Report Authoring Tips

A Report Authoring Tips

This section provides tips and guidelines for creating effective and timely reports.

Topics

Common Report Authoring Tips

Improve all of your Oracle Fusion Data Intelligence reports with these recommendations and answers to frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips for Filters

When applying filters to reports, follow these guidelines:

Use dashboard filters instead of workbook or canvas filters for user interactions in analyses.
Use workbook filters for hidden and non-interaction filters.
Set the Limit by Values to None for all filters in custom workbooks or dashboards to improve performance of prompts.
When applying a filter on an attribute, use a Code column (when available) instead of a Name or Description column.

Tips for Brushing

Disable brushing to improve report performance. See Update Canvas Properties.

Tips for Working with Currency

To display the currency format for currency amounts, set the number format in each visualization as a custom currency. Then in the subject area folder, select the currency column. See Set Currency Symbols for Visualizations.

Tips for Reporting on Attributes Across Multiple Dimensions

When reporting on attributes against multiple dimensions, always use a measure in the report. In subject areas with more than one fact, the measure sets the correct context in the query, builds an accurate navigational path, and returns the expected results. If you don’t want the measure to show in the report, hide it. See Hide or Delete a Column.

Tips for Presentation Hierarchies

To improve performance, use presentation columns instead of presentation hierarchies. See Work with Presentation Tables and Columns.

Report Authoring Tips for Oracle Fusion CX Analytics

Improve your Oracle Fusion CX Analytics reports with these recommendations and answers to frequently asked questions regarding reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.

Tips on Reporting on Historical Snapshot Subject Areas

Oracle Fusion CX Analytics provides two subject areas on historical snapshot data, namely CX - Opportunity Snapshot and CX - Opportunity Revenue Line Snapshot. When reporting by snapshot data, always include snapshot date as part of the grain of the report. Follow these guidelines:

When filtering by snapshot date, clearly filter or anchor reports to one or multiple snapshots of your choice.
Show data by snapshot date to prevent the amounts from different snapshots being aggregated together which results in double-counting.
Apply additional filters such as expected close date to improve functionality.

Example

For the pipeline of a quarter, such as 2021Q3, create a report that shows the historical open revenue amount by snapshots periods, such as 07-21 and 08-21.

The report has a dashboard filter Revenue Line Snapshot Enterprise Period that anchors to two snapshots of 07-21 and 80-21 of the user’s choice.
The report shows the Revenue Line Snapshot Enterprise Period in the table so that amounts from each snapshot appear separately.
The dashboard filter Opportunity Expected Close Enterprise Quarter generates the intended opportunity data.

Tips on Reporting Pipeline Historical Changes

Oracle Fusion CX Analytics provides the ability to report pipeline historical changes. In the subject area CX - Opportunity Snapshot, change metrics are grouped under the presentation table Facts - Opportunity Changes. In the subject area CX - Opportunity Revenue Line Snapshot, change metrics are grouped under three presentation tables for the three currencies supported, namely Facts - Revenue Line Changes - Document Currency, Facts - Revenue Line Changes - CX Currency, and Facts - Revenue Line Changes - Analytics Currency. In general, change metrics can be classified into two types.

Changes in lifecycle. Examples are:
- Number of Changes to Expected Enterprise Line Close Period. It aggregates the total number of times the Revenue Line Expected Close Period has been changed in its lifecycle until the end of the selected snapshot period.
- Number of times Revenue Line Amount Increased. It aggregates the total number of times the Revenue Line Expected Amount has been increased until the end of the selected snapshot period.
Changes within the snapshot reporting period. Examples are:o # of Revenue Lines Moved Out by 1 Period in The Selected Snapshot Period. It counts the number of Revenue Lines moved out by 1 period from the selected snapshot period.o # of New Revenue Lines Added in The Selected Snapshot Period. It counts New Revenue Lines added to selected snapshot period.

To build reports on historical changes with good query performance, need to follow the following guidelines.

Filter the set of opportunities or opportunity revenue lines to report. For example, filter by the current Opportunity Revenue Line Expected Close Enterprise Quarter = “Q2 2024”. Without a proper filter on the set of opportunities of interest, filtering by snapshot period only isn't enough, which results in scanning all the opportunities in the snapshots and slows down query performance.
“Changes in lifecycle” will sum up the changes across snapshots in life cycle till the end of snapshoot period. To reduce and snapshots involved in a query for better performance, limit the query to one snapshot quarter or less. For example, filter by Opportunity Revenue Line Snapshot Enterprise Quarter = “Q1 2024”.
For the two types of change metrics mentioned above, try not to mix them in one query. The two types of change metrics follow different ways to aggregate data. Create two visualizations for the two types in one workbook, so that two separate queries are issued without overlapping.

Recommended Filters

Subject Area	Presentation Table (Recommended Filter)
CX - Activity	Filter by at least one of the dates below. Activity Actual Start Date *Activity Created Date Activity Actual End Date
CX - Campaign Activity Analysis	To build a meaningful report on Campaign, need to filter by one or more campaigns. *Campaign
CX - Campaign Activity Detail Analysis	To build a meaningful report on Campaign, need to filter by one or more campaigns. Campaign
CX - Campaign Members	To build a meaningful report on Campaign, need to filter by one or more campaigns. *Campaign
CX - Campaign Opportunity Revenue	To build a meaningful report on Campaign, need to filter by one or more campaigns. *Campaign
CX - Lead Activity	Filter by at least one of the dates below. Activity Actual Start Date Activity Created Date Activity Actual End Date Lead Created Date Lead Qualified Date Lead Converted Date Lead Qualified Date
CX - Leads	Filter by at least one of the dates below *Lead Created Date Lead Qualified Date Lead Converted Date Lead Qualified Date
CX - Opportunity	Filter by at least one of the dates below Opportunity Expected Close Date Opportunity Actual Close Date Opportunity Created Date Sales Stage
CX - Opportunity Activity	Filter by at least one of the dates below. Activity Actual Start Date Activity Created Date Activity Actual End Date Opportunity Expected Close Date Opportunity Actual Close Date Opportunity Created Date *Sales Stage
CX - Opportunity Quote	Filter by at least one of the dates below Opportunity Expected Close Date Opportunity Actual Close Date Quote Creation Date Quote Contract Start Date Quote Contract End Date Quote Expiration Date
CX - Opportunity Quote Line	Filter by at least one of the dates below *Quote Line Creation Date Quote Line Contract Start Date Quote Line Contract End Date Quote Creation Date
CX - Opportunity Revenue Line	Filter by at least one of the dates below along with Sales Stage Opportunity Revenue Line Created Date Opportunity Revenue Line Expected Close Date Opportunity Revenue Line Actual Close Date Opportunity Created Date Opportunity Expected Close Date Opportunity Actual Close Date *Sales Stage
CX - Opportunity Revenue Line Snapshot	Reference how to build report using historical snapshot above. Opportunity Revenue Line Snapshot Date Opportunity Revenue Line Expected Close Date Opportunity Revenue Line Actual Close Date *Historical Sales Stage
CX - Opportunity Snapshot	Reference how to build report using historical snapshot above. Opportunity Snapshot Date Opportunity Expected Close Date Opportunity Actual Close Date Opportunity Created Date *Historical Sales Stage
CX - Opportunity Stage Progression	Filter by at least one of the dates below. Opportunity Expected Close Date Stage Enter Date Stage Exit Date Historical Sales Stage
CX - Service Request	Filter by at least one of the dates below. *Service Request Open Date Service Request Resolution Date Service Request Close Date
CX - Service Request Lifecycle	Filter by at least one of the dates below. *Service Request Open Date Service Request Resolution Date Service Request Close Date
CX - Service Request Milestone	Filter by at least one of the dates below. *Service Request Open Date Service Request Resolution Date Service Request Close Date Service Request Milestone Due Date Service Request Milestone Completion Date
CX - Subscriptions	Filter by at least one of the dimensions below. Sold-to Customer Subscription Product Type *Inventory Item Business Unit Subscription Start Date
CX – Subscription Bill Line	Filter by at least one of the dimensions below. Sold-to Customer Subscription Product Type *Inventory Item Business Unit Subscription Bill Line Invoice Date Subscription Bill Line Interface Date
CX – Subscription Historical Trend	Filter by at least one of the dimensions below. Sold-to Customer Subscription Product Type *Inventory Item Business Unit Subscription Aggregate Date