Report using "Sales - CRM Historical Forecasting" Subject Area Does Not Pull Facts For All Territory Levels
Last updated on NOVEMBER 18, 2016
Applies to:Oracle Fusion Sales Cloud Service - Version 220.127.116.11.0 and later
Information in this document applies to any platform.
On : 18.104.22.168.0 version, Analytics
Sales - CRM Historical Forecasting Subject Area
Customer is creating a report that shows forecast details by Territory
The Report contains Attributes from Territory Hierarchy and relevant Facts.
When they add the Territory Name from Territory Hierarchy that works, but it isn't displaying all territories on all levels.
If they add Level 16, it displays all level 16 Territories, but if they add level 15 it limits the data returned on the Facts for level 16 to only those that have a level 15 as well.
If they add Level 16 and Level 15, it displays all level 16 Territories and level 15 Territories, but if they add level 14 it limits the data returned to only those that have a level 14 as well.
Should be allowed to display Territory Level 16 even if there is no Level 15 associated with that Territory.
The issue can be reproduced at will with the following steps:
1. Create a BI Report using "Sales - CRM Historical Forecasting" Subject Area
2. Pull-in the Level 16 Territory Name, Level 15 Territory Name, Level 14 Territory Name attributes from Territory Hierarchy dimension.
Pull-in relevant Facts like "Sales Forecast Aggregate Facts"."Expected Forecast"
Observe that the Report limits the data returned for level 16 to only those that have a level 15 as well
The issue has the following business impact:
Due to this issue, the customer is unable to present all data on the territories to their business users.
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
Million Knowledge Articles and hundreds of Community platforms