Posts

Posts

  • Stephanie Gott
    Expected Close date as Quarter and Year1
    Topic posted Yesterday by Stephanie GottSilver Medal: 2,000+ Points, tagged Dashboard, Data Visualization, Reporting and Analytics in Sales > Reporting and Analytics for Sales public
    Title:
    Expected Close date as Quarter and Year
    Summary:
    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 to "YYYY-Qx". Any thoughts on how to do this? I've tried using the Calendar functions in the formula. They work, but don't get me the exact above format. I have to use two separate columns. One gets the quarter number so, in the example above, it would just say "1". The other column I'm able to get the year "2020". When I try do a Concat in the 3rd column, I get syntax error b/c I think it doesn't like to concatenate formulas apparently. Any help would be appreciated. 

    Thanks,

    Stephanie

    Version:
    11.1.1.9.0
  • Harshavardhan Konathala
    Incentive compensation: CRM SALES and IC dimensions linking...5.0
    Topic posted May 28, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Activity, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Pipeline, Quota, Reporting and Analytics, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation: CRM SALES and IC dimensions linking using common 'Resource Hierarchy'
    Summary:
    The below prototype helps in building common reporting solutions across fusion CRM and IC Pillars, current DWH model doesn't have direct reporting solution across the pillars.
    Content:

    Background & Business Case - 

    • Customers who are using both CRM SALES and IC, as of now they are unable to create the report with common dimensions and metrics from both the pillars.
    • Any customer whose sales representatives involved in SALES activities and to check their compensation details till now customers are importing the same sales representatives data into IC and creating the reports.
    • Any customer if wants to create the report using SALES and IC dimensions there is no proper linking between these pillars and end up creating a cross SA with completely improper data.
    • Hence to resolve this we have an idea on joining CRM sales resource hierarchy and IC participant hierarchy, functionally which is same but technically there is no implementation.
    • CRM resources or sales representatives are the same IC participants who are getting compensation in IC. Hence using this functional derivation we are joining the CRM resource hierarchy and IC participant hierarchy details to get the common report across both the pillars.
    • CRM sales data ends once the order details have been placed, from there IC starts with the order data and ends with payment information.
    • As of now, we don't have any direct reports which have complete sales details along with the Incentive compensation metrics.
    • With this joining, we can get a complete report with SALES dimensions and metrics followed by IC metrics.

    FA Implementation - 

    To implement this requirement we have to make a couple of table joins from FA side which was not implemented as of now.

    Customers which are importing sales data into IC and creating reports from them we have to provide a solution with FA database tables join like below:

     

    FA%20DB%20Joins.png?version=1&modificationDate=1549990664000&api=v2

    • JTF_RS_REP_MANAGERS_CF is used to fetch manager/hierarchy for resources stored in JTF_RS_RESOURCE_PROFILES in Sales. IC participants are stored in CN_SRP_PARTICIPANTS_ALL and the hierarchy is sourced from HCM table  PER_MANAGER_HRCHY_REPORTEES_DN
    • Sales resource hierarchy and participant hierarchy are not stored in a common table. There is no process to sync this data either. The only link is the hz_parties.party_id (TCA) present in both Sales and IC tables.
    • Ideally, a customer implementing both IC and Sales will import sales resources in IC as participants. So, yes, jtf_rs_resource_profiles.party_id can be looked up for matching party_id records in cn_srp_participants_all

    Data Mockups - 

    Need to consider the participant's data directly from the database, so that we can cross-compare the same when implemented in OTBI.

    SALES DATA with PARTYID as main columns followed by all the main dimensions columns BASE ID values, FOR IC data, we have participant ID for the equivalent PARTYID columns followed by all the base dimensions columns BASE ID values. Please refer to attached Mockups  

    Points to note - We have to make the join between PARTID from sales and PARTYID from IC.

    Mandatory Join, We have to join ORDER_ID from sales and TRANSACTION_ID from IC. Because functionally OREDR_ID = TRANSACTION_ID. I.E. SALES REPS who are making orders, only those are considered as TRANSACTIONS in IC. Hence we have to consider this joins for PROPER reporting data.

     

    SALES%20AND%20IC%20REPORT.PNG?version=1&modificationDate=1549991819000&api=v2

    REPORT WITH BOTH SALES AND IC ATTRIBUTES - 

     

    COMMON%20REPORT.PNG?version=1&modificationDate=1549991989000&api=v2

     

    Final Dashboard - Entire Prototype built on Oracle Data visualization Desktop Tool.

     

    Final%20Report.jpg?version=1&modificationDate=1556281441000&api=v2

     

    Note - 

    1) Credit AMOUNT calculated based on the SPLIT PCT for each transaction handled by the participant.

    2) SPLIT PCT was given if two participants involved in one single transaction.

    3) Earning AMOUNT will be 5% of the credit amount.

    4) Transactions with status "CREDITED" are only considered for credit amount calculations

    5) Similarly credits with status "Credited" are only considered for earning calculations.

     

    Please find the complete observations and current standings –

    • The entire idea of building this prototype is to provide a reporting solution which has both SALES and IC metrics.

    • The current model doesn’t support continuous reporting from sales to IC, hence to achieve this we want to integrate common dimensions shared across both the pillars i.e. joining both the pillars data using employee resource hierarchy from sales and participant hierarchy from IC. Similar to the partner dimension project.

    • By considering the above assumption we have started building the prototype by using SALES mockup (The one used for all the SALES POCS) and IC mockup(One we built completely new).

    • Sales mockup flow “Campaign-Lead-Opty-Order”, IC mockup flow “Transaction-Credit_earning-Payment”.

    • Joins established to build the prototype are SALES.PartyID = IC.PartyID and SALES.OrderID = IC.TransactionID.

     Pointes to Note:

    • Entire data model and dashboard was completed by considering above joins.

    • Current joining flow is “IC → Resource Hierarchy → SALES”, from the current FA model we were able to identify the joins to link IC facts to resource hierarchy dimensions(PFA FA tables screenshot).

    • Whereas we are encountering trouble finding the joins to resource hierarchy → sales facts. Because in the current model Order details are coming from ORDER management and SALES data ending with Opportunity data.

    • using Order_num from transactions table we can join IC data with Order management data but later from order management to SALES Oppty, we don't have proper joins to establish. 

    • There are no proper joins to get SALES Oppty data and SALES facts to build the solution at RPD level.

    Version:
    Oracle DV Version 12.2.5.0.0-20180829155113
    Image:
    Document:
    Document:
  • Harshavardhan Konathala
    Incentive compensation - Recovery Amounts Dashboard5.0
    Topic posted May 8, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Activity, BI Publisher, Business Plan, Chart, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, Opportunity, Product, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Tip, Trends, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation - Recovery Amounts Dashboard
    Summary:
    19D release feature - Participant Recovery Amounts Dashboard & reports on Performance and Earnings Summary Subject Area
    Content:

    Business Use Case:

    Attainment Ranking & Summary

    Subject Areas used – IC Performance & Earning Summary

    Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

    The below dashboard is a sample implementation that shows how the Performance and Earnings Summary Subject area can be used to report metrics related to payment recovery.

    This report is designed for the benefit of an Incentive Compensation Manager and/or an Incentive Compensation Analyst to help them understand the advance amount recovered and also the advance to be recovered based on ITD and PTD calculations so that the payments can be adjusted as required.  Further, the Subject Area has been enhanced to support reporting of comp plan assignment types (Direct/Role-based) and also whether the participant’s incentive has been customized at a comp plan level.

    All these enhancements are available from 19D onwards.

    Quarterly Recovery Amounts by Participant:

    A WAVE view provides info about all the recovery amounts by the participants against the target by Quarter.

    You can move to each quarter by the using slider to move between quarters.

    Period wise Recovery Amounts by Participant:

    A bar chart provides info about all the recovery amounts by the participants against the target by each period. You can move to each quarter by the using slider to move between quarters.

    How to deploy:

    1. Un-archive “Recovery Amounts Dashboard.catalog” files which have all the individual report, dashboard prompt, and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for the selected Year and Participant Name from the dashboard prompt.
    2. From R13 onwards, you are allowed to select multiple values to check the results .E.g. You can submit one year and all the period/participant vales to see how the responses compare on different parameters
    Version:
    Oracle Business Intelligence 11.1.1.9.0
    Image:
  • Harshavardhan Konathala
    Reporting using Cascading prompts – Attainment Summary35.0
    Topic posted March 22, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Reporting and Analytics, Resource, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Reporting using Cascading prompts – Attainment Summary
    Summary:
    Cascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.
    Content:

    Business Use Case:

    Attainment Summary

    Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

    Cascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.

    Most of the times customers want to do themselves a cascading report, the below example will show how to do the cascading within the report and you can select only required values.

    Example: In the below report we have four prompts “Year”, “Participant”, “Unit of measure”, “Performance Measure”.

    Cascading prompts will work by showing the results of the second prompt followed by the values you selected in the first prompt and goes on.

    I.e. participant prompt values will show based on what year you selected, and performance measure will show values based on which participant and year we selected.

    We can do this by selecting whichever prompt values we wanted to cascade and then go to edit section selecting more options and choosing “limit Values By”.

    We can follow the same process for all the prompts which are needed to include as cascading.

    Year wise participant list:

    We have selected the year 2018 and all the participants involved in 2018 only will be listed.

    Year, Participant wise performance measure:

    We have selected the year 2016 and Participant as “Allison Flores” and only related performance measure values are showing up.

    Without this change, you will end up seeing all the participants’ data irrespective of year and seeing all performance values irrespective of year and participant selected.

    How to deploy:

    Un-archive “Attainment Summary.catalog” files which have all the individual report, dashboard prompt, and the dashboard.

    Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for the selected Year, Participant Name, Unit of measure and Performance Measure.
    2. From R13 onwards, you are allowed to select multiple values to check the results .E.g. You can submit one year and all the period/participant vales to see how the responses compare on different parameters
    Version:
    Oracle Business Intelligence 11.1.1.9.0
    Image:
  • John Klinke
    Everything You Need from Analytics in 18 Minutes5.0
    Announcement posted March 19, 2019 by John KlinkeBronze Medal: 1,250+ Points, tagged Analytics, API Management, ATP, Autonomous Data Warehouse, Big Data, Business Intelligence, CASB, Content and Experience, Data Integration, Data Visualization, Database, Developer, Identity, Integration, Internet of Things, Java, Management, Mobile Analytics, Mobile and Intelligent Bots, Process Automation, Visual Builder in Platform Members > Oracle Cloud Infrastructure and Platform Announcements public
    Title:
    Everything You Need from Analytics in 18 Minutes
    Abstract:

    Check out this great new Oracle Analytics demo video created for the vendor bake-off at Gartner’s Data and Analytics Summit this week in Orlando, Florida.

     

     

    Announcement:

    See this Analytics Advantage blog post for an amazing tour of Oracle Analytics Cloud capabilities and the value they can give you:

    blogs.oracle.com/analyticscloud/oracle-augments-gartner-bi-bake-off

  • John Klinke
    January 2019 Release Update for Oracle Cloud Platform4.0
    Announcement posted February 1, 2019 by John KlinkeBronze Medal: 1,250+ Points, tagged Analytics, API Management, ATP, Autonomous Data Warehouse, Big Data, Business Intelligence, CASB, Content and Experience, Data Integration, Data Visualization, Database, Developer, Essbase, Identity, Integration, Internet of Things, Java, Management, Mobile and Intelligent Bots, Process Automation, Visual Builder in Platform Members > Oracle Cloud Infrastructure and Platform Announcements public
    Title:
    January 2019 Release Update for Oracle Cloud Platform
    Abstract:

    We are pleased to announce new updates and enhancements to our comprehensive portfolio of PaaS solutions. A summary of Oracle Cloud Platform release updates for January 2019 are listed below. See Oracle Cloud Platform Documentation for more details.

    Announcement:

    Analytics Cloud

    Service Management

    • Deployments on OCI are renamed to “Oracle Analytics Cloud”, previously known as Oracle Autonomous Analytics Cloud
    • Now deployments on OCI Classic are named “Oracle Analytics Cloud – Classic”, previously known as Oracle Analytics Cloud
    • You can now create trial instances faster by setting up Oracle Analytics Cloud on OCI Classic with a single click. See link
    • While setting up Analytics Cloud, now you’ll be asked which identity domain you want to use, if more than one is available
    • Now you can migrate content easily between Oracle Analytics Cloud environments using snapshots
    • Additional menu options in Console make migration from Oracle BI Enterprise Edition 11g easier now
    • Enhancements were made to Snapshot. See Options When You Take a Snapshot and Options When You Restore a Snapshot
    • Data file migration utility now moves data files from one Oracle Analytics Cloud environment to another
    • Now you can set configuration options required for advanced use cases through Console. See Configure Advanced Options

    Data Visualization

    • Now you can easily create a connection to Oracle Autonomous Data Warehouse. See link
    • You can now create connections to Oracle Autonomous Transaction Processing. See link

    Essbase

    • By selecting tuples, you can now focus your calculations in the active Smart View grid, limiting scope to specific data slices
    • Now you can specify the ancestor position for hierarchies in ad hoc grids in Smart View
    • New gallery templates are available in Files catalog. See Explore the Gallery Templates
    • You can create aggregation views to be generated automatically. See Create & Manage Cube Outlines with Web Interface
    • You can now select multiple cells or multiple ranges of cells, and see the merged results in drill through
    • In the Essbase web interface, you can now create a connection and datasource to Oracle Autonomous Data Warehouse

    Pixel-Perfect Reporting

    • You can view an Essbase cube and filter data for reports with POV parameter in an MDX query
    • Now Snapshot includes pixel-perfect reporting. See Take Snapshots and Restore

     

    API Platform Cloud

    • New policy allows you to enable end-user identity to be passed over multiple hops before reaching destination web service
    • New policy allows enforcing verification of credentials sent within SOAP payload & allows authorized users to access APIs

     

    Autonomous Data Warehouse

    • Autonomous Data Warehouse now allows you to directly query and load data stored as parquet files in object stores

     

    Blockchain Platform

    • Oracle Blockchain Cloud Service has been renamed to Oracle Blockchain Platform

     

    CASB Cloud

    Oracle CASB Cloud Service

    • Integration with Oracle Cloud Infrastructure (OCI) has been enhanced
    • SAP SuccessFactors has new enhancements now
    • Microsoft Office 365 policy alerts can now trigger on sharing level
    • Enabling business object auditing is now largely automated for Oracle ERP Cloud and Oracle HCM Cloud

    Oracle CASB Cloud Service — Discovery

    • Navigation menu Discovery option now accesses Oracle CASB Cloud Service - Discovery
    • 11 new key security indicators have been added to the original two ("Users with most apps" and "Top 10 most used apps")
    • Discovery key security indicators are now displayed on a separate Key Security Indicators tab on the new Discovery page
    • Now all key security indicators drill down to details in the discovered applications data

     

    Configuration and Compliance (part of Oracle Management Cloud)

    • SCAP results can be uploaded from OpenSCAP and other SCAP engines directly to Configuration and Compliance
    • Now a complete, self-contained HTML report can be generated for any historic assessment

     

    Data Integration Platform Cloud

    • Architectural changes to Remote Agents require recreating agent to perform new Synchronize Data jobs using Initial Load
    • Microsoft SQL Server is now available for Windows Remote Agents
    • Data Integration Platform Cloud now supports additional data sources. See What's Certified for Agents?
    • Support has been added for remote execution of a Synchronize Data Task that includes Initial Load from behind a firewall
    • Now data can be delivered to Autonomous Data Warehouse targets
    • You can now create a Data Lake using the Data Lake Configuration Element
    • The ODI Execution task now supports Autonomous Data Warehouse Cloud and Oracle Object Storage Connection types
    • Now supports Oracle Object Storage Classic as a source or target Connection type
    • You can now create Policies to schedule job executions
    • Catalog now lists Data Assets and Execution Environments after you create them

     

    Database Cloud Schema

    • Using TLS 1.2 protocol certain Outbound HTTPS network connections can be established from Schema Service

     

    Developer Cloud

    • Support for OCI Compute and OCI Object Storage was added
    • Design for the left navigation bar has been updated
    • New shared Organization Page and Project Home page are available now. See Manage the Organization
    • Now Project Home page provides an improved view of the project's actions, repositories, team members, and statistics
    • Banner with latest news from the DevCS team is now displayed in the page header of Organization and Project Home pages
    • Unpublished changes in Wiki pages are automatically saved as drafts now
    • Breadcrumbs have been enhanced to provide navigation to many child pages so you don't have to use the Navigation bar
    • You can use a named password in a project's build job configurations now
    • A newer version of Firefox is now available in the Software Catalog of Build VM templates
    • Approval-based merge request restrictions are available now. See Set Push and Merge Restrictions on a Branch

     

    Integration

    New Common Features

    • The name “Oracle Integration Cloud” has been shortened to “Oracle Integration”
    • Our user-managed version is now called “Oracle Integration Classic”. These name changes have no impact on functionality

    New Processes Features

     

    Internet of Things Cloud

     

    IT Analytics (part of Oracle Management Cloud)

    • Now the overview page provides an integrated view of monitoring, logs, & analytics on Exadata systems across enterprise

     

    Log Analytics (part of Oracle Management Cloud)

    • You can now upload your log files using On Demand Upload (ODU) wizard on the service console of Oracle Log Analytics

     

    Management Cloud

    • New Edit mode is available for dashboards & dashboard sets. See Create Custom Dashboards & Create Dashboard Sets
    • A hard limit has been introduced on the number of widgets in a dashboard and the number of tabs in a dashboard set
    • Enhancement has been made to the Widget Title Linking feature in dashboards to add custom link to a Widget title
    • New Save As option is added to customize an out-of-the-box widget or a widget created by another user from a dashboard

     

    SOA Cloud

    • You can now update the storage container for backups from the instance administration page
    • Users are recommended to use newer versions of Oracle SOA Suite as Oracle SOA Suite 12.2.1.2.0 is being phased out soon

     

    See Oracle Cloud Platform Documentation for more details

  • John Klinke
    December Release Update for Oracle Cloud Platform5.0
    Announcement posted January 4, 2019 by John KlinkeBronze Medal: 1,250+ Points, tagged Analytics, API Management, Big Data, Business Intelligence, CASB, Content and Experience, Data Integration, Data Visualization, Database, Database Backup, Developer, Identity, Integration, Internet of Things, Java, Management, Mobile Analytics, Mobile and Intelligent Bots, Process Automation, Visual Builder in Platform Members > Oracle Cloud Infrastructure and Platform Announcements public
    Title:
    December Release Update for Oracle Cloud Platform
    Abstract:

    We are pleased to announce new updates and enhancements to our comprehensive portfolio of PaaS solutions. A summary of Oracle Cloud Platform release updates for December 2018 are listed below. See Oracle Cloud Platform Documentation for more details.

    Announcement:

    Big Data Cloud

    • Now includes Sparkline SNAP, a terabyte-scale OLAP option on Spark
    • Invalid REST request URLs now return 404 error

     

    Big Data Cloud Service

    • The system software has been updated to release 4.13.1. This includes Cloudera Distribution with Hadoop (CDH) 5.14.1
    • The Notebook tools are now built on Apache Zeppelin 0.8.0, upgraded from Apache Zeppelin 0.7.2
    • The spark interpreter has replaced the spark2 interpreter. Now the interpreters can be scoped per user and/or per note
    • Time-out based interpreter life-cycle management is available now
    • You can now upload directories from your local computer to HDFS
    • 2 new job types are available: ODHI Query (for generic queries against Hive) and ODHI Import (for loading data into Hive)
    • Data Explorer page allows you to right-click an HDFS file and see partial content of the file with syntax highlighting
    • When creating a new job, you can now select to execute it immediately or to specify its schedule

     

    Blockchain Cloud

    • You can now use longer channel names with a limit of 128 characters in the channel name
    • When a peer is removed from the network, it is automatically removed from any REST proxy configuration that includes it
    • When you deploy a chaincode, you can now select to enable it in multiple REST proxies
    • You can now go to the console's About menu to find your instance's creation date and time

     

    CASB Cloud

    • You can now create policy alerts for identity compartment and identity federation objects
    • Now the threshold risk level can be set for OCI and IDCS security controls
    • You can now register Azure without Azure AD monitoring, which requires only an E3 license. See Adding an Azure Instance
    • You can now register a SuccessFactors instance to be monitored by Oracle CASB Cloud Service
    • Policy alerts are now generated automatically, based on tags assigned to discovered applications
    • You can create custom policy alerts, based on tags assigned to discovered applications
    • The new "irrelevant" tag is available for you to assign to discovered applications
    • Now you can sort on tags assigned to discovered applications
    • You can now collect logs from an external account for an AWS instance that you register with CASB

     

    Content and Experience Cloud

    • Web client and mobile apps now have a Home option in the navigation menu
    • Now you can manage translation jobs through the Translation Jobs page
    • You can now associate conversations with assets, content items, and sites
    • Now the toolbar in the rich-text editor in content types can be customized
    • You can now use VBCS and DevCS to develop forms for CEC sites, and use the forms on CEC sites
    • There are changes in administrator roles. See Content Metrics, Web Analytics Tracking Snippets, and Integrate the Service
    • Developers can now expand macros in content list queries for marketers to use
    • You can now pass the layout category value to a content layout
    • Developers can create section layouts that support lazy load
    • The Documents Usage Log report now includes the parent path of the file or folder and the GUID of the file or folder
    • Preconfigured content connectors for Google Drive, Microsoft OneDrive, and Dropbox can be enabled by an administrator
    • Integration user can now be given access to all sites and templates

     

    Database Cloud

    • Notices of future deprecations and removals have been updated. More details here
    • Cloud tooling update is available for deployments hosting Oracle RAC databases
    • October 2018 PSU, BP and RU patches are available to be applied to existing deployments

     

    Event Hub Cloud

    • Now Apache Kafka Release 2.0.0 support is provided in addition to Kafka Release 1.1.0 support

     

    Identity Cloud

    • In addition to third-party risk providers, you can now activate and deactivate the default risk provider
    • You can now use the slider to set the weighting for events to determine risk-based activity for IDCS users
    • Enhancements have been made to SAML Application Configuration. See Adding a SAML Application
    • You can now allow clients to access OPC resources using hierarchical scope matching
    • IDCS now checks whether verification is done to the email address appearing in the From Email field for all notifications
    • Now you can migrate from traditional Cloud accounts to Cloud accounts with IDCS. More details here
    • You can now configure customized disclaimers and acceptable use policies for users on an application basis
    • Now multiple instances of the same social identity provider can be added
    • New endpoints have been added to IDCS REST APIs. More details here
    • You can now set Permissions for Microsoft Active Directory Bridge
    • Oracle Identity Cloud Service now supports CSV, JSON, and PDF report generation

     

    Infrastructure Monitoring (part of Oracle Management Cloud)

    • Support for new entities and enhanced entity association UI has been added in this release

     

    Integration Cloud

    New Common Features

    • You can change the BYOL metering option of an already existing instance

     

    New Integration Features

    • Support has been provided for Oracle Field Service Adapter to filter expressions to be added to the event subscription

     

    New Process Features

    • Now you can easily insert and configure integration activities in dynamic processes using the new Integration activity
    • User experience has been streamlined to make it easier to build expressions in web forms
    • Now you can use dynamic data to trigger the Change Presentation action
    • New performance management QuickStart App has been added
    • A new simple forms editor is available to quickly build your form
    • Now creating process applications and decision models is faster and more intuitive
    • You can now use RPA tools in your structured and dynamic processes to extend process automation
    • Process Owner and Process Reviewer roles now have better visibility into the task history of process instances
    • Dynamic process components are now available for iFrame integration using embeddable components
    • The Date Time control has been enhanced to adjust to users' time zones
    • You can now update external business objects being used in a process application by uploading a new WSDL file

     

    New Visual Builder Features

    • The Visual Builder generated applications now use Oracle JET 6.0 libraries and components
    • Additional release details are mentioned in the separate Visual Builder section below

     

    Internet of Things Cloud

    • Connector Framework lets you directly connect devices and services without using IoTCS Client Software Libraries
    • Now the new Users dashboard lets you create and manage user accounts
    • New and updated documents are now available in the Oracle Help Center

     

    Java Cloud

    • You can now associate ATP or OCI database as the infrastructure schema database when you provision your JCS instance
    • Oracle Documaker Enterprise Edition is now certified on Oracle Java Cloud Service
    • The QuickStart is unsupported for accounts with Oracle Cloud Infrastructure regions
    • New patch set updates (PSUs) are available for Oracle WebLogic Server and Java Development Kit (JDK)

     

    Log Analytics (part of Oracle Management Cloud)

    • Oracle Log Analytics now supports epoch seconds and milliseconds for the timestamp fields
    • You can use the On Demand Upload (ODU) client to upload your log files to Log Analytics through a command-line interface
    • Link feature gives you the ability to analyze user sessions, extract various parameters to help you get business insights

     

    Security Monitoring and Analytics (part of Oracle Management Cloud)

    • Now you can perform security analysis around two subsets of categories known as suspicious and malicious
    • Support for collecting security logs from monitoring sources in your IT environment has been added. More details here

     

    Self-Service Integration Cloud

    • Now you can create recipe actions against Oracle Configure Price Quote Cloud Service

     

    SOA Cloud

    • Bare Metal database support has been added for Oracle SOA Cloud Service instances on OCI in the Provisioning Wizard

     

    Visual Builder Cloud

    • Visual Builder now supports nested flows with additional features
    • iPad has been added as a deployment target option when building mobile apps
    • Additional support has been introduced for integrations
    • Improvements have been made to Page Designer, Property Inspector, Quick Starts, Action Chain editor and Event Listeners
    • Improved support has been added for installing components
    • New notifications have been added to indicate invalid or missing details for variables and types
    • The application's Settings are now displayed in an editor tab in the designer instead of a modal window
    • Support for child business objects in business rules editor has been added
    • Support for Visual Builder add-in for Excel plugin has been introduced
    • You can now specify a vanity URL for an application in the Application tab of the visual application's Settings editor

     

    See Oracle Cloud Platform Documentation for more details

  • Harshavardhan Konathala
    Incentive Compensation - Compensation Manager Dashboard5.0
    Topic posted December 3, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Customer, Dashboard, Data Visualization, Partner, Partner Announcements, Reporting and Analytics, Sales, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive Compensation - Compensation Manager Dashboard
    Summary:
    The following report is a managers view of his teams targets, earnings and attainments from Incentive Compensation
    Content:

    Business Use Case:

    Subject Areas used – IC - Earnings Real Time, IC - Credits Real Time, IC - Transactions Real Time

    Who can use this report (Roles)? - Sales Manager/ Incentive Compensation Manager/ Sales VP

     

    The following report is a managers view of his team's targets, earnings, and attainments from Incentive Compensation

     

    Note:

    All the below dashboards, reports are made based on the Oracle standard diction on formatting and layouts

    Users are allowed to download the .catlog file and make their own customizations.

    How to deploy:

    1. Un-archive “SPM AdminV2.catalog” file using any of the user accounts which has the Un-archive privilege

     

    Image:
    Document:
  • John Klinke
    November Release Update for Oracle Cloud Platform5.0
    Announcement posted November 28, 2018 by John KlinkeBronze Medal: 1,250+ Points, tagged Analytics, API Management, Big Data, Business Intelligence, CASB, Content and Experience, Data Integration, Data Visualization, Database, Database Backup, Developer, Exadata, Identity, Integration, Internet of Things, Java, Management, Mobile and Intelligent Bots, Process Automation, Visual Builder in Platform Members > Oracle Cloud Infrastructure and Platform Announcements public
    Title:
    November Release Update for Oracle Cloud Platform
    Abstract:

    We are pleased to announce new updates and enhancements to our comprehensive portfolio of PaaS solutions. A summary of Oracle Cloud Platform release updates for November 2018 are listed below. See Oracle Cloud Platform Documentation for more details.

    Announcement:

    API Platform Cloud

    • Now you can set rate limits for specific actions in the API. See Setting a Rate Limit for an Entitlement
    • Support for Apiary Actions in the Interface Filtering and Method Mapping Policies has been added
    • You can now filter analytics results by plans, services, and methods. See Filtering Analytics
    • New element called “ScopeClaimDataType” now allows specifying the scope values in JWT
    • You can now add custom pages to the Developer Portal. See Managing Custom Pages

     

    Big Data Cloud

    • Now Apache Spark 1.6 is deprecated and will be removed in a future release, workloads should be migrated to Spark 2.x
    • The identity domain ID and the cluster ID specified in REST requests are now scanned for errors and issues

     

    Blockchain Cloud

    • You can now import and use certificates issued by client-only (external) CAs into an existing blockchain network
    • Now Chaincodes can get the identity of the REST proxy caller to safely use the authenticated identity
    • Use new QuickStart templates to quickly create instances in Developer, Enterprise-X1 & Enterprise-X4 configurations
    • You can now delete an organization from a channel using Edit Configuration option console’s Channels tab
    • Now you can use Oracle Identity Cloud Service federation with remote identity providers
    • You can asynchronously shadow blockchain transaction history for any channel ledger to an Oracle database
    • The Balance Transfer and Car Dealer sample chaincodes are now available in Node.js
    • Functionality has been added to display the chaincode’s endorsement policy and ensure chosen peers satisfy the policy

     

    CASB Cloud

     

    Content and Experience Cloud

    • The sites, templates, and assets user interface have been updated with new views
    • Now you can export assets for easy translation outside of Oracle CEC, and then import the translated files
    • You can now import content into your asset repository from third-party tools like Dropbox, Google, and OneDrive
    • New and improved analytics is available for administrative users
    • You can now download Sites Toolkit and set it up on your local machine to develop with Oracle DeveloperCS
    • The template VBCSSamplesTemplate.zip has been added to Sites Toolkit to integrate Oracle VBCS apps with CEC

     

    Database Cloud

    • The July 2018 PSU, BP or RU, depending on DB version, are now integrated into base image for single-instance DB
    • Database Cloud patching time is now faster by approximately 50%
    • New versions for SQL Developer Web, ORDS, APEX and ORE have been integrated into base image for single-instance DB

     

    Database Exadata Express Cloud

    • All existing Exadata Express customers have been upgraded to APEX version 18.2. See New Features

     

    Database Schema Service

    • All Database Schema Service environments have been upgraded to Oracle Application Express (APEX) version 18.2

     

    Developer Cloud

    • You can now configure a job to trigger a Wercker pipeline when the job’s build runs
    • Now you can configure a job to run Fn commands on a Fn server when the job’s build runs
    • From the Environments page, you can now start, stop, and restart services instances of an environment
    • In the shell commands of a job, you can now use the internal URL of an external Git repository added to a project
    • OCIcli 2.4.32, Packer 1.2.4 and Fn 0.5 are now available in the build executors
    • A project owner can now configure the project’s Maven repository to overwrite artifacts
    • A Git repository’s URLs and download links are now available in the Clone drop-down menu
    • When you add a block comment to a wiki, an auto-watch is set and you get email notifications for changes made

     

    Digital Assistant

    • Now you can create your own digital assistant, a “master bot” that fields requests from multiple skills (chatbots).
    • You can now track conversation trends over time, identify execution paths, determine the accuracy of your intent resolutions, and much more.
    • Your ODA can initiate a conversation with your user whenever it receives a triggering event from another app.
    • New features for instant apps, including localization, bring-your-own CSS support, new styling and an updated look and feel.
    • New System.OAuth2AccountLink component, which completes all the steps for the three-legged OAuth2 flow and returns the OAuth2 access token
    • Now you can define parameters that start with “da” and use them by all the skills that are registered in the same digital assistant.
    • Properties of the System.Intent component, like confidenceLevel and winMargin, are now configured as settings through the UI, instead of from the dialog flow.
    • Entities have a whole set of new features, including pagination, fuzzy matching, and multiple value selection.
    • Composite bag entities can now include non-entity members.
    • ODA now lets you define your intents and custom entities in both English and Simplified Chinese, without having to first configure an auto-translation service.

     

    Event Hub Cloud

    • You can now create, delete and edit Oracle Event Hub Topics from Event Hub Console

     

    GoldenGate Cloud

    • You can now create Oracle GoldenGate Cloud instances with Oracle GoldenGate 18.1 classic and microservices versions

     

    Integration Cloud

    New Processes Features

    • You now have the option of customizing presentations in addition to cloning them. See Work with Presentations
    • Now you can initiate a POST operation while executing REST connector calls in form events and set request-body
    • New “Matches” function is available to check if two strings or expressions match, and returns a Boolean value
    • Now when configuring global connectors, you can select the new Ignore connector error option
    • You can now print forms that contain train component controls (Note that only the selected step is printed)
    • Now you can use the new Append action in the data association editor to add elements to a target array
    • Mapping data within structured processes, allows specifying fallback (default) value in addition to data source argument
    • You can now create decision tables with more than one output variable
    • Now update external business objects already being used in a process application by uploading a new XSD or JSON file
    • REST API options for retrieving dynamic process resources are added

     

    Internet of Things Cloud

     

    Java Cloud

    • Using the REST API, you can now create a service instance that is attached to a private subnet in OCI
    • Now service nodes created in OCI regions (release 18.4.2 or later), get nodes distributed evenly across fault domains
    • You can now update protected context roots after creating a JCS instance with IDCS enabled for authentication
    • Now you can use REST API to change the domain name in WebLogic Server console URL after service instance provision
    • For service instance creation in OCI region, you can choose OCI Load Balancing service as the managed load balancer
    • Now you can provision multiple WebLogic clusters when you provision an Oracle-managed load balancer for JCS on OCI
    • You can now upgrade the WebLogic Server release on which JCS was created to release 12.2.1.3

     

    Log Analytics (part of Oracle Management Cloud)

    • Now search for an extended field based on the how it was created, the type of base field, or with example content
    • You can search for a label based on any of the parameters defined for the labels like Creation Type, Input Field, etc.
    • Before adding a preprocessing function to a parser, now you can test the correctness of the field values and view results

     

    Mobile Cloud

    • Now you can quickly and easily migrate your mobile configurations to Oracle Mobile Cloud using scripts
    • To keep the volume of analytics data under control, now accumulated API calls are automatically deleted every 24 hrs

     

    See Oracle Cloud Platform Documentation for more details

  • Harshavardhan Konathala
    Incentive compensation - Participant Transaction & Dispute...Answered25.0
    Topic posted June 15, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, Leads, Lightbox, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Partner Program, Pipeline, Price Books, Product, Program Benefits, Program Tiers, Promotions, Quarter, Quota, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Territory, Tile, Tip, Trends, User Adoption, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation - Participant Transaction & Dispute History
    Summary:
    Report which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.
    Content:

    Business Use Case:

    Participant Transaction & Dispute History

    Subject Areas used – IC Dispute Real Time

    Who can use this report (Roles)? - Incentive Compensation Manager/ Sales Rep/ Analyst

    With the help of new subject area introduced in Incentive compensation area, it is so easy that we can take a count of transactions and count of disputes that a participant is holding

    Compensation manager and comp admin can take a decision based on their counts in the allocation of new compensation plans to them.

    An analyst and participants also can keep a track of their disputes and dispute status.

    No report was developed on these lines, the first report which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.

    Count of Disputes Vs Transactions:

    A horizontally stacked bar chart showing the count of transactions and disputes by the participant.

    You are allowed o chose the particular participant if you are specific.

    A detailed report gives you complete information by year and participant wise.

    Note:

    All the below dashboards, reports are made based on the Oracle standard diction on formatting and layouts

    Users are allowed to download the .catlog file and make their own customizations.

    How to deploy:

    1. Un-archive “Participant Transaction Dispute History. Catalog” files using any of the user accounts which has the Un-archive privilege
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for each year and displaying the count of transaction and counts of disputes that are happened with the participant.
    2. On the other side a detailed report with all the justification given for the same dispute.

     

    Image: