Create Visualizations Using the Visualization Configuration Tool

Using the Visualization Configurations tool in Application Composer, you can create interactive visual representations (called visualizations) of your sales data. The visualizations that you can create include bar charts, pie charts, combo charts, and funnel charts. You can also create tables (called Tabular Charts). You can add visualizations to the tabs in sales dashboards or to the CX Sales Mobile app. The Visualization Configuration tool also simplifies the creation of metric cards (the tops of the tabs in the sales dashboard).

You can create visualizations from two types of sources of sales data: from Adaptive Search saved searches and from Oracle Transactional Business Intelligence (OTBI) analyses. Each type requires slightly different setup so the setup steps are covered in different sections:

• For Adaptive Search saved searches, see the section Create Charts and Tables from Saved Searches.

• For OTBI analyses, see the section Create Charts and Tables from OTBI Analyses.

Prerequisites

To create visualizations, you must have the privilege ZCA_VIEW_DATA_VISUALIZATION_CONFIGURATION_PRIV.

Setup users with one of the following job roles provided by Oracle already have this privilege:

• ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB (Customer Relationship Management Administrator)
• ORA_ZBS_SALES_ADMINISTRATOR_JOB (Sales Administrator)