Category 192-2
Discussion List
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Restricted Access to Reports and AnalyticsSummary: Hello All, I have a requirement where users should be able to access all reports and analytics in OTBI but should not be able to access any objects in Fusion Ho…Manju_Bujendra 111 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales -
How to build a report to show as when a specific report has been run and at which time?**This post was created as part of a How-To Service Request (SR) Summary: I need to report to show as when a specific report has been run and at which time. Version (inc…Priscila Terazawa - Support-Oracle 52 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
How to build an Analysis using Subject Area with Subscription Product Associated Asset fields?Hello! I was not able to find a Subject Area that brought Associated Assets fields. I also tried to create a custom Subject Area to have those fields, but the only child…Bruno Matheus 61 views 1 comment 0 points Most recent by Alexandra Rabaea-Support-Oracle Subscription Management
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How do we obtain a report of the notes associated with a lead?Summary: We need to obtain a report to obtain the relationship of leads with the notes that have been created. Content (required): We tried to build this report across s…SERGIO BARRETO 61 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to build a bar graph report, grouping by color ?**This post was created as part of a How to Service Request (SR) Summary: How to build a bar graph report, grouping by color ?Priscila Terazawa - Support-Oracle 52 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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How to add lead notes to a reportSummary: We need to add in a report through of subject areas the notes that are recorded on the leads Content (required): How can we add the notes that are related to th…SERGIO BARRETO 42 views 2 comments 2 points Most recent by SERGIO BARRETO Reporting & Analytics for Sales
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Subject Area - How to add the attachments field in a reportSummary: How to add the attchament field in a report made through the subject area "Sales - CRM pipeline" Content (required): We want to add the attachment field in a re…SERGIO BARRETO 169 views 2 comments 0 points Most recent by SERGIO BARRETO Reporting & Analytics for Sales
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Subject Area - OTBI Performance Real Time**This post was created as part of a How to Service Request (SR) Release: 23A Summary: Can you provide any documentation that contains information about all the fields i…Dragos Deak-Support-Oracle 41 views 1 comment 0 points Most recent by Dragos Deak-Support-Oracle Reporting & Analytics for Sales
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Why is my new custom field not showing in BI?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: I have created a new field 'NewField_c' in the 'Object_c' custom o…Ionel Spaloghe-Support-Oracle 71 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales -
Create Custom Subject AreaHi, Please help with the steps how to create custom subject area from the custom data model ? ThanksMohammed Rafi 72 views 3 comments 3 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
How to create a report to show opportunities for the logged in user territory hierarchy?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to create a report to show opportunities for the logged in use…Deborah Bourgeois-Support-Oracle 61 views 3 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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Last 7 days or week query - Looking to query for Opps, Contacts or Accounts updated in last 7 daysSummary: I am trying to generate reports on Opportunities Created or modified in last 7 days - or "Last Week". Also, I want to do the same with Contacts and Accounts cre…
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Select query not giving desired resultSummary: I'm using below query but it is not giving desired result Content (required): The use case is to fetch the Email ID and subscription number of the contact assoc…Neelesh Varma 31 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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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…Tim Gruidl 63 views 6 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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 496 views 2 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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 51 views 1 comment 0 points Most recent by Andrei Stan-Support-Oracle Reporting & Analytics for Sales
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How to Send an Email with report attachment?Question : How can an email notification be sent to the opportunity owner with all the opportunity details at the same time? **This post was created as part of a How to …Iulian Hanza-Support-Oracle 11 views 1 comment 0 points Most recent by Iulian Hanza-Support-Oracle Reporting & Analytics for Sales
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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 41 views 4 comments 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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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 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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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…
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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 23 views 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 31 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Reporting & Analytics for Sales
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"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 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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 83 views 11 comments 5 points Most recent by Shivakumar Ayyanagowdar-Oracle Reporting & Analytics for Sales
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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 Development.…Noelle Bartlam-Oracle 2.8K views 14 comments 11 points Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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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 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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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…
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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 30 views 1 comment 1 point Most recent by Dimple-Nagesh-Support-Oracle Reporting & Analytics for Sales
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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 95 views 0 comments 3 points Started by User938840-Oracle Reporting & Analytics for Sales