Dashboard vs Workbook in OAC
In modern OAC, the primary canvas is the Workbook — a multi-page document where each page is a dashboard canvas. The older OBIEE-style Dashboards still exist for backward compatibility. New development should use Workbooks.
Starting a new workbook
New → Workbook → choose a dataset or subject area. OAC opens a blank canvas. Each canvas has:
- A visualisation area for adding charts, tables, KPIs
- A data panel on the left (dimensions and measures)
- A properties panel on the right (formatting options)
- A filter bar at the top
Choosing the right visualisation type
OAC auto-suggests a chart type based on what columns you drop. Override as needed:
- Trend over time: line chart
- Category comparison: bar/column chart
- Part of whole: pie or treemap (for <7 categories)
- Correlation: scatter plot
- Geographic distribution: map
- Single KPI: tile/KPI card
- Detailed data: table or pivot
KPI cards for executive summaries
KPI cards show a single metric with comparison and trend indicator:
- Add a metric to the canvas → change to KPI type
- Configure: current value, previous period value (for change %), trend direction
- Set conditional formatting: green for above target, red for below
Current headcount: 1,247
vs last month: +23 (+1.9%) ▲
Filters and context menus
Add a filter bar at the top of the canvas. Users click dimension values to filter all visualisations simultaneously. Right-click any chart element to add it as a filter or drill down.
Configure dashboard-level filters (affect all pages) vs canvas-level filters (affect only current page).
Interactivity: drill and link
Set up drill navigation: clicking a bar in the department chart opens a detail page showing that department’s employees. Configure via: right-click visualisation → Properties → Interactions → Drill.
Add action links to navigate from OAC dashboards to Fusion Cloud transaction screens: click an invoice amount → open the invoice in Fusion Payables.
Sharing and embedding
Publish workbooks to a shared folder for team access. Embed in intranet portals or VBCS using the OAC embed URL. Schedule delivery via email using OAC Agents.