How to get the Actual Close Date and Close Calendar Year of an Opportunity using BIP

Question

Hi,

We have a requirement to extract the Opportunity Id, Opportunity Name, Actual Closed Date, Close Calendar Year. We were able to extract the data using OTBI Analysis but the record limit is 75K.

We are exploring the option to create a BIP report but not able to find the table and column where Close Date and Closed Date Fiscal Year are stored in CX Fusion tables.

Can someone please let us know the tables and columns.

Thanks and Regards,

Yella

Hitesh Patel-Oracle · Answer

Hello Yella,

Since this is related to the Sales Analytics, you can post it at the below forum location.

https://community.oracle.com/customerconnect/categories/cx-reporting-analytics-sales

This forum is for Fusion CX Analytics (Fusion Analytics Warehouse product). https://www.oracle.com/in/business-analytics/fusion-cx-analytics/

And if it helps, below is the name of the table that has the Opportunity details and the Enterprise Calendar details.

The Effective date on header and revenue line has the details that you are looking for. Also there is Actual Close date on the Revenue Line.

https://docs.oracle.com/en/cloud/saas/sales/oedms/mooopty-16907.html#mooopty-16907

https://docs.oracle.com/en/cloud/saas/sales/oedms/moorevn-13339.html#moorevn-13339

https://docs.oracle.com/en/cloud/saas/sales/oedms/zcabicrmcalendar-27827.html#zcabicrmcalendar-27827

Hope you find this helpful.

Thanks,

Hitesh