Add an Oracle Analytics Component to the Sales Dashboard

You can embed content created in Oracle Analytics Cloud into the Sales Dashboard using Oracle Visual Builder Studio.

For more information about the Oracle Analytics embedding framework, see the Oracle Cloud Visualizing Data and Building Reports in Oracle Analytics Cloud guide.

Here's an example of an Oracle Analytics component:

Prerequisites

Before adding an Oracle Analytics component to the Sales Dashboard, you must:

1. Retrieve the Object ID from your existing Oracle Analytics content:

   1. Navigate to the Oracle Analytics Host where the analytics workbook is saved.

   2. Click the Actions menu > Inspect.

      

   3. Next to the Object ID, click Copy.

      

   4. Paste the Object ID, along with the Oracle Analytics Host URL, into a separate file for later use. For example:

      1. Oracle Analytics Host:

         https://oac01-gse00010001-px.analytics.ocp.oraclecloud.com/

      2. Object ID:

         /@Catalog/users/oac01.user/Win-Loss Analysis

2. Create your own workspace in Visual Builder Studio if you don't yet have one.

   For more information, see "Create Your Own Workspace" in the Oracle Fusion Cloud Sales Automation Extending Digital Sales (Next Gen Sales) guide. To access this guide, contact your Oracle representative.

3. Add the Analytics Canvas component to your workspace.

   1. Click the Components side tab in Visual Builder Studio.

   2. Use the search field to find the Analytics Canvas component.

   3. Click Install.

      

4. Create a copy of the Sales Dashboard layout in Visual Builder Studio. See Duplicate the Predefined Sales Dashboard Layout.

Add an Oracle Analytics Component to the Sales Dashboard

1. In a copied version of the Sales Dashboard layout, such as the Manager (Copy) layout, review the layout's condition to ensure that the correct role is specified for the layout.

2. On the Properties pane for the Manager (Copy) layout, click the + Add Section icon > + New Section.

3. In the Create Section dialog, in the Title field, enter a section title such as OAC Section, then click OK.

   Note: The title is the name of the section, not how the section will appear at runtime on the dashboard. The runtime title comes from the header attribute that you define for the component in step 6.

   The newly added section is added to the bottom of the layout. To reorder sections, use the Move Up or Move Down arrows in the Sections region.

4. Click OAC Section.

   The template editor opens.

5. Click the Code button.

   

   All custom sections that you've created for this layout display in the editor.

   Your new OAC Section section displays at the bottom with empty placeholder template tags.

   

6. For an Analytics Canvas component, enter this code between the existing placeholder template tags.

   <oj-cx-saleshub-tile size="8x5">
       <h2 class="oj-typography-heading-sm">Win Loss Analysis</h2>
       <oj-sp-analytics-canvas></oj-sp-analytics-canvas>
   </oj-cx-saleshub-tile>

   Here's a screenshot of the new template code:

   
   Tip: The value of the size attribute defines the size of the component on the Sales Dashboard. Use "8x5" to take the full width of the dashboard.

7. Click the Design button.

   

8. On the Structure pane, click Analytics Canvas.

   

9. On the Properties pane, in the Oracle Analytics Host field, enter the host URL that you previously saved, such as https://oac01-gse00010001-px.analytics.ocp.oraclecloud.com/.

10. In the Project Path field, enter the repository path of the project to render, such as /@Catalog/users/oac01.user/Win-Loss Analysis.

    This is the Object ID of the Oracle Analytics workbook that you previously saved.

11. Optionally click the Code button to view the template code. The code will look something like this:

    <oj-cx-saleshub-tile size="8x5">
        <h2 class="oj-typography-heading-sm">Win Loss Analysis</h2>
        <oj-sp-analytics-canvas host="https://oac01-gse00010001-px.analytics.ocp.oraclecloud.com/"
          project-path="/@Catalog/users/oac01.user/Win-Loss Analysis"></oj-sp-analytics-canvas>
    </oj-cx-saleshub-tile>

12. Click the Preview button to see your changes in your runtime test environment.

    

    For example:

    

13. Click Publish to apply the changes to the Sales Dashboard.

    For more information, see "Share and Publish Your Application Extension" in the Oracle Fusion Cloud Sales Automation Extending Digital Sales (Next Gen Sales) guide. To access this guide, contact your Oracle representative.