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Getting Started > Working with Embedded Analyses and Dashboards

Working with Embedded Analyses and Dashboards

Your administrator can embed analyses and dashboards in a number of places in Oracle CRM On Demand. For example, an analysis might appear in a custom Web applet on a record-type Detail page. As another example, a dashboard might appear in a custom Web tab.

Depending on the settings that your administrator selects for an embedded analysis, links might be available to allow you to perform some or all the following actions for the analysis:

• Refresh the data in the analysis.
• Print the analysis.
• Export (download) the analysis.

In addition, your administrator determines whether you can use any prompts that are configured for the analysis. Prompts allow you to specify filter values for the analysis.

When you view an embedded dashboard, you can perform the following actions:

• Refresh the data in all of the analyses in the dashboard.
• Customize the dashboard pages and subpages, and save your customizations. For information about customizing dashboard pages, see Customizing Dashboard Pages at Runtime.

You can access the refresh and customization features through the Page Options icon in the top-right corner of the embedded dashboard.

Depending on the print and export options that are specified for the dashboard, you might also be able to perform some or all of the following actions:

• Print a page or subpage.
• Export the dashboard, a page, or a subpage.

You can access the print and export options through the Page Options icon in the top-right corner of the embedded dashboard.

NOTE: The specific options that are enabled for printing and exporting, such as the Printable PDF and Export Current Page options, are available in the submenus for the Print and Export to Excel options in the Page Options menu. If none of the print options are enabled, then the submenu for the Print option is empty and you cannot print a page or subpage. Similarly, if none of the export options are enabled, then the submenu for the Export to Excel option is empty, and you cannot export any part of the dashboard.