Create a Chart from an OTBI Analysis

Follow these steps to create various kinds of charts from Oracle Transactional Business Intelligence (OTBI) analyses.

1. Make sure that the person creating the visualization can view data in OTBI itself. You can temporarily remove filters from your analysis to ensure you see data as you create the visualization.

2. Navigate to Configuration > Application Composer.
3. Click Visualization Configuration in the right-hand pane.
4. Click Add to create a new configuration.

5. On the Create Configuration page, select OTBI Analysis as the Source Type.

6. Click Select Catalog Folder, the folder icon, and select Custom.

7. In the search field, enter the name of your custom analysis.

8. Select the analysis from the search results. All the fields in the analysis are included automatically.

   Important:

   If the analysis you selected includes more columns than required, you receive a warning message that the visualization might not show the correct data. To resolve this issue, remove the columns that aren't used in the visualization. For example, a bar chart can support 2 dimensions, 1 metric, and you can have 1 filter attribute. If a report has more than 4 columns (3 dimensions and 1 fact), then you'll see this warning.

9. In the Visualization Type field, select the chart type.
10. In the Name field, enter the display title of the chart.
11. In the Details section, enter the parameters specific to the chart type you selected. Different types of visualization require you to enter different parameters.

12. Optionally, add a filter that salespeople can use to narrow down the scope of the visualization. The filter appears above the chart.

    

13. Enable drill-down functionality and configure the list page that salespeople see when they click a chart section.

    You can display the same or different analysis in the list page. For example, you can display an analysis with more details than the original.

    The target OTBI analysis must have a prompted filter applied on the same field. For example, if a manager clicks a bar of a chart representing an opportunity owner, then the analysis you take them to must include a filter for the resource.

    Callout	Field	Description
    1	Drill Down switch	Enables users to click a section of the chart to view a page listing the records matching the filters in that section.
    2	Search for target analysis	Select the analysis you want to open when users click a section of the chart.
    3	Drag handle	Change the order of columns in the list page
    4	Column names	Click to enable drill-down on the list page.
    5	Hide	Hide columns on the list page

    

14. Enable drill-down on individual columns on the list page, specify their formatting, and the page they open:

    1. Click the field name link.
    2. On the Preferences drawer, turn on Drill Down.
    3. In the Page field, select the type of record you're opening. For example, opportunities.
    4. In the PUID field, select the number ID for the object, for opportunities this is the Opportunity Number, for accounts it's the Account Number, and so on.
    5. In the ID field, select the object ID, such as Opportunity ID.
    6. Click Back.
15. Set the Status field to Active.
16. Click Create to save the configuration.
17. Note the number of the visualization configuration on the list page.