Hi All,
I need to build a customer hierarchy report using BI Analysis (or OTBI).
It should display Party Name, Party Usage and Primary Address.
Can anyone help me in achieving above.
Thanks,
Rinku
hi Rinku,
Please provide us the screenshots from Fusion UI for these columns so that I can provide you the subject area and columns from OTBI
Regards,
Ravi
Hi Ravi,
Please find attached screenshot of Manage Hierarchies. It would be great if you could also share a handy report.
Hi Rinku,
can you please provide us the navigation from Fusion>Navigator to till Hierarchy>hierarchy members
Setup and Maintenance > Manage Hierarchies > Enter Hierarchy name > Click on the result to open the resultant hierarchy
There is no seeded report for this
You need to create a BI Publisher report by using the below tables
You have to join these tables Hz_Parties, HZ_CUST_ACCT_SITES_ALL, HZ_CUST_SITE_USES_ALL ,hz_party_sites and hz_locations Hz_parties contains party name HZ_CUST_SITE_USES_ALL contain Party Usage Locations contain address you have to join with Hz_party_sites
Hi,
with OTBI is possible to get this information with the subject area "Marketing - CRM Lead to Order"
Regards
Andrea
---This is an example of SQL of OTBI
SET VARIABLE PREFERRED_CURRENCY='User Preferred Currency 1';SELECT s_0, s_1, s_2, s_3, s_4, s_5, s_6, s_7, s_8, s_9, s_10, s_11, s_12, s_13, s_14, s_15, s_16 FROM ( SELECT 0 s_0, "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1, "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2, "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3, "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4, "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5, "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6, "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7, "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8, CAST(NULL AS VARCHAR(1)) s_9, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10, CAST(NULL AS VARCHAR(1)) s_11, CAST(NULL AS VARCHAR(1)) s_12, CAST(NULL AS VARCHAR(1)) s_13, CAST(NULL AS VARCHAR(1)) s_14, CAST(NULL AS VARCHAR(1)) s_15, FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16 FROM "Marketing - CRM Lead to Order" WHERE (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1) UNION ALL SELECT s_0 s_0, s_1 s_1, s_2 s_2, s_3 s_3, s_4 s_4, s_5 s_5, s_6 s_6, s_7 s_7, s_8 s_8, s_9 s_9, s_10 s_10, s_11 s_11, s_12 s_12, s_13 s_13, s_14 s_14, s_15 s_15, s_16 s_16 FROM ( SELECT 1 s_0, "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1, "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2, "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3, "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4, "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5, "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6, "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7, "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8, "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10, CAST(NULL AS VARCHAR(1)) s_11, CAST(NULL AS VARCHAR(1)) s_12, CAST(NULL AS VARCHAR(1)) s_13, CAST(NULL AS VARCHAR(1)) s_14, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15, FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16 FROM "Marketing - CRM Lead to Order" WHERE (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1) ) q1 WHERE s_10 IN ('300000024857636') UNION ALL SELECT s_0 s_0, s_1 s_1, s_2 s_2, s_3 s_3, s_4 s_4, s_5 s_5, s_6 s_6, s_7 s_7, s_8 s_8, s_9 s_9, s_10 s_10, s_11 s_11, s_12 s_12, s_13 s_13, s_14 s_14, s_15 s_15, s_16 s_16 FROM ( SELECT 2 s_0, "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1, "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2, "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3, "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4, "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5, "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6, "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7, "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8, "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10, CAST(NULL AS VARCHAR(1)) s_11, CAST(NULL AS VARCHAR(1)) s_12, CAST(NULL AS VARCHAR(1)) s_13, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15, FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16 FROM "Marketing - CRM Lead to Order" WHERE (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1) ) q2 WHERE s_15 IN ('300000024859213') UNION ALL SELECT s_0 s_0, s_1 s_1, s_2 s_2, s_3 s_3, s_4 s_4, s_5 s_5, s_6 s_6, s_7 s_7, s_8 s_8, s_9 s_9, s_10 s_10, s_11 s_11, s_12 s_12, s_13 s_13, s_14 s_14, s_15 s_15, s_16 s_16 FROM ( SELECT 3 s_0, "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1, "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2, "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3, "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4, "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5, "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6, "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7, "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8, "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10, CAST(NULL AS VARCHAR(1)) s_11, CAST(NULL AS VARCHAR(1)) s_12, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 6 Account Name") s_13, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15, FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16 FROM "Marketing - CRM Lead to Order" WHERE (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1) ) q3 WHERE (s_14 IN ('300000024862588')) OR (s_14 IN ('300000024862554')) UNION ALL SELECT s_0 s_0, s_1 s_1, s_2 s_2, s_3 s_3, s_4 s_4, s_5 s_5, s_6 s_6, s_7 s_7, s_8 s_8, s_9 s_9, s_10 s_10, s_11 s_11, s_12 s_12, s_13 s_13, s_14 s_14, s_15 s_15, s_16 s_16 FROM ( SELECT 4 s_0, "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1, "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2, "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3, "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4, "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5, "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6, "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7, "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8, "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10, CAST(NULL AS VARCHAR(1)) s_11, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 5 Account Name") s_12, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 6 Account Name") s_13, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15, FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16 FROM "Marketing - CRM Lead to Order" WHERE (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1) ) q4 WHERE (s_13 IN ('300000024862588')) OR (s_13 IN ('300000024866303')) UNION ALL SELECT s_0 s_0, s_1 s_1, s_2 s_2, s_3 s_3, s_4 s_4, s_5 s_5, s_6 s_6, s_7 s_7, s_8 s_8, s_9 s_9, s_10 s_10, s_11 s_11, s_12 s_12, s_13 s_13, s_14 s_14, s_15 s_15, s_16 s_16 FROM ( SELECT 5 s_0, "Marketing - CRM Lead to Order"."Customer"."Corporate Account Name" s_1, "Marketing - CRM Lead to Order"."Customer"."Level 1 Account Name" s_2, "Marketing - CRM Lead to Order"."Customer"."Level 2 Account Name" s_3, "Marketing - CRM Lead to Order"."Customer"."Level 3 Account Name" s_4, "Marketing - CRM Lead to Order"."Customer"."Level 4 Account Name" s_5, "Marketing - CRM Lead to Order"."Customer"."Level 5 Account Name" s_6, "Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" s_7, "Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name" s_8, "Marketing - CRM Lead to Order"."Customer"."Level 8 Account Name" s_9, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Corporate Account") s_10, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 4 Account Name") s_11, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 5 Account Name") s_12, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 6 Account Name") s_13, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 7 Account Name") s_14, IDOF("Marketing - CRM Lead to Order"."Customer"."Customer"."Level 8 Account Name") s_15, FILTER(COUNT(*) USING ("Marketing - CRM Lead to Order"."Customer"."Level 6 Account Name" ="Marketing - CRM Lead to Order"."Customer"."Level 7 Account Name")) s_16 FROM "Marketing - CRM Lead to Order" WHERE (FILTER(COUNT(*) USING ("Customer"."Level 6 Account Name" = "Customer"."Level 7 Account Name")) <> 1) ) q5 WHERE (s_12 IN ('300000024862588')) OR (s_12 IN ('300000024863020')) ) djm ORDER BY 1, 2 ASC NULLS FIRST, 11 ASC NULLS FIRST, 10 ASC NULLS FIRST, 16 ASC NULLS FIRST, 9 ASC NULLS FIRST, 15 ASC NULLS FIRST, 8 ASC NULLS FIRST, 14 ASC NULLS FIRST, 7 ASC NULLS FIRST, 13 ASC NULLS FIRST, 6 ASC NULLS FIRST, 12 ASC NULLS FIRST FETCH FIRST 75001 ROWS ONLY
---This is an example of XML
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