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
  • Ling Xiang
    R13.19A OTBI Direct Database Query Privilege Change85.0
    Topic posted February 6, 2019 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Shared Reports in Sales > Reporting and Analytics for Sales public
    Title:
    R13.19A OTBI Direct Database Query Privilege Change
    Summary:
    In R13.19A OTBI direct database query has been disabled by default. To prevent reports generating system errors, BI Administrator can modify BI privileges to revert this change.
    Content:

    What is the Change?

    Prior to R13.19A, BI Administrator has the privilege to create and run Direct Database Query in BI Answers.  In R13.19A, this feature has been disabled by default.  Specifically, two privileges that control direct database query access, namely ‘Edit Direct Database Analysis’ and ‘Execute Direct Database Analysis’,  have been denied for authenticated users. 

    Reports created with ‘Direct Database Query’ option prior to R13.19A will receive a system error when executed in R13.19A.  To prevent the system error, customers can revert the R13.19A privilege changes by granting BI Administrator privilege to both ‘Edit Direct Database Analysis and ‘Execute Direct Database Analysis’.  

    Please note: This change does not affect BI Publisher SQL reports created with BI Publisher Data Model or BI Answers reports created with Logical SQL.

    How to revert the change?

    BI Administrator can modify direct database analysis privileges in BI Administration -> Manage Privileges page.  To grant BI Administrator access to direct database query, customers can remove ‘Authenticated User’ that has ‘Denied’ permission from the seeded privileges and add a new role of ‘BI Administrator Role’ with ‘Granted’ permission. 

    Repeat the same step to grant ‘BI Administrator Role’ to ‘Execute Direct Database Analysis’ privilege.  

    Future Product Direction

    Direct database query is not a supported OTBI feature for building reports.  Customers are encouraged to use BI Answers to create interactive analyses, use BI Publisher for fixed-format reports and use BI Cloud Connector (BICC) for data extraction.  If customers have created OTBI reports with Direct Database Query option, Oracle development strongly recommends migrating those reports to use OTBI subject areas as Direct Database Query will be deprecated in OTBI in 12 months. 

    Please refer to attached document for more detailed information.  If you have further questions, please contact Oracle Support.

  • Manjunath Bangalore Subramanian
    Oracle Data Visualization - Sales VP Content Pack (Sales...64.8
    Topic posted March 30, 2017 by Manjunath Bangalore SubramanianBlue Ribbon: 750+ Points, tagged Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Oracle Data Visualization - Sales VP Content Pack (Sales Cloud)
    Summary:
    Pre-built data visualization content targeted for consumption by Sales VP's, empowering them to perform self-service data analytics for generating insights and for promoting faster decision making
    Content:

     

    Introducing - Sales VP Content Pack

    The Sales VP Content pack is a Data Visualization starter kit designed for use by a Sales VP or a Sales exec, enabling the user to perform self-service analytics on critical sales data. It contains a number of pre-built analysis templates and OTBI reports with rich analytical content that generates insights and also uncovers hidden data patterns. Pre-built connectors to Oracle Sales are included in the content pack thereby enabling analytics on actual data. Finally, excel Samples are provided for each analysis for illustration purposes to provide a user with a quick of the analytics included in the content pack.

    The following analysis templates are included in the content pack -

    • Sales Review - Monitor and Assess closed opportunity line revenue against Quota and adjusted forecast in a given quarter
    • Pipeline Review - Proactively monitor open opportunity revenue for the remaining weeks in the current quarter
    • Product line Review - View product line revenue for the remaining weeks in the current quarter and compare historical trends
    • Competitor Analysis - Perform analysis on top competitors and win/loss details
    • Top deals in Play - Understand the opportunity progression for top deals based on Snapshot of the week & year
    • Quarterly Business Review - Supporting analysis templates for running a quarterly business review meeting
    Image:
    Document:
  • 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:
  • 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:
  • Hitesh Patel
    Leads Dashboard25.0
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, tagged Dashboard, Lead, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Leads Dashboard
    Summary:
    Shows the Leads KPIs (infolets), Status break up, Trend and Lead detail report
    Content:

    Business Use Case:

    Sales Manager-

    Sales Manager needs to view the Lead summary Dashboard for his team for the current quarter that shows -

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion by his team
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by his team members
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

    Sales Representative needs to view the Lead summary Dashboard for the current quarter that shows -

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by him
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Leads owned by him 

    How to deploy:

    1. Unarchive the Lead Dashboard.catalog file (attached with this post) in /Shared/Custom/Customer Relationship Management folder of your BI Catalog
      1. It is important that the above folder path is used to ensure that the dashboard and the content it refers is not broken
    2. This will create a new folder called “Lead Dashboard” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 6 reports and 1 dashboard

     

    Implementation notes:

    1. The dashboard and the reports that has been archived shows the data for Leads owned by the sales representative
    2. In case of a Sales Manager, it shows the data for all the team members reporting into him
    3. The data shows up only for the Current Enterprise Quarter. Please update this time filter to suit your requirements
    Image:
    Document:
  • Manjunath Bangalore Subramanian
    Oracle Data Visualization - Channel Sales Manager Content...24.8
    Topic posted August 10, 2017 by Manjunath Bangalore SubramanianBlue Ribbon: 750+ Points, tagged Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Oracle Data Visualization - Channel Sales Manager Content Pack
    Summary:
    Predefined Data visualization content targeted for Channel Sales Managers, enabling them to perform Self-service analytics on Channel Sales Data
    Content:

    Introducing - Channel Sales Manager (CSM) Content Pack

    The Channel Sales Manager Content pack is a Data Visualization starter kit designed for use by a Channel Sales Manager, for self-service analytics on critical sales data. It contains a number of pre-built analysis templates and OTBI reports with rich analytical content that produces data driven insights. Pre-built connectors to Oracle Sales are included in the content pack thereby enabling analytics on actual data. Excel Samples are also provided for each analysis helping the user understand the analytical included in the content pack

    The following projects are included in the content pack -

    • Performance Overview – The Performance overview project offers visualizations providing insight into overall channel sales performance, team performance and also partner’s performance. In addition, a CSM can quickly assess top 10 partners, top customers, top products and top deals.
    • MDF Overview - The MDF overview allows a CSM to review marketing budget utilization based on the budget amount that has been made available to the CSM’s partners throughout the year
    • Partner Network Overview – Ability to view which partner programs are available to partners and which active partners have enrolled or not enrolled into those programs, as well as the status of partner enrollments.
    • Partner Pipeline – Includes Pipeline review and Pipeline Analyzer. Provides a CSM with a complete view of quota attainment for the current quarter and detailed analysis on the opportunities in the pipeline. The Pipeline Review analyzer shows the top partners by open revenue, as well as the total open revenue by sales stage closing in the current and the next two quarters.
    • Business Planning -Track and monitor which of the active partners have an approved business plan, and which of those plans have objectives that have not been attained yet.
    • Demand Generation – This project provides a CSM with the ability to monitor leads and their progress to opportunities, and also Deal registrations
    Image:
    Document:
  • Anand DN
    Oracle Data Visualization - Customer Service Executive...24.8
    Topic posted November 14, 2017 by Anand DNBronze Medal: 1,250+ Points, tagged Dashboard, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Oracle Data Visualization - Customer Service Executive Content Pack (Engagement Cloud)
    Summary:
    Pre-built data visualization content targeted at Customer Service VPs, empowering them to perform self-service data analytics for generating insights and for promoting faster decision making
    Content:

    Introducing – Customer Service Executive Content Pack

    The Customer Service Executive Content pack is a Data Visualization starter kit that enables the user to perform self-service analytics on critical service data. It contains a number of pre-built OTBI analysis templates with rich analytical content that generates insights and also uncovers hidden data patterns. Pre-built connectors to Oracle Engagement Cloud are included in the content pack thereby enabling analytics on actual data. Finally, sample data via Excel files are provided for each analysis for illustration purposes to provide the user with a quick preview of the analytics included in the content pack.

    The following analysis templates are included in the content pack -

    • Overview: Provides the service executive with a snap shot of the overall health of the service organization, calling out exceptions
    • Channel and Issue Analysis: Relates to analysis around the types (categories) of issues that your customers face and the most popular channels of engagement for issue resolution
    • Closure and Compliance: Shows issue closure trends, channels used for issue resolution and the compliance rates across products
    • Customer Review: Focuses on the service issues faced by top customers by open revenue. Brings to light issues that are pending resolution and whether adequate attention is being paid to resolve these
    • Team Performance: provides a comparative picture of team performance on key aspects of service delivery and compliance.
    Image:
  • 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:
  • Ling Xiang
    New OTBI Help Landing Page15.0
    Topic posted October 9, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Chart, Dashboard, Infolets, Reporting and Analytics, Shared Reports, Tip in Sales > Reporting and Analytics for Sales public
    Title:
    New OTBI Help Landing Page
    Summary:
    Introducing a brand-new OTBI Help Landing Page
    Content:

    This e-mail is sent by Oracle OTBI product management.

    Starting with Release 13.18.10, a brand-new OTBI Help landing page is available -> https://docs.oracle.com/en/cloud/saas/business-intelligence/index.html.  From an OTBI 18.10 instance (or a later release), users can click on the ‘OTBI Help’ link in Answers and launch the OTBI Help landing page.  This page is a quick launch pad to relevant OTBI help documents – subject area guide, data lineage, report list and OTBI product Help.  Users can also book mark the OTBI Help landing page and launch it directly from a browser.  The OTBI Help landing page will save users from having to go to different places to locate OTBI help.  

    The subject area guide is a new tool that gives users helpful information on how to use a subject area, related business questions, and security roles.  The hyper-linked subject area guide replaces the subject area description spreadsheets that OTBI product management have published in Customer Connect.  

    We welcome your feedback on the new OTBI Help landing page and suggestions on improving OTBI help and usability.

    Image: