Reporting and Analytics
Discussion List
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Report Role usage by Resource Hierarchy in "Security- Roles and Privileges Real Time" subject areaSummary The technical white paper attached to this posting shows how to report on roles and privileges by Resource Hierarchy in "Security- Roles and Privileges Real Time… -
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… -
Ability to Export entire Dashboard with BIP reportSummary Ability to Export entire Dashboard with BIP reportContent Can anyone confirm if we can Export entire Dashboard in Excel which is having multiple BIP reports embe…
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CSA visible in App Composer but not OTBI after CSM migrationSummary Do I need to republish CSA on target pod?Content Quick question - I migrated CSA from source to target with CSM. I can see CSA in App Composer on Target, but I c… -
Performance tiles not calculating valuesContent Hi there, I have created some custom counts in an analysis and when I create a performance tile it isn't counting the values correctly. Essentially I have put a …Mario Bove-160949 56 views 5 comments 1 point Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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UCM Document Retention Rates, Storage Limits, Access Privileges and Automatic PurgingContent We have a requirement where a Custom BIP Report uses bursting to send the report documents to UCM (Unified Content Management Portal). The documents sent to UCM …Shivakumar Ayyanagowdar-Oracle 315 views 2 comments 1 point Most recent by Shivakumar Ayyanagowdar-Oracle Reporting & Analytics for Sales -
How to create Action link (interaction) in Reports/Analysis to update opportunity recordSummary Action link (interaction) to update opportunity record from Oracle BI AnalysisContent Hi, I am trying to create an analysis/report for my business team that will…Sharath Shanker 63 views 2 comments 1 point Most recent by Sharath Shanker Reporting & Analytics for Sales
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Tailoring infolet view to the target userSummary Alternatives to the employee party id filterContent Hi First time poster. We are currently building infolets to sit on the Newsfeed homepage. We are building fro…James Salmon 48 views 5 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales
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Frequently Asked Questions on User System Usage SASummary This document will provide information on many questions related to User System Usage SContent Hi All, We have consolidated a list of How To questions asked on U…Dimple-Nagesh-Support-Oracle 102 views 1 comment 5 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
Have a dynamic column headingSummary We would like to have a column heading as current month, next month etc.Content Hi Is it possible to have a column heading that displays the current month, next …Cyrille Saulnier-Oracle 45 views 6 comments 0 points Most recent by Jesse O. Reporting & Analytics for Sales -
Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i…Shivakumar Ayyanagowdar-Oracle 159 views 10 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales
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Ability to add Password protection to PDF output of Bursting JobContent Hello Everyone,Do we have an Ability to add Password protection to PDF output of Bursting Job in BIP?Use case: Each report output should be password protected by…Shivakumar Ayyanagowdar-Oracle 113 views 3 comments 2 points Most recent by Shivakumar Ayyanagowdar-Oracle Reporting & Analytics for Sales
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Masking functionality in ReportsContent Masking functionality in Reports Do we have any functions in OTBI/OBIEE or in BI Publisher/Templates/XSL functions to perform a masking functionality for some cu…Shivakumar Ayyanagowdar-Oracle 60 views 7 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales
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column header is randomly ordered in the csv output for BIP reportSummary BIP reportContent Hi, I posted this a while ago. I wonder if there is a change on 20B. Here is the issue detail, I created a BIP data model with SQL (e.g. select…
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Send email reminders to inactive usersSummary We would like to send reminders by email to users if they do not login to Sales CloudContent Hi What would be the best way to automatically send an email to inac…Cyrille Saulnier-Oracle 50 views 5 comments 1 point Most recent by Ryan Peterson-126136 Reporting & Analytics for Sales
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Dashboard/Reports/KPI would be used by the executive via Sales VPSummary Dashboard/Reports/KPI would be used by the executive via Sales VPContent HiWhat Dashboard/Reports/KPI would be used by the executive via Sales VP. Can someone sh…Varun-CC 41 views 2 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Related objects in CSASummary Related objects in CSAContent Hi, As per the following document, I should be able to add fields from related object (CSA creation train stop step3) if I create M…
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Trending # Opportunities and RevenueSummary Need to show trends over time what was open in terms of opportunities and RevenueContent Hello, I'm wondering if anyone has tried to do this yet with the Sales O…Stephanie Gott 40 views 5 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales -
Combine Subject AreasSummary Trying to combine Snapshot SA with Pipeline SAContent Hello, I need to combine the Pipeline SA with the Snapshot SA. "Sales - CRM Pipeline" with "Sales - CRM Opp…Stephanie Gott 46 views 4 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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"Sales - CRM Opportunity Sales Stage Snapshot"Summary Details of # of Opportunities Fact in the SAContent Hello, Can anyone tell me what the # of Opportunities Fact in the "Sales - CRM Opportunity Sales Stage Snapsh…Stephanie Gott 41 views 3 comments 1 point Most recent by Stephanie Gott Reporting & Analytics for Sales
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Dividing MetricsSummary Trying to divide two metrics, not working!!Content I am trying to divide two metrics and am not getting the results I need. Can someone help? The number of Won O…Stephanie Gott 25 views 3 comments 1 point Most recent by A Sarakinos Reporting & Analytics for Sales
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Last day of month...11 months agoContent I need to pull leads created 11 months ago in May 2019. The current month is April of 2020 so I need to pull leads created in May of 2019. The expression works b…Patrick Kelley 39 views 3 comments 1 point Most recent by Patrick Kelley Reporting & Analytics for Sales -
BI Publisher bar graph: change series sort order but keep the order of series colorsSummary Looking for a way to change the sort order of series without changing the color order.Content Hello! First time on this forum, and hoping someone can help me out… -
Report to pull Accounts that doesnt have any associated opportunitiesSummary Report to pull Accounts that doesn't have any associated opportunitiesContent HI team, we are in the process of cleaning our Accounts module in Sales cloud, so i…Sharath Shanker 64 views 11 comments 2 points Most recent by Sharath Shanker Reporting & Analytics for Sales
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OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best PracticesMadhava Reddy-Oracle 87 views 3 comments 6 points Most recent by Adam Liu Reporting & Analytics for Sales
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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
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R13.18A OTBI BI Catalog LockdownSummary With 13.18A release customers will no longer be able to modify the shipped BI catalog content.Content R13.18A OTBI Product Alert This product alert is published …User720640-Oracle 216 views 3 comments 10 points Most recent by Dimple-Nagesh-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 40 views 6 comments 0 points Most recent by Richard Bowron Reporting & Analytics for Sales -
R20 Direct Database Query decommisionSummary Create Data modelContent We have a Deal Registration analytics done via Data model due to the Submitted Date field SUBMITTED_DATE is formatted as DATE only. Whil…
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Rel 13.19B User Adoption Object ActivitySummary With Rel 13. 19B Users will be able to report on User Adoption for object activityContent User Adoption CRM – An Overview User Adoption Metrics helps CRM Stakeho…Sudharshanan K B-Oracle 532 views 3 comments 15 points Most recent by Chintak Dholakia Reporting & Analytics for Sales