Before you Begin

This 15-minute tutorial shows you how to create a dashboard landing page in Oracle Analytics Cloud. Landing pages are also called start page, default page, default dashboard page, and home page.

Background

You can use a landing page to organize content into sections for your specific enterprise communities. For example, you can create different sections for departments in your organization such as Sales, Human Resources, and Accounts Receivable.

You can create secondary landing pages that enable navigation from the Home (landing) page sections. To control access, assign sections to users based on groups and roles.

What Do You Need?

  • Access to Oracle Analytics Cloud
  • Download the products.png to use as the company logo
  • Access to images, 50K or less, to use in the landing page sections, or download the placeholder_icon.png

Enable HTML Content

Administrator privileges are required to configure the Allow HTML Content system setting. This security option in system configuration settings enables using HTML markup.

  1. Sign in to Oracle Analytics Cloud using Administrator credentials.
  2. On the Home page, click Navigator Navigator icon, and then click Console.
  3. On the Console page, click System Settings.
  4. In System Settings, click Security. In the Allow HTML/JavaScript/CSS Content row, click the slider to enable the configuration.
  5. Click Restart located at the top of the page. In Restart, click OK to restart the OBI Presentation Server. Wait for the message indicating that the Restart is complete, and then close the Systems Settings page.
  6. In the Console, click the Navigator Navigator icon, and then click Home.

Create a Folder for Your Landing Pages

  1. On the Home page, click the Page Menu Page Menu icon , and then select Open Classic Home.
  2. On the Classic Home page, click Catalog. On the Catalog page under the Folders pane, select the Shared Folders. Click New New menu icon, and select Folder New Folder icon.
  3. In New Folder, enter Landing Pages in Name, and then click OK.

Create a Dashboard Page

In this section, you create a header for the page that includes the company name, logo, and marketing slogan.

If the Contains HTML Markup check box is not available in Column Properties, you need to complete the steps in Section 1 of this tutorial. Save your work so that you can continue creating your Home page from where you stopped.

  1. Expand Shared Folders, select the Landing Pages folder, click New, and then select Dashboard.
  2. In New Dashboard, enter Home in Name. Review the Location field to verify that you are saving the dashboard in the Landing Pages folder (/Shared Folders/Landing Pages/Dashboards).
  3. From Content, click Add content later (create empty dashboard), and then click OK.


    Description of folder_structure.png follows
    Description of the illustration folder_structure.png
  4. Click Dashboards Dashboard icon. Under the Home page, click Edit.
  5. From Dashboard Objects, drag a Column Column icon, and release it inside the dashboard page.
  6. From Dashboard Objects, drag a Section Section icon, and release it inside the column. Drag another Section and release it inside the column.
  7. In each section, click Properties Properties icon, and then select Collapsible to remove the check.
  8. In each section, click Properties Properties icon, and then select Format Section. In Section Properties, select Center from the Horizontal Alignment and Vertical Alignment lists. Select None from the Position list under the Border area, and then click OK.
  9. From Dashboard Objects, drag the Text Text icon object and release it in Section 1. In the Text object, click Properties Object Properties icon. In Text Properties, click the Contains HTML/JavaScript/CSS Markup check box. In the Text field, enter the following: 

    <font face=’Arial’ size=20 color=’#000094′> <b>Vision Corporation</b></font><br><b>Making Tomorrow Today</b>

  10. In Text Properties, click Preview to see the HTML formatting, and then click OK.
  11. From Dashboard Objects, drag Link or ImageLink and Image icon, and release it inside of Section 2.
  12. In the Link or Image object, click Properties Object Properties icon. In Caption, enter Artificial Intelligence, Robotics, Drones, Smart Devices, and more. Click Select Image. In Select Image, click Upload Image. Navigate to the location where you downloaded the products.png, and then select it. From the Position list, select Above caption, and then click OK.


    Description of header_layout.png follows
    Description of the illustration header_layout.png
  13. Click Preview Preview icon to see the dashboard page layout. After reviewing the Preview, close Preview, and then click Save.


    Description of home_page_header.png follows
    Description of the illustration home_page_header.png

Format Column and Section Layout

In this section, you design the layout for the page's content. This layout uses three vertical columns that contain sections for the content.

  1. From Dashboard Objects, drag a Column Column icon and release it under the first column when a thick blue line appears. Drag two more Columns to the page, and release the column when a thick blue line appears to the right of the previous column.
  2. In each column, click Properties Properties icon, and then select Column Properties.
  3. In Column Properties, in the Horizontal Alignment and Vertical Alignment lists, select Center. Under Border, select None from the Position list. Expand Additional Formatting Options, select Specific Size, and then enter 33% in Width. Click OK.
  4. From Dashboard Objects, drag a Section Section icon, and release the section in columns 2, 3, and 4.

    You can add more sections to each column as needed for the groups in your organization that access Oracle Analytics.

  5. In each section, click Properties Properties icon, and then select Collapsible to remove the check.
  6. In each section, click Format Section. In Section Properties, select Center from the Horizontal Alignment and Vertical Alignment lists. Under Border, select None from the Position list, and then click OK.


    Description of column_sec_layout.png follows
    Description of the illustration column_sec_layout.png
  7. Click Save Save icon.

Add Images or Icons

In this section, you use a placeholder for your images or icons that represent the access for different groups or user roles in your organization inside the column sections. Use sections in columns to hold the specific dashboard object type to meet your needs. Users click the icons to access subsequent pages and analyses.

  1. From Dashboard Objects, drag a Link or Image Link or Image icon object and release it in sections within columns 2, 3, and 4.
  2. Click Properties Object Properties icon in the Link or Image dashboard object inside of each section. Click Select Image. In Caption, enter a caption for the image such as Human Resources, Sales, or Accounts Receivable.
  3. Click Upload Image. Navigate to the location where you downloaded the placeholder_icon.png, and then select it. From the Position list, select Above caption, and then click OK.


    Description of section_img_layout.png follows
    Description of the illustration section_img_layout.png
  4. Click Preview to verify that the layout is correct.


    Description of landing_page.png follows
    Description of the illustration landing_page.png

Set Landing Page as Your Home Page

Encourage your users to set your new Home landing page as their starting page.

  1. Click menu Menu icon next to Signed In As <user ID>, and select My Account.
  2. In the My Account page, on the Preference tab, select Landing Pages: Home from the Starting Page list, and then click OK.

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