A Report Authoring Tips
This section provides tips and guidelines for creating effective and timely reports.
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.
- Always apply the necessary filters first before you start building visualizations to ensure optimal queries are created when you add the metrics required in the visualization.
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
- 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.
Tips on Reporting Pipeline Historical Changes
- 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.
- 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
Items with an asterisk (*) are required.
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 Activity Detail 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 along with Sales Stage
|
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.
|