CRM On Demand pre Built reports
Hi
Does anyone have a list of the fields and formulas used in the Siebel On Demand Sales pre built reports?
Thank you
Elizabeth
[email protected]
Elizabeth
As per my knowledge there is no full documentation available. But if you have enough time you can find this yourself.
Open the report in design mode, you will be able to open it, but not able to make changes and save (you can save as different name in different folder). you will get the all required details
Dinesh
Similar Messages
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OLTP data to view in pre-built reports
Hi Forum,
I have created few records in Siebel CRM eCommunications application to view the data in OBI Presentation services. Using DAC, I want to populate into W_ tables to view in OBI eCommunications pre-built reports.
So can you please guide me in achieving this cycle? Also please share me the links if any.
Regards
Cool J
Edited by: user622248 on Apr 27, 2009 5:20 AMHi Cool J,
read this article on how to do a first load:
http://www.rittmanmead.com/2008/07/06/performing-initial-data-loads-into-the-oracle-bi-apps-795-data-warehouse/
Regards,
Stijn -
Prompts in Reports similar to Pre-built reports??
Hi All,
There is a pre-built report called 'Top 10 opportunities' in 'Pipeline Analysis'. When we execute the report, it shows the prompts at the top (Fiscal Quarter, Fiscal year, Region). And depending upon the value user selects in these prompts the report data changes
I copied this report in different folder and tried to execute it through there. But then it don't give this prompts as in pre-built reports. Do you know how to connect these kind of prompts to the reports??
I tried to create a Dashboard prompt and link it to the report. But then it only works if I execute it through dashboard and if tried to execute the report from Report Tab then it does not show this prompts.
Please let me know if you have any input/suggestion on this
Thanks & Regards
SHi All,
I don’t think pre built reports are designed using narrative reports. I think these are designed by using dashboard prompts. We could do the same and design a dashboard page with prompt on top but it will not work in direct report.
The alternate to do the similar prompts in report is by using the pivot table view (but pivot view will work if you have at least one matrix field). So in pivot view you can define the prompts on top and filter the report by that. But the disadvantage of pivot prompts compare to dashboard prompts is, these will be slow.
Try out by pivot view. Hope should help
Dinesh
CRMIT -
Does anybody know how the pre-built reports are made in regards to prompting?
e.g. the top-10-oppty report:
At top you have a dashboard prompt and underneath the report, which gets filtered by the values of the prompt.
This analysis looks like a dashboard page but shows up under tab Reports.
Any idea?
Thx
MartinHi Martin,
This is something that Oracle have done which cannot be replicated when building custom reports. You'll need to create a dashboard page and add your report and prompt to it to replicate this behaviour.
Thanks
Oli @ Innoveer -
Date Dimension in Oracle CRM On Demand Opportunity History Reporting
Hi All,
I have a small quesiton concerning the Date Dimension in Oracle CRM On Demand's Opportunity History analysis.
To which date field does this dimension/column relate? Created Date?, Modified Date?, etc
Thanks in advancePl post this in a Siebel related forum
HTH
Srini -
Hi,
Is there any pre built reports in ByD based for Tally integration ?I'm surprised this wasn't published before but try the instructions below
"Open the installation file(.exe file) and select WIN32 folder.
Click on m29 .cab file,
Select auditing_rpt_en.biar. file and import it using Import Wizard.
Select auditing_db_mySql.biar.file of the uinverse and import using Import Wizard.
Default: 28 reports and auditing universe of SQL server database are obtained.
Note: For Business Objects XI R3.0 the path for auditing cab file is <Installation Directory>:\Program Files\Business Objects\BusinessObjects Enterprise 12.0\Samples
and then follow the above steps 3 and 4"
Regards,
Tim -
Editing Pre-built quick list report - access denied?
I tried to edit a pre-build quick list report but I get an access denied error when trying to save it?
Can someone confirm if this is by design?
I just want to remove a column but I don't really want to have to create a copy of the report, then update the analysis that navigates to this report so it points to my new version. Also it will mean the Original version is still available via the reports tab which i would not want to avoid confusion.
CheersYou cannot edit the Pre-Built reports, you have to open them and resave them to edit them.
regards
Alex -
How to demonstrate pre-built Oracle BI capabilities?
Hi Forum,
Can anyone give me insight, on how to demonstrate Oracle BI capabilities to show the pre-built reports and dashboards with data?
Please explain me the right approach for showcasing the capabilities of Oracle BI.
ThanksHOW TO VIEW DATA IN PRE-BUILT ANALYTICS DASHBOARDS AND REPORTS
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HOW TO VIEW DATA IN PRE-BUILT ANALYTICS DASHBOARDS AND REPORTS
HI FOLKS,
I WANT TO SEE DATA IN THE REPORTS OF PRE-BUILT ANALYTICS DASHBOARDS? EG: AUTOMOTIVE, SALES, SERVICE DASHBOARDS. SO WHAT IS THE COMPLETE PROCESS TO SET UP THIS ENVIRONMENT. I'M USING SIEBEL ANALYTICS VERSION 7.8.5.
THANKS IN ADVANCE
VJHi,
I am new to Business Intelligence Applications and keen on learning it.
I know Informatica and OBIEE(Not a very experienced person).
I have installed BIA on my local windows machine.
I am using Oracle Apps as the source.
In the execute tab I selected the HR-Oracle 11510 execution plan and ran it but it failed.
The workflow error log says the following:
"ERROR : TM_6292 : (2928|2336) Session task instance [SIL_InsertRowInRunTable]: TM_6193 [Error occured during expansion of DB connection parameters [Database connection name DataWarehouse for database connection variable $DBConnection_OLAP is not well defined.
ERROR : TM_6292 : (2928|2336) Session task instance [SIL_InsertRowInRunTable]: TM_6270 [Error: Variable parameter expansion error.].
ERROR : TM_6292 : (2928|2336) Session task instance [SIL_InsertRowInRunTable]: CMN_1761 [Timestamp Event: [Tue Feb 26 15:59:35 2008]].
ERROR : TM_6292 : (2928|2336) Session task instance [SIL_InsertRowInRunTable]: TM_6226 [ERROR: Failed to initialize session [SIL_InsertRowInRunTable]].
ERROR : LM_36320 [Tue Feb 26 15:59:37 2008] : (1276|3864) Session task instance [SIL_InsertRowInRunTable]: Execution failed.
WARNING : LM_36331 : (1276|3864) Session task instance [SIL_InsertRowInRunTable] failed and its "fail parent if this task fails" setting is turned on. So, Workflow [SIL_InsertRowInRunTable] will be failed.
ERROR : LM_36320 : (1276|3864) Workflow [SIL_InsertRowInRunTable]: Execution failed."..
I think I have missed few steps here and there.. I am struck up here.. I don't know what to do... I think its the problem connecting to the source and target schema.. can you please help me out? -
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 -
Do we have pre-built Audit reports?
Hi, I think I saw pre-built Audit reports in m26.cab for BOXI R2 SP3 but I am not able to find it. I saw it everywhere but could not find this time. Can someone help?
Thanks,I'm surprised this wasn't published before but try the instructions below
"Open the installation file(.exe file) and select WIN32 folder.
Click on m29 .cab file,
Select auditing_rpt_en.biar. file and import it using Import Wizard.
Select auditing_db_mySql.biar.file of the uinverse and import using Import Wizard.
Default: 28 reports and auditing universe of SQL server database are obtained.
Note: For Business Objects XI R3.0 the path for auditing cab file is <Installation Directory>:\Program Files\Business Objects\BusinessObjects Enterprise 12.0\Samples
and then follow the above steps 3 and 4"
Regards,
Tim -
How to view pre-built Dashboards and Reports of Oracle BI- Apps?
Hi All,
We have sucessfuly installed and configured the Oracle Apps, and also we configured the OracleBIAnalyticsApps.rpd and we are able to view the different subject areas.
But we are facing problem in viewing any prebuilt dashboard or report.
Is it possbile to view pre-built Dashboards and Reports of Oracle BI- Apps if we dont have any ERP applicaton as a source?
As we dont have any ERP application we have loaded the data from the sample flat files to the Analytics warehouse.
Any help would be highly appreciable.
Regards,
Manmohan SharmaHi Damon,
Thanks a lot.
Now I understand that we have to have ERP data source if want to view the prebuild Dashborads and reports.
Could you please provide the path to get Prebuilt Dashboard & reports ?
Regards,
Manmohan Sharma -
Oracle PeopleSoft CRM pre-built VM Template
Hey!
Am looking for a pre-built VM Template of Oracle PeopleSoft CRM.. In the instructions it says:
Visit http://edelivery.oracle.com/oraclevm
Complete your registration information (Name, Company Name, Email Address and Country) and click on the download agreement
Select "Oracle VM Templates" from the "Select a Product Pack" pull-down menu
Select "x86 64 bit" from the "Platform" pull-down menu
Click "Go" and then select from the list of Oracle VM Templates
Download and unzip the files and read the readme
But I can't find PeopleSoft listed in after hitting the "Go" button!
Is there any other way to download it?
Thank you in advance.It seems Oracle needs to revisit their pages more often, the link you pointed is really out of date. The PSoft OVM CRM91 PTools 8.50 you read from the page you linked is dated from August-2010 when I see my software repository...
The Peoplesoft OVM Templates have been globally decomissioned three years ago I think, you have no luck to find out one of them unless you have already downloaded them.
Nowadays, Peoplesoft is working with the so-called Peoplesoft Images, virtual machine for VirtualBox. Unfortunately, only available for those who have a valid Customer Support Identifier (paid support) and access to My Oracle Support.
The Peoplesoft images are rebuilt on regular basis, perhaps every quarter - depending of the application, with the highest maintenance level (application and tools).
Nicolas. -
How to implement MVG liked function in CRM on demand
Is there any where we can create a MVG(Multi Value Group) liked field in Crm on demand, that's a field can input more than 1 value.Thanks in advance.
Hi, Custom ones cannot be configured. Standard Ones like SR-Solutions, Activity-Users are pre-built and available. The option is to think about creating custom web applets using WS
-- Venky CRMIT
Edited by: Venky CRMIT on May 20, 2009 1:56 PM
Edited by: Venky CRMIT on May 20, 2009 1:56 PM -
New Release: Oracle Policy Automation Connector for CRM On Demand 10.3.0
h1. Oracle Policy Automation Connector for CRM On Demand 10.3.0
Oracle Policy Automation Connector for CRM On Demand 10.3.0 is now available via Oracle E-Delivery (http://edelivery.oracle.com/)
This release includes:
Oracle Policy Modeling Imports CRM On Demand Data Model
Oracle Policy Modeling 10.3 supports importing the data model of a CRM On Demand web service, including the selection of objects to map for loading data, and both saving and inserting data.
Oracle Policy Automation 10.3 Runtime
This version of the Oracle Policy Automation Connector for CRM On Demand works with Oracle Policy Automation 10.3 runtime. Rulebases must be built from Oracle Policy Modeling 10.3.
Oracle Web Determinations Integration
The connector allows users to pre-seed Oracle Web Determinations with data from CRM On Demand objects and update the same or new CRM On Demand objects with data collected during the interview session.
Please read the release notes and installation guide contained in the media pack for more details.
The build number for this release is 10.3.0.2048.0
-----Hi All,
Just a Clarification about the Oracle Lite Webcast, only customers with a valid CSI.
Will be able to Connect to the Webcast.
Regards.
Marc
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