Enable Visualizations That Drill Down to OTBI Reports

You can embed visualizations related to a record in its detail page. In addition, you can enable drill down to Oracle Transactional Business Intelligence (OTBI) reports from visualizations that appear in both record detail pages and in the reports list.

This feature enables sales representatives to improve outcomes of customer interactions by having customer and deal 360 views available in any setting.

Here's how to enable the feature:

Build a Report in OTBI

1. Navigate to Oracle Transactional Business Intelligence (OTBI) and click Add and create a top-level report that the record-based visualization will reference.
2. (Optional) Add a prompted filter. You might use this if, for example, your organization wants to view reports on the Account Detail page that only show information related to the displayed account. Here's how:
   1. Add the Customer Row ID column to the report.
   2. Enable the ID as a filter where the Operator is set to is prompted. This allows the Account Party ID to be passed to the report as a filter value.
3. Save the top-level report.
4. Without navigating away from the top-level report, click Save As, and change the name to represent the drill down report.
5. Add additional columns to the report table as required, to provide sales users with more granular insights.
6. Add additional prompts that represent the fields that delineate the elements of the top-level report. For example, if the top-level report will be visualized as a bar graph where the X-axis is Enterprise Quarter and the series is Product Group, add both of these as Filters where the Operator equals is prompted.
7. Save the drill-down report once all your changes are made.

Create a Data Visualization and Reference the Report

1. Outside of a sandbox, navigate to Application Composer > Visualization Configuration.
2. Click Add and in the Source Type field, select OTBI Analysis.
3. In the Source field, find and select the top-level report that you have just created.
4. In the Visualization Type field, choose your preferred visualization, such as a bar chart.
5. In the Details section, select the X Axis, Value, and Categorized By fields.
6. In the Drill Down section, change the Action from None to Link. If the Search for target analysis field appears, search for and select the drill down report that you just created.
7. Set the Status to Active and then click Create.

Display the Visualization in CX Sales Mobile

1. Return to the main Oracle CX Sales home page and enter a sandbox.
2. Navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Composer.
3. Navigate to the object where you want to add the visualization, and click the Summary page.
4. Select a custom layout, or clone a standard layout.
5. Scroll to the Reports section of the layout preview and click + Select and Re-Order Reports.
6. Click + Add Report and choose the top-level visualization created in the previous section.
7. In the Report Filters pane in the right-hand side of the page, select the prompted field from the report that will receive a filter value from the page. For the example in step 3 of the Build a Report in OTBI section in this topic, this would be the Customer Row ID field. Also select the object field whose value will be passed to the report. For the example above, this would be the PartyId field.
8. Click Save.
9. Test your update by following the steps in the Test Your Configurations topic.