1. Implementation Guide
  2. Extensibility
  3. Planning Applications Extensibility
  4. IPOCS-Demand Forecasting Dashboard Extensibility
  5. Process to Customize the Dashboard

Process to Customize the Dashboard

Dashboard profiles correspond to a worksheet in the Dashboard workbook template in the configuration; and the measures displayed in the tiles are measures present in the worksheet corresponding to that profile. Customizing the dashboard is a three-step process:

In the Configuration, add the worksheet, measures, and rules to the Dashboard workbook template.

Regenerate the configuration by running the plug-in automation and then validate the configuration by running the ra_config_validation.sh script. Refer to the section, Validating the Customized Configuration for more information.

Customize the GA Dashboard Settings file in the Deployment Tool.

Note:

The Deployment Tool is a utility within the Configuration Tools. Refer to the section, Deployment Tool – Dashboard Settings Resource in the Oracle Retail Predictive Application Server Cloud Edition (RPASCE) Configuration Tools User Guide.

The IPOCS-Demand Forecasting GA Dashboard Settings configuration file is found within the configuration: RDF\plugins\dashboardSettings.json

Steps to add a custom profile:

  1. In the Configuration Tool, add custom worksheet and measures to the worksheet in the dashboard workbook template in the configuration. Also add load/calc rules for the measures.

  2. In the Deployment Tool, open the GA Dashboard Settings configuration file.

  3. Add the custom profile (Exception or Metric) to the Dashboard Settings configuration file.

  4. Save the file in the Deployment Tool.

Steps to add a custom tile:

  1. Identify the profile and worksheet to which the custom tiles need to be added.

  2. In the Configuration Tool, add the custom measures to the corresponding worksheet. Also add load/calc rules for the measures.

  3. In the Deployment Tool, open the GA Dashboard Settings configuration file.

  4. Based on whether Exception or Metric profile, add the Exception tile or Comparison Metric Tile.

  5. Save the file in the Deployment Tool.

Steps to remove GA tiles and profiles:

Note:

Do not remove the GA measures or worksheet from the Dashboard workbook template in the configuration.

  1. In the Deployment Tool, open the GA Dashboard Settings configuration file.

  2. Delete the GA profile or tile.

  3. Save the file in the Deployment Tool.

Save the Dashboard Settings Configuration file in the same location in the configuration, that is: RDF\plugins\dashboardSettings.json. Because this file is stored inside the configuration, whenever the customer uploads the configuration to the Object Store, the customized Dashboard Configuration file will be used by the application during the domain build or patch process.

Once the domain is built or patched, if minor changes need to be made to the Dashboard that do not require a configuration change, then RPASCE provides a mechanism to Upload and Retrieve JSON files from the application.

This is supported through the Configured Batch OAT task -> Manage JSON File option. Refer to the Oracle Retail Predictive Application Server Cloud Edition (RPASCE) Administration Guide for detailed information on the OAT tasks.

Steps to Retrieve/Upload the Dashboard Configuration File:

  1. Go to the Configured Batch OAT task -> Manage JSON Files -> Retrieve option.

  2. The dashboard settings file will be downloaded into the Object Store as RDF_json.tar.gz

  3. Un-tar the file and open it in the Deployment Tools.

  4. Edit the file. Note that only minor updates that do not require a configuration change can be made at this time.

  5. Save the file and zip it up as RDF_json.tar.gz and then upload it to the Object Store

  6. Then go to the Configured Batch OAT task -> Manage JSON Files -> Upload option.

  7. Log out and log in to the client.

  8. The Dashboard should be updated with the changes