How do I set up the visualization configuration for an Analytics task in journeys?
Follow these steps to create the visualization configuration and associate it with the Analytics task:
- Create the visualization configuration that you want to add to the analytics task. For more information, see this topic: How do I use the Data Visualization Configuration tool?
- Associate the visualization configuration that you created with the Analytics
task. To do this, follow these steps:
- On the home page, click the My Client Groups tab.
- Click Show More under Quick Actions.
- Click the Guided Journey quick action in the Journeys Setup area.
- Create a guided journey or click the guided journey name in the list where you want to create the Analytics task.
- In the Tasks section, click Add.
- Enter the task name and other details.
- Select Analytics for the task type and Visualization Configuration for the analytics type.
- Enter the visualization path as path=<visualization configuration name> where <visualization configuration name> is the name of the visualization configuration that you created in step 1. For example, enter path=CDRM_8015. You can also enter parameters, for example, path=CDRM_8015&”Worker”.”PersonId”={PersonId}
- Click Save.
After you finish the steps, users can view the Oracle Transactional Business Intelligence (OTBI) analysis with supported parameters directly in a journey task by using the Redwood theme.