A Report Authoring Tips
This section provides tips and guidelines for creating effective and timely reports.
Common Report Authoring Tips
This section provides information about commonly encountered use cases and 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.
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.
Report Authoring Tips for Oracle Fusion CX Analytics
This section provides information about commonly encountered use cases and frequently asked questions regarding Oracle Fusion CX Analytics reporting. The information isn’t exhaustive and is updated regularly with additional information and authoring tips.
Tips on Reporting on Historical Snapshot Subject Areas
- 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.
- 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.
Recommended Filters
Subject Area | Presentation Table (Recommended Filter) |
CX - Activity |
Filter by at least one of the dates below.
|
CX - Campaign Activity Analysis |
To build a meaningful report on Campaign, need to filter by one or more campaigns.
|
CX - Campaign Members |
To build a meaningful report on Campaign, need to filter by one or more campaigns.
|
CX - Campaign Opportunity Revenue |
To build a meaningful report on Campaign, need to filter by one or more campaigns.
|
CX - Lead Activity |
Filter by at least one of the dates below.
|
CX - Leads |
Filter by at least one of the dates below
|
CX - Opportunity |
Filter by at least one of the dates below
|
CX - Opportunity Activity |
Filter by at least one of the dates below.
|
CX - Opportunity Quote |
Filter by at least one of the dates below
|
CX - Opportunity Quote Line |
Filter by at least one of the dates below
|
CX - Opportunity Revenue Line |
Filter by at least one of the dates below
|
CX - Opportunity Revenue Line Snapshot |
Reference how to build report using historical snapshot above.
|
CX - Opportunity Snapshot |
Reference how to build report using historical snapshot above.
|
CX - Opportunity Stage Progression |
Filter by at least one of the dates below.
|
CX - Service Request |
Filter by at least one of the dates below.
|
CX - Service Request Lifecycle |
Filter by at least one of the dates below.
|
CX - Service Request Milestone |
Filter by at least one of the dates below.
|
CX - Subscriptions |
Filter by at least one of the dimensions below.
|
CX – Subscription Bill Line |
Filter by at least one of the dimensions below.
|
CX – Subscription Historical Trend |
Filter by at least one of the dimensions below.
|