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Contents

Title and Copyright Information

Preface

• About this guide
• Audience
• Conventions
• Contacting Oracle Customer Support

Part I Overview of Studio

1 Signing In and Managing Your Account

• Signing in to Studio
• Resetting your password
• Changing your password
• About locales
  • Configuring the locale for your account
  • Selecting a locale from the user menu

2 Using the Studio Catalog

• About the Catalog
• Browsing data sets and projects
• Filtering and searching data sets and projects
• Editing data set or project names, descriptions, and tags

Part II Searching and Filtering in Studio

3 Searching in Studio

• About Studio search
• Displaying and using the results of a search
• About keyword searches
• About Boolean searches
• Enabling or disabling full text search and typeahead search on an attribute

4 Filtering Based on Refinements

• About using refinements for filtering
• Selecting refinement values for filtering
• Selecting a range of refinement values
• Selecting a recurring date/time
• About implicit refinements
• Managing Selected Refinements
• About the Selected Refinements panel
• Removing refinements from the Selected Refinements panel

Part III Managing Data Sets

5 Managing a Data Set

• Options for loading data into Studio
• About creating a data set in the Catalog
  • Creating a data set from a file
  • Creating a data set from a JDBC data source
• About updating a data set in the Catalog
  • Updating a data set from a file
  • Updating a data set from a JDBC data source
• Setting attribute metadata in data sets
• About notifications for data set changes
• Managing access to a data set
• Deleting a data set

6 Exploring a Data Set

• About exploring a data set
• Selecting the data to explore
• Switching Explore between tile view and table view
• Filtering and sorting displayed attributes in Explore or Transform
• Working with an individual attribute in Explore
• Using the scratchpad
• Keyboard shortcuts for Scratchpad

Part IV Creating and Configuring Projects

7 Creating, Localizing, and Deleting Projects

• About projects
• Creating a project
• Localizing the project name, description, page names, and component titles
• Deleting a project using the Catalog

8 Managing Access to Projects

• Project and User Roles
• Project Types
• Assigning project roles

9 Managing Project Pages

• Adding a page to a project
• Renaming a page
• Changing the page layout
• Changing the data set binding for a page
• Deleting a page
• Adding and deleting components on a page

Part V Viewing and Using Projects

10 Navigating Within a Project

• Navigating to a project
• Navigating within a project
• Displaying information about the project data

11 Creating and Using Bookmarks

• About bookmarks
• Displaying and navigating to bookmarks
• Creating, editing, and deleting bookmarks
• Generating bookmark links
• Emailing bookmark links
• Bookmark data saved for each component and panel

12 Creating and Managing Snapshots

• About snapshots and snapshot galleries
• Displaying the list of snapshots and snapshot galleries
• Creating and managing individual snapshots
  • Creating a snapshot
  • Managing saved snapshots
• Exporting the entire snapshot list
• Emailing the entire snapshot list
• Creating and managing snapshot galleries
  • Creating a snapshot gallery
  • Editing and deleting snapshot galleries
  • Emailing a snapshot gallery
  • Exporting a snapshot gallery to a PDF file

Part VI Managing Project Data

13 Managing Project Data Sets

• Adding a data set to an existing project
• Loading the full data set in a project
• Configuring a project data set for incremental updates
• Converting a project to a BDD Application
• Removing a data set from a project

14 Linking Project Data Sets

• About data set links
• Creating a data set link
• Editing a link key
• Managing aggregation methods for a linked view
• Controlling automatic filtering between linked data sets

15 Defining Project Data Set Views

• About views
• About base views
• About linked views
• Displaying the list of views for a project
• Displaying details for a view
• Creating views
  • Creating a new view
  • Copying an existing data view
• Configuring a view
  • Editing and localizing the view display name and description
  • Editing the view definition
  • Guidelines for using EQL to define a view
  • Configuring the view attributes
    • About the view attributes list
    • Editing and localizing an attribute display name and description
    • Determining the available subsets of date/time attributes
    • Configuring the default display format for an attribute
    • Selecting the available and default aggregation methods for an attribute
    • Aggregation methods and the data types that can use them
    • Configuring the Available Refinements behavior for base view attributes
  • Defining predefined metrics for a view
    • About predefined metrics
    • Adding a predefined metric to a view
    • Configuring a predefined metric for a view
    • Deleting a predefined metric
• Previewing the content of a view
• Deciding whether to publish a custom view
• Deleting a view

16 Managing Attribute Groups for a Project

• About attribute groups and the Attribute Groups page
• About groups for linked views
• Displaying the groups for a selected view
• Displaying attribute information for a group
  • Displaying the list of attributes for a group
  • Displaying the full list of metadata values for an attribute
  • Selecting the metadata columns to display for each attribute
• Creating an attribute group
• Deleting an attribute group
• Configuring an attribute group
  • Changing the group name and use
  • Configuring the group membership
  • Configuring the sort order for a group
• Saving the attribute group configuration and reloading the attribute group cache

17 Exporting Project Data Sets

• About exporting project data
• Exporting project data

Part VII Transforming Project Data

18 Overview of Transforming Project Data

• About transformations and transformation scripts
• About the Transform page user interface
• Transformation script workflow
• Transformations workflow diagram
• About Groovy
• About transform functions
• Transform locking
• Preview mode

19 Transforming Project Data Sets

• Overview of transforming an attribute
• Transform page controls
  • Toggling the Transform data grid view
  • Filtering and sorting the displayed attributes and values
  • Displaying whitespace characters in attribute values
• Basic transform operations
  • Splitting String attribute values
  • Trimming spaces from String values
  • Selecting subsets of date/time values
  • Changing the capitalization of String values
  • Performing mathematical operations on numeric values
• Conversion transform operations
  • Changing the data type of an attribute
• Advanced transform operations
  • Obtaining geocode information from attribute values
  • Extracting parts of a date from attribute values
  • Extracting names of people, places, or organizations from attribute values
  • Extracting key phrases from attribute values
  • Providing a whitelist to extract terms from attribute values
  • Binning numeric attribute values
  • Grouping attribute values
  • Managing null values
• Shaping transform operations
  • Filtering records from the project data set
  • Deleting an attribute
  • About aggregating attribute values
  • Aggregating attribute values
  • About joining data sets
  • Joining data sets
• Creating custom transformations
  • Creating a custom transformation
  • Writing custom transform code
    • The Transformation Editor
    • Formats for variables
    • Functional and dot notation and function chaining
    • Extending the transform function library
  • Exception handling and debugging
    • Script evaluation
    • Dynamic typing vs. static typing
    • Exception handling and troubleshooting your scripts
    • Transform logging
• Managing and executing the transformation script
  • Reordering, editing, and deleting transformations
  • Running the transformation script against a project data set
• Creating a new data set from the transformed data
• Sharing a transform script
  • Publishing a transformation script
  • Loading a transformation script
  • Un-publishing a transformation script
• Tips for better performance

20 Transform Function Reference

• Data types
• Data type conversions
• Groovy reserved keywords and unsupported functions
• Conditional statements and multi-assign values
• List of transform functions
  • Conversion functions
  • Date functions
  • Enrichment functions
  • Geocode functions
  • Math functions
  • Set functions
  • String functions
  • URL functions

Part VIII Working with Components

21 Component Overview

• Component list
• Common component controls
  • Paging through data
  • Using a component to refine data
  • Displaying details for a component item
  • Comparing items within a component
  • Printing component data
  • Exporting data from a component
• Common component configuration workflows
  • About configuring components
  • Renaming a component
  • Configuring attribute value formats
  • Selecting the aggregation method to use for a metric
  • Configuring cascading for dimension refinement
• About the component Actions menu
  • Selecting the actions to include in the Actions menu
  • Configuring actions for attribute values
  • About component hyperlinks
  • About using non-HTTP protocol links
  • Selecting the target page for a refinement or hyperlink
  • Recommendations for attribute values that are complete URLs
  • Indicating whether to encode inserted attribute values
  • Configuring hyperlinks to external URLs
  • Configuring a Pass Parameters Actions menu action

22 Containers

• Adding a Column Container
• Adding a Tabbed Container

23 Data Record Displays

• Results List
  • Sorting records in a Results List
  • Configuring a Results List
    • Configuring images to display next to each record
    • Configuring display and pagination options for a Results List
• Results Table
  • About the Results Table layout
    • Selecting the column set to display on a Results Table
    • Changing the layout of a Results Table
      • Showing, hiding, and moving columns
      • Changing the aggregation method used for a metric
      • Showing and hiding summary rows on an aggregated table
      • Showing and hiding conditional formatting
    • Sorting a Results Table
      • Sorting an aggregated table with summary rows
  • Configuring a Results Table
    • Configuring the Results Table display and navigation
    • Configuring the default Results Table sort order and summary row display
    • Configuring column formatting
    • Creating persistent columns
    • Creating column sets
      • Adding column sets to an aggregated table
    • Adding dimension columns to an aggregated table
    • Highlighting Results Table values that fall within a specified range
    • Adding action columns for row-level Results Table actions
      • Available row-level actions
      • Selecting the action columns to include
      • Configuring a Hyperlink action column
      • Configuring a Refinement action column
      • Configuring how each Hyperlink or Refinement action column displays
      • Configuring conditions for enabling Results Table actions
  • Using Results Table values to refine the data
  • Navigating to other URLs from a Results Table
  • Exporting data from a Results Table

24 Charts

• Chart
  • Bar chart
  • Line / Area chart
  • Pie / Sunburst chart
  • Scatter chart
    • Scatterplot Matrix
  • Bar-Line chart
  • Thematic Map
    • Using the Thematic Map
    • Configuring the Thematic Map connection to Oracle MapViewer
  • Configuring a Chart
  • Saving a snapshot of a chart
• Histogram Plot
  • Selecting Histogram Plot data and display options
• Box Plot
  • Selecting Box Plot data
• Parallel Coordinates Plot
  • Refining Parallel Coordinates Plot data
  • Selecting Parallel Coordinates Plot data

25 Other Data Visualizations

• Map
  • Configuring the Map connection to Oracle MapViewer
  • Using the Map
    • Types of map layers
    • Using the numbered points list
    • Changing the display of points and heat map layers
    • Searching the map
    • Displaying details for a map point
  • Configuring the Map
    • About the default Map configuration
    • Adding, editing, and deleting map layers
    • Configuring a map layer
      • Selecting the view to use for the map layer
      • Selecting the map layer type
      • Defining the map points for the map layer
      • Configuring the layer name and display options
      • Selecting and configuring the details to display for each map point
      • Configuring pagination and sorting for the map layer
    • Determining which map layers are visible
    • Configuring general display settings for the Map
• Pivot Table
  • Using the Pivot Table
    • Navigating through Pivot Table data
    • Displaying summaries and highlighting in the Pivot Table
    • Sorting the Pivot Table dimension values
    • Changing the layout of the Pivot Table
    • Using the Pivot Table to refine the project data
  • Configuring the Pivot Table
    • Configuring the layout of the Pivot Table
      • About configuring the Pivot Table layout
      • Adding dimensions and metrics to the Pivot Table
      • Changing the orientation of the Pivot Table
      • Adding dimensions and metrics
      • Configuring a dimension
      • Configuring a metric
      • Allowing end users to configure the table layout
    • Highlighting Pivot Table metric values that fall within a specified range
    • Configuring display options for the Pivot Table
• Summarization Bar
  • Configuring Summarization Bar display options
  • Adding, renaming, and deleting summary items
  • Configuring a metric value summary item
  • Configuring a dimension value spotlight
  • Configuring metric and dimension value display and actions
  • Configuring conditional formatting
  • Configuring flag summary items
• Tag Cloud
  • Configuring Tag Cloud display options
  • Selecting and configuring dimensions
  • Configuring term size and order
  • Configuring available metrics
• Timeline
  • Adding and editing metric timelines
  • Setting the displayed date unit and date range for the metric timelines
  • Saving the current timeline configuration as the default

26 Web-Based Content

• IFrame
  • Configuring an IFrame
• Web Content Display
  • Configuring a Web Content Display

Index