Create Visualizations from OTBI Analyses

Using the Visualization Configuration tool in Application Composer, you can create interactive charts and tables for your sales dashboard from Oracle Transactional Business Intelligence (OTBI) analyses. Salespeople remain in the Redwood User Experience when they drill down on charts or tables. They can drill down to individual records and take advantage of smart actions, such as making a call by clicking a phone number.

The steps to create a chart or a table use the same UI, but are slightly different, so they're covered in separate topics:

• Create a Table from an OTBI Analysis
• Create a Chart from an OTBI Analysis

What to Check in OTBI Before You Start

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

• You can source multiple visualizations from the same OTBI report. It's good practice to have the smallest number of columns in the report that you need for those visualizations.

• If you plan to enable drill-down from a table on the sales dashboard, then you must also add the ID and PUID columns that can uniquely identify each individual record to your analysis.

  For example, to enable drill down on opportunity name, you include the Opportunity Number (the PUID) and the Opportunity ID columns. For leads, it's the Lead Number and Lead ID, and for activities, it's the Activity Number and Activity ID. For accounts, it's the Account Number (Registry ID in the OTBI Subject Area) and Account ID ( Customer ROW ID in the OTBI Subject Area).

• You must ensure that none of the columns you selected as criteria in your OTBI analysis are marked as hidden in the report. All of the columns, including the ID and PUID must be visible in the results.
• It's a good idea to store your analysis in the Custom folder.