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Achieve Territory Roll Up Values In BI (Doc ID 2339851.1)

Last updated on MAY 31, 2018

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

Currently, a Sales VP can view an OPPY analysis and by this user's login, they can see the sum of all lower territory regions.
But if we Bring Territory name into the graph as a Filter and choose a Territory, it only returns the absolute respective OPPY Revenue Totals for that specific Territory.
We desire a solution where when they choose a particular sub-territory underneath their view, it would rollup all of the lower territory values and would present the rollup.
 

Solution

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