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:

  1. 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?
  2. Associate the visualization configuration that you created with the Analytics task. To do this, follow these steps:
    1. On the home page, click the My Client Groups tab.
    2. Click Show More under Quick Actions.
    3. Click the Guided Journey quick action in the Journeys Setup area.
    4. Create a guided journey or click the guided journey name in the list where you want to create the Analytics task.
    5. In the Tasks section, click Add.
    6. Enter the task name and other details.
    7. Select Analytics for the task type and Visualization Configuration for the analytics type.
    8. 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}
    9. 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.