3 Oracle Analytics for iOS

Topics:

• How do I sign in?
• How do I view a workbook?
• How do I create a workbook?
• How do I share a workbook?
• How do I listen to a podcast of a workbook?
• How do I read the workbook information?
• How do I view a specific canvas?
• How do I view the action options for a workbook?
• How do I upload a dataset?
• How do I view a report?
• How do I view a workbook in the Workbook layout?

How do I sign in?

1. Tap the app in your mobile device.
2. Sign in using either option:
   • Scan QR code:
     1. On the Connection page, tap the 'scan' icon. The mobile device camera opens with instructions on where to go in Oracle Analytics to see and scan the QR code.
     2. Sign into Oracle Analytics in the desktop browser.
     3. Click the user profile picture and select Profile.
     4. On the user profile page, select the Mobile Access tab.
     5. In the mobile access information, point the mobile device camera to the QR code and continue the sign in flow on the mobile device.
   • Enter the url of an Oracle Analytics server or select the previously used server that is visible in the host name field, and then tap Connect. If single sign-on is enabled in your Oracle Analytics instance, then the app opens the Oracle account sign-in page. If single sign-on isn’t enabled, then in Username and Password, enter your credentials and click Sign in.
   You see the home page of Oracle Analytics for iOS.

How do I view a workbook?

You can view the workbooks in the Workbooks section on the Home page. You can also search for a workbook or view the workbook on clicking the Workbooks and Reports or the Favorite Workbooks buttons if you’ve identified a workbook as a favorite.

1. On the Home page, in the Workbooks section, tap View all.
2. On the Workbooks page, tap a workbook to open it.

How do I create a workbook?

1. Tap on the Home page.
2. Tap Create Workbook.
3. Search for a dataset or subject area and select it or select from the displayed list of datasets or subject areas.
   You see the Create Workbook page with a bubble display of the measures, dimensions, and dates available in the selected dataset.
4. Tap the measures, dimensions, and dates that you want in your workbook and tap Next.
   You see the charts generated by the app in the Chart Selection page.
5. Swipe a chart to the right to add it to your workbook. Swipe the chart to the left to send it to the back on the Chart Selection page.
   You can select as many as 12 charts.
6. Tap Finish.
7. In the Save Workbook dialog, enter a name for your workbook, and click Next.
8. In Add a description dialog, tap Save.
   You see your workbook in the Workbooks and What's New sections on the Home page.

How do I share a workbook?

1. Tap for a workbook.
   You see the actions available for the workbook.
2. From the list of actions, tap Share Workbook URL.
   You see the options to share the workbook.
3. In the page with share options, tap an applicable app in your mobile device to send the URL.

   You can also open a workbook and tap near the title and then tap Share Workbook URL to see the options to share the workbook.

   Additionally, you can perform these actions:

   1. Tap Copy to copy the workbook URL. You can then paste it in an email or message and send.
   2. Tap Add to Reading List to save the workbook to your reading list.
   3. Tap Save to Dropbox to save the workbook file in the Dropbox app. You can later share it from Dropbox.
   4. Tap Edit Actions to update the current behavior of these actions.

How do I listen to a podcast of a workbook?

The podcast option appears only for workbook with compatible visualizations and datasets.

1. Tap for a workbook.
   You see the actions available for the workbook.
2. Tap Listen to Podcast.
   You see a message that the app is generating the podcast. After generating the podcast, the app plays the podcast.

How do I read the workbook information?

1. Tap a workbook to open it.
2. Double tap a chart on the Canvas page.
3. Tap for the chart.
   You see the chart details.

How do I view a specific canvas?

1. Tap a workbook to open it.
2. Tap .
3. In the list of canvases, tap the canvas that you want to view.

How do I view the action options for a workbook?

1. Tap for a workbook.
   You see the following action options:

   • Add to Favorites
   • Open in Browser
   • Listen to Podcast

     Note:

     The podcast option appears only for workbooks with compatible visualizations and datasets.
   • Open Preference
   • Default Layout
   • Share Workbook URL
   • Delete

How do I upload a dataset?

1. Tap on the Home page.
2. Tap Upload Dataset.
3. Tap Browse to select a data file from your mobile device.

The app captures the data and displays it in the dataset.

How do I view a report?

1. On the Home page, in the Dashboards and Reports section, tap View all.
   You see a list of reports that are available in the Oracle Analytics instance that you connected to.
2. Tap a report.

How do I view a workbook in the Workbook layout?

1. Tap for a workbook.
   You see the actions available for the workbook.
2. From the list of actions, under Default Layout, select Workbook. Alternatively, open the workbook, tap and then tap Use Workbook Layout.