Clarification Needed on Applying Filters in Visualization Configuration (Oracle CX) — Cloud Customer Connect
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Clarification Needed on Applying Filters in Visualization Configuration (Oracle CX)

in Sales 1 comment

Hi all,

As part of our requirements with dashboard reports, we created visualizations using Visualization Configuration, based on data from an underlying OTBI report, to display opportunity statistics by sales stage. These visualizations, including a funnel chart and a table, were then added to the Sales Dashboard.

We successfully applied a filter on the funnel chart using Sales Method, as each method contains multiple sales stages. However, when the business team requested the same filter on the table, we found that such filtering does not appear to be directly supported within the Visualization Configuration tool.

While we are aware that

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