1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Get a Quick Start by Importing Sample OTBI Reports, Visualizations, and Dashboard

Get a Quick Start by Importing Sample OTBI Reports, Visualizations, and Dashboard

You can import sample Oracle Transactional Business Intelligence (OTBI) reports, their accompanying visualization configurations, and a sample sales manager dashboard. The OTBI reports cover accounts, activities, forecasts, leads, opportunities, orchestrations, and quotes. You can edit the content to suit your needs and use it in your own dashboards.

Importing the sample content and creating the sample dashboard involves 4 steps:

  1. Download .zip files with the sample reports and configurations from Oracle Customer Connect.

  2. Import sample reports into OTBI.
  3. Import the visualization configurations related to the reports into the Visualization Configuration tool.

  4. Import the sample sales dashboard configuration files into Oracle Visual Builder Studio.

Download .Zip Files from Oracle Customer Connect

While signed in to Oracle Customer Connect, download the following 3 files:

  • Step-1.zip

    Includes sample reports that you import into the Custom folder in the OTBI Catalog.

  • Step-2.zip

    Includes visualization configurations for the OTBI reports that you import using Import Management.

  • Step-3.zip

    Creates a sample Sales Manager dashboard after you import this file into VB Studio.

Import Sample Reports into OTBI

  1. Extract the files in the step-1.zip file to your desktop.
  2. Open Reports and Analytics (Navigator > Tools > Reports and Analytics).
  3. Select Browse Catalog.

  4. Open the Shared Folders and select the Custom folder.

    Important: Don't select subfolders.
  5. In the Tasks pane, click Unarchive.
  6. In the Unarchive dialog box, browse and select the Oracle Sales Dashboard Content.catalog from the extracted folder on your desktop.

  7. Click OK.

    The Oracle Sales Dashboard Content folder is created in the Custom folder. The new folder includes the sample reports.

Import the Sample Visualization Configurations

Import the sample visualization configurations that go with the OTBI reports. The reference numbers of the configurations you import are prefaced with "ORCL_".

  1. Extract the files from the step-2.zip archive.
  2. Navigate to Import Management (Navigator > Tools > Import Management).
  3. Import the visualization configurations:
    1. Click Create Import Activity.
    2. In the Create Import Activity page, enter any name for your activity.
    3. In the Object list, enter visualization and select Visualization Configuration.
    4. Click Choose File and select the DataVisualizationConfig_1_1_001.csv file.
    5. Click Next.
    6. On the Map Fields page, click Next as all of the fields are automatically mapped for you.
      Note: You can ignore any unmapped field warning messages.
    7. Click Next.
    8. On the Review and Submit page, click Submit.
  4. Import the layout preferences for the visualization configurations:
    1. Click Create Import Activity.
    2. In the Create Import Activity page, enter any name for your activity.
    3. In the Object list, enter Layout and select Layout Preferences for the Visualization Configuration.
    4. Click Choose File and select the BiReportUserPref_1_1_001.csv file.
    5. Click Next.
    6. On the Map Fields page, click Next as all of the fields are automatically mapped for you.
      Note: You can ignore any unmapped field warning messages.
    7. Click Next.
    8. On the Review and Submit page, click Submit.

Import the Sample Sales Manager Dashboard into VB Studio

Importing the Step-3.zip file into VB Studio creates a sample custom Sales Manager dashboard that's available to users with the ORA_ZBS_SALES_MANAGER_JOB and the ORA_ZBS_SALES_ADMINISTRATOR_JOB job roles. Because this sample dashboard isn't part of the application provided by Oracle, you can edit it at will.

  1. Open the Sales Dashboard in the application and click Settings and Actions > Edit Page in Visual Builder Studio.
  2. Click the Menu icon (3 dots next to the Publish button at the top of the page) and select Import.
  3. In the Import Resources dialog, upload the Step-3.zip archive and click Import.
  4. If you have one of the two job roles, you can preview the dashboard using the Preview icon (next to the Publish button at the top of the page).
  5. You can edit the conditions that make the sample dashboard visible, by editing the Metrics Container. The process is similar to creating a metrics container as described in the topic Create the Shell of Your Dashboard by Duplicating One of the Dashboards Provided by Oracle.
  6. You can also edit the rest of the sample dashboard contents as described in the rest of this guide.