Display Visualizations from Saved Searches in Home Page Cards and the Reports List

Enhance the level of insight available to salespeople and managers by displaying saved searches as visualizations on home page cards and in the reports list. Tapping a segment of a parent report reveals a list of records associated with the respective segment. Selecting a list item reveals its associated record.

1. Note: If you've already created a visualization from a saved search and want to display it on a home page card, you can skip to step 12.
   In any of the work areas that use saved searches powered by Adaptive Search, create or find the saved search you want to use for the visualization. The saved search must be made visible to the roles of the user performing configurations and to the users who will consume the visualizations.
   Note that attribute dimensions are determined by what is made available for Group By under Manage Adaptive Search in Setup and Maintenance. Also, search-based visualizations use Count of Results as their measure dimensions.
2. Outside of a sandbox, navigate to Application Composer > Visualization Configuration.
3. In the Visualization Configurations page, click Add.
4. In the Source Type field in the Create Configuration page, select Adaptive Search.
5. In the Source field, select the saved search that you created or found in the first step. The saved search is used as the data source for the visualization.
6. In the Visualization Type field, choose your preferred visualization, such as a bar chart, doughnut chart, and so on.
7. In the Details section, enter the dimensions and other preferences for the visualization.
8. In the Drill Down section, change the Action option from None to Link. This enables drill down to the search list.
9. Set the Status field to Active and click Create.
10. Return to the main Oracle CX Sales home page and enter a sandbox.
11. Add visualizations to the Reports page as specified in the Configure the Reports Page Layouts topic. Note that the Reports page supports both Oracle Transactional Business Intelligence (OTBI) reports and visualizations from saved searches.
12. Add visualizations to the mobile home page. Note that the home page supports only search-based visualizations. Here's how you add the visualizations:
    1. Navigate to Application Composer > Mobile Application Setup > CX Sales Mobile Composer > Cards. Select a custom layout, or clone a standard layout.
    2. Scroll to the bottom of the layout and select + Add Custom Card.
    3. In the Add Card screen, select the Visualizations tab.
    4. Select your visualization to add it to the home page. Click Save.
13. Test your update by following the steps in the Test Your Configurations topic.