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Which Subject area & folder to use to extract Manager Hierarchy fields (upto level 10) correctly?

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Abhishek Bagh
Abhishek Bagh Rank 4 - Community Specialist
in Oracle Transactional Business Intelligence

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  • Priscila Terazawa - Support-Oracle
    Priscila Terazawa - Support-Oracle Rank 3 - Community Apprentice

    Hi Abhishek,

    Thank you for posting about reporting on organization hierarchy.

    Please note that we have some out of the box analysis under /shared/Sales/Subject Area Contents/Saved Queries - OTBI under this folder you have some filters created and you can adjust accordingly.

    Or you can also create an analysis based on Sales - CRM Resource and retrieve the hierarchy from Employee / Sales Resource Hierarchy folder. For further details about the subject area, please refer the doc https://docs.oracle.com/en/cloud/saas/sales/22c/faoec/Sales--CRM-Resource-SA-75.html#Sales__CRM_Resource_SA_75_d1e39084

    If my response has answered your question, please click "yes" below to accept the answer or comment with any additional queries. You can also read the Cloud Customer Connect Guidelines for Accepted Answer.

    Regards,

    Priscila Terazawa

  • Abhishek Bagh
    Abhishek Bagh Rank 4 - Community Specialist

    Hi @Priscila Terazawa-Support-Oracle

    Thanks for your quick response.

    Unfortunately, I don't see any out of box queries in given path: /shared/Sales/Subject Area Contents/Saved Queries - OTBI.. most probably, they are only available with an admin access levels.

    Sales - CRM Resource and retrieve the hierarchy from Employee / Sales Resource Hierarchy folder: Apologies, but can I ask you where to look out for this folder, as when i try to look out for 'Sales Hierarchy folder', I am not exactly sure which subject area to look for.

    I was using WF Management - Worker Assignment Real Time subject area in my report & would like to add the correct hierarchy fields. The report I am trying to build is a type of HC report.

    Thank you in advance for your assistance.

    Regards,

    Abhishek

  • Priscila Terazawa - Support-Oracle
    Priscila Terazawa - Support-Oracle Rank 3 - Community Apprentice

    Hi Abhishek,

    Apologies for the delay.

    The Organization Hierarchy I mentioned is the Sales/Service Organization that you setup in Resource Directory. I checked the mentioned subject area and I don't see it there.

    Sorry about that.

    Regards,

    Priscila

  • Abhishek Bagh
    Abhishek Bagh Rank 4 - Community Specialist

    Hi @Priscila Terazawa-Support-Oracle -

    No worries - thanks for your response & assistance.

    Regards,

    Abhishek