Note: Self Service dashboards that users create through Visual Insight typically contain data from outside the XBRi application, which may contain unmasked personal data viewable to all users. Oracle recommends using the Share functionality to restrict access to reports, documents, and dashboards, including the import data brought in through Self-Service BI. The Customer Admin will need to determine by either group(s) or individual(s) who can import data according to their company data privacy policy.
With Visual Insight, you can create interactive dashboards that allow users to explore their business data. You can quickly and easily create a polished, presentation-quality dashboard without requiring a lot of design time. For example, you can:
Dashboards open by default in Visual Insight Mode, where you can easily drag and drop attributes and metrics to display data, add filters, create attributes and metrics, and more. You can also view dashboards on an iPad with the Oracle XBRi mobile app.
For steps to create a dashboard, see Creating a dashboard.
For more information on the types of visualizations available to be added to a dashboard, see the appropriate topic below:
ESRI Map visualization: You can display your data as markers or areas on an interactive map using the Map visualization. For example, you can create a Map visualization that displays how customer households are clustered in different parts of the country using a density map, or display retail locations as a series of map markers that users can click to view additional information about stores in their area.
Google Map visualization: You can display your data as markers on a map using the Google Map visualization.
Graph visualization: You can display the data in a graphical format and choose between a variety of different graphs, such as an area graph, line graph, or pie chart.
Grid visualization: You can display data in an interactive grid, allowing users to pivot, sort, move, drill, filter, and perform additional manipulations on data displayed in the grid. You can also use a Grid visualization as a tool to understand your data and prepare it for displaying on other types of visualizations.
Heat Map visualization: You can display the data as a combination of colored rectangles. Each rectangle represents an attribute element, and is colored and sized according to the value of metrics in the visualization, allowing users to quickly grasp the state and impact of a large number of variables at one time.
Network visualization: You can display the data as a network of nodes, with lines between the nodes representing relationships between attribute elements.
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