Embed Visualizations Anywhere with Contextual Filters

Sales administrators can now embed visualizations in any Sales Redwood page, not limiting them to just the Sales dashboard. With contextual parameters enabled for the cx-visualization fragment, any visualization can dynamically adjust its data based on the page’s context, such as account, territory, or sales stage, and supports visualizations based on Adaptive Search queries as well as OTBI-based reports.

This capability supports contextual parameter passing, meaning visualizations can automatically adjust based on the page they're embedded in, displaying relevant data for the current record, account, or workflow. By passing contextual parameters, embedded visualizations automatically tailor data without additional configuration, providing a seamless experience across different objects and modules. This feature extends visualization embedding across all Oracle Fusion CX products built on Redwood, ensuring visual consistency and unified analytics throughout applications.

No additional setup is required beyond having the Visualization Configuration tool enabled. Sales administrators can configure parameters during visualization creation, and page designers can drop the fragment into any Redwood page using VB Studio. Visualizations honor existing permissions and adaptive filters, ensuring secure and personalized experiences.

This extensibility ensures that insights are no longer confined to sales dashboards but become integrated components of everyday workflows.

  1. Improved Decision Velocity: Sales Users can view insights in context, reducing navigation and time spent searching for data.
  2. Consistent Analytics Experience: A unified visualization framework ensures every page delivers the same visual language and performance standards.
  3. Greater Adoption of Insights: Embedding analytics into daily workflows increases visibility, usage, and business impact of configured visualizations.

Steps to enable and configure

You don't need to do anything to enable this feature.