & Analytics for Sales -
Redwood - See all Email Interactions in a ReportAs an admin or sales manager, I want the ability to see all activities logged for customers. Prior to Redwood, an Activity Report could be leverage to see all activities…Amanda McAfee 61 views 14 comments 0 points Most recent by Amanda McAfee Reporting & Analytics for Sales
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How to configure OTBI Reports for LaunchXSummary: LaunchX has built in Offers and Initiatives Dashboard which can be enabled by performing a set of steps. Instructions: Please download and unzip the attached zi…Deepak Gopal Venugopal-Oracle 63 views 0 comments 0 points Started by Deepak Gopal Venugopal-Oracle Digital Business Experience - Launch
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Supplier Recon reportSummary: We are importing the suppliers,address,site details using FBDI.Is there a specific report that we can access or generate to reconcile the imported data with the…prabhunagu 22 views 1 comment 0 points Most recent by Santhosh Cholleti-Support-Oracle Reporting and Analytics for SCM
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OTBI does not display and filter standard Oracle Cx attributesSummary: Hello community, I hope you are well. To generate a Leads report, you need to filter the Leads by type of currency, the standard attribute of "Revenue". "Curren…SUUM Technologies 31 views 2 comments 0 points Most recent by Patrick Breidel-Oracle Reporting & Analytics for Sales -
Total row should have same color according to the stage respectivelySummary: Total row should have same color based on the stage. Kindly check the screenshot. Content (please ensure you mask any confidential information): Version (includ…Nalsoft Pvt Ltd 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Is Data numbers on graphs with different colours possible?Can two different colours be applied for value and count in the below graph? Like, Total Number of Opportunities data number should be in one colour and Total Value of O…Nalsoft Pvt Ltd 42 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Error when trying to add an analysis inside a datamodelI am trying to add an analysis inside a datamodel created through subject area, but when I click on view to see the information the application takes a long time and at …SERGIO BARRETO 61 views 10 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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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 …Noelle Bartlam-Oracle 52 views 1 comment 5 points Most recent by Praveen Kumar Akkala-Oracle Reporting & Analytics for Sales
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Dashboard Filter in IST but results in ESTI have a dashboard filter that is run off IST time. Is there a way to modify the time zone in the dashboard filter? For Example: When entering a date range of 5/29/23 to…
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how to add a link to BIP report in the DOR work flow approvalsSummary: Currently I am using DOR in employee self service to request for employee salary certificate. SO when the approvals flow through different people , how to attac…
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CX - Is venn diagram possible in OTBI?Total value of opportunities and Total number of opportunities should be displayed in the diagram along with the status. Is following design possible in OTBI?Nalsoft Pvt Ltd 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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OTBI how to include manager department hierarchy in an analysisI have a need to include the Managers department hierarchy in an analysis. The managers department hierarchy does not appear to be a set of standard fields in any of the…Sharon Ferguson 22 views 3 comments 0 points Most recent by Julian Challenger-Oracle Reporting and Analytics for HCM
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Is it possible to create a text to column like Excel column in OTBI based on a Listagg column?Summary: I need to see data on one row. I've managed to do this using Listagg. However, now they are asking if that it not be concatenated and still keep it all on one r…Donna Fazio 21 views 5 comments 0 points Most recent by Clare Murtagh - new Reporting & Analytics for Sales
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how to add dynamic values inside message content in BIP report schedulingSummary: I would like to know whether we can add parameter values under "message" while scheduling the report . The screen shot is given below. Content (please ensure yo…Simi_SS 41 views 6 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to find linkage between renewed subscription and original subscriptionSummary: Lets say we have a renewed subscription having number as 123456. How do we find the original subscription for this renewed one. Content (please ensure you mask …Neelesh Varma 31 views 2 comments 0 points Most recent by Ashwinikumar Sharma Subscription Management
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OOTB Subject Area Partner does not OOTB field Preferred Contact NameSummary: Hi Experts, I am trying to create a simple OTBI Analysis report within Oracle Sales Cloud (CX Sales) SaaS. The OTBI Analysis report should show all Partner Orga…AparajitMalliJawaharBapu 13 views 2 comments 0 points Most recent by AparajitMalliJawaharBapu Reporting & Analytics for Sales
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OTBI does not show attributes standar that were created in Oracle CxSummary: Hello community! When creating an analyst in OTBI, and located in the object "Lead" missing the field "ExpirationDate", this field is standard, however, does no…SUUM Technologies 32 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Filter to get the earliest date in the OTBI Analysis.Summary: Content (please ensure you mask any confidential information): Hi, kindly asking for your help. I am trying to get the earliest date per account/activity within…Ivony Ann Paula Salango 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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custom subject area factSummary: My customer requested the creation of custom subject areas to put the information from these child custom objects in the reports. My team and I created the cust…Matheustavares#1412 14 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Diagnose link purpose?Summary: What's the purpose of the Diagnose link in analytics dashboard? Content (please ensure you mask any confidential information): What's the purpose of the Diagnos…Chin Chi-Oracle 12 views 1 comment 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Enterprise Seniority Date is blank for Global Transfer Employee after Upgrade Seniority Date to V3Summary: We have upgrade Seniority Date functionality to V3. After upgrade, OTBI Analysis report is not pulling Enterprise Seniority Date for Global Transfer employees W…Ashok Patil 71 views 1 comment 1 point Most recent by BogdanFarcasanu-Oracle Human Capital Management