Add the delivered Order Analysis and Order Details dashboards to your home page and order record page, respectively. Use filters to further refine the details to be displayed on charts and graphs.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management |
| User Permissions Needed | |
|---|---|
| For fulfillment manager to configure dashboards: |
Tableau Next Consumer AND Data Cloud User |
| For admin to configure dashboards: |
Tableau Next User AND Data Cloud Admin |
- From the App Launcher, find and select Dynamic Revenue Orchestrator.
- On the Dynamic Revenue Orchestrator Home page, select the Edit Page option from the Setup menu.
- From the Standard components in the left panel, drag and drop the Tableau Next Dashboard into your home page layout.
- From the Dashboard field, select Order Analysis.
- Click the Add Filter button and define the filter using the Select Data Model and Field settings.
-
Save your changes and activate the dashboard.
Similarly, you can apply the Order Details dashboard to your Order Record details page layout and configure the filters.