Posts

Posts

  • Nawfal El Hannoun
    Automatical filtering a BI Report to the current Account...Answered95.0
    Topic posted March 18, 2019 by Nawfal El HannounRed Ribbon: 250+ Points, tagged Account, Opportunity, Pipeline, Sales, Sales Manager, Sales Representative, Shared Reports in Sales > Reporting and Analytics for Sales public
    Title:
    Automatical filtering a BI Report to the current Account selected
    Summary:
    Automatical filtering a BI Report to the current Account selected
    Content:

    Hi Community, 

    i need your help please on a BI-Reporting subject within Sales Cloud R13-18C.

    Here is the scenario: i created a report based on Accounts and their opportunities, which are showing basically 2 axes (X= Opportunity Status which may be Lost, Won or Open), then Y= Expected revenue, which is the expected volume by Opportunity)

    The report will be embedded as Mqshup content link within a sub-Tab in the Accounts (means within an account, you have several sub-Tabs, like contacts, opportunities, relationships etc...and i added another sub-tab called analysis, which will open this BI report.

    All this works perfectly fine, but the rerport shows all volumes bases on the 3 statuses (open/lost/won) and  is not filtered on the current account. Can somebody please help on how to go about it? 

    I need the report to trim values and show only those related to opportunities of the current account, where i've the sub-tab opened. When i select another one, it should be showing values of the second one..etc.

    Manny thanks in advance and best regards

    Nawfal El Hannoun

     

    Version:
    Sales Cloud R13- 18C
  • Prakash Velamuri
    Issues with Kanban report55.0
    Topic posted May 6, 2019 by Prakash VelamuriRed Ribbon: 250+ Points, tagged BI Publisher, Opportunity, Reporting and Analytics, Sales, Sales Representative, Shared Reports in Sales > Reporting and Analytics for Sales public
    Title:
    Issues with Kanban report
    Summary:
    For some of the Sales users the Kanban report is not displayed corrcetly
    Content:

    Hi,

    We have implemented the Sales rep Kanban report to show the Sales stages for various opportuntines. For some of the users its displayed fine where as for some of the users the top section is missing.

    Do we need any setup for this Kanban report to display correctly

    Thanks,

    Prakash

    Image:
  • Stephanie Gott
    Opportunity Owner Leader45.0
    Topic posted December 6, 2017 by Stephanie GottSilver Medal: 2,000+ Points, tagged Employee, Opportunity, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Opportunity Owner Leader
    Summary:
    Need to know who the leader of the owner is on the opportunity (not always same as creator).
    Content:

    Hello,

    I currently use the  Employee ‘Name’ from the “Employee” Subject area. I am able to pull in ‘Manager Name’ from there as well. Often times, the person who created the opportunity does not remain the owner of the opportunity. I also can pull in the ‘Owner’ from the “Opportunity” subject area.

    The “Employee” subject area is apparently tied to the creator of the opportunity.  

    I also need to see the Manager of the Opportunity “Owner” specifically. How can I do that? Any thoughts?

    See attached screen shots if necessary.

  • Stephanie Gott
    Formulas aren't working25.0
    Topic posted January 14, 2019 by Stephanie GottSilver Medal: 2,000+ Points, tagged Activity, Opportunity, Pipeline, Reporting and Analytics, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Formulas aren't working
    Summary:
    Trying to do math to create a custom metric and formulas aren't working.
    Content:

    Hello,

    I'm trying to calculate the percentage of future dated activities on an opportunity. First, I need to calculate that using this: CASE WHEN "Activity"."Due Date"> Current_Date then COUNT(DISTINCT "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities") else 0 end. This formula works and returns results.

    Then, I'm doing this: 100*SUM(CASE WHEN "Activity"."Due Date"> Current_Date then COUNT(DISTINCT "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities") else 0 end)/SUM("Sales - CRM Pipeline"."Pipeline Facts"."# of Open Opportunities"). This is not erroring out but it's also returning '0' as the results. 

    I've attached screen shots where I would expect to see a result of 9%. Any thoughts? I'm really hoping someone out here familiar with the OTBI for Sales Cloud has some information. 

    Thanks,

    Stephanie

     

    Version:
    11.1.1.9.0
  • Stephanie Gott
    Showing null values as "Blank"25.0
    Topic posted November 2, 2018 by Stephanie GottSilver Medal: 2,000+ Points, tagged Opportunity, Reporting and Analytics in Sales > Reporting and Analytics for Sales public
    Title:
    Showing null values as "Blank"
    Summary:
    How do I show null values with the word "Blank" or "NA" or something similar?
    Content:

    Hello,

    In the Product Dimension for 'Product Name', we have some blanks due to poor process. We are trying to improve the process of always adding a product to an opportunity. To help us do that, we are using Analytics. I created a pivot table showing all of the opportunities we have open by Product Name. We have some that don't have a product so I want to show the word "Blank" or "NA". I'm using this case statement and it's not working. Any thoughts? 

    CASE WHEN "Product"."Product Name" is null THEN 'Blank' ELSE "Product"."Product Name" END

    Thanks,

    Stephanie

    Version:
    11.1.1.9.0
  • 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:
  • John Thomas
    Meaning for Sales-CRM Pipeline fact "# of New...25.0
    Topic posted September 4, 2018 by John ThomasBlue Ribbon: 750+ Points, tagged Opportunity, Reporting and Analytics in Sales > Reporting and Analytics for Sales public
    Title:
    Meaning for Sales-CRM Pipeline fact "# of New Opportunities"
    Summary:
    I am looking for the definition of "New" for the Sales-CRM Pipeline fact "# of New Opportunities".
    Content:

    When pulling this Fact into my analysis today, I am seeing Opportunities created from June 7 of the current year to the present date of 9/4/2018.  Can anyone tell me explicitly what the definition of this Fact is?  Is it any opportunities created within a rolling 3 months period?  Is it for Opportunities created based on Enterprise Months, or Calendar months, or number of days?  What is the meaning of New?

    Thanks,

    John

    Version:
    R13
  • Stephanie Gott
    Future Dated Activities15.0
    Topic posted July 29, 2019 by Stephanie GottSilver Medal: 2,000+ Points, tagged Activity, Opportunity, Opportunity Management, Pipeline, Reporting and Analytics, Sales, Sales Manager in Sales > Reporting and Analytics for Sales public
    Title:
    Future Dated Activities
    Summary:
    Show Opportunities with Future Dated Activities tied to them
    Content:

    Hello,

    Our Sales Leaders require our Seller's to have at least one future dated activity on each opportunity.

    Business problem we are trying to solve:

    “Show me all of the opportunities that don’t have any future dated activities tied to them”.

    I created a report and am using this Case When Statement to show all of the future dated activities on an opportunity.

    CASE WHEN "Activity"."Due Date"> Current_Date then "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities" else 0 end

    The problem I'm running into is this: If I filter on just the zeroes, that would make it seem like Michael Johnson doesn’t have any future dated activities at all (see attached example). But he does. Any ideas on how I can show only the opportunities that only have zeroes and don’t have any 1’s?

    If anybody has a better way to get at this information, I'm open to alternatives. If anybody has ideas about how to fix my current solution, I am open to those as well.

    Thanks,

    Stephanie

     

    Version:
    11.1.1.9.0
  • Yannik Pietschmann
    SQL statements for Datastores15.0
    Topic posted May 24, 2019 by Yannik Pietschmann, tagged BI Publisher, Opportunity, Reporting and Analytics in Sales > Reporting and Analytics for Sales public
    Title:
    SQL statements for Datastores
    Summary:
    What are the concrete SQL statements for an Datastore and what kind of joins are used for joining relevant database tables?
    Content:

    Hello,

    we are looking for the concrete SQL statements, which are used for getting the data of an datastore. Especially we need to know how multiple database tables are joined (inner/outer joins?).

    For example the datastore Opportunity (CrmAnalyticsAM.OpportunityAM.Opportunity) uses multiple tables like MOO_OPTY, MOO_REVN, HZ_PARTIES, ... This information can be found in the mapping spreadsheet R13.19A CX OTBI Subject Area Database Mapping.xlsx, which was posted by Ling Xiang (https://cloudcustomerconnect.oracle.com/posts/38c32f731c). What are the concrete SQL statements for getting the data from these tables for the datastore?

    Is there any documentation which provides this kind of information for datastores?

     

    Thanks,

    Yannik

  • Madhav Reddy
    Lead - Opportunity Conversion Report15.0
    Topic posted January 30, 2019 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Leads, Opportunity, Sales, Sales Executive, Sales Manager, Sales Representative, Tip in Sales Cloud Report Sharing Center public
    Title:
    Lead - Opportunity Conversion Report
    Summary:
    Monitor how leads are being converted to the opportunities and whether Contributions of lead to opportunity are evenly allocated among the leads.
    Content:

    Business Use Case:

    Sales Manager :

    Sales Manager needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him or by his subordinates for selected time period.

    Sales Representative :

    Sales Representative needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him for selected time period.

    How to deploy:

    1. Un-archive “Lead - Opportunity Conversion Report. Catalog” file which has 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)
    3. Lead - Opportunity Conversion Report comprises 3 sub reports :
      1. Detail Lead – Opportunity conversion report showing Allocation%, weighted amount Vs Opportunity revenue.
      2. Graph view of weighted amount across the channels.
      3. Summary report showing weighted amount with Allocation%.

    Implementation notes:

    1. Shows the data for Lead - Opportunity Conversion Report with details in tabular form and also the graphs that give my overview about the conversion, such as the channel contribution to closed deals that are owned by the logged in user or the subordinates reporting into him

      Note : Use Time Dimension filters as necessary

    Image: