Welcome to Oracle Marketing Cloud Help Center
Videos.
In this video, we will demonstrate how to
add a view to a report in Insight, and then
how to add that view on an Insight dashboard.
Adding views to your reports gives you quick
access to report information in personalized,
meaningful ways.
You can add views such as bar graphs, pie
charts, or dials, which help you identify
trends and relationships in data.
In this video, we will be adding a bar graph
view to a custom report based on annual revenue
that I’ve already created.
Then we’ll be adding this report and configuring
the view in a dashboard
You will need to be an Analyzer to perform this task.
First, open an existing report or create a
new one.
When you’ve opened your report, ensure your
criteria is correct, and then navigate to
the Results tab.
By default, your report will only include
a table view.
However, depending on how you want to present
your information, you can choose from various
different views and include as many as you’d
like.
To add a view, click the New View icon in
the toolbar, and select the type of view you’d
like to add.
We’ll be adding a bar graph and specifying
a Stacked Vertical subtype.
Once you’ve added the view, you can begin
configuring the graph’s appearance.
Click the Properties icon and the Graph Properties
opens.
There are several tabs that you can work with.
Within the General tab you can change the
dimensions of your graph and where the legend
appears.
We’ll be scaling ours down slightly and
changing the legend location to left.
Within the Style tab, you can change the appearance
of your graph, from the background, legend,
to overall style.
Style and Conditional Formatting allows you
to choose the colour of the bars in your graph
and other graph formatting options.
We’ll be keeping the defaults.
The Scale tab allows you to set axis limits,
the minimum and maximum points on the vertical
and horizontal axes, and tick marks, the marking
along the value axes of the graph.
Within the Titles and Labels tab, you can
name your graph and axis different from the
defaults Eloqua provides.
To change the title, uncheck the default,
add your title, and then click OK.
You can add as many views as you’d like,
and all of them will appear in your dashboard
if you select the compound view.
Otherwise, delete all other unnecessary views,
and then save.
Now, let’s look at how we can use this view
on a dashboard.
First, we’ll open up a dashboard that we’ve
already created.
Add the report to the dashboard, and then
select the view you’ve created by clicking
Properties and then Show View.
On our instance, the view will be Graph 2.
Then save your dashboard.
When you run the dashboard, your report should
appear with the view you’ve created.
Now you've finished adding a view to a report.
For more information on reports, you can watch
our other videos at Oracle Marketing Cloud
Help Center Videos, or visit the Know It page
on Topliners.
Thank you for watching.
