Create Visualizations

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 steps to create so the steps are covered in different sections:

• For Adaptive Search saved searches, see the section Create Visualizations from Saved Searches.

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

Prerequisites

To create visualizations using the Visualization Configuration tool, 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)