|
Analytics > Working with Briefing Books > Adding Dashboard Pages to Briefing Books
Adding Dashboard Pages to Briefing Books
You can add multiple dashboards pages to a briefing book. For example, you can open the same dashboard page every month and save its snapshot to a briefing book. This enables you to track how the results of the same dashboard page varies over time.
To add a dashboard page to an existing briefing book
- In the Analytics tabs, click Catalog.
- Navigate to a dashboard page.
- Pull down the menu icon in the upper-right corner of the Overview tab, and choose Add to Briefing Book.
- In the Content Type section, select one of the following:
- Updatable. When you open the briefing book in the future, the contents of the analysis updates with the latest information.
- Snapshot. When you open the briefing book in the future, the contents of the analysis are exactly as you see them now. This enables you to save this analysis as-is so you can compare it with same analysis run at a different time. For example, you could add a snapshot of the same analysis every month for a year and then you have the ability to evaluate the changes month to month.
- In the Follow Briefing Book Navigation Links section, select one of the following. A navigation link is a link from the contents section of the briefing book to a specific section within the briefing book. This is the equivalent of making hyperlinks in a table of contents to chapters in a book. You define the navigation links in a later step.
- No. Do not include navigation links in the briefing book.
- Yes. Include navigation links in the briefing book. If you select Yes, then you also must specify the number of links to follow (maximum of five).
- Click Browse to display the Save As dialog box.
- Navigate to an existing briefing book and select it, and click OK to close the Save As dialog box.
- In the Save Briefing Book Content dialog box, click OK.
Oracle CRM On Demand displays a message that the dashboard page is now added to the briefing book.
To add action links as briefing book navigation links
- Navigate to a dashboard page.
- In the Dashboard Object pane, click Action Link and drag it into the right pane.
- On the action link, click its Properties icon in the upper right.
- In the Action Link Properties dialog box, enter values for Link Text and Caption.
- Click the New Action icon, and choose Navigate to BI Content.
- In the Select BI Content For Action dialog box, select an analysis and click OK.
- In the New Action dialog box, click OK.
- In the Action Link Properties dialog box, select Add to Briefing Book and click OK.
- In the dashboard pane, click the Save icon.
- To test the link, click the Run icon.
The dashboard page opens and should contain your link, the icon to the left of the link should be a briefing book. Click the link to make sure it works. When done, click Return to display the dashboard page.
When you add the dashboard page (with Follow Briefing Book Navigation Links set to Yes) to the briefing book, the navigation target (the analysis) that was selected in the Select BI Content Action dialog box for the action, is also included in the briefing book, therefore when you download the briefing book the navigation link appears. When you click the link you navigate to the specific analysis.
- To add this dashboard page to a briefing book, pull down the menu in the upper-right corner and choose Add to Briefing Book.
- Follow the instructions above to continue the task.
For more information on briefing books, see:
|
