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Prerequisites for Using Data Visualization in Manufacturing Cloud
Before you visualize data from Data Cloud in the Manufacturing app, you must prepare your org, assign the required permissions to users, set up calculated insights, and add flexcards in the required Lightning pages.
Required Editions
Available in: Lightning Experience Available in: Enterprise, Unlimited, and Developer Editions |
Prepare Your Org
Make sure your org has both Manufacturing Cloud and Data Cloud. Verify the SSOT package and make sure that the required data model objects are available in your org. See Configure Settings Before Using Data Cloud for Manufacturing Cloud for more information.
Install the latest version of the Omnistudio package and complete the post-installation steps to get access to the flexcards and their related components. See OmniStudio for Manufacturing Cloud for more information.
Ingest data from telematics systems and other external systems to populate the data model objects. If you use the flexcards to visualize data from a data model object, make sure that the most current data from external systems is regularly synced in the data model objects. See Ingestion of External Manufacturing Data Into Data Cloud for more information.
Assign Permissions
Assign the required permissions to users to manage data in Data Cloud. Make sure your users have Read access on all the objects and fields that are used in the calculated insights.
Assign the Data Cloud Metrics Visualization, Service Console for Manufacturing, and the Omnistudio User permission sets to all the users who view the flexcards on record pages. You must also assign the Omnistudio Admin permission set to users if they need to customize the flexcards and other Omnistudio components for visualization.
To view a flexcard on a record page, the user must have access to the object and the page layout. For example, if you add the flexcard to an Asset record page, give users access to the Asset object and the page layout. If you add the flexcards to a custom page or tab, give users access to the page and configure tab visibility so that it’s not hidden in the org.
Configure Calculated Insights
Install the Manufacturing data kit and activate the calculated insights so that the flexcards can show data from the calculated insights.
To display calculated insights that aren’t included in the Manufacturing data kit, create a data kit package that includes the custom-calculated insights and deploy it in your org. Or, directly create the calculated insights in the org with Manufacturing Cloud and Data Cloud. Activate the calculated insights before you add a flexcard on a record page that visualizes data from the calculated insights. Set up a schedule so that the calculated insight is regularly refreshed.
Create a Named Credential for Data Cloud Visualization
To ensure that users can view data visualizations (FlexCards), create a named credential. See Create Named Credential for more information.
Add Flexcards to Lightning Pages
Use Lightning App Builder to add a flexcard to a page layout. While you can add the predefined flexcards only to Asset and Account, you can add the extensible flexcards to any page of your choice.
Modify Flexcards with Multiple Aggregation Criteria
For some of the flexcards that visualize calculated insights, you must clone and modify the flexcards. If a calculated insight has more than one Group By clause, the flexcard shows duplicate values for each aggregation criteria.
- Create a Named Credential for Data Cloud Visualization
A named credential specifies the authentication parameters and the URL of a callout endpoint in a single definition. Create a named credential for users accessing data cloud visualization (flex cards) to automatically authenticate them when making API calls to external systems.
