Saturday 27 May 2023

Access custom dashboards on Oracle Cloud home springboard

Retrieve the dashboard report by accessing it from the Springboard page within the Fusion Applications



What is Oracle Springboard?


In Oracle, the Springboard refers to a centralized, customizable landing page within Oracle Fusion Applications. It serves as a starting point for users, providing quick access to various functional areas, tasks, reports, and analytics relevant to their roles and responsibilities. The Springboard allows users to navigate and perform their daily tasks efficiently by organizing relevant information and actions in a user-friendly and personalized manner. It typically includes tiles, menus, and links that enable users to access different modules, dashboards, reports, and frequently used features within the Oracle Fusion Applications suite.


This article will outline the process of accessing a custom dashboard report from the Springboard page in Fusion Applications. The steps will be divided into three distinct tasks for clarity and ease of understanding.


1. Create an OTBI analysis.
2. Create a Dashboard using that analysis.
3. Add the custom analysis to the springboard


1. Create an OTBI analysis 

We have created 4 analysis ( in order to make a dashboard )

a) Invoice amount by supplier 
b) Payment done by supplier 
c) Top 10 suppliers by invoice amount due 
d) List of all the invoices by supplier 

2. Create custom Dashboard 

Now using the above analysis created, create a custom dashboard just by adding the analysis to the dashboard. The dashboard is ready as shown below 


Access custom dashboards on Oracle Cloud home springboard


Also add a home page link to the dash board so that whenever we close the dashboard we will land to the oracle springboard page. 

For this add the oracle cloud home page link to the dash board.


Access custom dashboards on Oracle Cloud home springboard


Access custom dashboards on Oracle Cloud home springboard


3. Add the custom analysis to the springboard

Now the final step in the process is to add he custom dashboard created to the home page/springboard of oracle cloud.

For this first we will create a sandbox 

1. Go to setup and maintenance > Edit pages 

Access custom dashboards on Oracle Cloud home springboard

It will then prompt for the sandbox name. Give any name and enter into the sandbox. Your sandbox will be created.

2. Click on structure 


Access custom dashboards on Oracle Cloud home springboard

3. Click on Create drop down arrow and select Create page entity 


Access custom dashboards on Oracle Cloud home springboard


4.  Give appropriate name and select the most relevant Icon which you want to be displayed on springboard. 


a) Under group select the header under which you want this to be displayed
b) Select show on navigator as "Yes" 

Note : here we have added this dashboard for all users. If you want this to be available for specific users you can do that by selecting option "EL Expression" 

Access custom dashboards on Oracle Cloud home springboard

c) Select link type as static URL 
d) Under destination give the dashboard URL 

Custom page created shown below 


Access custom dashboards on Oracle Cloud home springboard

Now the custom dashboard is added to the oracle cloud springboard. Publish the sandbox and verify the changes


Access custom dashboards on Oracle Cloud home springboard