Reporting and Analytics
Discussion List
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Best Practice Resource Center for BI Reports and Analytics for CX SalesSummary Go to the BI Reports and Analytics Resource Centers to get Best Practice materials to help you create and manage reports.Content The BI Reports and Analytics Res…Cheryl D-Oracle 58 views 1 comment 7 points Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales -
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 -
Filter users based on roleSummary How to filter users based on roleContent I want to filter a list of users based on security roles, e.g. show all users who have the Sales Administrator role. Wha…scottm5 51 views 4 comments 1 point Most recent by Cristina Bugu-Oracle Reporting & Analytics for Sales
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OTBI Customer SurveyContent Oracle BI development is planning OTBI feature improvements. To better understand SaaS customers’ reporting needs, usage and requirement gaps, we are conducting …User720640-Oracle 23 views 1 comment 4 points Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales -
Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeSummary Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeContent Please Note: This notice does not affect BI Publisher SQL data models and r…Cheryl D-Oracle 52 views 1 comment 4 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Expected Close date as Quarter and YearSummary How can I show the Expected Close Date as a Quarter and Year?Content Hello, Our Opportunities have an expected close date. I want to convert that from MM/DD/YYY … -
Display Link as a ButtonSummary Link is looking different in OBI and Sales CloudContent Hi I have built a link in a dashboard using SectionButton as a custom CSS. It displays well when I test t…Cyrille Saulnier-Oracle 35 views 0 comments 0 points Most recent by Cyrille Saulnier-Oracle Reporting & Analytics for Sales -
System Usage By Resource HierarchySummary How to report on system usage by Resource Hierarchy in "Sales – CRM Resource System Usage" subject area.Content The technical white paper attached to this postin…Greg Rice-Oracle 224 views 2 comments 8 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Future Dated ActivitiesSummary Show me only the Opportunities that don't have a future dated activity addedContent Hello, I'm struggling to think through how to do this. Here is the business p…Stephanie Gott 34 views 1 comment 2 points Most recent by Rupak Chowdhury-Oracle Reporting & Analytics for Sales
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Create report with 2 data sourcesSummary report with 2 data sourcesContent Hi, We'd like to create a report with data from CX Sales database and data from Web Service. These two data sources will have a… -
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…
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Customizing a Seeded BI Publisher U.S. 1099 Payments Report - Editing the Data Model - not workingSummary Unable to modify Seeded BI Publisher Data ModelsContent Hi Team, While we are trying to extend existing U.S. 1099 BI Publisher Data Model, unable to modify the S…premanayagam velayudan 67 views 1 comment 2 points Most recent by Sudha KOVURU Reporting & Analytics for Sales
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Merging multiple Rows in a ReportSummary In OSvC, how do merging of multiple Rows to One ?Content Hi, I have a requirement in Rightnow to merge multiple rows in a report to one by comma separated. Pleas…Boby B Jacob 57 views 0 comments 1 point Most recent by Boby B Jacob Reporting & Analytics for Sales -
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 50 views 0 comments 0 points Most recent by Prakash Velamuri-143489 Reporting & Analytics for Sales
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Is there a way to see all reports that a user is receiving?Summary Is there a way to see all reports that a user is receiving?Content Hello, One of our customers is moving on and is being replaced by a new employee. They would l…kerry walker 56 views 9 comments 1 point Most recent by Marius Stana Reporting & Analytics for Sales -
Sample report using Sales - CRM Historical Pipeline Subject AreaSummary Sample report using Sales - CRM Historical Pipeline Subject AreaContent Was trying to create a report using Sales - CRM Historical Pipeline Subject Area, without…
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How to create report on Multi choice field.Summary I have bill to ship to as multi select LOV in contact address field but that field is not coming in subject area, so wanted to know how I can create report to se…
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Sales Campaigns reportsSummary Reporting on sales campaign in OSCContent Hi everyone, Does anyone know what is the subject area to report on the emails sent via the sales campaign module? Than…
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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 39 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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New OTBI Help Landing PageSummary Introducing a brand-new OTBI Help Landing PageContent This e-mail is sent by Oracle OTBI product management. Starting with Release 13.18.10, a brand-new OTBI Hel…User720640-Oracle 65 views 1 comment 7 points Most recent by Unknown Reporting & Analytics for Sales
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ADF Contextual Event with prompted reportSummary My ADF Contextual Event takes me back to main screen instead of back to Details reportContent Hello, Does anybody have experience using the ADF Contextual Event …Stephanie Gott 51 views 3 comments 2 points Most recent by Renjith Raj 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… -
Slice and Dice an Emailed AnalysisSummary I am looking for a way to email (non users) rows from a report but only the rows pertaining to the recipient.Content I have a need to parse a report that contain…Mike Lairson 49 views 4 comments 2 points Most recent by Mike Lairson Reporting & Analytics for Sales -
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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View Standard Lookups via Sales Cloud BISummary Is there a way to pull the standard lookup values with BI?Content I'm trying to take one out of Ed Dewolf's playbook and use Smartview to update information from…BERRY-JT 42 views 3 comments 3 points Most recent by Hitesh Patel-26961 Reporting & Analytics for Sales