Import Your Visualizations in the Visualization Configuration Tool using Import Management

The Layout Preferences for Visualization Configuration Data feature allows organizations to centrally manage and migrate user specific visualization layout settings using Import Management. These layout preferences control how visualizations are rendered for Sales Users, including default configurations associated with a user and a specific visualization reference.

By importing layout preference records, administrators can efficiently create, update, or remove visualization layout settings in bulk, rather than configuring them manually through the user interface. This is especially useful for environment migrations, user onboarding, standardization of visualization experiences, and large scale updates across users or visualizations.

Imported layout preferences are associated with a specific user and reference number and are applied when the Sales User accesses the corresponding visualization. The import process supports full lifecycle management of these preferences and ensures consistency across environments while honoring uniqueness and validation rules enforced by the application.

You can use the Import Management to create, update, or delete Layout Preferences for the Visualization Configuration Data records.

To import Layout Preferences for the Visualization Configuration Data records follow these steps:

Map your source Layout Preferences for the Visualization Configuration Data data to Oracle Applications Cloud object attributes. This way the import process would know where to load each of the information bits.
Create the source CSV file with the Layout Preferences for the Visualization Configuration Data you want to import.
Create an import activity.
Review the import results to know if the import went well.

How You Map Your Source Data to Target Object Attributes

To import your Layout Preferences for the Visualization Configuration Data data into Oracle Applications Cloud, you must populate a .csv file with your source data and map that source data to target object attributes in Oracle Applications Cloud.

You must do the following before creating the .csv file for data import:

Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
Ensure prerequisite steps are complete, such as understanding what attributes are required for importing your objects.
Understand your options for uniquely identifying the records.
Ensure parent records exist before importing child records.
Identify the target object attributes that are required in the .csv file for a successful import.

Note:

You must do some basic checks before starting your import or export. For example, make sure that:

You have completed all the prerequisites for importing each attribute in your source data.
You have all parent records in place before importing child records.
Make sure the unique identifiers are present in the CSV file.
While exporting, make sure Enable Round Trip checkbox is enabled for automatic mapping.
Make sure you import the Layout Preference Data with the Visualization Configuration data, to avoid data loss or blank configurations.
While exporting, if you see ChartConfigMetadata and ChartConfigMetadata in Available fields, make sure that they are added to the Selected Fields, to ensure a successful import.

Required Attributes and Validations for Layout Preferences for the Visualization Configuration Data Object

To import data successfully into Oracle Applications Cloud, your .csv file must include the required attributes. Ensure that you provide valid values for the attributes.

This table lists the required attributes for Layout Preferences for the Visualization Configuration Data records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Tasks or Import Validations	Creating a Layout Preferences for the Visualization Configuration Data Record	Updating a Layout Preferences for the Visualization Configuration Data Record	Deleting a Layout Preferences for the Visualization Configuration Data Record
Default Configuration Flag	Indicates whether the configuration is default or not.	NA	Required	Required	Required
User GUID	GUID of the user.	NA	Required	Required	Required
Layout Preference Properties	Name of the Layout Preferences for the Visualization Configuration Data	NA	Required	Required	Required
Reference Number	Alternate unique identifier of the reference.	NA	Required	Required	Required

You can view the Layout Preferences for the Visualization Configuration Data object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Create the Source CSV File

You include the data that you want to import into Sales and Fusion Service in a source CSV file.

You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:

Navigate toTools > Import Management > Import Objects.
Select the Layout Preferences for the Visualization Configuration Data object in the table and click Download.

You can now edit the downloaded file and provide valid values for the required attributes.

Note:

For help in populating the CSV file and to avoid any issues in entering values, see the topic Potential Issues When Opening CSV Files With Excel in Related Topics section.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the information. To create an import activity:

Navigate to Tools > Import Management > Import Queue.
Click Create Import Activity in the Manage Imports page.
In the Enter Import Options page, provide a name for the import activity, and select Layout Preferences for the Visualization Configuration Data from the Object drop-down list.
Select the CSV file in the File Name field, and click Next.
You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
Review the import details on the Review and Submit page, and click Submit when you're ready.

Review the Import Results

Check if your import succeeded on the Manage Imports page. This page shows the status of all active, completed, and unsuccessful imports. To check the status of the import activity:

Go to Navigator > Tools > Import Management > Import Queue.
Click All Imports and search for the import activity that you created earlier.
Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page which provides the status details of the import activity.