Reporting and Analytics
Discussion List
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Time folder in BI the date/quarter/year is different that the values seen in effective close dateContent After migrating data we changed the effective close date and migrated the data again but now the time folder in BI locked the first date of the migration and it …Andres Munoz 32 views 4 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales -
subject area for hierarchySummary subject area for hierarchyContent Quick question - Is it possible to create a CSA for hierarchy in CX Sales? Version 20A -
The report doesnot show the data for the target and remaining Quota despite of the quota is publishContent So we this report does not show the quota target & remainingGinger alan 21 views 5 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
attachment filesSummary Candidates attachment filesContent Hi All, We are working on data migration project and need to know the possible way to download candidate attachments with the …User_2025-01-28-05-32-41-814 40 views 1 comment 0 points Most recent by Mihaela M Reporting & Analytics for Sales -
Last Qualified Date objectSummary How to 'count' Last Qualified Date objectContent Hello, I need a way to count how many Leads were qualified in 2019. Since the 'Qualified' status only lasts unti…User_2025-01-22-20-09-02-352 37 views 2 comments 1 point Most recent by Marius Stana Reporting & Analytics for Sales
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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…User_2025-02-07-20-17-33-726 235 views 7 comments 1 point Most recent by User_2025-02-07-20-17-33-726 Reporting & Analytics for Sales
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BI Analysis for territory and its dimensionsSummary I want to have an analysis with territory and it's dimensionsContent The purpose is to create an analysis, which can be referred to just to see Territories and a…Gautam Basu-242570 39 views 0 comments 1 point Most recent by Gautam Basu-242570 Reporting & Analytics for Sales -
OTBI - Table or view does not exist at OCI CallSummary Unable to generate risk management report from standard subject areaContent We are trying to generate an analysis report for "Risk Management Cloud - Compliance …Yasir Humayun 37 views 3 comments 1 point Most recent by Yasir Humayun Reporting & Analytics for Sales
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Rolling Last Day of each Month ReportingSummary End of Month ReporitngContent We have a requirement for an end of the month report. It should show all closed Opportunities and Revenue on a rolling month to mon…Tod 32 views 2 comments 0 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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Need OTBI RpdSummary Need OTBI RpdContent Hi , I believe if we install BI Apps (OBIA) we can get RPD which has OTBI subject areas. Can some share OBIA/OTBI Rpd. I am mainly looking f…User_2025-01-29-21-55-25-526 59 views 3 comments 0 points Most recent by Karina Ogata Reporting & Analytics for Sales
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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…
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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…
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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 376 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 62 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 User_2025-02-01-07-27-35-188 Reporting & Analytics for Sales -
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 142 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 59 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…User_2025-01-22-20-09-02-352 40 views 5 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales
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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…User_2025-01-22-20-09-02-352 44 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…User_2025-01-22-20-09-02-352 41 views 3 comments 1 point Most recent by User_2025-01-22-20-09-02-352 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…User_2025-01-22-20-09-02-352 25 views 3 comments 1 point Most recent by User_2025-02-07-15-30-51-637 Reporting & Analytics for Sales