Use Data Actions to Connect Canvases and Launch Enterprise Applications

A data action link can pass context values as parameters to external URLs or filters to other canvases in the same or different workbooks. 

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Create Data Actions to Connect Canvases

You can create data actions to navigate to a canvas in the current workbook or to a canvas in different workbook. When a link navigates to a workbook, the data context is displayed in the form of canvas scope filters in the filter bar. The links data context may include attributes associated with the selections or cell from which the link was initiated.

To create a data action to connect canvases:

  1. Create or open a workbook and confirm that you’re working in the Visualize canvas.
  2. Click Menu on the workbook toolbar and click Data Actions.
  3. Click Add Action and enter a name for the new navigation link. Note: You can use only letters and numbers in the navigation link’s name, and you can add multiple navigation links.
  4. Click the Type field and select Analytics Link.
  5. Click the Anchor To field and select the columns from the current visualization to associate with this data action. Don't select measure columns or hidden columns. If you don't specify a value for the Anchor To field, then the data action applies to all data elements in the visualizations.
  6. Click the Target field and select the workbook you want to use for the anchor:
  • Use This Workbook: Select this to link to a canvas in the active workbook. Columns that you select must be in the current visualization.
  • Select from Catalog: Select this to browse for the workbook that you want to use.
  1. Click the Canvas Link field and select the canvas that you want to use.
  2. Click the Pass Values field and select which values you want the data action to pass. For example, if you specified the Account ID column in the Anchor To field, then in the Pass Values field, select Anchor Data to pass the specified column values.
  • All - Dynamically determines the intersection of the cell that you click and passes those values to the target.
  • Anchor Data - Ensures that the data action is displayed at runtime, but only if the required columns specified in the Anchor To field are available in the view context.
  • None - Opens the page (URL or canvas) but doesn't pass any data. Custom - Enables you to specify a custom set of columns to pass.  
  1. Click OK.

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Launch an Enterprise Application from a Canvas

You can use data actions to launch an Oracle Utilities software-as-a-service (SaaS) enterprise application to a particular page, in the context of a selected identifier, from a canvas.

For example, say you are looking at a workbook about Cases in Oracle Utilities Analytics Visualization and want to look at the details of a specific Case ID in Customer Cloud Service. This can be done by creating a data action link that dynamically passes the selected Case ID to the URL that opens Customer Cloud Service directly in the Case page, populated with the details of the selected Case ID.

Form the URL to Launch an Enterprise Application to a Particular Page

The online help available in your enterprise applications has good guidance on the topic of deep linking. Open the online help of a given enterprise application and search for the topic 'Creating Application Links in External Applications.' The topic suggests adding the following parameters to URL deep link calls to enterprise applications:

initNav=false: This parameter skips launching the default home page for the user to speed up launching the intended deep linked page.

minDashboard=true: This parameter minimizes the right dashboard for the user to speed up launching the intended deep linked page.

Taking this guidance results in one of the following URL schemes below. There is a slight difference depending on which release version is used.

https://{Saas enterprise app URL}/cis.jsp?minDashboard=true&initNav=false&script={product specific script}&FLAG={script specific flag}&PKVALUE1=${keyValuesForColumn:your ID}

  • The purple section is where you insert your enterprise application environment URL.
  • The green section has extra parameters added to speed up the quick launch of the specific page.
  • The blue section is where you insert the script that's specific to your entity to direct you to the appropriate page. See examples below.
  • The red section will be the parameter type and name that needs to be passed in to the URL.

Deep Link Examples

Customer Solution Cloud Service

Product Specific Script Script Specific Flag ID Addition to URL: https://{Saas enterprise app URL}/cis.jsp??minDashboard=true&initNav=false

C1-GoToCCB

FLAG=C1CC
(Control Central Account)

Account ID

&script=C1-GoToCCB&FLAG=C1CC&PKVALUE1=${keyValuesForColumn:your Account ID}

C1-GoToCCB

FLAG=C1CP
(Control Central Person)

Person ID

&script=C1-GoToCCB&FLAG=C1CP&PKVALUE1=${keyValuesForColumn:your Person ID}

C1-GoToCCB

FLAG=C1CR
(Control Central Premise)

Premise ID

&script=C1-GoToCCB&FLAG=C1CP&PKVALUE1=${keyValuesForColumn:your Premise ID}

Tip: The values above are from the C1_TARGET_PORTAL_FLG lookup in the Oracle Utilities Customer Care and Billing application. Go to that lookup if you want to review the full set of options.

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Other Deep Link URL Examples for Customer Cloud Service

ID Addition to URL: https://{Saas enterprise app URL}/cis.jsp??minDashboard=true&initNav=false

Case ID

&location=caseMaint&CASE_ID=${keyValuesForColumn:your Case ID}

To Do ID

&location=toDoEntryMaint&TD_ENTRY_ID={your To Do ID}

&location=toDoEntryMaint&TD_ENTRY_ID=${keyValuesForColumn:your To Do ID}

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Meter Solution Cloud Service

Note: The URL Additions below are not limited to Meter Solution Cloud Service. They can be used to launch Customer Cloud Service from meter data that is available in OUAV for the Customer Cloud Service.

Product Specific Script Script Specific Flag ID Addition to URL: https://{Saas enterprise app URL}/cis.jsp??minDashboard=true&initNav=false

D1-GotoMDM

FLAG=D1DV
(360 View for Device)

Device ID

&script=D1-GotoMDM&FLAG=D1DV&PKVALUE1=${keyValuesForColumn:your Device ID}

D1-GotoMDM

FLAG=D1MC (360 View for Measuring Component)

Measuring Component ID

&script=D1-GotoMDM&FLAG=D1MC&PKVALUE1=${keyValuesForColumn:your Measuring Component ID}

D1-GotoMDM

FLAG=D1SP
(360 View for Service Point)

Service Point ID

&script=D1-GotoMDM&FLAG=D1SP&PKVALUE1=${keyValuesForColumn:your Service Point ID}

Tip: The values above are from the DRILL_ENTITY_FLG lookup in the Oracle Utilities Meter Data Management application. Go to that lookup if you want to review the full set of options.

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Work and Asset Cloud Service

Product Specific Script Script Specific Flag ID Addition to URL: https://{Saas enterprise app URL}/cis.jsp??minDashboard=true&initNav=false

F1-GoToPrtl

mo=W1-ACT

Activity ID

&script=F1-GotoPrtl&mo=W1-ACT&pkValue1=${keyValuesForColumn:your Activity ID}

F1-GoToPrtl

mo=W1-ASSET

Asset ID

&script=F1-GotoPrtl&mo=W1-ASSET& pkValue1=${keyValuesForColumn:your Asset ID}

F1-GoToPrtl

mo=W1-NODE

Location ID

&script=F1-GotoPrtl&mo=W1-NODE& pkValue1=${keyValuesForColumn:your Location ID}

F1-GoToPrtl

mo=W1-WORKORDER

Work Order ID

&script=F1-GotoPrtl&mo=W1-WORKORDER& pkValue1=${keyValuesForColumn:your Work Order ID}

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Other Deep Link URL Examples for Batch Run Analytics

ID

Addition to URL: https://{Saas enterprise app URL}/cis.jsp??minDashboard=true&initNav=false

Batch Control Code and Batch Run Number

21C and Later: &location= CI0000001053&BATCH_CD=${keyValuesForColumn:Batch Control Code}&BATCH_NBR=${keyValuesForColumn:Batch Number Code}&BATCH_RERUN_NBR=0[RR1] 

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Create a Data Action to Launch an Enterprise Application in the Context of a Selected Column

  1. Create or open a workbook and confirm that you’re working in the Visualize canvas.
  2. Click Menu and select Data Actions.
  3. Click Add Action and enter a name for the new navigation link. You can add multiple navigation links.
  4. Click the Type field and select URL Navigation.
  5. Click the Anchor To field and select the columns that you want the URL to apply to. If you don't specify a value for the Anchor To field, then the data action applies to all data elements in the visualizations.
  6. Enter a URL address and optionally include notation and parameters.

    https://{environment base URL}/cis.jsp?minDashboard=true&initNav=false&script={product specific script}&FLAG={script specific flag}&PKVALUE1=${keyValuesForColumn:your ID}

    The column ID/names that you select are replaced with values when you invoke the data action.

  1. Click OK to save.
  2. In the Canvas, click a cell, or use Ctrl-click to select multiple cells.
  3. Right-click and select from the menu the navigation name that you created earlier. Selecting the cells determines the values to pass to the parameters (that is, the URL tokens).

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