using oracle analytics for applications...oracle analytics for applications empowers customers with...

Oracle® CloudUsing Oracle Analytics for Applications

F15094-05May 2020

Oracle Cloud Using Oracle Analytics for Applications,

F15094-05

Copyright © 2019, 2020, Oracle and/or its affiliates.

Primary Author: Jenny Smalling

Contributors: Oracle Analytics for Applications development, product management(contributor), and qualityassurance teams

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Contents

1 Get Started with Oracle Analytics for Applications

About Oracle Analytics for Applications 1-1

About Users and Security 1-2

About Roles 1-2

About Favorites 1-3

Mark a Card as a Favorite 1-3

Mark a Deck as a Favorite 1-3

Mark Embedded Content as a Favorite 1-3

2 Get Started with KPIs, Cards, and Decks

Get Started with KPIs 2-1

About KPIs 2-1

Evaluate KPIs 2-3

Create a KPI 2-3

Download a KPI 2-4

Upload a KPI 2-4

Inspect a KPI 2-5

Edit a KPI 2-5

Revert a KPI 2-5

Get Started with Cards 2-5

About Cards 2-6

Create a Card 2-6

Customize a Card 2-7

Filter Card Data 2-7

Add Related Links to a Card 2-8

Get Started with Decks 2-8

About Decks 2-8

Create a Deck 2-8

Add a Card to a Deck 2-8

Move a Card 2-9

Filter Data by Deck 2-9

Export a Deck 2-9

iii

Inspect a Deck 2-9

Hide a Deck 2-10

Configure and Use Notifications 2-10

About Email Notifications 2-10

Set Email Notifications 2-10

3 Work with Projects

Typical Workflow for Exploring Projects 3-1

Add Data to Projects 3-1

Create a Project and Add Data Sets 3-2

Different Methods to Add Data 3-3

Refresh Data in a Project 3-3

Pause Data Queries in a Project 3-3

Undo and Redo Edits 3-4

Replace a Data Set in a Project 3-4

Remove a Data Set from a Project 3-5

Save Your Changes Automatically 3-5

Add Data Sources to Analyze and Explore Data 3-6

Typical Workflow to Add Data Sources 3-6

About Data Sources 3-6

Data Sources and Subject Areas 3-7

Data Sources and Measure Columns 3-8

Databases 3-9

Database Connection Options 3-9

Connect to a Database 3-10

Create a Database Connection 3-10

Create Data Sets from Databases 3-11

Edit a Database Connection 3-12

Delete a Database Connection 3-12

Connect to Data 3-12

Create an Oracle Applications Connection 3-13

Edit an Oracle Applications Connection 3-13

Delete an Oracle Applications Connection 3-14

Connect to Dropbox 3-14

Connect to Google Drive or Google Analytics 3-15

Connect to Oracle Autonomous Data Warehouse 3-15

Connect to Oracle Autonomous Transaction Processing 3-16

Connect to Oracle Big Data Cloud 3-17

Create a Connection to Oracle Essbase 3-17

Create a Connection to Oracle Essbase Data on a Private Network 3-18

iv

Connect to Oracle Talent Acquisition Cloud 3-19

Connect to Snowflake Data Warehouse 3-19

Spreadsheets 3-20

About Adding Spreadsheets or Other Data Files 3-20

Add a Spreadsheet from Your Computer 3-21

Add a Spreadsheet from Dropbox or Google Drive 3-22

Create Visualizations 3-22

Build a Visualization by Adding Data from Data Panel 3-23

Automatically Create Best Visualization 3-23

Change Visualization Types 3-24

Add Data to the Visualization Using Grammar Panel 3-24

Modify a Visualization's Tooltips 3-26

Add Data to the Visualization Using Assignments Panel 3-26

Sort Data in Visualizations 3-27

Sort and Select Data in Visualization Canvases 3-27

Synchronize Visualizations in a Project 3-28

Adjust the Visualize Canvas Layout and Properties 3-28

Adjust Visualization Properties 3-30

Add Reference Lines to Visualizations 3-30

Format Numeric Values of Columns 3-31

Format Numeric Values of Visualizations 3-32

Transform Data Using Column Menu Options 3-32

Adjust the Display Format of Date or Time Columns 3-33

Convert Text Columns to Date or Time Columns 3-33

Apply Color to Visualizations 3-34

About Color Assignments in Visualizations 3-34

Access Color Options 3-35

Change the Color Palette 3-36

Assign Colors to Columns 3-36

Create and Apply Filters 3-37

Typical Workflow to Create and Apply Filters 3-38

About Filters and Filter Types 3-38

Apply Range Filters 3-39

Apply Top Bottom N Filters 3-39

Apply List Filters 3-40

Apply Date Range Filters 3-40

Create Filters on a Project 3-41

Create Filters on a Visualization 3-42

Build Expression Filters 3-43

How Data Sets Interact with Filters 3-43

About Automatically Applied Filters 3-44

v

How the Number of Data Sets Affects Filters 3-44

Apply Relative Time Filters 3-45

Move Filter Panels 3-46

4 Work with Data

Manage Data 4-1

Typical Workflow to Manage Added Data 4-1

Manage Data Sets 4-2

Delete Data Sets 4-3

Types of Data You Can Refresh 4-3

Refresh Data in a Data Set 4-4

Duplicate Data Sets 4-4

Rename a Data Set 4-5

Use a Subject Area as a Data Set 4-5

Compose Data Sets from Analyses 4-6

Compose Data Sets from Subject Areas 4-6

Update Details of Data that You Added 4-7

View and Edit Object Properties 4-7

Search Data 4-8

Search Tips 4-8

Analyze Data 4-9

Add Advanced Analytics Functions to Visualizations 4-9

Create Calculated Data Elements in a Data Set 4-9

Interpret Data Values with Color and Size in Map Visualizations 4-10

5 Mobile Capabilities

Using Oracle Analytics for Applications on Mobile Devices 5-1

About Warnings for Data Issues in Visualizations 5-1

vi

Preface

Topics:

• Audience

• Documentation Accessibility

• Conventions

• Related Documentation

AudienceThis document is intended for Oracle Analytics for Applications consumers andauthors using the Services to run a business..

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic supportthrough My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Related DocumentationThese related Oracle resources provide more information.

• Oracle Cloud http://cloud.oracle.com

• Getting Started with Oracle Cloud

• Managing and Monitoring Oracle Cloud

• Get Started with Oracle Analytics for Applications

• Getting Started with Oracle Analytics Cloud

• Visualizing Data and Building Reports in Oracle Analytics Cloud

• Preparing Data in Oracle Analytics Cloud

ConventionsThe following text conventions are used in this document.

7

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs

http://cloud.oracle.com

Convention Meaning

boldface Boldface type indicates graphical user interface elements associatedwith an action, or terms defined in text or the glossary.

italic Italic type indicates book titles, emphasis, or placeholder variables forwhich you supply particular values.

monospace Monospace type indicates commands within a paragraph, URLs, codein examples, text that appears on the screen, or text that you enter.

Conventions

8

1Get Started with Oracle Analytics forApplications

Learn how to get started with KPIs, cards, decks, data , and projects.

Topics:

• About Oracle Analytics for Applications

• About Users and Security

• About Roles

• About Favorites

About Oracle Analytics for ApplicationsOracle Analytics for Applications empowers customers with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization,enterprise reporting, augmented analysis, and natural language processing.

Oracle Analytics for Applications is a SaaS Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their business. Packaged analytics applications start with OracleApplications Cloud, and can be deployed rapidly personalized and extended. OracleAnalytics for Applications is built on top of Oracle Analytics Cloud ,and is powered byOracle Autonomous Data Warehouse.

Oracle Analytics for Applications spans data pipelining, data warehousing (usingAutonomous Data Warehouse), semantic model(s), and curated content including pre-built KPIs, dashboards and detailed analyses. Oracle Analytics for Applicationssupports new and extended content by providing a layer of data personalization andextensions via well-defined interfaces. As a SaaS offering, Oracle fully manages theservice from deployment and performance tuning, to upgrades and maintenance.

Oracle Analytics for Applications is based on the real-world notions of KPIs, cards, anddecks, and provides a collaborative experience optimized for executives and decision-makers. Business analysts can extend Oracle Analytics for Applications using theintuitive KPI editor, as well as Oracle Data Visualization Cloud Service and otherOracle Analytics Cloud features to author new visualizations, reports, and dashboards.These analytics, whether new or pre-packaged, work alongside KPIs, cards, anddecks for a comprehensive data analysis experience.

When you select Projects or Data from the Navigation menu, the correspondingOracle Analytics Cloud interface displays.

Cards and decks provide a web-responsive experience. On a mobile phone, youcannot create KPIs but you can view decks, launch large cards, and read and createnotes for KPIs.

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About Users and SecurityData sourced from Oracle Analytics for Applications is secured by job role, whichallocates what each user can and can't do within the application.

About Job Roles

The application administrator can assign job roles to users. Each job role is designedto allow individual users to perform the tasks they need to do while enforcingrestrictions to areas of the application that users don't need access to. There areadministrative roles behind the scenes, however from a business user's perspectivethere are two job roles:

Consumer

• Can view pre-configured data objects such as KPIs, cards, and decks

• Can create and manipulate new or copies of pre-configured decks and cards

Author

• Can perform all Consumer functions

• Can create new Oracle Analytics Cloud content

• Can create and manipulate all data sets, data objects, and KPIs

• Can create and manipulate decks and cards created by others

About Security

Object-level security controls the visibility to business logical objects based on a user’sduty role. You can set up object-level security for web objects, such as dashboards,KPIs, visualizations, and so on, and for metadata repository objects, such as businessmodels and subject areas (for custom duty roles).

Data-level security controls the visibility of data (content rendered in visualizations,cards, dashboards, and so on) based on the user’s association to data in OracleAnalytics for Applications. The same card, visualization, or analysis, when run by twodifferent users, can bring up different data. However, the structure of the card,visualization, or analysis is the same for all users, unless a user doesn't have accessto the subject area the card, visualization, or analysis is based on, in which case thereport displays ‘You don’t have permission to access this card. Please contact theadmin.’

About RolesOracle Analytics for Applications provides four role types:

• Duty roles – Define the duties of a job as an entitlement to perform a particularaction, such as access to an AP Transactions subject area.

• Data roles – Provide access to the transactional data in the tables. Data rolesgroup the users based on the functional access they have through a particular jobrole and a particular dimension of data. For example, a group of users based oninvoices relevant only to their business unit.

• Application roles – Provide a set of privileges that allows users to perform systemtasks after signing into Oracle Analytics for Applications, such as administering

Chapter 1About Users and Security

1-2

system settings, performing functional setup, managing security, and modelingdata.

• Job roles – Inherit duty roles, data roles, and application roles that are assigned tousers. A job role defines a user business function such as Vice President of Sales,Human Resources Analyst, and Procurement Buyer. Job roles and users aresynchronized from Oracle Applications Cloud to Oracle Identity Cloud Service. Thejob roles are mapped as groups in Oracle Identity Cloud Service. You can alsocreate custom job roles based on your business requirements.

About FavoritesMark reports, cards, and decks as favorites to add them to the Home page and displaythe favorite star in other views.

You can add content from anywhere within the application to the Home page bymarking it as a favorite. The Home page doesn't include any favorite content bydefault.

Favorite cards show some information about the card, and clicking the favorite cardlaunches the card's deck. Favorite projects, dashboards, and analyses show a link tothe main content, and clicking the favorite object launches the report.

Mark a Card as a FavoriteYou can mark a card a favorite so that it appears on the Home page by default.

1. On the card, select Favorite from the menu or click the star icon.

2. To remove the favorite designation, select Unfavorite from the card menu or clickthe star icon.

Mark a Deck as a FavoriteYou can mark a deck a favorite so that it appears on the Home page by default.

1. On the deck page, select Favorite from the menu or click the star icon.

2. To remove the favorite designation, select Unfavorite from the deck menu or clickthe star icon.

Mark Embedded Content as a FavoriteYou can mark embedded content such as a project, dashboard, or analysis as afavorite so that it appears on the Home page by default.

1. On the project, dashboard, or analysis, select Favorite from the menu or click thestar icon.

2. To remove the favorite designation, select Unfavorite from the content menu orclick the star icon.

Chapter 1About Favorites

1-3

2Get Started with KPIs, Cards, and Decks

KPIs, cards, and decks comprise the organization structure for your data analysis andpresentation.

Topics:

• Get Started with KPIs

• Get Started with Cards

• Get Started with Decks

Get Started with KPIsKPIs are key performance indicators and measure an organization's performanceagainst key business objectives.

Organizations seeking to manage and improve performance often define keyperformance indicators (KPIs) to measure their progress. KPIs are comprised of ameasure and a target and usually analyzed by dimensions such as organization,customer, product, and geography. KPIs can help organizations quickly focus onactivities that have the greatest impact on business performance.

Display KPI data on cards that are organized by deck. You can move, remove, orduplicate cards as the data changes, and create as many cards and decks as neededto present the KPI data clearly.

Topics:

• About KPIs

• Evaluate KPIs

• Create a KPI

• Download a KPI

• Upload a KPI

• Inspect a KPI

• Edit a KPI

About KPIsKey Performance Indicators (KPIs) are representations of data elements that areanalyzed together to create a comprehensive view of performance against a specificorganization objective.

Oracle industry experts use KPIs as a central object to describe best-practice,business concepts of Oracle Analytics for Applications. These can be extended, orthey can be used to create new KPIs . A KPI represents the value of a measure ormetric as evaluated against a target. This gives the KPI a status which a simple metric

2-1

doesn't have. KPIs reflect the essential health of the business and serve as a rallyingpoint for business collaboration. KPIs also provide a launching point for additionalpredictive and prescriptive analysis and exploration.

Creating a KPI allows you to combine different data into a single container and thenview that data in a variety of ways. This way you can create best practice businessconcepts simply using measures and targets.

• Designate a primary measure Value for which the KPI is evaluated against theTarget.

• Choose one or more Targets that the organization is working towards.

• Select the goal of the Target.

• Determine which time periods you want to show: Month, Quarter, or Year.

• Set up any related Dimensions or Measures by which to group values on a card,and to allow filtering by those Dimensions.

• If you want to Filter by specific data, then set up filters.

There are a few things to keep in mind when you are working with KPIs.

• The type of KPI is reflected by the icon for the KPI. A blue icon represents a KPIcreated by a user. Red icons represent KPIs originally created by Oracle. A redicon with a small Oracle "O" indicates a KPI provided by Oracle; while a red iconwith a person symbol embedded indicates a KPI provided by Oracle butcustomized by a user. You can revert KPIs to the original definition.

• The status for a KPI is reflected in the color of the band at the top of the KPI Card.The name of each of these respective statuses can be modified to best reflect thespecifics of a KPI, but the common status still persists as a common state usedacross all Cards. Depending on the Conditions defined, the threshold equates toone of these options: Critical (Red), Warning (Orange), Good (Green), or OnTarget (No color).

• Only one Value measure is allowed.

• Data element properties apply to all instances of that element within the same KPI.If you want to create different sets of properties for the same data element,duplicate the element, and then apply the different sets of properties to eachelement. Be sure to name each element in a way that identifies each, such asRevenue_US showing US Dollars for currency and Revenue_EU showing Eurosfor currency.

• You can blend multiple Data Sets in a join but cannot blend multiple subject areas.In the Data Blending drop-down, select Custom to specify options.

• Generate Visualizations or Filters (or both) by placing columns in RelatedDimensions. The columns are generated from the source KPI data in all the cardsin the deck.

• The templates available in the Conditions area are determined by the TargetGoals. If you select Org Target and Revenue Objective for your target goals, thenOrg Target and Revenue Objective are available in the Conditions area, andvisualizations that complement those targets are shown in the Preset Templates.The Template names, ranges, and color values are customizable.

Data Blending in KPIs

A KPI is based on a single data set or subject area, or multiple data sources with atleast one join between the data sources in order to establish their respective data

Chapter 2Get Started with KPIs

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relationships. Joins are described within Oracle Analytics Cloud using the visualizationtool. Describe the joins, then add the data to the KPI to use the relationships. The joinis automatically a traditional left join, however you may want to specify otherrelationships for blending data across data sets. (See Blend Data that You Added inVisualizing Data and Building Reports in Oracle Analytics Cloud.) The presence of asubject area denies these options.

To change these blending options, select the name of the KPI then edit its properties.In the Data Blending field, select either Auto or Custom. If you choose Custom, youcan set the blending of each data source present to either All Rows or MatchingRows. You must assign at least one source to All Rows. See Blend Data that YouAddedChange Data Blending in a Project in Visualizing Data and Building Reports inOracle Analytics Cloud.

Evaluate KPIsA KPI's status and score are determined by comparing its actual value against thetarget(s) and thresholds that you define. The performance status of a KPI isrepresented by the color and associated status shown on the card.

For example, for a product sales KPI in which high values are desirable, you candefine ranges. Thresholds are the numeric values that separate the ranges. You canset the custom thresholds on personal cards for KPIs that will override the color codingprovided by the common threshold state set in the KPI itself.

Evaluation RangeRule

Threshold Name Status Indicator

Profit is 100% ofTarget or higher

Greater than or equalto 100%

Good Green

Profit is between70-100% of Target

Between 70% and100%

Warning Yellow

Profit is 70% of Targetor lower

Less than or equal to70%

Critical Red

Create a KPICreate a KPI using elements available in data and projects.

Measurements, targets, and related measurements must be facts.

• Measurement is the single column that is being assessed in the KPI.

• Target generates a status for the KPI card. A specified target in combination withthe Target Goal determines what kind of condition templates are available, whichcan be modified as needed. You can add multiple Targets.

• Use Related Measurements as supplemental information in a card’s visualization.Related measurements also provide context for the Related KPIs seen in thelarge card.

• Measurement, Target, and Related Measurement include properties settings fornumber format customizations for that number.

Time levels, related grouping categories, and filters must all be dimensions.

• Time levels are used to filter a KPI based on time. Time is applied to the KPI cardat the level of granularity that can be provided.


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• Related Grouping Categories allow the visualization on a KPI card to bedimensioned by this column. They can also be used in deck filters. When youselect the Related Grouping Category, you can set properties for this column tobe used in visualizations, deck filters, or both. The superset of filters included inthe constituent cards of a deck appears in the deck itself. Depending on how theDeck is constructed, all or only some filters apply to all the Cards.

• Filters can be set at the KPI level to further limit the data described by the KPI.

1. From the Home page, click Navigator and select KPIs.

2. On the KPIs page, click Create.

3. In the Add Data Set dialog, select the Subject Area(s) or Data Set(s) you want touse.

4. Enter the Name, Description, Owner, and Tags of the KPI in the Overviewsection. Name is required.

By selecting the KPI Name in the Data Pane, the properties for the KPI can beset. These include more nuanced configuration of data blending, and detailsaround the properties and behavior of the KPI. A Target Goal defines the desiredbusiness goals for the KPI such as Hit Target, Stay Above Target or Stay BelowTarget. These are used to evaluate the KPI’s status against the Target. TheTrends Goal can also be specified, and this is seen on the KPI card as a positiveor negative directional arrow based on the optimal, selected direction.

5. Drag and drop elements from the Data Pane to the Data fields.

6. Create calculations by clicking the plus sign (+) next to KPI Calculations andusing the Expression Editor to formulate the equation. Double-click DataElements and Expression options to add them to the equation. Validate theequation before saving it.

7. Add links to cards, projects, stories, or dashboards, or external URLs. You canrearrange links to display them in a specific order.

8. As you are creating your KPI, a Data Preview can be opened at the bottom of thescreen. This is a preview of the resulting data used to generate any cardsubsequently created from this KPI.

Download a KPIDownload an existing KPI JSON file from Oracle Analytics Cloud.


2. On the KPIs page, click the Page menu and select Download.

3. Select the KPI you want to download and click Download.

4. Navigate to where you want to download the KPI JSON file and click Save.

Upload a KPIUpload a KPI JSON file to the KPI repository.

A KPI definition can be saved locally as an archive. It can then be uploaded to thesame or different Oracle Analytics for Applications application.



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2. On the KPIs page, click the Page menu and select Upload.

3. Drag the file you want to add to the KPI repository to the Upload KPI dialog, orclick in the Upload KPI dialog to navigate to the file location.

4. Click Import.

Inspect a KPIYou can view basic information about a KPI when you inspect it.


2. On the KPIs page, click the Actions menu for the KPI you want to change andclick Inspect.

3. You can edit the Name, Description, Tags, or Permissions for the KPI. All otherinformation about the KPI is read-only.

If you want to change additional information about the KPI, you need to edit it.

4. Click Save.

Edit a KPIEdit a KPI to incorporate different data elements and supplemental information.


2. You can edit a KPI, or create a copy of a KPI and edit one of the copies.

• To edit a KPI, click the Actions menu for the KPI you want to change and clickEdit.

• To create a copy of a KPI, click the Actions menu for an Oracle-provided KPI(with an oval symbol) and click Save As, then edit the one of the copies of theKPI.

3. Add data with join relationships to the existing data sets or aubject areas byclicking the plus sign (+) next to the KPI name in the Data Elements pane.

4. Update the KPI properties by clicking the name of the KPI in the Data Elementspane and changing the values in the Properties pane.

5. Click Save.

Revert a KPIYou can revert Oracle-provided KPIs to their pre-edited state.

If you want to change an edited Oracle-provided KPI back to its original state, you canrevert it.


2. Click Revert Changes to permanently delete all customizations and revert the KPIto the original definition.

Get Started with CardsCards are the presentation medium for KPI data.

Chapter 2Get Started with Cards

2-5

A KPI can be instantiated as a card. Because each card can be personalized, a singlecard can spawn any number of cards. Cards live on decks, and until a card is placedon a deck its status isn't tracked. Finally, when you delete a card you don't delete theunderlying KPI.

Topics:

• About Cards

• Create a Card

About CardsCards are visual representations of KPI data that can be organized into decks.

Cards provide a progressive disclosure of KPI details. You can customize whatappears on each card. The same card can exist in multiple decks. You can alsoduplicate a card to show similar, but not exactly the same data on another card.

If KPIs were added to a card then you can post comments to a KPI and read and replyto other users' comments. You can also contact the KPI's business owner withquestions or comments about the KPI.

Expanding a card on a deck shows the large card. This version of the card shows amore detailed visualization, provides more detail on the card, displays links to drill-down to related detail pages, and shows notes that you can add or edit regarding theKPI. The large card also shows a list of auto-generated Related KPIs which providemore context on the current KPI and potential business insights.

Each card describes how KPI features are shown:

• Card Name is the name that appears at the card title and is based on the KPI.

• Target is the metric that the KPI is compared against.

• Summary shows the time period applied to the current card, the value methodused to compare the data to the target, and any changes (if selected) between therepresented time and a previous time period.

• Detail Visualization shows what primary metric is displayed, the group by whichthe primary metric is broken out, and the type of visualization used on the card.

• More Options shows the values of any additional metrics that were added to thevisualization, any groups that are used to break out the metrics, the location of thelegend, whether the plot area values are visible, and whether the axis labels arevisible.

As you customize a card, ensure the combination of information doesn't create anoverly-complex visualization.

Create a CardCreate a card about a KPI to add it to a deck of other cards showing differentperspectives of the same KPI.

1. From the Decks page, choose the deck you want to add a card to, click theActions menu, and then select Add Card.


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2. If you want to change the default visualization, select an option from the Previewlist.

3. Click Add Card to include it in the currently selected deck, or click CustomizeCard to change the specific data you show on the card.

Customize a CardYou can customize cards to provide specific detailed information.

You can modify individual cards to show specific data about a KPI definition such astarget value, time period, and which measure to display on the card.

1. From the Decks view, click the Actions menu on the card you want to customizeand select Settings.

2. Select General.

3. Edit the Card Name, which is based on the name of the KPI.

4. Update the Target, which lists all measures defined for the KPI, and calculates thecard status. Targets are based on dimensional breakout or across the breakoutdepending on how the target is defined in the KPI.

5. Specify a period to show data in the Time field.

6. Show the actual target Value or select a variance compared to the Target value.

7. Show Changes over the prior period, same period last year, or year.

8. Select which measure to Display in the card.

9. You can Group by a dimension.

10. Select the type of Visualization you want to display.

11. Select Values related to the KPI.

12. Select Groups by which to show the Values related to the KPI.

13. Specify where the Legend appears on the visualization.

14. Display Plot Area Values and Axis Labels to show the numeric values and scaleshown in the preview.

15. You can filter data by any criteria (except time data which is set in the Time field inthe General tab).

Filter Card DataFilter the cards in a deck to show specific information about a KPI in each card, or filtereach card to show more specific information about the KPI elements, such as regionor time.

1. From the Decks view, click the Actions menu on the card you want to customizeand select Settings.

2. Select Filters.

3. In the Filters area, click the plus sign (+) to select from a list of available filters forthis KPI.

4. Click Save.


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Add Related Links to a CardAdd links to other KPIs or related projects in your folders to a card to increaseunderstanding of the data in the card.

1. In the KPI pane, select Edit from the Action menu.

2. In the Links area, click Add Link or Add URL and select the data element or webpage you want to link to.

3. Click OK.

Get Started with DecksOrganize cards into a deck of information about a general topic.

Topics:

• About Decks

• Create a Deck

• Filter Data by Deck

• Export a Deck

• Inspect a Deck

• Hide a Deck

About DecksDecks are a customizable method of organizing business information from KPIs.

Decks are composed of cards, and like physical cards, can be organized in ways thatmake the most sense based on the card contents. You can add as many as eightcards to a deck. Decks can be sorted by filters and timeframes.

You can access all the decks you have permissions to view or work with from theDecks page.

Create a DeckOrganize a collection of cards about a KPI by creating a deck.

1. On the Decks page, click the Actions menu and select Add Deck.

2. Type a Deck Name and click Save.

Add a Card to a DeckAdd a card to a deck to increase awareness of KPI factors.

1. From the Decks page, select the deck you want to add a card to.

2. Click the Add Card icon or select Add Card from the Actions menu.

3. Select the card you want to add to the deck.

Chapter 2Get Started with Decks

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4. Click Customize Card to make changes to the card.

5. Click Add Card.

Move a CardMove a card from one deck to another.

1. In the Card view, click the Actions menu and select Move to....

2. Select the deck you want to move the card to and click Move.

Filter Data by DeckFilter the cards in a deck to show specific information about a KPI in each card, or filtereach card to show more specific information about the KPI elements.

Deck-level filters are subject to the data shown in all the cards in the deck. To filterindividual cards, use the filters for those cards. If card-level filters come in conflict withthe deck's filters, the deck converts to a hererogeneous state and the individual cardsadopt the filters. If you want to use a deck filter, you must override all the cards' filters,or you can keep the individual card filters.

1. Review existing deck-level filters at the top of the Decks page, which can betoggled on and off by clicking the Filter icon on the right. Card-level filters areshown at the bottom of each card.

2. Add a deck-level filter (when filters are toggled on) by clicking the plus icon (+)icon at the top of the Decks page.

Export a DeckYou can share a deck with other users by exporting the deck as a PDF, PowerPoint, orimage file.

1. From the Decks page, select the deck you want to export.

2. From the Actions menu, select Export Deck.

3. Type the Name you want to give to the exported file, and select the file Formatyou want to export.

4. Click Export.

You can open or save the file using the Opening dialog.

Inspect a DeckSet security on a deck using permissions.

Users with permissions to view a deck can see and modify the deck.

1. On the Decks page, click the Actions menu and select Inspect Deck.

2. Select the scope of permissions you want to view and select the level of controlyou want to grant to the user or role.

Chapter 2Get Started with Decks

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Hide a DeckRemove a deck from view by hiding it.

You can hide a deck from view by all users if the information isn't being used. Hiding adeck removes any favorite designation.

1. On the Decks page, select the deck you want to hide.

2. Click the Actions menu and select Hide Deck.

3. To unhide all decks, click the Actions menu and select Unhide All.

All decks are now available. If you want to remove any decks from view, you needto hide them again.

Configure and Use NotificationsCreate email notifications of events that impact KPIs.

Topics:

• About Email Notifications

• Set Email Notifications

About Email NotificationsWhen you set up notifications in a card, you will receive emails about KPI statuschanges.

For each card you enabled for Notifications, You will receive daily email Notificationsat the email address added to your User Profile.

The daily email notification includes a list of KPI cards listed by the status parametersyou enabled. Click on each card to open them.

Set Email NotificationsAllow Notifications to send daily updates about the card to everyone who is subscribedto the card's notifications.

Choose whether to send notifications when certain status criteria occur.

1. From the Decks page, click the Actions menu of the card you want to receiveemail notifications for, and then select Allow Notifications.

If Allow Notifications is dimmed, it means a target has not been set for the KPI.

2. From the Actions menu of the card you want to receive email notifications for,select Customize.

3. Click Statusand select the options for your email notification for this card. Forexample, select Critical, Warning, and/or On Target for notifications when theKPI reaches each of these thresholds.

4. Click OK.

Chapter 2Configure and Use Notifications

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3Work with Projects

Create and manipulate projects to provide configured data for KPIs.

Oracle Analytics for Applications employs the Oracle Analytics Cloud Project as anembedded Detail Page. Detail pages are included in the default application. Newprojects can be constructed in Oracle Analytics Cloud and added into the applicationby adding links to KPIs.

Note:

To improve the performance of your projects, it's best to have brushingturned off. To turn brushing off, click Menu on the project toolbar and selectProject Properties. Then in the General tab of each project, set brushing toOff.

• Add Data to Projects

• Add Data Sources to Analyze and Explore Data

• Create Visualizations

• Create and Apply Filters

Typical Workflow for Exploring ProjectsHere are the common tasks for exploring your data.

Task Description More Information

Create a project and add data sets Create a new datavisualization project and addone or more data sets to theproject.

Create a Project and Add Data Sets

Add data elements Add data elements (forexample, data columns orcalculations) from theselected data set tovisualizations on the Preparecanvas.

Build a Visualization by Adding Data fromData Panel

Adjust the canvas layout Add, remove, and rearrangevisualizations.

Adjust the Visualize Canvas Layout andProperties

Add Data to ProjectsProjects need data to create KPIs from.

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Both KPIs and Detail pages based on Oracle Analytics Cloud projects rely on datadescribed in Oracle Analytics Cloud. For the Oracle Analytics for Applications defaultapplications data is generated from the data pipeline resulting in business-centricSubject Areas. This data can be augmented with data from Data Sets created inOracle Analytics Cloud. These same approaches can be used to add new data toOracle Analytics for Applications for use in projects or KPIs.

Topics:

• Create a Project and Add Data Sets

• Different Methods to Add Data

• Refresh Data in a Project

• Pause Data Queries in a Project

• Undo and Redo Edits

• Replace a Data Set in a Project

• Remove a Data Set from a Project

• Save Your Changes Automatically

Create a Project and Add Data SetsProjects contain visualizations that help you to analyze your data in a productive andmeaningful ways.

When you create a project, you add one or more data sets containing the data that youwant to visualize and explore. Data sets contain data from subject areas, OracleApplications, databases, or uploaded data files such as spreadsheets. You can alsoadd multiple data sets to your existing projects.

Video

Tutorial

You can use the Data Set page to familiarize yourself with all available data sets. Datasets have distinct icons to help you quickly identify them by type.

1. To create a new project, click Projects and click Create.

• Alternatively, go to the Data page and click Data Sets. Select a data set youwant to analyze in a project and click Action menu or right-click. SelectCreate Project.

• Alternatively, to open an existing project, on the Home page, click Navigator,then select Projects. Locate an existing project in the My Folders, SharedFolders, Projects, or Favorites page. You can also locate an existing project byusing the Home page search or by browsing the project thumbnails shown onthe Home page. Click the project’s Action menu, then click Open.

2. You can add data to a project using one of the following options:

• If you're working with a new project, then in the Add Data Set dialog browseand select the data sources that you want to analyze, then click Add toProject.You can add data sources based on data sets, subject areas, or databaseconnections.

Chapter 3Add Data to Projects

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http://apexapps.oracle.com/pls/apex/f?p=44785:265:0::::P265_CONTENT_ID:11105

https://apexapps.oracle.com/pls/apex/f?p=44785:24:5460348379365::NO:24:P24_CONTENT_ID:24916

• If you’re working with an existing project, then in the Data Panel click Add (+),then Add Data Set to display the Add Data Set dialog and add a data source.

• You can also create a new data source based on a file, subject area, orconnection using the Create Data Set dialog, then add it your projects. .

3. To visualize data from multiple data set in the same project, in the Data Panel clickAdd, and then select Add Data Set.

When you’ve multiple data set in a project, click Data Sets in the properties paneto change the default data blending options.

4. Drag the data elements that you want to visualize from the Data Panel onto thevisualization canvas, and start building your project. .

• You can transform your data set to improve the quality of your analysis andvisualization using data preparation script in the Prepare canvas.

Different Methods to Add DataYou can use different methods to add data from the Data Panel to create or updatevisualizations on a canvas.

Use one of the following methods to add data from the Data Panel:

• Drag data elements from the Data Panel and drop them onto the canvas.

• Select a data element or use Shift-click or Ctrl-click to select multiple dataelements in the Data Panel, then right-click to select either a particularvisualization type or the option to create a visualization automatically.

• Double-click a data element or use Shift-click or Ctrl-click to select multiple dataelements in the Data Panel, then right-click to add them to the canvas.

When you update an existing visualization, you can add data from the Data Panel ontothe Grammar Panel or Assignments Pane on the canvas. You can move the dataelements from one area to another in the Grammar Panel or Assignments Pane. Thevisualization is updated based on your selection.

You can create a visualization by selecting a visualization type from the Visualizationtab of the Data Panel and adding data elements to the canvas.

Refresh Data in a ProjectRefresh ensures that you see the most up-to-date data in your projects.

• On the Visualize canvas, click Refresh Data. This option ensures that you see themost up-to-date data by re-executing the visualization queries for all views in yourproject.

Pause Data Queries in a ProjectYou can disable the Auto Apply Data option to pause issuing new queries as youchange visualization content in a project.

You can quickly configure a visualization without having to wait for data updates aftereach change.

1. Open or create a project.


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2. If you've created a project, then add a data set to it.

3. Confirm that you’re working in the Visualize canvas.

4. Click the Auto Apply Data button to pause data queries.

Data queries are temporarily disabled.

5. Make changes to a visualization in the project.

Your changes are displayed but data isn't updated, and a bubble is displayedindicating the number of data requests that have been skipped.

6. Click the bubble if you want to refresh the data now.

Data queries are still disabled.

7. Click the Auto Apply Data button to re-enable data queries.

Undo and Redo EditsYou can quickly undo your last action and then redo it if you change your mind. Forexample, you can try a different visualization type when you don’t like the one you’vejust selected, or you can go back to where you were before you drilled into the data.

The undo and redo options are useful as you experiment with different visualizations.You can undo all the edits you've made since you last saved a project. However, insome cases, you can't undo and then redo an edit. For example, in the Create DataSet page, you've selected an analysis from an Oracle Application data source to useas a data set in the project. In the next step, if you use the undo option to remove thedata set, you can't redo this change.

• To undo or redo an edit, go to the toolbar for the project or the data set and clickUndo Last Edit or Redo Last Edit. You can use these options only if you haven'tsaved the project since making the changes.

• When you’re working on a project, click Menu on the project toolbar and selectRevert to Saved to undo all the edits you've made since you last saved yourproject. Revert to Saved is enabled after you've saved the project for the firsttime. This option is automatically disabled if you select the Auto Save option.

Replace a Data Set in a ProjectYou can replace a data set by re-mapping columns used in a project to columns froma different data set.

As part of replacing a data set, you can review and re-map only those columns thatare used in the project and replace them with columns of the same data type in thereplacement data set. For example, you can replace a test data set with a productiondata set, or use a project as a template in which you can replace the data but maintainthe added structures, visualizations, and calculations.

The Replace Data Set option is available for projects using multiple data sets thataren't joined.

1. Create or open the project where you want to replace the data set.


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Confirm that you’re working in the Visualize canvas.

2. In the Data Panel pane, right-click the data set and select Replace Data Set.

3. In the Replace Data Set dialog, perform the following tasks:

• Select the data set that replaces the existing data set in the project and clickSelect.

• Review the mapping of the data between the existing and the new data sets inthe data-mapping table. The data-mapping table includes all the dataelements used in the project’s visualizations, calculations, and filters. The dataelements with similar type and names in the two data sets are automaticallymapped. In the table, based on data types, the data elements are groupedand sorted alphabetically.

• In the new data set column, click the drop-down arrow in a cell and select aspecific data element to adjust the mapping of the data.

– Only data elements of the same type are displayed in the data elementselection dialog.

– You can navigate back to select a different data set.

4. Click Replace.

The new data set replaces the existing data set in the project. You see a notification ifyou’ve selected a data set that is joined to other data sets in the project. Review andadjust the joins in the project’s Data Diagram.

In the data-mapping table based on the selection, the data is updated throughout theproject. For example, if you map a data element to None, the specific data is removedfrom the visualizations, calculations, and filters.

Remove a Data Set from a ProjectYou can remove a data set from a project.

Removing data from a project, which only impacts the data for that project, differs frompermanently deleting the data set from your system.

1. Open your project and in the Data Panel, select the data set that you want toremove.

2. Right-click and select Remove from Project.

Save Your Changes AutomaticallyYou can use the auto save option to save your updates to a visualization project inreal-time automatically.

If you’ve already saved your project in a specific location, the Save Project dialog isn’tdisplayed after you click Auto Save.

1. Create or open a project.

2. From the Save menu, select Auto Save.

3. In the Save Project dialog, enter the Name and optional Description to identifyyour project.

4. Select the folder where you want to save your project.


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5. Click Save. Any project updates are saved in real-time.

Suppose that two users are updating the same project and Auto Save is enabled. TheAuto Save option is automatically disabled when different types of updates are madeto the project. A message is displayed that states that another user has updated theproject.

Add Data Sources to Analyze and Explore DataLocate and include the data you want to work with.

Topics:

• Typical Workflow to Add Data Sources

• About Data Sources

• Data Sources and Subject Areas

• Data Sources and Measure Columns

• Databases

• Connect to Data

• Spreadsheets

Typical Workflow to Add Data SourcesHere are the common tasks for adding data from data sources.


Add a connection Create a connection if the data source thatyou want to use is either Oracle Applicationsor a database.

Create an Oracle Applications Connection

Create a Database Connection

Create a data source Upload data from spreadsheets. Retrievedata from Oracle Applications anddatabases.

Creating a data source from OracleApplications or a database requires you tocreate a new connection or use an existingconnection.

Create Data Sets from Databases

Remove data Remove data that you added. Remove a Data Set from a Project

About Data SourcesA data source is any tabular structure. You get to see data source values after youload a file or send a query to a service that returns results (for example, an OracleBusiness Intelligence system or a database).

A data source can contain any of the following:

• Match columns - These contain values that are found in the match column ofanother source, which relates this source to the other (for example, Customer IDor Product ID).

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• Attribute columns - These contain text, dates, or numbers that are requiredindividually and aren’t aggregated (for example, Year, Category Country, Type, orName).

• Measure columns - These contain values that should be aggregated (forexample, Revenue or Miles driven).

You can analyze a data source on its own, or you can analyze two or more datasources together, depending on what the data source contains. If you use multiplesources together, then at least one match column must exist in each source. Therequirements for matching are:

• The sources contain common values (for example, Customer ID or Product ID).

• The match must be of the same data type (for example, number with number, datewith date, or text with text).

When you save a project, the permissions are synchronized between the project andthe external sources that it uses. If you share the project with other users, then theexternal sources are also shared with those same users.

Any data that you upload (as a data set) is stored securely in Oracle Cloud.

Data Sources and Subject AreasYou can combine data sources with subject areas to explore and analyze the data.

A subject area either extends a dimension by adding attributes or extends facts byadding measures and optional attributes. Hierarchies can’t be defined in data sources.

A subject area organizes attributes into dimensions, often with hierarchies, and a setof measures, often with complex calculations, that can be analyzed against thedimension attributes. For example, the measure net revenue by customer segment forthe current quarter and the same quarter a year ago.

When you use data from a source such as an Excel file, it adds information that is newto the subject area. For example, suppose you purchased demographic information forpostal areas or credit risk information for customers and want to use this data in ananalysis before adding the data to the data warehouse or an existing subject area.

Using a source as standalone means that the data from the source is usedindependently of a subject area. It’s either a single file used by itself or it’s several filesused together and in both cases a subject area isn't involved.

Note the following criteria to extend a dimension by adding attributes from adata source to a subject area:

• Matches can be made to a single dimension only.

• The set of values in matched columns must be unique in the data source. Forexample, if the data source matches on ZIP code, then ZIP codes in the sourcemust be unique.

• Matches can be between one or composite columns. An example of a one columnmatch is that product key matches product key. For composite columns, anexample is that company matches company and business unit matches businessunit.

• All other columns must be attributes.


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Note the following criteria for adding measures from a data source to a subjectarea:

• Matches can be made to one or more dimensions.

• The set of values in matched columns doesn’t need to be unique in the datasource. For example, if the data source is a set of sales matched to date,customer, and product, then you can have multiple sales of a product to acustomer on the same day.


A data source that adds measures can include attributes. You can use these attributesalongside external measures and not alongside curated measures in visualizations.For example, when you add a source with the sales figures for a new business, youcan match these new business sales to an existing time dimension and nothing else.The data might include information about the products sold by this new business. Youcan show the sales for the existing business with those of the new business by time,but you can’t show the old business revenue by new business products, nor can youshow new business revenue by old business products. You can show new businessrevenue by time and new business products.

Data Sources and Measure ColumnsYou can work with both types of data sources that either includes or doesn't include ameasure column.

Note the following if you're working with sources with measures.

• You can match tables with measures to other tables with a measure, a dimension,or both.

• When you match tables to other tables with measures, they don’t need to be at thesame grain. For example, a table of daily sales can be matched to a table withsales by Quarter if the table with the daily sales also includes a Quarter column.

Note the following if you’re working with sources with no measures.

If a table has no measures, it’s treated as a dimension. Note the following criteria forextending a dimension:


• All other columns must be attributes.

Dimension tables can be matched to other dimensions or they can be matched totables with measures. For example, a table with Customer attributes can be matchedto a table with demographic attributes provided both dimensions have uniqueCustomer key columns and Demographic key columns.


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DatabasesYou can connect to databases and include some or all of the information from them inyour projects.

Topics:

• Database Connection Options

• Connect to a Database

• Create a Database Connection

• Create Data Sets from Databases

• Edit a Database Connection

• Delete a Database Connection

Database Connection OptionsWhen you specify connection details using the Create Connection dialog or Inspectdialog, some database types have extra options.

General Options

• When you create connections to Oracle Databases, you can connect in two waysusing the Connection Type option:

– Basic - Specify the Host, Port, and Service Name of the database.

– Advanced - In the Connection String field specify the Single Client AccessName (SCAN) ID of databases running in a RAC cluster. For example:sales.example.com =(DESCRIPTION= (ADDRESS_LIST= (LOAD_BALANCE=on)(FAILOVER=ON) (ADDRESS=(PROTOCOL=tcp)(HOST=123.45.67.111)(PORT=1521)) (ADDRESS=(PROTOCOL=tcp)(HOST=123.45.67.222)(PORT=1521)) (ADDRESS=(PROTOCOL=tcp)(HOST=123.45.67.333)(PORT=1521))) (CONNECT_DATA=(SERVICE_NAME=salesservice.example.com)))

• Enable Bulk Replication - If you’re loading a data set for a project, then thisoption should be turned off and you can ignore it. This option is reserved for dataanalysts and advanced users for replicating data from one database to anotherdatabase.

Authentication Options

Option Description

Alwaysuse thesecredentials

The login name and password you provide for the connection are always used andusers aren’t prompted to log in.

Requireusers toenter theirowncredentials

Prompt users to enter their own user name and password for the data source.Users required to log in see only the data that they have the permissions,privileges, and role assignments to see.


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Option Description

Use theactiveuser'scredentials

Don't prompt users to sign in to access the data. The same credentials they usedto sign in to Oracle Analytics Cloud are also used to access this data source.Users can access only the data that they have the permissions, privileges, and roleassignments to access.Before you use the Use the active user's credentials option, check that youradministrator has configured user impersonation, after which you can use thosecredentials in this dialog.

Connect to a DatabaseYou can create, edit, and delete database connections and use the connections tocreate data sets from databases.

Topics:

• Create a Database Connection

• Create Data Sets from Databases

• Edit a Database Connection

• Delete a Database Connection

Create a Database ConnectionYou can create a connection to a database and use the connection to access data andbuild a data set.

1. On the Home page, click Create, then click Connection.

2. In the Create Connection dialog, click the icon for the connection type that youwant to create a connection for (for example Oracle Database).

3. Enter a unique name for the new connection, and specify the required connectioninformation for the database, such as the hostname, port, credentials, servicename and so on.

If you’re creating an SSL connection to an Oracle Database, in the Client Walletfield, click Select to browse for the cwallet.sso file. Ask your administrator forthe location of the cwallet.sso file.

4. (Optional) When you connect to some database types (for example, Oracle TalentAcquisition Cloud), you might have to specify the following authentication optionson the Create Connection and Inspect dialogs:

Option Description


The login name and password you provide for the connection are always usedand users aren’t prompted to log in.


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Option Description




Don't prompt users to sign in to access the data. The same credentials theyused to sign in to Oracle Analytics Cloud are also used to access this datasource. Users can access only the data that they have the permissions,privileges, and role assignments to access.Before you use the Use the active user's credentials option, check that youradministrator has configured user impersonation, after which you can usethose credentials in this dialog.

5. If you're connecting to an on-premises database, click Use Remote DataConnectivity.

Check with your administrator that you can access the on-premises database.

6. Click Save.

You can now begin creating data sets from the connection.You can't use remote connections to save a data set from a Data Flow.

Create Data Sets from DatabasesAfter you create database connections, you can use those connections to create datasets.

1. On the Home page, click Create and click Data Set do display the Create DataSet dialog.

2. If you haven't already selected a connection, click Create Connection and specifyconnection details for your data source.

3. In the Data Set editor, browse or search for and double-click a schema, and thenchoose the table that you want to use in the data set. When you double-click toselect a table, a list of its columns is displayed.

4. In the column list, browse or search for the columns you want to include in thedata set. You can use Shift-click or Ctrl-click to select multiple columns.

Alternatively, you can select the Enter SQL option to view or modify the datasource’s SQL statement or to write a SQL statement.

5. Optionally use the Data Access option to specify how to refresh the data set.

Note:

If you use the Live option (default), you'll see the data returned from thedata source when you click Refresh Data on the Visualization canvas. Ifyou use the Automatic Caching option, you'll see cached data. TheAutomatic Caching option is more suitable for small data sets.

6. Click Add. The View Data Source page is displayed.


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7. In the View Data Source page you can optionally view the column properties andspecify their formatting. The column type determines the available formattingoptions.

Edit a Database ConnectionYou can edit a database's connection details.

1. In the Data page, click Connections.

2. Select the connection you want to edit and click Action menu or right-click, thenselect Inspect.

3. In the Inspect dialog, edit the connection details.

4. Click Save.

If you’re editing an SSL connection to an Oracle Database and you need to use a newcwallet.sso file, in the Client Wallet field, click Select to browse for thecwallet.sso file. Ask your administrator for the location of the cwallet.sso file.

You must provide a unique Connection Name. If a connection with the same namealready exists in your system, an error message is displayed. You can’t see or edit thecurrent password for your connection. If you need to change it, you must create aconnection that uses the same password.

Delete a Database ConnectionYou can delete a database connection. For example, you must delete a databaseconnection and create a new connection when the database's password has changed.

If the connection contains any data sets, then you must delete the data sets beforeyou can delete the connection.

1. Go to the Data page and select Connections.

2. Select the connection that you want to delete and click Actions menu or right-click, then click Delete.

3. Click Yes.

Connect to DataGather data from various sources to include in your projects.

Topics:

• Create an Oracle Applications Connection

• Edit an Oracle Applications Connection

• Delete an Oracle Applications Connection

• Connect to Dropbox

• Connect to Google Drive or Google Analytics

• Connect to Oracle Autonomous Data Warehouse

• Connect to Oracle Autonomous Transaction Processing

• Connect to Oracle Big Data Cloud


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• Create a Connection to Oracle Essbase

• Create a Connection to Oracle Essbase Data on a Private Network

• Connect to Oracle Talent Acquisition Cloud

• Connect to Snowflake Data Warehouse

Create an Oracle Applications ConnectionYou can create a connection to Oracle Applications and use the connection to accessyour data.

1. On the Data page or Home page, click Create, then click Connection.

2. Click the Oracle Applications icon.

3. Enter a name for the connection, the URL for Oracle Fusion Applications withOracle Transactional Business Intelligence or Oracle BI EE, the user name, andthe password.

4. Select the Authentication options.

Option Description


The login name and password you provide for the connection are always usedand users aren’t prompted to log in.




Don't prompt users to sign in to access the data. The same credentials theyused to sign in to Oracle Analytics Cloud are also used to access this datasource. Users can access only the data that they have the permissions,privileges, and role assignments to access.Before you use the Use the active user's credentials option, check that youradministrator has configured user impersonation, after which you can usethose credentials in this dialog.

5. Click Save.

You can now create data sets from the connection.

The connection is visible only to you (the creator), but you can create and share datasets for it.

Edit an Oracle Applications ConnectionYou can edit an Oracle Applications connection. For example, you must edit aconnection if your system administrator changed the Oracle Applications logincredentials.


2. Locate the connection that you want to edit and click its Actions menu icon andselect Edit.


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3. In the Edit Connection dialog, edit the connection details. Note that you can’t seeor edit the password that you entered when you created the connection. If youneed to change the connection’s password, then you must create a newconnection.

4. Click Save.

Delete an Oracle Applications ConnectionYou can delete an Oracle Applications connection.

1. Delete any data sets that use the connection you need to delete.


3. To the right of the connection that you want to delete, click Actions menu, andthen select Delete.

4. Click Yes.

Connect to DropboxYou can create a connection to Dropbox and use the connection to access data.

1. If needed, set up an application in Dropbox:

a. Sign into your Dropbox account, and then go to the Developer’s Area.

b. Click Create app to create and save an application.

c. Open the application’s Settings, paste the redirect URL provided by OracleAnalytics, and copy the App key and App secret.

Read the Dropbox documentation for more information about how to performthese tasks.

2. On the Data or Home page, click Create, then click Connection to display theCreate Connection dialog.

3. Browse or search for the Dropbox icon. Click the Dropbox icon.

4. Enter a name for the connection, and then enter the required connectioninformation:

Field Description

RedirectURL

Confirm that the Dropbox application is open and its Settings area isdisplaying. Copy the URL in the Redirect URL field and paste it into theDropbox application’s OAuth 2 Redirect URIs field and then click Add.

Client ID Go to the Dropbox application, locate the App key field, and copy the keyvalue. Go to Oracle Analytics and paste this value into the Client ID field.

ClientSecret

Go to the Dropbox application, locate the App secret field, click Show toreveal the secret, and copy the secret value. Go to Oracle Analytics and pastethis value into the Client Secret field.

5. Click Authorize. When prompted by Dropbox to authorize the connection, clickAllow.

The Create Connection dialog refreshes and displays the name of the Dropboxaccount and associated email account.

6. Click Save.


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You can now create data sets from the Dropbox connection.

Connect to Google Drive or Google AnalyticsYou can create a connection to Google Drive or Google Analytics and use theconnection to access data.

1. If needed, set up an application in Google:

a. Sign into your Google account, and go to the Developer’s Console.

b. Create a project, then go to the API Manager Developers area of the GoogleAPIs site and click Create app to create and save an application.

c. Enable the application and create credentials for the application by accessingthe Analytics API.

d. Open the page displaying the credential information, and paste the redirectURL provided by Oracle Analytics, and copy the Client ID and Client secret.

Read the Google documentation for more information about how to performthese tasks.

2. On the Data or Home page, click Create, then click Connection to display theCreate Connection dialog.

3. Browse or search for the Google Drive or the Google Analytics icon, and then clickthe icon.

4. Enter a connection name and the required connection information as described inthis table.

Field Description

RedirectURL

Confirm that the Google application is open and its Credentials area isdisplaying. Copy the URL in the Redirect URL field and paste it into theGoogle application’s Authorized redirect URIs field.

Client ID Go to the Google application’s Credentials area, locate the Client ID field, andcopy the key value. Go to Oracle Analytics and paste this value into the ClientID field.

ClientSecret

Go to the Google application’s credential information, locate the Client secretfield and copy the secret value. Go to Oracle Analytics and paste this valueinto the Client Secret field.

5. Click Authorize.

6. When prompted by Google to authorize the connection, click Allow.

The Create Connection dialog refreshes and displays the name of the Googleaccount, and its associated email account.

7. Click Save.

You can now create data sets from the Google Drive or Google Analyticsconnection.

Connect to Oracle Autonomous Data WarehouseYou can create a connection to Oracle Autonomous Data Warehouse and use theconnection to access data.

Tutorial


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http://apexapps.oracle.com/pls/apex/f?p=44785:112:0::::P112_CONTENT_ID:24490

1. To enable secure communication between Oracle Analytics and OracleAutonomous Data Warehouse, you must upload trusted SSL certificates fromOracle Autonomous Data Warehouse to Oracle Analytics.

See Download Client Credentials (Wallets) in Using Oracle Autonomous DataWarehouse on Shared Exadata Infrastructure.

The credentials wallet file secures communication between Oracle Analytics andOracle Autonomous Data Warehouse. The wallet file (for example,wallet_ADWC1.zip) that you upload must contain SSL certificates, to enableSSL on your Oracle Autonomous Data Warehouse connections.

2. To create a connection to Oracle Autonomous Data Warehouse:

a. On the Home page, click Create then click Connection.

b. Click Oracle Autonomous Data Warehouse to display the fields for theconnection.

c. Enter the Connection Name and Description.

d. In the Client Credentials field, click Select to browse for the ClientCredentials wallet file (for example, wallet_ADWC1.zip).

The Client Credentials field displays the cwallet.sso file.

e. Enter the Username and Password, and select a Service Name from the list.

f. Click Save to create the connection.


Connect to Oracle Autonomous Transaction ProcessingYou can create a connection to Oracle Autonomous Transaction Processing and usethe connection to access data.

1. To enable secure communication between Oracle Analytics and OracleAutonomous Transaction Processing, you must upload trusted SSL certificatesfrom Oracle Autonomous Transaction Processing to Oracle Analytics.

See Download Client Credentials (Wallets) in Using Oracle AutonomousTransaction Processing on Shared Exadata Infrastructure.

The credentials wallet file secures communication between Oracle Analytics andOracle Autonomous Transaction Processing. The wallet file (for example,wallet_SALESATP.zip) that you upload contain SSL certificates, to enable SSLon your Oracle Autonomous Transaction Processing connections.

2. To create a connection to Oracle Autonomous Transaction Processing:

a. On the Home page, click Create then click Connection.

b. Click Oracle Autonomous Transaction Processing to display the fields forthe connection.

c. Enter the Connection Name and Description.

d. In the Client Credentials field, click Select to browse for the ClientCredentials wallet file (for example, wallet_SALESATP.zip).

The Client Credentials field displays the cwallet.sso file.

e. Enter the Username, and Password, and select a Service Name from thelist.


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f. Click Save to create the connection.


Connect to Oracle Big Data CloudYou can create a connection to Oracle Big Data Cloud Compute Edition and use theconnection to access data.

1. In Oracle Analytics Cloud, click Create and then click Connection.

2. Click Oracle Big Data to display the fields for the connection.

3. Enter the connection criteria.

4. Click Save to create the connection.


Create a Connection to Oracle EssbaseYou can create a connection to Oracle Analytics Cloud – Essbase and use theconnection to access source data.

1. Click Create, and then click Connection.

2. Click Oracle Essbase.

3. For Connection Name, enter a name that identifies this connection.

4. For DSN (data source name), enter the agent URL for your data source.

For Oracle Analytics Cloud – Essbase use the format:

https://fully_qualified_domain_name/essbase/agent

For example: https://my-example.analytics.ocp.oraclecloud.com/essbase/agent.

With this URL, you can connect without having to open any ports or performingadditional configuration. Oracle Analytics Cloud – Essbase must have a public IPaddress and use the default port.

5. For Username and Password, enter user credentials with access to the Essbasedata source.

6. Select the Authentication option:

• Always use these credentials: The username and password you provide forthe connection are always used. Users aren’t prompted to sign in to accessthe data available through this connection.

• Require users to enter their own credentials: Users are prompted to entertheir own username and password if they want access to this data source.Users see only the data that they have the permissions, privileges, and roleassignments to see.

• Use the active user’s credentials: Users aren’t prompted to sign in to accessthe data.The same credentials they used to sign in to Oracle Analytics Cloud are alsoused to access this data source.


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Create a Connection to Oracle Essbase Data on a Private NetworkYou can create a connection to Oracle Essbase data on a private network and use theconnection to access data.

You secure a connection to Oracle Essbase data held on a private network by usingData Gateway (for data sets) or Remote Data Connector (for data models). YourAdministrator installs Data Gateway or Oracle Remote Data Connector in your privatenetwork. Queries are then redirected to the Essbase host.


2. Click Oracle Essbase.


4. For DSN (data source name), enter the URL for your data source.

These are the connectivity options to access Oracle Essbase on your privatenetwork:

Note: When you specify the URL for your data source, <hostname>:<port> specifythe hostname and port of the host accessible on the public internet that forwardstraffic to your Remote Data Connector host.

• The basic URL syntax:

http(s)://<hostname>:<port>/essbase/capi/<private essbase host address>/<Oracle Essbase Agent port on the specified host>

For example,

https://myproxyhost.example.com:1234/essbase/capi/mylocalhost/1423

• When Oracle Essbase is running on a secure port:

http(s)://<hostname>:<port>/essbase/capi/<private essbase host address>/<Oracle Essbase Agent Secure port on the specified host>/secure

• When Oracle Essbase is running on a secure port, with a self-signedcertificate:

http(s)://<hostname>:<port>/essbase/capi/<private essbase host address>/<Oracle Essbase Agent Secure port on the specified host>/secure/selfsigned

5. Select the Authentication option:

• Always use these credentials: The username and password you provide forthe connection are always used. Users aren’t prompted to sign in to accessthe data available through this connection.


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• Require users to enter their own credentials: Users are prompted to entertheir own username and password if they want access to this data source.Users see only the data that they have the permissions, privileges, and roleassignments to see.

• Use the active user’s credentials: Users aren’t prompted to sign in to accessthe data.The same credentials used to sign in to Oracle Analytics are also used toaccess this data source.

6. If you're connecting to an on-premises database, click Use Remote DataConnectivity.

Check with your administrator that you can access the on-premises database.

7. Save the details.


Connect to Oracle Talent Acquisition CloudYou can create a connection to Oracle Talent Acquisition Cloud and use theconnection to access data.

1. Click Create and then click Connection.

2. Click Oracle Talent Acquisition to display the fields for the connection.

3. Enter the connection details.

4. For Host, enter the URL for the Oracle Talent Acquisition data source.

For example, if the Oracle Talent Acquisition URL is https://example.taleo.net, then the connection URL that you must enter ishttps://example.taleo.net/smartorg/Bics.jss .

5. Select the Authentication options.

• Select Always use these credentials, so that the login name and passwordyou provide for the connection are always used and users aren’t prompted tolog in.

• Select Require users to enter their own credentials when you want toprompt users to enter their user name and password to use the data from theOracle Talent Acquisition Cloud data source. Users are required to log in seeonly the data that they have the permissions, privileges, and role assignmentsto see.



Connect to Snowflake Data WarehouseYou can create a connection to Snowflake Data Warehouse and use the connection toaccess data.


2. Click Snowflake Data Warehouse.


4. For Description, enter a description for this connection.


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5. For Hostname enter the host account name for your data source.

Use the format, for example:

<account>.snowflakecomputing.com

Where account is the Snowflake account name that you want to use to access thedata.

For example: exampleaccountname.snowflakecomputing.com.

See format guidelines, https://docs.snowflake.net/manuals/user-guide/connecting.html.

6. For Username and Password, enter user credentials with access to theSnowflake data source.

7. For Database Name, enter the name of the database containing the schematables and columns that you want to connect to.

8. For Warehouse, enter the name of the warehouse containing the database,schema tables and columns that you want to connect to. For example, Example-WH.



SpreadsheetsYou can include data from spreadsheets in projects.

Topics:

• About Adding Spreadsheets or Other Data Files

• Add a Spreadsheet from Your Computer

• Add a Spreadsheet from Dropbox or Google Drive

About Adding Spreadsheets or Other Data FilesYou can create data sets from data stored in Microsoft Excel spreadsheets (XLSX andXLS ), CSV files, and TXT files. The maximum file size you can upload is 250 MB andthe data column limit for a single file is 250 columns.

You must structure your Excel spreadsheets in a data-oriented way with no pivoteddata. These rules apply for Excel tables:

• Tables must start in Row 1 and Column 1 of the Excel file.

• Tables must have a regular layout with no gaps or inline headings. An example ofan inline heading is one that is repeated on every page of a printed report.

• Row 1 must contain the names of the columns in the table. For example,Customer Given Name, Customer Surname, Year, Product Name, AmountPurchased, and so on. In this example:

– Column 1 has customer given names.

– Column 2 has customer surnames.


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– Column 3 has year values.

– Column 4 has product names.

– Column 5 has the amount each customer purchased for the named product.

• The names in Row 1 must be unique. If two columns hold year values, then youmust add a second word to one or both of the column names to make themunique. For example, if you have two columns named Year Lease, then you canrename the columns to Year Lease Starts and Year Lease Expires.

• Row 2 and greater must contain the data for the table, and those rows can'tcontain column names.

• Data in a column must be of the same type because it's often processed together.For example, the Amount Purchased column must contain only numbers (andpossibly nulls), enabling it to be summed or averaged. The Given Name andSurname columns must contain text values because they might be concatenated,and you might need to split dates into months, quarters, or years.

• Data must be at the same granularity. A table can't contain both aggregations anddetails for those aggregations. For example, suppose that you have a sales tableat the granularity of Customer, Product, and Year that contains the sum of AmountPurchased for each Product by each Customer by Year. In this case, you wouldn’tinclude invoice level details or daily summary values in the same table, becausethe sum of the Amount Purchased values wouldn't be calculated correctly. If youmust analyze at the invoice level, the day level, and the month level, then you cando either of the following:

– Have a table of invoice details: Invoice Number, Invoice Date, Customer,Product, and Amount Purchased. You can roll these up to the day, month, orquarter.

– Have multiple tables, one at each granular level (invoice, day, month, quarter,and year).

Add a Spreadsheet from Your ComputerYou can create a data set from an Excel spreadsheet (XLSX or XLS), CSV file, or TXTfile located on your computer.

You can't import an Excel spreadsheet that contains pivoted data. See About AddingSpreadsheets or Other Data Files.

1. On the Home page, click Create, and then click Data Set.

2. Click File and browse to select an XLSX or XLS (with unpivoted data), CSV, orTXT file.

3. Click Open to upload and open the selected spreadsheet.

4. Make any required name, description, or column attribute changes.

5. If you’re uploading a CSV or TXT file, then in the Separated By, ThousandSeparator, and Decimal Separator fields, confirm or change the defaultdelimiters.

If needed, choose Custom in the Separated By field and enter the character youwant to use as the delimiter. In the CSV or TXT file, a custom delimiter must beone character. The following example uses a pipe (|) as a delimiter: Year|Product|Revenue|Quantity|Target Revenue| Target Quantity.

6. Click Add to create the data set.


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Add a Spreadsheet from Dropbox or Google DriveYou can upload Excel spreadsheets (XLSX or XLS), CSV files, and TXT files directlyfrom Dropbox or Google Drive.

Before you start, you must set up a connection to Dropbox or Google Drive where yourdata files are stored. See Connect to Dropbox and Connect to Google Drive or GoogleAnalytics.

• Confirm that the spreadsheet you want to use is either an Excel spreadsheetin .XLSX or .XLS format, a CSV file, or a TXT file.

• For an Excel spreadsheet, ensure that it contains no pivoted data.

• Understand how the spreadsheet needs to be structured for successful import.

1. In the Data page, click Create and click Data Set.

2. In the Create Data Set dialog, click the connection to Dropbox or Google Drive.

3. In the Data Set editor, search or browse the Dropbox or Google Drive directoriesand locate the spreadsheet that you want to use.

You can use breadcrumbs to quickly move back through the directories.

4. Double-click a spreadsheet to select it.

5. Click Add to create the data set.

Create VisualizationsCreate visualizations of data to include in KPIs.

Topics:

• Build a Visualization by Adding Data from Data Panel

• Automatically Create Best Visualization

• Change Visualization Types

• Add Data to the Visualization Using Grammar Panel

• Add Data to the Visualization Using Assignments Panel

• Sort Data in Visualizations

• Sort and Select Data in Visualization Canvases

• Synchronize Visualizations in a Project

• Adjust the Visualize Canvas Layout and Properties

• Adjust Visualization Properties

• Add Reference Lines to Visualizations

• Format Numeric Values of Columns

• Format Numeric Values of Visualizations

• Transform Data Using Column Menu Options

• Adjust the Display Format of Date or Time Columns

• Convert Text Columns to Date or Time Columns

Chapter 3Create Visualizations

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• Apply Color to Visualizations

Build a Visualization by Adding Data from Data PanelYou can build visualizations by adding data elements such as measure, text, orattribute from the Data Panel to a canvas.

As you build the visualization, you add as many data elements as required or movethem to specific areas on the canvas to explore and analyze your data.

Topics:

• Different Methods to Add Data

• Automatically Create Best Visualization

• Add Data to the Visualization Using Grammar Panel

• Add Data to the Visualization Using Assignments Panel

• Modify a Visualization's Tooltips

Automatically Create Best VisualizationYou can automatically create the best visualization on the canvas based on a set ofdata elements.


2. To automatically create a visualization on the canvas, do one of the following:

• Drag data elements from the Data Panel and drop them directly onto thecanvas.

• Right-click data elements on the Data Panel and click Create BestVisualization.

• Double-click data elements to add it to the canvas.

A visualization is automatically created on the canvas, and the best visualizationtype is selected based on the preconfigured logic. The selected data element isalso positioned on a specific area of the Grammar Panel. For example, if you adda revenue measure to the canvas, the data element is placed in the Values area ofthe Grammar Panel, and Tile is selected as the visualization type.

3. Continue adding data elements directly to the canvas to build your visualization.

The visualization type and the position of the data elements on the Grammar Panelmight change when you add more data elements to the canvas.

You turn off the mode to automatically create visualizations when you perform actionssuch as:

• Changing the visualization properties such as type.

• Adding or removing analyses from the Analytics tab in the Data Panel.

• Dropping a data element onto a specific area of the Grammar Panel orAssignments Pane.

• Changing the filter setting.


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When the automatically create visualization mode is turned off, you can select thewizard icon or Auto Visualization in the visualization type list to turn on theautomatically create mode.

Change Visualization TypesYou can change visualization types to best suit the data you’re exploring.

When you create a project and add data elements to the canvas, Auto Visualizationmode chooses the most appropriate visualization type based on the selected dataelement. The Auto Visualization mode is on (selected) by default. If you add more dataelements, the visualization type is automatically updated, and the best type is selectedbased on the data elements.

If you want to use a different visualization type, then you need to select it from thevisualization type list. When you change the visualization type, Auto Visualizationmode is turned off. When the Auto Visualization mode is off (deselected), adding moredata elements to the canvas won’t change the visualization type automatically.

1. Confirm that you’re working in the Visualize canvas. Select a visualization on thecanvas, and on the visualization toolbar, click Change Visualization Type.

2. Select a visualization type. For example, select Treemap to change thevisualization type from Pivot to Treemap.

When you change the visualization type, the data elements are moved to matchingdrop target names. If an equivalent drop target doesn’t exist for the newvisualization type, then the data elements are moved to a Grammar Panel sectionlabeled Unused. You can then move them to the Grammar Panel section youprefer.

Add Data to the Visualization Using Grammar PanelAfter you’ve selected the data sets for your project, you can begin to add dataelements such as measures and attributes to visualizations.

You can select compatible data elements from the data sets and drop them onto theGrammar Panel in the Visualize canvas. Based on your selections, visualizations arecreated on the canvas. The Grammar Panel contains sections such as Columns,Rows, Values, and Category.


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1. Open or create a project.

2. If you created a project, then add a data set to it.


Use one of the following methods to add data elements to the Grammar Panel:

You can only drop data elements based on attribute and type onto a specificGrammar Panel section.

• Drag and drop one or more data elements from the Data Panel to theGrammar Panel in the Visualize canvas.The data elements are automatically positioned, and if necessary thevisualization changes to optimize its layout.

• Replace a data element by dragging it from the Data Panel and dropping itover an existing data element.

• Swap data elements by dragging a data element already inside the Visualizecanvas and dropping it over another data element.


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• Reorder data elements in the Grammar Panel section (for example, Columns,Rows, Values) to optimize the visualization, if you’ve multiple data elements inthe Grammar Panel section.

• Remove a data element by selecting a data element in the Grammar Panel,and click X.

Modify a Visualization's TooltipsWhen you hover over a data point in a visualization, a tooltip displays and providesspecific information about the data point. You can choose to see all tooltips or only themeasures included in the Tooltip section of the Grammar Panel.

For example, if you create a simple bar chart visualization that shows revenue forcountries in the Americas region, the tooltip displays the region's name, the country'sname, and exact revenue amount. If you add Target Revenue to the Tooltip section ofthe Grammar Panel, then the target revenue amount is displayed in the tooltip and theuser can easily compare the actual revenues with the target revenues. Set the Tooltipfield in the General Properties Pane to Tooltip Grammar Only if you want the tool tipto contain only the target revenue amount.

Note the following restrictions:

• You can drag and drop only measure columns to the Tooltip section in theGrammar Panel.

• The Tooltip section in the Grammar Panel doesn't display for all visualizationtypes.

1. Confirm that you’re working on the Visualize canvas and select a visualization.

2. Drag and drop one or more measure columns from the Data Panel to the Tooltipsection in the Grammar Panel.

Hover the mouse pointer over a data point on the visualization to display thetooltip. Because the Tooltip field is set to All Data by default, the tooltip containsthe data point's values for all columns included in the visualization. The datavalues for the columns that you added to the Tooltip section are displayed at thebottom of the tooltip.

3. (Optional) Use the Tooltip field to display only the data values that you want or toturn off the tooltip.

• If you want the tooltip to display data values for only the columns you draggedto the Tooltip section, then set the Tooltip field to Tooltip Grammar Only.

• If you don't want the tooltip to be displayed, then confirm that there are nocolumns in the Tooltip section and set the Tooltip field to Tool Tip GrammarOnly.

Add Data to the Visualization Using Assignments PanelYou can use the Assignment Panel to help you position data elements in the optimallocations for exploring content.

You must create a project or open an existing project and add one or more data setsto the project before you can add data elements to the Assignment Panel. Thesections in the Assignment Panel are the same as in the Grammar Panel.

1. Confirm that you’re working on the Visualize canvas.


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2. Select a visualization on the canvas.

Alternatively, drag and drop a data element to the blank canvas or betweenvisualizations on the canvas to create a new visualization.

3. Drag a data element to the visualization (but not to a specific drop target); you'llsee a blue outline around the recommended assignments in the visualization.

Hover the data element on the Assignment Panel to identify other validassignments.

4. Drop the data element on the selected assignment.

To display the Assignment Panel, click Show Assignments on the visualizationtoolbar.

Sort Data in VisualizationsSometimes you're working with a lot of data in visualizations. To optimize your view ofthat data in the project’s visualization canvas, you need to sort it.

• In the Visualize canvas, do one of the following:

• In the main editing panel, click the data element you want to sort, hover overSort next to the element label, and select a sorting option.

• In the Visualization Grammar Pane, click the data element you want to sort,hover over Sort then click a sorting option (for example, Low to High, A to Z).

Sort and Select Data in Visualization CanvasesWhile adding filters to visualizations helps you narrow your focus on certain aspects ofyour data, you can take a variety of other analytic actions to explore your data (forexample, drilling, sorting, and selecting). When you take any of these analytic actions,the filters are automatically applied for you.

Select a visualization and click Menu or right-click, then select one of the followinganalytics actions:

• Use Sort to sort attributes in a visualization, such as product names from A to Z. Ifyou’re working with a table view, then the system always sorts the left column first.In some cases where specific values display in the left column, you can’t sort the


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center column. For example, if the left column is Product and the center column isProduct Type, then you can’t sort the Product Type column. To work around thisissue, swap the positions of the columns and try to sort again.

• Use Drill to drill to a data element and drill through hierarchies in data elements,such as drilling to weeks within a quarter. You can also drill asymmetrically usingmultiple data elements. For example, you can select two separate year membersthat are columns in a pivot table, and drill into those members to see the details.

• Use Drill to [Attribute Name] to directly drill to a specific attribute within avisualization.

• Use Keep Selected to keep only the selected members and remove all othersfrom the visualization and its linked visualizations. For example, you can keep onlythe sales that are generated by a specific sales associate.

• Use Remove Selected to remove selected members from the visualization and itslinked visualizations. For example, you can remove the Eastern and Westernregions from the selection.

• Use Add Reference Line to add a reference line to highlight an important factdepicted in the visualization, such as a minimum or maximum value. For example,you can add a reference line across the visualization at the height of the maximumrevenue amount.

Synchronize Visualizations in a ProjectYou can specify whether or not to synchronize Visualizations in a canvas.

You use the Synchronize Visualizations setting to specify how the visualizations onyour canvas interact. By default, visualizations are linked for automaticsynchronization. You can deselect Synchronize Visualizations to unlink yourvisualizations and turn automatic synchronization off.

When Synchronize Visualizations is on (selected), then all filters on the filter bar andactions that create filters (such as Drill) apply to:

• All the visualizations in a project with a single data set.

• All the visualizations of joined data sets with multiple data sets.

If a data element from a data set is specified as a filter but isn't matched with thejoined data sets, then the filter only applies to the visualization of the data set thatit was specified for.

When you hover the mouse pointer over a visualization to see the filters applied to thevisualization, any filter that isn't applied to the visualization is grayed out.

Any visualization-level filters are applied only to the visualization.

When Synchronize Visualizations is off (deselected), then analytic actions such asDrill affect the visualization to which you applied the action.

Adjust the Visualize Canvas Layout and PropertiesYou can use the Visualize canvas' options to perform many different tasks. Forexample, copy and paste a visualization or the whole canvas, copy a visualization'sdata, or adjust the canvas' properties.

Note the following options.


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Option Location Description

CanvasProperties

Right-click a canvas tab Change the name, layout, width, andheight of the canvas in the CanvasProperties dialog.Use the SynchronizeVisualizations setting to specify how thevisualizations on your canvas interact.

Add Canvas Canvas tabs bar Add a new canvas to the project.You can drag a canvas to a differentposition on the canvas tabs bar.

Rename Right-click a canvas tab Rename a selected canvas.

Duplicate Canvas Right-click a canvas tab Add a copy of a selected canvas to theproject’s row of canvas tabs.

Copy Canvas Right-click a canvas tab Copies the whole canvas. You can usethe Paste Canvas option to paste thecanvas to the current project or to anotherproject.

Clear Canvas Right-click a canvas tab Remove all the visualizations on thecanvas.

Delete Canvas Right-click a canvas tab Delete a specific canvas of a project.

DuplicateVisualization

Visualization Menu, Edit orright-click a visualization

Add a copy of a selected visualization tothe canvas.

CopyVisualization

Visualization Menu, Edit orright-click a visualization

Copy a visualization on the canvas.

PasteVisualization

Visualization Menu, Edit, orright-click a visualization orblank canvas

Paste a copied visualization into thecurrent canvas, another canvas, oranother project.

Copy All Data Visualization Menu, Edit Copy all of the visualization's data to theclipboard. You can then paste it toanother application, like Word or Excel.Optionally, you can copy specific data inthe visualization. Highlight the data youwant to copy, right-click, and select CopyData.

DeleteVisualization

Visualization Menu or right-clicka visualization

Delete a visualization from the canvas.

Use these options to adjust the Visualize canvas.

Option Description

Brushing Turn on to keep multiple charts in sync when you make changes.

ToggleGrammar Panel

Turn on to display the options for the currently displayed visualization, suchas columns, rows, and colors.

Toggle DataPanel

Turn on to display the left hand panel to add data, visualizations, or analytics.


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Adjust Visualization PropertiesYou can customize how the visualizations in your project look and function. Forexample, the legend's location, number format, and font used in titles and labels.

The tabs and fields displayed depend on the type of visualization that you're workingwith.

1. In the Visualize canvas, select a visualization.

The visualization's properties display in the Properties pane.

2. Use the tabs in the Properties pane to adjust the visualization's properties asneeded. The most common tabs and options are described in this table:

PropertiesPane Tab

Description

General Change and format the visualization's title and legend. Change the title'sfont, size, and color.Add a custom background image or fill color and adjust its transparency.

Turn the tooltip on or off.

Axis Turn grid lines on or off. Set the axis labels for horizontal and verticalvalues and the axis values to start and end.Display or hide the axis labels.

Change the axis label's text. Change the label text's font, size, andcolor.

Edge Labels Show or hide a table visualization's headers. Change the table's header,data, and total text's font, size, and color.Add or remove column totals.

Wrap column labels. Change a column text's font, size, and color.

Action Add URLs to Tile, Image, and Text Box visualizations.

Values Change the display and placement of the data labels. Change thelabels' font, size, and color.

Change numbers to display as currency or percentage.

Change the aggregation method.

Display a trellis row (Y2 axis).

Analytics Add clusters or outliers to the visualization.Add reference lines, trend lines, and bands to display at the minimum ormaximum values of a measure included in the visualization.

Filters Change and format the visualization's filter title and selection names.Change the font, size, and color.

Add Reference Lines to VisualizationsYou can use advanced analytics reference lines to identify the range of data elementvalues in a visualization.

1. Confirm that you’re working on the Visualize canvas.

2. In the Data Panel, click the Analytics icon.

3. Drag and drop Reference Line into a visualization. Alternatively, you can double-click Reference Line to add it to the selected visualization.


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4. In the properties pane select the Analytics tab and do the following:

a. Click the current Method and select Line or Band.

b. Click the current reference Function (for example, Average and Custom) andselect the reference function that you want to use.

c. If you choose the Line method, you can select reference functions such asMedian, Percentile, Top N, and Constant.

• Percentile - Percentile rank number ranks the percentile of the dataelement added to the visualization.

• Top N - N value marks the highest values (ranked from highest to lowest)of the data element added to the visualization.

• Bottom N - N value marks the lowest values (ranked from highest tolowest) of the data element added to the visualization.

d. If you choose the Band method, you can select either Custom or StandardDeviation as the reference function.

• Custom - Select the to and from range of the data element values (suchas Median to Average).

• Standard Deviation - Select a value from 1 to 3 to show the standarddeviation for the selected value of the data element.

5. Click Save.

Based on the selected Method or reference Function, a line is displayed in thevisualization to highlight the value.

Format Numeric Values of ColumnsYou can format numeric values of a column in your visualizations using a wide rangeof ready-to-use formats. For example, you might change the aggregation type fromSum to Average.

1. Create or open the project that contains the numeric column whose properties youwant to change.

2. In the Data Panel, select the column.

3. In the properties pane for the selected column, use the General or NumberFormat tabs to change the numeric properties.

• General - Change the column name, data type, treat as (measure or attribute),and aggregation type.For example, to change how a number is aggregated, use the Aggregationoption.

• Number Format - Change the default format of a number column.

4. Click Save.


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Format Numeric Values of VisualizationsYou can format numeric properties of a visualization using a wide range of ready-to-use formats. For example, you might change the aggregation type from Sum toAverage.

1. Create or open the project that contains the visualization whose properties youwant to change.

2. In the Visualize canvas, select the visualization.

3. In the properties pane for the selected visualization, use the Values tab to changethe numeric properties.

For example, to change how a number is aggregated, use the AggregationMethod option.

4. Click Save.

Transform Data Using Column Menu OptionsYou can use column menu options to modify the data’s format.

You can upload or open an existing data set to transform the data using column menuoptions. After making the changes to the data set, you can create a project or open anexisting project and add the data set to the project.

The data transform changes update the column data using the selected option or adda new column to the data set.

The list of available menu options for a column depends on the type of data in thatcolumn.

If you don’t apply the transformation script and close the project or the data set, youlose all the data transform changes you’ve performed.

1. Open a project, and click Prepare. In the Preview data panel, select a column totransform.

2. Click Options, and select a transformation option.

3. In the step editor, update the fields to configure the changes. You can review thechanges in the data preview table.

4. Click Add Step to apply the data changes, close the step editor, and add a step tothe Preparation Script Panel.

5. Continue implementing data transform changes in the data set.

6. Click Apply Script in the Preparation Script Panel to apply the data transformchanges to the entire data set.

7. (Optional) Click Save, and then click Visualize to see the transformed columns.


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Adjust the Display Format of Date or Time ColumnsYou can adjust the display format of a date or a time column by specifying the formatand the level of granularity.

For example, you might want to change the format of a transaction date column (whichis set by default to show the long date format such as November 1, 2017) to displayinstead the International Standards Organization (ISO) date format (such as2017-11-01). You might want to change the level of granularity (for example year,month, week, or day).

1. Open the project or the data set that includes the date and time column that youwant to update. If you’re working in a project, then confirm that you’re working inthe project's Prepare canvas.

2. Click the date or time column you want to edit.

For example, click a date in the data elements area of the Data Panel, or click orhover over a date element on the main editing canvas.

3. If you’re working in the main editing canvas, adjust the format by doing one of thefollowing:

• Click Options, then Extract to display a portion of the date or time (forexample, the year or quarter only).

• Click Options, then Edit to display an Expression Editor that enables you tocreate complex functions (for example, with operators, aggregates, orconversions).

• In the properties pane, click the Date/Time Format tab, and use the options toadjust your dates or times (for example, click Format) to select from short,medium, or long date formats, or specify your own format by selectingCustom and editing the calendar string displayed.

4. If you’re working in the data elements area of the Data Panel, adjust the format bydoing one of the following:

• If you want to display just a portion of a calendar column (for example, theyear or quarter only), then select and expand a calendar column and selectthe part of the date that you want to display in your visualization. For example,to only visualize the year in which orders were taken, you might click OrderDate and select Year.

• In the properties pane, click the Date/Time Format tab, and use the options toadjust your dates or times.

5. If you’re working in table view, select the column header and click Options, then inthe properties pane click Date/Time Format to display or update the format for thatcolumn.

Convert Text Columns to Date or Time ColumnsYou can convert any text column to a date, time, or timestamp column.

For example, you can convert an attribute text column to a true date column.

1. Open the project or the data set that includes the column you want to convert.Confirm that you’re working in the Prepare canvas.


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2. Hover over the column that you want to convert.

3. Click Options, and select a conversion option (for example, Convert to Number,Convert to Date).

You can also do this from the Data Sets page when you’re editing a data set.

4. To further refine the format, select the column, and use the options on theproperties pane.

5. If you want to change the Source Format's default value then click Source Formatand select a format. For example, 2017.01.23, 01/23/2017, Mon, Jan 23, 2017, orMon, Jan 23, 2017 20:00:00.

The Source Format field automatically displays a suggested format based on theinput column text. However, if the Source Format field doesn’t display asuggested format (for example, for Sat 03/28 2017 20:10:30:222), then you canenter a custom format.

6. Click Custom if you need to enter your own format into the field at the bottom ofthe Convert to Date/Time dialog.

The custom format you enter must be in a format recognized by Oracle BusinessIntelligence before conversion. If you enter a custom format that isn’t recognized,an error message is displayed.

7. The Hide Source Element is selected by default and hides the original sourcecolumn after conversion. If you deselect this option, the original column isdisplayed next to the converted column after conversion.

8. Click Convert to convert the text column into a date or time column.

The changes you make apply to all projects using the data source with a modifieddate or time column.

Apply Color to VisualizationsUse color to enhance visualizations.

Topics:

• About Color Assignments in Visualizations

• Access Color Options

• Change the Color Palette

• Assign Colors to Columns

About Color Assignments in VisualizationsYou can work with color to make visualizations more attractive, dynamic, andinformative. You can color a series of measure values (for example, Sales orForecasted Sales) or a series of attribute values (for example, Product and Brand).

Your color choices are shared across all visualizations on the canvas, so if you changethe series or data point color in one visualization, then it appears on the othervisualizations.

The Visualize canvas has a Color section in the Grammar Panel where you can put ameasure column, attribute column, or set of attributes columns. Note how the canvasassigns color to the columns that are included in the Color section:


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• When a measure is in the Color section, then you can select different measurerange types (for example, single color, two color, and three color) and specifyadvanced measure range options (for example, reverse, number of steps, andmidpoint).

• When you’ve one attribute in the Color section, then the stretch palette is used bydefault. Color palettes contain a set number of colors (for example, 12 colors), andthose colors repeat in the visualization. The stretch palette extends the colors inthe palette so that each value has a unique color shade.

• If you’ve multiple attributes in the Color section, then the hierarchical palette isused by default, but you can choose to use the stretch palette, instead. Thehierarchical palette assigns colors to groups of related values. For example, if theattributes in the Color section are Product and Brand and you’ve selectedHierarchical Palette, then in your visualization, each brand has its own color, andwithin that color, each product has its own shade.

Access Color OptionsYou can set color options for your project and for individual visualizations within yourproject.

1. If you want to edit color options for the whole project:

a. Click Menu on the project toolbar and select Project Properties.

b. Use the General tab to edit the color series or continuous coloring.

2. If you want to edit color options for a visualization.

a. Select the visualization and click Menu or right-click.

b. Select Color. The available color options depend on how the measures andattributes are set up in your visualization.

c. You can experiment with visualization colors and select Reset VisualizationColors to revert to the original colors.

d. Select Stretch Palette to turn this option on or off.Color palettes have a set number of colors, and if your visualization containsmore values than the number of color values, then the palette colors arerepeated. Use the Stretch Palette option to expand the number of colors in thepalette. Stretch coloring adds light and dark shades of the palette colors togive each value a unique color. For some visualizations, stretch coloring isused by default.


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Change the Color PaletteYou can switch between the various color palettes until you find the one you want.

Each color palette contains 12 colors that you can apply to a visualization.

1. Select the visualization that you want to change the color palette for.

2. Click Menu or right-click and select Color, then select Manage Assignments.

3. Locate the Series Color Palette and click the color palette that’s currently used inthe visualization (for example, Default or Alta).

4. From the list, select the color palette that you want to apply to the visualization.

Assign Colors to ColumnsInstead of using the palette’s default colors, you can choose specific colors to fine-tunethe look of your visualizations.

1. Select the visualization that you want to manage the colors for.

2. Click Menu on the visualization toolbar or right-click and select Color, then selectManage Assignments.

3. If you’re working with a measure column, you can do the following:

• Click the box containing the color assigned to the measure. From the colorpicker dialog, select the color that you want to assign to the measure. ClickOK.

• Specify how you want the color range to be displayed for the measure (forexample, reverse the color range, pick a different color range, and specify howmany shades you want in the color range).


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4. If you’re working with an attribute column, then click the box containing the colorassignment that you want to change. From the color picker dialog, select the colorthat you want to assign to the value. Click OK.

Create and Apply FiltersUse filters to focus on the data that is most meaningful.

Topics:

• Typical Workflow to Create and Apply Filters

Chapter 3Create and Apply Filters

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• About Filters and Filter Types

• Apply Range Filters

• Apply Top Bottom N Filters

• Apply List Filters

• Apply Date Range Filters

• Create Filters on a Project

• Create Filters on a Visualization

• Build Expression Filters

• How Data Sets Interact with Filters

• About Automatically Applied Filters

• How the Number of Data Sets Affects Filters

• Apply Relative Time Filters

• Move Filter Panels

Typical Workflow to Create and Apply FiltersHere are the common tasks for creating and applying filters to projects, visualizations,and canvases.


Choose theappropriate filter type

Filter types (Range, Top / Bottom N filter,List, Date, and Expression) are specific toeither a project, visualization, or canvas.

Apply Range Filters

Apply Top Bottom N Filters

Apply List Filters

Apply Date Range Filters

Create filters onprojects andvisualizations

Create filters on a project or visualization tolimit the data displayed and focus on aspecific section or category.

Create Filters on a Project

Create Filters on a Visualization

Build and useexpression filters

You can build and use expression filters todefine more complex filters using SQLexpressions.

Build Expression Filters

Set visualizationinteraction properties

Define how you want visualizations to affecteach other.

How Data Sets Interact with Filters

About Filters and Filter TypesFilters reduce the amount of data shown in visualizations, canvases, and projects.

The Range, List, Date, and Expression filter types are specific to either a visualization,canvas, or project. Filter types are automatically determined based on the dataelements you choose as filters.

• Range filters - Generated for data elements that are number data types and thathave an aggregation rule set to something other than none. Range filters areapplied to data elements that are measures, and that limit data to a range ofcontiguous values, such as revenue of $100,000 to $500,000. Or you can create arange filter that excludes (as opposed to includes) a contiguous range of values.


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Such exclusive filters limit data to noncontiguous ranges (for example, revenueless than $100,000 or greater than $500,000). See Apply Range Filters.

• Top and bottom filters: Applied to measure data elements. You can specifywhether it’s a top or a bottom filter, specify the number of rows to display, andwhich attributes to group by. See Apply Top Bottom N Filters.

• List filters - Applied to data elements that are text data types and number datatypes that aren’t aggregatable. See Apply List Filters.

• Date filters - Use calendar controls to adjust time or date selections. You caneither select a single contiguous range of dates, or you can use a date range filterto exclude dates within the specified range. See Apply Date Range Filters.

• Expression filters - Let you define more complex filters using SQL expressions.See Build Expression Filters.

Apply Range FiltersYou use Range filters for data elements that are numeric data types and have anaggregation rule set to something other than none.

Range filters are applied only to measure columns and limits data to a range ofcontiguous values, such as revenue of $100,000 to $500,000. Alternatively, you cancreate a range filter that excludes (as opposed to includes) a contiguous range ofvalues. Such exclusive filters limit data to two noncontiguous ranges (for example,revenue of less than $100,000 or greater than $500,000).

1. In the Visualize canvas, go to the filter bar and click the filter to view the Rangelist.

2. In the Range list, click By to view the selected list of Attributes. You can optionallyperform any of the following steps:

• Click a member to remove or add it to the selected list.

• Click the Plus (+) icon to add a new member to the selected list.

• Set the range that you want to filter on by moving the sliders in the histogram.

3. Click outside of the filter to close the filter panel.

Apply Top Bottom N FiltersYou use the Top Bottom N filter to filter a measure to a subset of its largest (orsmallest) values.

You apply top or bottom filters to data elements that are measures. When you add ameasure to a filter drop target of a visualization, the default filter type is Range, butyou can change the filter type to Top Bottom N from the Filter Type menu option.

You can apply a Top Bottom N filter to either a project canvas (it applies to allvisualizations in the project), or to a selected visualization. All of the following stepsare optional:

1. To apply the Top Bottom N filter to the canvas and all visualizations in the project:

a. In the Visualize canvas, select a filter in the filter bar.

b. Click the filter menu or right-click and select Filter Type, then click TopBottom N. You can only convert a range filter to Top Bottom N filter


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2. To apply the Top Bottom N filter to a specific visualization in the project andupdate the filtered data on the canvas:

a. In the Visualize canvas, select the visualization to which you want to apply thefilter.

b. In the Grammar Panel go to the Filters drop target.

c. Select a measure, then right-click and select Filter Type, then click TopBottom N.

3. To change which filter method is applied, Top or Bottom, in the Top Bottom N list,click the Method value.

4. To display a particular number of top or bottom rows, in the Top Bottom N list,click in the Count field and enter the number.

5. To change which columns to group by, in the Top Bottom N list, click in the Byfield, or to display the available columns that you can select from, click Plus (+).

6. To deselect any member from the list of attributes, in the Attributes list, click themember that you want to deselect.

7. To add a member to the list of attributes, in the Attributes list, click anynonselected member.


Apply List FiltersList filters are applied to text and non-aggregatable numbers. After you add a list filter,you can change the selected members that it includes and excludes.

1. In the Visualize canvas, go to the filter bar and select a filter to view the Selectionslist.

2. Locate the member you want to include and click it to add it to the Selections list.Alternatively, use the Search field to find a member you want to add to the filter.Use the wildcards * and ? for searching.

3. Optionally, you can also perform the following steps:

• In the Selections list click a member to remove it from the list of selections.

• In the Selections list, you can click the eye icon next to a member to cause itto be filtered out but not removed from the selections list.

• In the Selections list, you can click the actions icon at the top, and selectExclude Selections to exclude the members in the Selections list.

• Click Add All or Remove All at the bottom of the filter panel to add or removeall members to or from the Selections list at one time.


Apply Date Range FiltersDate range filters use calendar controls to adjust time or date selections. You canselect a single contiguous range of dates, or use a date range filter to exclude dateswithin the specified range.

1. In the Visualize canvas, go to the filter bar and click the filter to view the CalendarDate list.


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2. In Start, select the date that begins the range that you want to filter.

Use the Previous arrow and Next arrow to move backward or forward in time, oruse the drop-down lists to change the month or year.

3. In End, select the date that ends the range that you want to filter.

4. Optionally, to start over and select different dates, right-click the filter in the filterbar and select Clear Filter Selections.


Create Filters on a ProjectYou can add filters to limit the data that’s displayed in the visualizations on thecanvases in your project.

If your project contains multiple data sets and some aren’t joined, then there arerestrictions for how you can use filters. Any visualization that doesn't use the dataelement of the filter is grayed out.

Instead of or in addition to adding filters to the project or to an individual canvas, youcan add filters to an individual visualization.

1. Click + Add Filter, and select a data element. Alternatively, drag and drop a dataelement from the Data Panel to the filter bar.

You can't specify data elements of a data set as a filter of other data sets, if thetwo data sets aren’t joined.

2. Set the filter values. How you set the values depends upon the data type thatyou’re filtering.

• Apply a range filter to filter on columns such as Cost or Quantity Ordered.

• Apply a list filter to filter on columns such as Product Category or ProductName.

• Apply a date filter to filters on columns such as Ship Date or Order Date.

3. Optionally, click the filter bar menu or right-click, then select Add ExpressionFilter.

4. Optionally, click the filter Menu and hover the mouse pointer over the Limit ValueBy option to specify how the filter interacts with the other filters in the filter bar.Note the following:

• By default, the Auto option causes the filter to limit other related filters in thefilter bar.For example, if you’ve filters for Product Category and Product Name, and ifyou set the Product Category filter to Furniture and Office Supplies, then theoptions in the Product Name filter value pick list is limited to the productnames of furniture and office supplies. You can select None to turn this limitfunctionality off.

• You can specify any individual filter in the filter bar that you don’t want to limit.For example, if you have filters for Product Category, Product Sub Category,and Product Name, and in the Limit Value By option for the Product Categoryfilter you click Product Sub Category, then the product subcategory filtershows all values and not a list of values limited by what you select for ProductCategory. However, the values shown for Product Name is limited to what youselect for Product Category.


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5. Optionally, click the filter bar menu or right-click and select Auto-Apply Filters,then click Off to turn off the automatic apply. When you turn off the automaticapply, then each filter’s selection displays an Apply button that you must click toapply the filter to the visualizations on the canvas.

6. Click the filter bar menu or right-click and select Pin to All canvases of a filter toapply a filter to all canvases in the project.

You can also go to the filter bar and perform the following steps:

• Select a filter and right-click, then select Delete to remove it from the project.

• Right-click and select Clear All Filter Selections to clear the selection list of allthe filters in the filter bar.

• Right-click and select Remove All Filters to remove all the filters in the filter bar.

Create Filters on a VisualizationYou can add filters to limit the data that’s displayed in a specific visualization on thecanvas.

If a project contains multiple data sets and some aren't joined, then there arerestrictions for how you can use filters. Any visualization that doesn't use the dataelement of the filter is grayed out.

Visualization filters can be automatically created by selecting Drill on thevisualization’s Menu when the Synchronize Visualizations option is turned off in theCanvas Properties dialog.

Instead of or in addition to adding filters to an individual visualization, you can addfilters to the project or to an individual canvas. Any filters included on the canvas areapplied before the filters that you add to an individual visualization.


2. Select the visualization that you want to add a filter to.

3. Drag and drop one or more data element from the Data Panel to the Filter droptarget in the Grammar Panel.

To use data elements of a data set as a filter in the visualization of another dataset, you’ve to join both the data set, before using the data elements as filters.

4. Set the filter values. How you set the values depends upon the data type thatyou’re filtering.


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• To set filters on columns such as Cost or Quantity Ordered, see Apply RangeFilters.

• To set filters on columns such as Product Category or Product Name, see Apply List Filters.

• To set filters on columns such as Ship Date or Order Date, see Apply DateRange Filters.

5. (Optional) Click the filter bar menu or right-click and click Auto-Apply Filters, thenselect Off to turn off automatic apply for all filters on the canvas and within thevisualization. When you turn off automatic apply, then each filter’s selectiondisplays an Apply button that you must click to apply the filter to the visualization.

Build Expression FiltersUsing expression filters, you can define more complex filters using SQL expressions.Expression filters can reference zero or more data elements.

For example, you can create the expression filter "Sample Sales"."BaseFacts"."Revenue" < "Sample Sales"."Base Facts"."Target Revenue". After applying thefilter, you see the items that didn’t achieve their target revenue.

You build expressions using the Expression Builder. You can drag and drop dataelements to the Expression Builder and then choose operators to apply. Expressionsare validated for you before you apply them.

1. In the Visualize canvas, go to the filter bar and click Action and then select AddExpression Filter.

2. In the Expression Filter panel, compose an expression.

3. In the Label field, give the expression a name.

4. Click Validate to check if the syntax is correct.

5. When the expression filter is valid, then click Apply. The expression is applied tothe visualizations on the canvas.

How Data Sets Interact with FiltersThere are several ways that data sets can interact with filters in a project. Forexample, filters might interact differently with visualizations depending on the numberof data sets, whether the data sets are joined, and what the filters are applied to.

Various factors affect the interaction of data sets and filters in projects:

• The number of data sets within a project.

• The data sets that are joined (connected) or not-joined (for a project with multipledata sets).

• The data elements (columns) that are matched between joined data sets.

You can use the Data Diagram in the Prepare canvas of a project to:

• See joined and not-joined data sets.

• Join or connect multiple data sets by matching the data elements in the data sets.

• Disconnect the data sets by removing matched data elements.


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About Automatically Applied FiltersBy default, the filters in the filter bar and filter drop target are automatically applied.However, you can turn this behavior off if you want to manually apply the filters.

When the Auto-Apply Filters is selected in the filter bar menu, the selections youmake in the filter bar or filter drop target are immediately applied to the visualizations.When Auto-Apply Filters is off or deselected, the selections you make in the filter baror filter drop target aren’t applied to the canvas until you click the Apply button in thelist filter panel.

How the Number of Data Sets Affects FiltersFilters can interact differently with visualizations depending on the number of datasets, whether the data sets are joined, and what the filters are applied to.

You can add filters to the filter bar or to individual visualizations in a project.

Single Data Set Filter Interaction

Add a filter to thefilter bar

It applies to all visualizations in the project.

Add a filter to avisualization

It is applied after filters on the filter bar are applied.

Add multiple filters By default filters restrict each other based on the values that you select.

Multiple Data Sets Filter Interaction

If you add filters tothe filter bar.

• The filters apply to all the visualizations using the joined data sets. For visualizationsusing the not-joined data sets, you must add a separate filter to each data set.

• You can't specify data elements of a data set as a filter of other data sets, if the twodata sets aren't joined.

• If a data element of a data set is specified as a filter, but doesn’t match the joined datasets, then the filter applies only to the visualization of that particular data set, and doesnot apply to other visualizations of joined or not-joined data sets.

• You can select Pin to All Canvases of a filter, to apply a filter to all canvases in theproject.

If you hover over afilter name to see thevisualization to whichthe filter is applied.

Any visualizations that don't use the data element of the filter are grayed out.

If you add filters tovisualizations

• If you specify a filter on an individual visualization, that filter applies to that visualizationafter the filters on the filter bar are applied.

• If you select the Use as Filter option and select the data points that are used as a filterin the visualization, then filters are generated in the other visualizations of joined datasets and matched data elements.

You can use the Limit Values By options to remove or limit how the filters in the filterbar restrict each other.


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Apply Relative Time FiltersUse the relative time filter on a Date or Date/Time column to display data for aspecified time period based upon the current date and time.

You can specify a relative time period as either an explicit number of past or futuretime units (for example 2 years), or you can specify a previous period. For example,Year To Date which includes data from 1-January this year to the current date, andMonth To Date which includes data from the beginning of the month to the currentdate.

You can apply a Relative Time filter only to date columns that already exist in the datasource, and not to derived columns such as Year, or Quarter. The Relative Time filtertype supports Date (with no time of day portion) and DateTime (that is, TIMESTAMPwith both date and time of day) column types.

The current date and time used in queries is the Oracle Analytics server host's dateand time in the server's timezone (not the browser host's time or timezone). Thestarting day of the week (Sunday versus Monday) is based on the locale of the OracleAnalytics server which is set using the server configuration setting NLS_TERRITORY.

1. In the Visualize canvas, go to the filter bar and add a date range filter.

2. Click the filter context menu, select Filter Type, and Relative Time to switch to arelative time filter.

3. In the Relative Time filter, select a Type that defines the range that you want tofilter.

• Last - You specify a Period to apply to the selected Time Level (Years,Quarters, Months, Weeks, Days, and includes Hours, Minutes, and Seconds ifthe column time is TIMESTAMP) relative to today's date, to display records forthe date values for that period.Last filters that are based on a DateTime column and which have a grain ofDay or longer (for example, Year, Quarter, Month, Week, Day), retrieve datafrom the same time of day on the starting day. For example, if the server date/time is currently Thursday 3:15pm , a Last 2 Days filter on a DateTime columnretrieves data with timestamps between Tuesday 3:15pm and Thursday3:15pm in the server's timezone. Filter queries that are based on a DATEcolumn type (which by definition have no time of day associated) only dependon the server host's date, not the time of day.

• Next - You specify a future Period number to apply to the selected TimeLevel (Years, Quarters, Months, Weeks, Days, also Hours, Minutes, andSeconds if the column time is TIMESTAMP) relative to today's date, to displayrecords for the date values for that period.

• To Date - You specify a past Time Level (Year, Quarter, Month, Week, Day,also includes Hour, and Minute if the column time is TIMESTAMP) relative totoday's date, that you want to apply to the date values in the visualization.A To Date filter retrieves data from the beginning of the chosen period, forexample, Month to Date retrieves data from midnight of the first day of thismonth up until the current date and time (that is, Today or Now).



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Move Filter PanelsYou can move filter panels from the filter bar to a different spot on the canvas.

When you expand filters in the filter bar, it can block your view of the visualization thatyou’re filtering. Moving the panels makes it easy to specify filter values without havingto collapse and reopen the filter selector.

1. To detach a filter panel from the filter bar, place the cursor at the top of the filterpanel until it changes to a scissors icon, then click it to detach the panel and dragit to another location on the canvas.

2. To reattach the panel to the filter bar, click the reattach panel icon.


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4Work with Data

You can work with data in a variety of ways to ensure the information you need topresent is easy to find.

Topics:

• Manage Data

• Search Data

• Analyze Data

Manage DataAfter you add data to a project or visualization, you need to know how to adjust it tomeet your needs.

Topics:

• Typical Workflow to Manage Added Data

• Manage Data Sets

• Delete Data Sets

• Types of Data You Can Refresh

• Refresh Data in a Data Set

• Duplicate Data Sets

• Rename a Data Set

• Use a Subject Area as a Data Set

• Update Details of Data that You Added

• View and Edit Object Properties

Typical Workflow to Manage Added DataHere are the common tasks for managing the data added from data sources.


Refresh data Refresh data in the data set when newerdata is available. Or refresh the cache forOracle Applications and databases if thedata is stale.

Refresh Data in a Data Set

Update details ofadded data

Inspect and update the properties of theadded data.

Update Details of Data that You Added

Manage data sets See the available data sets and examine orupdate a data set's properties.

Manage Data Sets

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Renaming a data set Rename a data set listed on the data setspage.

Rename a Data Set

Duplicate data sets Duplicate a data set listed on the data setspage.

Duplicate Data Sets

Manage Data SetsYou can update and delete the data that you added from various data sources.

You can use the Data Sets page to examine data set properties, change columnproperties such as the aggregation type, set permissions, and delete data sets thatyou no longer need to free up space. Data storage quota and space usage informationis displayed, so that you can quickly see how much space is free.

1. Go to the Data page, then Data Sets section.

2. Click the Actions menu of a data set or right-click the data set that you want tomanage, and click Edit,

3. Optionally, use the Inspect option to review data set columns and change the dataset properties. For example, you can change the Product Number column’saggregation type to Minimum.

4. Optionally, use the Inspect option to change whether to treat data set columns asmeasures or attributes.

You can't change how a column is treated if it’s already matched to a measure orattribute in the data model..

5. Optionally, use the Inspect option to specify the permissions that users and roleshave for the data.

You’re allowed to set permissions on some data sources, such as uploaded datasets. See Control Share of Data You Added.

Chapter 4Manage Data

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6. Optionally, use the Inspect option to change the Query Mode for a database table.The default is Live because database tables are typically large and shouldn’t becopied to cache. If your table is small, then select Auto and the data is copied intothe cache if possible. If you select Auto, then you have to refresh the data whenit’s stale.

7. Optionally, download a data set created from a Microsoft Excel file by right-clickingthe data set and selecting Download File. Note that the columns in the downloadmatch the columns in the file that you originally uploaded. Any derived columnsthat you added in the Visualize editor’s Prepare canvas aren’t included in the dataset download.

8. Optionally, update data for a data set created from a Microsoft Excel file or OracleApplications by right-clicking the data set and selecting Reload Data.

If you have Full Control permissions, you can grant permissions to others and deleteuploaded data sets, but be careful not to delete a data file that is still a data source forprojects. See Delete Data that You Added.

Delete Data SetsYou can delete data sets when you need to free up space on your system.

Deleting a data set permanently removes it and breaks any projects that use thedeleted data set. You can’t delete subject areas that you’ve included in projects.Deleting data differs from removing a data set from a project.

1. Go to the Data page and select Data Sets.

2. Select the data set you want to delete and click the Actions Menu or right-click,then select Delete.

Types of Data You Can RefreshAfter you add data, the data might change, so you must refresh the data from itssource.

Rather than refreshing a data set, you can replace it by loading a new data set with thesame name as the existing one. However, replacing a data set can be destructive andis discouraged. Don’t replace a data set unless you understand the consequences:

• Replacing a data set breaks projects that use the existing data set if the oldcolumn names and data types aren’t all present in the new data set.

• Any data wrangling (modified and new columns added in the data stage) is lostand projects using the data set are likely to break.

Databases

For databases, the SQL statement is rerun and the data is refreshed.

CSV or TXT

To refresh a CSV or TXT file, you must ensure that it contains the same columns thatare already matched with the date source. If the file that you reload is missing somecolumns, then you’ll see an error message that your data reload has failed due to oneor more missing columns.


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You can refresh a CSV or TXT file that contains new columns, but after refreshing, thenew columns are marked as hidden and don’t display in the Data Panel for existingprojects using the data set.

Excel

To refresh a Microsoft Excel file, you must ensure that the newer spreadsheet filecontains a sheet with the same name as the original one. In addition, the sheet mustcontain the same columns that are already matched with the data source. If the Excelfile that you reload is missing some columns, then you'll see an error message thatyour data reload has failed due to one or more missing columns.

You can refresh an Excel file that contains new columns, but after refreshing, the newcolumns are marked as hidden and don’t display in the Data Panel for existing projectsusing the data set. To resolve this issue, use the Inspect option of the data set toshow the new columns and make them available to existing projects.

Oracle Applications

You can reload data and metadata for Oracle Applications data sources, but if theOracle Applications data source uses logical SQL, reloading data only reruns thestatement, and any new columns or refreshed data won’t be pulled into the project.Any new columns come into projects as hidden so that existing projects that use thedata set aren’t affected. To be able to use the new columns in projects, you mustunhide them in data sets after you refresh. This behavior is the same for file-baseddata sources.

Refresh Data in a Data SetYou can refresh data in a data set from all source types such as databases, files, andOracle Applications.

1. If you're in a project:

• On the Visualize canvas, click Refresh Data to ensure that you see the mostup-to-date data (by re-executing the visualization queries for all views in yourproject).

2. If you're on the Data Sets panel on the Data page, click Actions menu next to adata set and select Reload Data.

After you reload a data set, in each project that uses that data set, on the Visualizecanvas, click Menu, and select Refresh Data.

Duplicate Data SetsYou can duplicate an uploaded data set that is listed in the Data Sets page to help youfurther curate (organize and integrate from various sources) data in projects.

For example, suppose an accounts team creates a specific preparation of a data set,and a marketing team wants to prepare the same data set but in a different way. Themarketing team duplicates the data set for their own purposes.


2. Select a data set that you want to duplicate and click the Actions menu or right-click, then select Duplicate.

• The duplication happens immediately.


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• The default name of the duplicated data set is <Data set>Copy.

• If the data set name already exists, the new name is set to <Dataset>Copy# in sequential order based on available names.

• You can rename the duplicate data set by editing it in the Inspector dialog.

• The user that duplicates the data set becomes the owner of the new data set.

• Any user who can view a data set can also duplicate the data set.

• All properties on the new data set, unless specifically stated, are reset (as ifit’s a new data set). For example, ACL, certified, indexed, custom-attributes.

• Data preparation changes made on the source are retained in the new dataset.

• Conformance rules on the source are retained in the new data set.

Rename a Data SetRenaming a data set helps you to quickly search and identify it in the data set library.

Even if you change the name of a data set, that change doesn't affect the reference forthe project; that is, the project using the specific data set continues to work.


2. Select a data set and click the Actions menu or right-click, then select Open.

3. Click Edit Data Set on the Results toolbar.

4. Select the last step and go to the Name field, then change the value.

5. Click Save.

If a data set with the same name already exists in your system, an error message isdisplayed. Click Yes to overwrite the existing data set (with the data set whose nameyou're changing) or cancel the name change.

Use a Subject Area as a Data SetA project can contain one or more subject areas. You can also create projects thatcontain subject areas and any other type of data source, for example a spreadsheet ordatabase data source.

To see the list of available subject areas, click the Subject Area link in the Add DataSet page. The subject areas that display in this list are the same subject areas thatyou can use to create analyses in the Analyses Editor. Only the data to which youhave the proper permissions to access and work with displays in the data set youselect. Permissions are also applied when another user views or works with theprojects that you create from data sets.

You can’t use Oracle Analytics to modify the subject areas like you do with other typesof data sets. For example, you can’t exclude a column, change a column’s data type oraggregation rule, or change the column from a measure column to an attribute column.You must use the enterprise reporting and modeling tools to make changes to subjectareas.


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Compose Data Sets from AnalysesYou can build data sets from analyses created in other Oracle products such asOracle Fusion Applications with Oracle Transactional Business Intelligence.

You must create an Oracle Applications connection before you can create an analysisdata set.

1. On the Home page click Create and click Data Set. In the Create Data Set dialog,select Create Connection and use the Create Connection dialog to create theconnection for your data set.

2. In the Data Set editor, select the Select an Analysis option to view, browse, andsearch the available analyses to use in your data set.

3. Double-click an analysis to use it for your data set.

4. You can also optionally perform the following steps:

• Click Enter SQL to display the SQL Statement of the data set. View or modifythe SQL statement in this field.

• Click a column’s gear icon to modify its attributes, like data type and whetherto treat the data as a measure or attribute.

• Go to the Step editor at the top of the Data Set editor and click the last step inthe Step editor to specify a description for the data set.

5. Before saving the data set, go to the Name field and confirm its name. Click Add.

6. In the Data Set page you can optionally view the column properties and specifytheir formatting. The column type determines the available formatting options.

Compose Data Sets from Subject AreasYou can build data sets from subject areas used in other Oracle products such asOracle Fusion Applications with Oracle Transactional Business Intelligence.

You must create an Oracle Applications connection before you can create a subjectarea data set.

1. On the Home page, click Create and click Data Set. Click Connection and usethe Create Connection dialog to specify the details for your data set.

2. In the Data Set editor, choose Select Columns to view, browse, and search theavailable subject areas and columns.

3. You can also optionally perform the following steps:

• In the breadcrumbs click the Add/Remove Related Subject Areas option toinclude or exclude related subject areas. Subject areas are related when theyuse the same underlying business or logical model.

• After you’ve selected columns, go to the Step editor at the top of the Data Seteditor and click the Filter step to add filters to limit the data in the data set.After you’ve added filters, click Get Preview Data to see how the filters limitthe data.

• Click Enter SQL to display the logical SQL statement of the data source. Viewor modify the SQL statement in this field.


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If you edit the data source’s logical SQL statement, then the SQL statementdetermines the data set and any of the column-based selection orspecifications are disregarded.

• Go to the Step editor at the top of the Data Set editor and click the last step inthe Step editor to specify a description for the data set.

4. Before saving the data set, go to the Name field and confirm its name. Click Add.

The Data Set page is displayed.

5. In the Data Set page you can optionally view the column properties and specifytheir formatting. The column type determines the available formatting options.

Update Details of Data that You AddedAfter you add data, you can inspect its properties and update details such as the nameand description.


2. Select the data set whose properties you want to update and click the Actionsmenu or right-click, then select Inspect.

3. View the properties in the following tabs and modify them as appropriate:

• General

• Data Elements

• Search

• Permission

View and Edit Object PropertiesYou can view and edit the properties of standalone objects such as projects, data sets,connections, and data flows.

For example, you can check and modify the access permissions to specify the userswho can change or read a data set, or see the source and target data sets for the dataflow.

You can use the object inspector in the Home, Data, Catalog, and other top-levelpages to view and edit the properties of an object. Based on the object’s level, theproperties also provide references to other objects, such as lower level objects that arepart of the object that you’re inspecting and other standalone objects that arereferenced or used by that object. For example, a project property provides a list ofdata sets that are included in the project. The properties of lower level objects aren’tpart of the top-level object’s inspector (such as data set properties), so they’re notdisplayed as part of a project’s properties. You can inspect the properties of thefollowing objects:

• Projects

• Data Sets

• Connections

• Data Flows

• Sequences


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• Schedules

• Folders

For example, perform the following steps to view or edit data flow properties in theinspector.

1. Go to the Data page and select Data Flows, then locate a data flow whoseproperties you want to view or edit.

2. Click the data flow’s Actions menu or right-click and select Inspect.

3. In the Inspector dialog, check and modify the object properties (such as Name andDescription).

4. In the Inspector dialog, modify the object properties (such as Name andDescription). Common and type-specific properties are organized in tabs in theInspector dialog, and the following tabs are displayed:

• General - Lists standard life-cycle properties (such as Name, Description,Created By, and Modified By) that are common to all types of object.This tab also lists high-level properties (such as Type, File Name, File Size,and Location), depending on the type of object that you’re inspecting.

• Sources/Targets - Lists the source and target data sets for the data flow. TheParameter Name column is displayed if you've applied parameters to the dataflow.

• Schedules - Lists schedules for the object (such as Name, Frequency, andNext Start Time of the schedule).

• History - Lists the recent activity for the object.

• Permissions - Lists each user’s levels and level of permission.

• Related - Lists objects that are related, referenced, or used by the object thatyou’re inspecting. The objects listed depend on the type of object that you’reinspecting.

The Inspector dialog also displays other specific tabs (such as Data Elements,Parameters, and Data Flows), depending on the type of object that you’reinspecting.

5. Click Save.

Search DataWhen you are looking for a piece of information to include in a presentation, you cansearch data, projects, and visualizations for the information you need.

Topics:

• Search Tips

Search TipsUse these tips to help you find your content.

• Searching in Non-English Locales - When you enter criteria in the search field,what displays in the drop-down list of suggestions can differ depending upon yourlocale setting. For example, if you’re using an English locale and enter sales, then

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the drop-down list of suggestions contains items named sale and sales. However,if you’re using a non-English locale such as Korean and type sales, then the drop-down list of suggestions contains only items that are named sales and items suchas sale aren’t included in the drop-down list of suggestions.

• Searching for New Objects and Data - If you create or save a project or create adata set and then immediately try to search for it, then it’s likely that your searchresults won’t contain matches. If this happens, refresh your browser. If you stillcan't find the new object or data, then wait a few minutes for the indexing processto run, and retry your search. The system automatically runs the indexing processevery two minutes. Users can access only the data they've been given permissionto access.

Analyze DataUse analytics to draw meaningful conclusions and expand meaningful informationabout your data.

Topics:

• Add Advanced Analytics Functions to Visualizations

• Create Calculated Data Elements in a Data Set

• Interpret Data Values with Color and Size in Map Visualizations

Add Advanced Analytics Functions to VisualizationsYou can apply advanced analytics functions to your project's visualizations.


2. To display the available advanced analytic functions, click the Analytics icon inthe Data Panel.

3. To edit the applied advanced analytics in a visualization, highlight the visualization,and in the properties pane click the Analytics icon.

4. To add advanced analytic functions to a visualization, do one of the following:

• Drag and drop an advanced analytic function (such as Clusters, Outliers,Reference Line) from the Analytics pane to a visualization.

• Right-click a visualization, and select an advanced analytic function.

• In the properties pane select the Analytics icon and click Add (+), then selecta function such as Add Clusters or Add Outliers.

Create Calculated Data Elements in a Data SetYou can create a new data element (typically a measure) to add to your visualization.For example, you can create a new measure called Profit that uses the Revenue andDiscount Amount measures.

The calculated data elements are stored in the data set’s My Calculations folder andnot in the project. In a project with a single data set only one My Calculations folder isavailable and the new calculated data elements are added to it. In a project withmultiple data sets My Calculations folder is available for each set of joined and not-

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joined data sets. Ensure that you’re creating the calculated data elements for therequired data set or joined data set. The new calculated data elements are added tothe My Calculations folder of the data sets (joined and non-joined) that you create thecalculation for.

1. In the Visualize canvas navigate to the bottom of the Data Panel, right-click MyCalculations, and click Add Calculation to open the New Calculation dialog.

2. Enter a name.

3. In the expression builder pane, compose and edit an expression.

You can drag and drop a column into the expression builder pane only if thecolumn is joined to the data set.

4. Click Validate.

5. Specify a name, then click Save.

Interpret Data Values with Color and Size in Map VisualizationsYou can use the color and size of a shape such as a polygon or a bubble, to interpretvalues in a map visualization.

1. Create or open a project and confirm that you’re working in the Visualize canvas.

2. Select a column and render it in a map view, doing one of the following:

• Right-click a map-related column in the Data Element pane and click PickVisualization, then select Map.

• Drag and drop a map-related column from the Data Element pane to the blankcanvas, or between visualizations on the canvas. On the visualization toolbar,click Change Visualization Type and select Map.

3. Drag and drop columns to the following sections on the Visualization GrammarPane:

Section Description

Color Change the color for geometries displayed in the corresponding maplayer (for example, polygon fill color, bubble color) based on the values.

Size (Bubble) Change color bubble size based on the measure column values.To change the size of the color bubble you’ve to drag and drop measurecolumns only. The size shows the aggregated measure for a specificgeographic location in a map visualization.

Trellis Columns /Rows

Compare multiple map visualizations based on the column values usingfilters.

In the map visualization, you can also use the following to interpret measure columnsand attribute values:

• Legend - If a measure column or an attribute has multiple values, then the legendis displayed that shows values by size or color.

• Tooltip - If you hover the mouse pointer over a color bubble or data point, then thevalues are displayed in a tooltip.

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5Mobile Capabilities

You can review decks and collaborate with colleagues using Oracle Analytics forApplications with your mobile device.

Topics:

• Using Oracle Analytics for Applications on Mobile Devices

• About Warnings for Data Issues in Visualizations

Using Oracle Analytics for Applications on Mobile DevicesYou can view your Home page, decks, and cards using a browser on your mobiledevice with nearly the same functionality as you have at your computer.

You can also add and edit Notes on your cards to facilitate collaboration with yourteam.

Due to the smaller screen sizes of mobile devices, you can't perform certain functionssuch as manipulating decks, drilling down to complex detailed views such as analyses,or authoring KPIs.

About Warnings for Data Issues in VisualizationsYou see a data warning icon when the full set of data associated with a visualizationisn't rendered or retrieved properly. If the full set of data can't be rendered or retrievedproperly, then the visualization displays as much data as it can as per the fixed limit,and the remaining data or values are truncated or not displayed.

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using oracle analytics for applications...oracle analytics for applications empowers customers with...

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