How do I use the Data Visualization Configuration tool?

The Data Visualization Configuration tool helps you visualize Oracle Transactional Business Intelligence (OTBI) reports and saved searches. Using this tool, you can create different visualizations, including bar charts, scatter charts, and more.

To create the data visualization, you need to:

1. Create an OTBI Analysis Report or a Saved Search
2. Create Detailed Reports and Interactions
3. Design the Presentation of your Data

Create an OTBI Analysis Report or a Saved Search

This section covers:

• Creating an OTBI analysis report
• Creating a Saved Search

Creating an OTBI analysis report

For this example, we'll create an OTBI analysis report on Customer Overview in CRM:

1. Navigate to Navigator > Tools > Reports and Analytics > Browse Catalog.
2. Create a new analysis by navigating to Create > Analysis > CRM-Sales-Customer Overview. You can create the analysis based on any existing areas.
3. Select the required details in the relevant Subject Area. Tailor the analysis report by defining report details such as Customer Name, Customer Row ID, and Opportunity ID.
4. Select the required details in the Subject Area. You can also add pipeline facts such as Number of Customers and Number of Opportunities.
5. Optionally, you can set your styling preferences. Switch to the Results tab and select the Content Paging option.
6. Select Enable Alternate Styling and Repeat in Each Row options.
7. Once you're satisfied with the report, click Save.

Creating a Saved Search

You can create a custom saved search based on existing searches and modify filters according to your requirements. For this example, we’ll create a saved search on demos, based on the My Open Opportunities existing search.

1. Navigate to Navigator > Workspace.
2. Select Opportunities from the drop-down and select My Open Opportunities.
3. Search for demo in the search box.
4. Optionally, you can select Set as my default saved search.
5. You can define who can access this saved search from the listed access groups. For this example, select Everyone from the drop-down.
6. Click Create.

Create Detailed Reports and Interactions

To create an interaction with the visualization, you need to create a custom detailed report and link it to the interaction.

Creating a Detailed Report

1. Navigate to Navigator > Tools > Reports and Analytics > Browse Catalog.
2. Edit the created analysis report.
3. Switch to Criteria tab.
4. You can tailor the displayed information. For this example, add Employee Name from the Subject Area options.
5. Save this report in the same path as the created OTBI analysis report.

Creating an Interaction

1. Click Settings in the Customer Name column, and then select Column Properties.
2. Select the Interaction tab.
3. Select Action Links in the Primary Interaction area.
4. Click Add Action Link.
5. Click Create New Action on the New Action Link window.
6. Select the Navigate to BI Content option.
7. Navigate to the location where the detailed report is stored, and then select it.
8. Select Options and ensure that Open in New Window option is selected.
9. Select the Do not display in a popup if only one action link is available at runtime option.
10. Click Ok.
11. Save the report.

Design the Presentation of your Data

This topic covers:

• Creating the visualization from the OTBI analysis
• Creating the visualization from the Adaptive Search
• Editing or Deleting the Visual Configuration

Creating the visualization from the OTBI analysis

With the OTBI analysis report and the detailed report, you can now create the Visualization configuration.

1. Navigate to Visualization Configuration.
2. Add a new configuration by navigating to Navigator > Configurations > Application Composer > Visual Configuration > Add.
3. Select the source type as OTBI Analysis.
4. Search for and select the created OTBI analysis report.
5. You can choose from Visualization types such as Bar chart, Combo chart and more. For this example, select Bar Chart.
6. You can change the type of data visualized on the axes, the chart orientation, and layout. For this example, select Name on X-axis and categorize it by Opportunity ID.
7. Select the type of orientation for the visualization from the Vertical and Horizontal options.
8. You can filter the information based on different column parameters. For example, you can select the Owner parameter and select the Owner’s name.
9. Create an interaction by searching for and adding the detailed report.
10. Create the visualization.
11. Once you’re satisfied with the visualization created, you can set the status as Active.
12. You can now interact with the bar chart.

Creating the visualization from the Adaptive Search

1. Select the source type as Adaptive Search.
2. Navigate and select the created saved search.
3. Configure the visualization as required.
4. Once you’re satisfied with the visualization created, you can set the status as Active.
5. You can now interact with the visualization to view the detailed visualization insights.

Editing or Deleting the Visual Configuration

When the visualization is active, Source Type, Visualization, and Source cannot be changed. To make these changes, do the following:

1. From the Status drop-down list, select Inactive.
2. Click Update.
3. From the Status drop-down list, select Draft.
4. Click Update.
5. You can now edit or delete the visualization.
6. You can delete the configuration in one of the following ways:
   • Click Delete on the configuration draft page.
   • Click Delete from the configuration list.