OTBI
Discussion List
-
Reporting by Sales Reps for their Accounts and the activity in their accountsSummary: I am looking for a report that would enable the Sales Manager to drill into a Sales Rep, then see a summary of their accounts, then select on an account and see… -
How to combine two rows of text data into a single column in OTBI?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: How to combine two rows of text data into a single colum…Priscila Terazawa-Support-Oracle 36 views 2 comments 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales -
Can the Notification Preferences of all users be found through reporting?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is there a way to obtain for all users, through reporting, the inf…Andrei Stan-Support-Oracle 32 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Reporting & Analytics for Sales
-
Analytics: Infolets Limitation**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is there any limitation of indicators to add within the Infolets s…Ionel Spaloghe-Support-Oracle 22 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
-
How can I create reports with 2 different CSA**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: I am trying to create a report using 2 different custom subject ar…Ionel Spaloghe-Support-Oracle 13 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
-
How can I generate a report that has a manual quota amount set for each rep and pull that into a repSummary: I don't have territories and Quotas setup yet. I wanted to see how to generate a report that allows me to set a static amount for a sales rep and then pull in t…
-
Add Action Link in Grand Total in OTBI ReportContent Is it possible to add an action link to the Grand Total values in OTBI reports? So we can direct the user to another OTBI report. This is the automatically calcu…User0901 7 views 4 comments 0 points Most recent by Rajasekhar Bandaru-Oracle Reporting & Analytics for Sales
-
Can we migrate reports/folders and content from 22B version in DEV to Production which is 21D?Summary: Can we migrate reports/folders and content from 22B version in DEV to production which is 21D? Description :- We are planning to migrate our reports/folders fro…Syed Misbauddin-Support-Oracle 1 view 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
Change US week num into ISOWeekNUM**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The week number that is provided in CX is using a US week num. Can…Ionel Spaloghe-Support-Oracle 11 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
-
"Total Amount" column in OTBI from Paysheet - ICMSummary: Anyone who knows the exact column name of "Total Amount" in OTBI? This is a field from Paysheets in Incentive Compensation. Tried other existing columns in the …User0901 1 view 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
-
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…Mohammed Rafi 12 views 11 comments 2 points Most recent by Shivakumar Ayyanagowdar-Oracle Reporting & Analytics for Sales -
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 Developm…Noelle Bartlam-Oracle 1.4K views 14 comments 11 points Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales
-
Cloud BI dashboardSummary: Performance issue with dashboard. Content (required): Pivots populate within seconds within the analytic report. However, running through the dashboard it can t…Donna Fazio 1 view 1 comment 0 points Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales
-
How to Set Date Format to Dashboard Prompt?Summary: How to Set Date Format to Dashboard Prompt? Content (required): How to Set Date Format to Dashboard Prompt? Does the Date Format shown by default is based on Us…Shivakumar Ayyanagowdar-Oracle 3 views 0 comments 0 points Started by Shivakumar Ayyanagowdar-Oracle Reporting & Analytics for Sales -
Default Period Prompt to Current Period (ICM BIP Report)Summary: We have an ICM BIP report where we need the "Period" prompt to be defaulted to the current period. We tried using the SQL below, but it does not reflect correct…
-
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 248 views 7 comments 8 points Most recent by Max Prestes Reporting & Analytics for Sales -
Custom Subject Area not availble to useSummary Custom Subject Area not availble to useContent Hi There, We created a custom Subject area from one of the implementor user who is able to access and produce resu…Sahil Makhiza 3 views 5 comments 0 points Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales
-
Show OTBI Graph with no values rather than No Results messageSummary: There are instances when the OTBI bar graphs result in no data results. Instead of showing a "No Results" message, is it possible to show the graph instead? We …User0901 1 view 1 comment 1 point Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales
-
Quotes and Quote Line - Sample ReportsOracle CX Sales has proactively provided pre-configured quote and quote line reports and dashboards in OTBI, referencing Sales - CRM Quote Lines subject area. A set of p…User938840-Oracle 18 views 0 comments 3 points Started by User938840-Oracle Reporting & Analytics for Sales
-
Outer join queriesSummary Outer join within same subject areaContent Hi, I am using "Marketing - CRM Leads" SA to create report on leads. this return only those customer who have leads th…azodpe 8 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
-
Marketing Role Users not able to access Sales Subject areasSummary Marketing Role Users not able to access Sales Subject areasContent We want Marketing role users like (Marketing Manager, Marketing VP) to get access for Sales ob…Nithin Shivanatari 4 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
-
Customer Account with SitesSummary Customer profile reportContent Is there any standard or custom OTBI Report for customer profile including all active sites details. Version 21 C -
Employee Hierarchy - Fixed Hierarchy Level is always zeroContent We have loaded employees' and managers' data populated in the resource object and running the ESS job to populate the employee hierarchy. I see manager hierarchy…Srinivas Malyala-Oracle 8 views 2 comments 0 points Most recent by Srinivas Malyala-Oracle Reporting & Analytics for Sales
-
What roles are needed to access the BI Data modelContent Hi, I created a custom role and assigned the roles: BI Administrator Role BI Applications Administrator Duty BI Applications Functional Developer Duty BI Publish…Valdir Dutra 14 views 3 comments 0 points Most recent by Valdir Dutra Reporting & Analytics for Sales -
Activities and Related Activities ReportingContent In 21C, OTBI CX delivered a new subject area "CRM - CRM Activities with Related Activities". This subject area allows users to report on all activities with rela…User743281-Oracle 23 views 1 comment 3 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
-
Weird Subject Area names appearing when using saved column featureContent When we are trying to use ‘saved columns’ we are observing weird subject area name folders in the catalog navigation. We are not able to identify in which folder…Srinivas Malyala-Oracle 7 views 2 comments 1 point Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales
-
"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 17 views 1 comment 0 points Most recent by Dimple Nagesh-Oracle Reporting & Analytics for Sales -
Filter - AnalysisSummary Filter - Leads created in the current weekContent Hi all, Do you know how to add a filter to an analysis (OTBI) so that it only brings the Leads created in the c…Hernan Imas 8 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
How to embed hyperlink from OTBI report - data column field into Apps Composer CRM custom formSummary I need the ability to drill into some Custom App Composer CRM data from a Dashboard Report on that data set. Non Standard Oracle Cloud App FormsContent I need th…
-
Knowledge article view fact returning 0Content We have an OTBI report listing all of our knowledge articles and have included the # of article views fact from the Knowledge Management - Article Summary Histor…Tasha 12 views 1 comment 1 point Most recent by Priscila Terazawa-Support-Oracle Reporting & Analytics for Sales