Add an Oracle Analytics Component to the Redwood Sales Dashboard

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

Here's an example of an Oracle Analytics component:

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

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/shared/Custom/HP Exploration/Revenue Trend copy

2. Sales Dashboard layouts are read only in Visual Builder Studio. To modify a layout, you must first create a copy.

   Duplicate the Sales Manager - My ToDo's Content dashboard layout as described in Configure Redwood Sales Dashboard Layouts so that you have a layout that's ready to modify.

Add an Oracle Analytics Component to the Sales Dashboard

1. On the Properties pane for the Sales Manager - My ToDo's Content (Copy) layout, click the + Add Section icon.

   

2. In the Create Section dialog, in the Title field, enter Revenue Trend, and click OK.

   Note: The title is the name of the component, not how the component will appear at runtime on the dashboard. The runtime title comes from the Panel Title property that you specify for the Dashboard Panel fragment. See step 10.

   The newly added section is added to the bottom of the layout. Use the Move Up arrow to move the new section to the desired location.

   

3. Click Revenue Trend.

   The template editor opens.

4. Click the Code button.

   

   Your new Revenue Trend section displays with empty placeholder template tags.

   

5. On the Components palette, in the Filter field, enter dashboard panel.

6. Drag and drop the Dashboard Panel fragment to the template editor, between the template tags.

   

7. On the Components palette, in the Filter field, enter analytics canvas.

8. Drag and drop the Analytics Canvas fragment to the template editor, between the oj-sp-dashboard-panel template tags.

   

9. In the template editor, click the oj-sp-dashboard-panel template tags.

   

10. On the Properties pane, in the Panel Title field, enter the title that you want to display on the dashboard for the analytic, such as Revenue Trend.

    

11. In the template editor, click the oj-sp-analytics-canvas template tags.

    

12. 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/.

13. In the Project Path field, enter the repository path of the project to render, such as /@Catalog/shared/Custom/HP Exploration/Revenue Trend copy.

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

    

14. Test the modified dashboard layout by previewing your application extension.

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

       

    2. The resulting preview link will be:

       https://<servername>/fscmUI/redwood/cx-sales/dashboards/sales-dashboard

    3. Change the preview link as follows:

       https://<servername>/fscmUI/redwood/cx-sales/application/container/dashboards/sales-dashboard

15. Save your work by using the Push Git command.

    Navigate to the Git tab, review your changes, and do a Git push (which does both a commit and a push to the Git repository).