CRM - BW - opportunity reports
Dear Gurus,
As per SAP , same opportunity monitor (0CRM_OPMO_Q0001) report is meant for sales representatives and managers.
(variables 0CRMOM( Sales Org structure ), 0P_USER( employee responsible). )
How does it differentiate the reps and managers ?
Generally the requirement is :
for sales reps - report should filter based on employee responsible
for sales Managers - it should filter based on the Org unit ( Sales Group ).
What's the best way to do this ? I feel we will have to use exit variables.
Please support on this asap, Thanks.
Look at RSA6 might help. root > 0crm > 0crm_sales > opp header & item
the detailes will give you the data in the extract.
But task and activities are in different extractors. your BW person will need to join mulitple extractors togethers.
Similar Messages
-
Hi,
Please tell what are the standard BI Reports & infosets available for
1.Marketing
2.SALES
3.SERVICE
4.CIC
Regards,
Natasha PHi,
CRM Related BI Reports are as follows-
Billing Documents 0TPLB_0BE_C01_Q0001_100
Quotation Tracking 0TPLB_0CSAL_C05_Q0002_1
Incoming Orders 0TPLB_0CSAL_C03_Q0001_1
Open Contracts 0TPLB_0CSAL_C04_Q0003_1
Activities by Category 0TPLB_0SAL_DS01_Q0005_1
Lost Leads 0TPLB_MKTG_C01_Q0005_V01
Opportunity Pipeline 0TPLB_0CRM_C04_Q0020_1
Opportunity Win/Loss Analysis 0TPLB_0CRM_C04_Q010_1
Activities: Success/Failure Analysis 0TPLB_0CSAL_C01_Q0015_1
Activities, Opportunities, Sales Orders in My Sales Region 0TPLB_0CSALMC01_Q001_1
Activity Partners With Open Activities 0TPLB_0CSAL_C01_Q0021_1
Best Regards,
Rajendra -
Last Activity Date in Opportunity Report
Hi Guys,
Would like to knoe if there's a way to retrieve the Last Activity Date in a historical Opportunity report?
Regards,
TeenaBasically, I need to show all opportunities with or without activities. If there are activities attached to an opportunity, then I need to get the Last Activity Date.
I tried using the Activity object in reporting but if there's no activity linked to an opportunity, it is not being displayed in the report.
Regards,
Teena -
SAP BI Report Publication on CRM Web UI Reports
Hi Experts,
Im required to post a BI report on Web UI.
I did the customization for the same in the path.
SproCRMUI FrameworkUI Framework DefinationDisplay SAP NetWeaver BI Report in CRM..
Then I created a Logical Link id with the BI Report assigned to the Navigation Bar Profile and made the link visible in the define business role
It works fine in development, but when i transport the request to quality for testing I recieve an RFC error that the client cannot be reached, This is because the RFC i assigned to the report is also getting transported to Quality and causing the error. Usually RFC's are not transported but they are assigned client specific in the system that it is transported.
So can anyone help me to find out a soultion to the problem so that RFC is not transported in the transport request.
Plz help...Hi Aravind,
please be aware in CRM 7.0 there are two different options for analysis:
1. CRM Interactive Reporting (see Building Block C41)
2. CRM Analytics (Using a complete BI-System)
In your case you followed BB41, so you can use Interactive Reports.
The error you get in WEB UI is for the BI reports (option 2). This option needs a whole BI-System.
The links to these reports were delivered by default. So if you want to use these reports you need a BI consultant for setting a up new BI-System and the neccessary configuration for the ETL-Process.
If you dont want to use B reports, you can simply make them invisible in your web-ui configuration.
Kind regards
Hannes
Edited by: Hannes Wegehenkel on Jul 26, 2010 10:47 AM -
Opportunity report on expected revenue without using Forecasting
Hi guys,
My colleague has the following question regarding Reports:
I want to create a report on opportunities. A requirement is that it should contain the years with the amounts of when the expected turnover is going to fall.
For instance:
Opportunity with a contract term of 36 months.
Expected revenue is 36.000.
We're in month 6 now, so I want to have a column over the current year (2009) with the remaining expected revenue.
So 6 (months left) = 6/36 of 36000 = 6000 .
A new column with 2010 beside that: 12/36 of 36000 = 12000
Another column with 2011 beside that: 12/36 of 36000 = 12000
Another column with 2012 beside that: 6/36 of 36000 = 6000
Could someone help him out with this one?
Many thanks!
Greets
Vincenthttp://docs.oracle.com/cd/E11882_01/license.112/e10594/options.htm#CIHIHDDJ
"In order to use the features listed above, you must purchase licenses for Oracle Diagnostics Pack.
Any and all methods of accessing Oracle Diagnostics Pack functionality, whether through Enterprise Manager Console, Desktop Widgets, command-line APIs, or direct access to the underlying data, requires an Oracle Diagnostics Pack license."
So the short answer is: no. -
Hi,
I am looking for a feasibility of BI-CRM report for email campaign.
which can give me following details :
No of mails sent.
No of mails delivered.
No of mails solicited.
No of duplicate mails.
No of bounced mails.
Can you tell me some datasource or even CRM database table where I can get above fields. Is this kind of data is available in CRM server.
regards
vivekDear Vivek,
We can get all the Email related information in 0CRM_ERMS_ITEMS data source.
Hope we can track all the requirements below..
No of mails sent.
No of mails delivered.
No of mails solicited.
No of duplicate mails.
No of bounced mails.
Best Regards,
Maruthi -
How to secure CRM and BW reports thro Portal
The requirement as below
inputs....
1. CRM & BI 7 which will be accessed via portal.
2. User is created via portal and simultaneously backend CRM system
also get updated with User details.
3. The users are assigned to Business Partners.
4. Business partner relationships maintained in CRM for a) bill to
party
b poster
5. There will be using SSO to access the SAP CRM & BW.
BW Design
a. Bw reports will be built on Authorization relevant
Characteristics
i. bill to party
ii. poster
b. Web templates will be designed with respective queries attached
to them
c. web templates will be launched via I views in the portal
Requirement........
a. when a user access the BW reports based on Authorization relevant
characteristics, he should be able to view report values only for
the allowed
business partner.
b. more no of users will be access these reports simultaneously
c. BEST method (sap security) to restrict users in BW to View only
valid Business Partner reporting.What always can be done is to develop a custom portlet which doesn't display anything but just does a call to wwlog_api.some_proc.
This portlet would be quite simple to make. -
CRM - BI Interactive Reports in CRM
Hi,
I have some questions regarding BI Interactive Reports. Can anyone help me?
1. Can we access the BI Interactive reports in the CRM client itself through CRM_UI transaction or do we need to login into the
BI client separately?
2. If we don't maintain the users in the Central User Administration, What will be the impact?
Thanks
RaviHi
1. Can we access the BI Interactive reports in the CRM client itself through CRM_UI transaction or do we need to login into the
BI client separately?
Yes you can access BI interactive reports in CRM client itself.
2. If we don't maintain the users in the Central User Administration, What will be the impact?
BI reports will not work when the users are not maintained in the central user administration
Thanks -
SAP CRM Incomplete Orders Report
Hi,
What is the standard SAP CRM incomplete or open order report in SAP CRM 7.0 ?
Thanks
AndyI don't think there is any standard report for that. But you can make your own report or view or query in which you display all orders that have system status I1030 (errors).
Regards. -
Hi all,
i have to call crm ui component BT115QS_SLSQ from custom report ecc passing quotation number .
I run the standard report BSP_WD_APPL_STARTER with param :
BSP Application = BT115QS_SLSQ
In Client = '001'
but i have an error with : "impossible find file ?sap-accessibility=X' .
Can you help me ?
Thanks in advance .
Laura.Hi,
one other option is to create the CRM Webclient UI URL in your ABAP report and call afterwards:
CALL METHOD cl_gui_frontend_services=>execute
EXPORTING
document = lv_url.
I use a table to create the lv_url with:
<SERVERNAME>
<URL_BEFORE_ID>
<ID>
<URL_AFTER_ID>
Kind regards
Manfred -
CRM on Demand Reporting; Action Links in Pivot Tables
Hi All
I have a problem with Action Links for Oracle CRM on Demand. When I click on an action link to navigate to an account detail page, I get the following error:
The record you are trying to access has been deleted or has been assigned a new owner and you no longer have access to it. If you deleted the record, it may be accessed in Deleted Items. If you continue to have problems contact your Oracle CRM On Demand Administrator.
Browsing the forums brought up this thread: Can't access a record with an ActionLink
In this thread it's said to place the Account ID column right next to the Account Name column. This solution works for regular tables, but not for pivot tables.
Is it possible to link to an account detail page from pivot links?For pivot tables you will have to use this method in order to be able to drill down to the detail page:
On you Report-
Define Criteria: Add the Account ID (Record ID field is a must)
- Click on the Properties icon on this column--> Data Format Tab --> uncheck Override Default Data Format and select Plain Text from the Treat Text as drop down.
Add the below code in the text area.
"http://"@[html]"<a target=_top
href=https://*secure-ausomxXXX*.crmondemand.com/OnDemand/user/AccountDetail?OMTGT=AccountDetailForm&OMTHD=AccountDetailNav&AccountDetailForm.Id="@">View Account</a>"
Add this column on the Rows section of the pivot table.
Hope this helps!
Royston -
Opportunity Report driven by account ownership
I am trying to create a new homepage report so that a sales person can see all opportunities in their territory where either they own the opportunity or someone else does.
The report is written off of the opportunities area, so the only value I have to drive the "accounts in my territory" decision off of is the owner field on the account which is in the format of firstname lastname.
Is there a way useing nq_user to build this information ?Hi,
In case if you have not yet got the complete list, please refer to the variables given below.
Session Variables
user
repluser
current_dt
current_year
current_qtr
current_month
last_qtr
next_qtr
last_year
next_year
year_minus_two
qtr_before_last
last_qtr_year
qtr_before_last_year
year_minus_three
year_plus_two
next_qtr_year
displayname
user_alias
user_fiscal_calendar
user_company_curcy
company_lang
company_tmplt_country
company_timezone
user-default_curcy
user_lang
Repository variables
last_refresh_dt
last_week_begin_dt
last_week_end_dt
current_week_begin_dt
current_week_end_dt
next_week_begin_dt
next_week_end_dt
CRMODURL
Hope this helps! -
Hi Forum,
I m in need of a quality report from the CRM service module, I have heard that we can get quality reports from the same.
Can anyone please indicate whether there are any standard quality reports that can be seen from CRM service implementation or all the above said reports can be taken out as an enhancement.
The requirement is urgent kindly share your experience.
Thanks,
AmitHi Julius,
Thanks got 3 reports but the major part is still left and the customer wants the reports to be developed...apart fromm the std ones
Hence still a long way to go. Thx anyways.
Amit -
CRM Interactive Reports - CRM and BI Reporting client same
Hello all,
I am setting up CRM Interactive reports in CRM 7.0 wherein the CRM client and the BI Reporting client are both the same. I know it is not recommended by SAP, but our requirement is very less.
I am following the steps as mentioned in the Best Practices C41. But, when I am trying to set up a source SAP system in RSA1(Section 4.14 of C41), i get an error saying that 'Source system XXXCLNTYYY already exists'. This is the same system which has already come under the BI node in RSA1.
Since we are using the same client for both the systems, how do I rectify this error?
Please help!
Regards
DebolinaDear Srinivas,
One of the purposes of CRM Interactive reporting is quick-enablement of frequently used reports. Ofcourse these differ in all aspects with BI reports. These are faster and accurate when the data population is small.
It is not suggested to use dedicated BI server for Interactive reporting.
Anyways we can use both Interactive and BI reports simultaneously as per your client's requirement.
Hope it helps.
Thanks
Vikas
Edited by: Vikas Patil on Jun 7, 2010 5:58 PM
Edited by: Vikas Patil on Jun 7, 2010 5:59 PM -
How to get data from MS CRM into Crystal Reports
Hello All,
Can anybody tell me how to get data into crystal XI reports with MS CRM.
Thanks in Advance
RameshFirst you should refer to the Rules of Engagement and then add more info.
Start off by telling us what version of CR are you using and what is MS CRM?
Thank you
Don
Maybe you are looking for
-
When I press to the left of the home button, the screen lights up
When I press to the left of my home button, the screen lights up as if I were pressing the actual button. This causes Siri to pop up randomly all the time and my phone keeps accidently taking screen shots. Should I take it in?
-
How much is a new screen for a mac book pro
how much is a new screen for a mac book pro? - mine is cracked and shattered, everything else seems to work at mo?
-
Error message when connecting iphone
Every time I connect my iphone to my computer, a message comes up in itunes saying that it cannot read the content of my iphone and that I should restore it to factory settings. This didn;t used to happen...only within the last few months. I also jus
-
TRIM TO SELECTION GRAYED OUT!!!!
On my iMovie when I select a clip the "trim to selection" option is grayed out. I need this feature and any help to fix this would be appreciated.
-
How to Delete Recurring Events
Hi guys, how does one delete all instances of a recurring event from ical?