Ability to Drill into Rollup Field to Inspect the Components and Values that are Being Used in the Rollup Calculation for Custom Objects

Sellers can now gain greater knowledge and confidence with the customer data that they create and view every day. Through the new aggregate framework, they can quickly inspect summarized information and adjust their priorities and activities for custom objects. The ability to then drill into a summary to learn about its composition and find specific points of interest is the next important knowledge gap that this feature now satisfies. Sales users will use these new, focused views to make more targeted decisions and earn more effective returns. A standardized process to manage and calculate aggregated information ensures all metrics that are deployed across the application are consistent, accurate, and performant is also available for the custom objects. 

Summarized data using rollups for custom objects bring new functionality to the CRM experience for the seller. Being able to view an aggregate offers strategic insight into the status of a customer or process. It also saves the user a considerable amount of time. Typically, a sales user would have to access and export data from various sources and pull them together on a spreadsheet in order to achieve the rolled-up value. When presented with a rollup, the seller next wants to view, inspect, or explore the data that was used to render the rollup value. Drill down into rollups enables users to focus on relevant and actionable pieces of data. 

Steps to enable and configure

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Here’s a summary of the privileges, setups, and tasks involved in setting up rollups for Sales:

  1. Create custom rollup child object for the custom object in Application Composer.
  2. Enable the custom object for the drill down into rollups by clicking on the 'Enable' link on the 'Enable Rollup Finder' column in the Related Objects section of the parent object. 
  3. Add the Manage Rollup Metrics privilege to a copy of the Sales Administrator job role (ORA_ZBS_SALES_ADMINISTRATOR_JOB). 
  4. Enable the Rollup Test Enabled profile option (ORA_ZCA_TEST_ROLLUPS), to display the Test tab on the Rollups setup page. 
  5. Verify that these scheduled processes appear on the Scheduled Process page: 
    • Rollup Full Refresh   
    • Rollup Hierarchy Refresh   
    • Rollup Incremental Refresh
  6. Expose the rollup field in the required page.
  7. Click on the rollup field to view, inspect, or explore the data that was used to render the rollup value.

Tips and considerations

To learn how to implement rollups for your organization, see the "Rollups" chapter in the Implementing Sales guide.

Access requirements

  • Custom Objects Administration 
  • Customer Relationship Management Application Administrator 
  • Application Implementation Consultant
  • Sales Administrator