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Use of Conditional Formatting To Define Fixed Graph Bar Colors in OTBI Report (Doc ID 2738548.1)

Last updated on FEBRUARY 28, 2021

Applies to:

Oracle Fusion CX Sales Cloud Service - Version 11.13.20.10.0 and later
Information in this document applies to any platform.

Goal

Customer is currently using My Team's Pipeline by Stage report to create a new graph to show Opportunity Line Revenue (Amount) by Sales Stage.

 

The standard report uses the following logical query:

SET VARIABLE PREFERRED_CURRENCY='Global Currency 4',OPTY_DS_CONTEXT='FNDDS__MOO_VIEW_OPPORTUNITY_BY_SUBORD_SALES_TEAM_DATA__MOO_OPTY';SELECT
  0 s_0,
  "Sales - CRM Pipeline"."Currency"."Common Currency Code" s_1,
  "Sales - CRM Pipeline"."Employee"."Employee Row ID" s_2,
  "Sales - CRM Pipeline"."Historical Sales Stage"."Sales Stage Name" s_3,
  "Sales - CRM Pipeline"."Historical Sales Stage"."Sales Stage Row ID" s_4,
  DESCRIPTOR_IDOF("Sales - CRM Pipeline"."Historical Sales Stage"."Sales Stage Name") s_5,
  CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."# of Opportunities with Revenue Lines" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."# of Opportunities with Revenue Lines" END s_6,
  CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."Closed Opportunity Line Revenue" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."Closed Opportunity Line Revenue" END s_7,
  CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."Open Opportunity Line Revenue" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."Open Opportunity Line Revenue" END s_8,
  CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."Opportunity Line Revenue" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."Opportunity Line Revenue" END s_9,
  REPORT_AGGREGATE(CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."Closed Opportunity Line Revenue" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."Closed Opportunity Line Revenue" END BY ) s_10,
  REPORT_AGGREGATE(CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."Open Opportunity Line Revenue" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."Open Opportunity Line Revenue" END BY ) s_11,
  REPORT_AGGREGATE(CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."Opportunity Line Revenue" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."Opportunity Line Revenue" END BY ) s_12,
  REPORT_AGGREGATE(CASE WHEN "Sales - CRM Pipeline"."Pipeline Detail Facts"."Opportunity Line Revenue" IS NULL THEN 0 ELSE "Sales - CRM Pipeline"."Pipeline Detail Facts"."Opportunity Line Revenue" END BY DESCRIPTOR_IDOF("Sales - CRM Pipeline"."Historical Sales Stage"."Sales Stage Name"),"Sales - CRM Pipeline"."Historical Sales Stage"."Sales Stage Row ID") s_13
FROM "Sales - CRM Pipeline"
ORDER BY 1
FETCH FIRST 75001 ROWS ONLY

 

Customer would like to use always the same bar color for each sales stage.

The following was used to try to achieve that:

Edit the graph > Style > Conditional Formatting > click icon %$ > Conditional Formatting tab > add a condition on Sales Stage = 'ABC'> define the color. It does not work.

 

Customer tried to use the same approach in a new custom report and that works. How to change the graph created to display one specific color per bar?

 

Solution

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In this Document
Goal
Solution


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