Manage Datasets Within a Workbook

This topic describes what you need to know to work with a workbook's datasets.

Topics:

• Add Datasets to a Workbook

• Replace a Dataset in a Workbook

• Remove a Dataset from a Workbook

• Modify a Workbook's Datasets

Add Datasets to a Workbook

Your workbook can use more than one dataset.

When you add more than one dataset, Oracle Analytics blends the data. You can check the default blending, or update or add data blending between datasets. See Blend Datasets.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Data pane, click Add, and select Add Data.
   
   Description of the illustration data_set_add_to_project_button.jpg
   
3. Optional: Enter search criteria and click Enter to display matching results. See Search Options.
   Tip: When you browse datasets, to see the name of the data model where the data originated, hover over datasets icon (in Grid View) or hover over the column name (in List View).
4. Select a dataset, then click Add to Workbook.

Replace a Dataset in a Workbook

When you replace a dataset, Oracle Analytics suggests how you can re-map the columns from the dataset that you replaced to the replacement dataset. You can accept or update these suggested mappings.

For example, you might replace a workbook's test dataset with a production dataset. Or you can copy a workbook and its visualizations, and then use the duplicate workbook as a template. After you rename the duplicated workbook, you can add a different dataset.

When you replace the dataset, any data mapping that you specify is applied to the workbook. For example, if you map a data element to None, the specific data is removed from the workbook's visualizations, calculations, and filters.

1. On the Home page, hover over the workbook to use as a template, click Actions, and then select Open.
2. From the Visualize page, click Data.
3. In the Data page, click the Data Diagram.
4. Locate the dataset to replace and click Actions.
   
   Description of the illustration data_set_replace_data_set_in_project.jpg
   
5. Select Replace Dataset.
6. In the Replace Dataset dialog, click the replacement dataset. Click Select.
7. Review, update, and specify the column mappings for the workbook's visualizations, calculations, and filters.
8. Click Replace.
9. Optional: If you want to add blending between datasets, then in the Data Diagram, click between the datasets that you want to blend, and in the Blend Data dialog add column matches.

Remove a Dataset from a Workbook

You can remove a dataset from a workbook. When you do this, you remove all of the dataset's columns from the workbook's visualizations, filters, and calculations.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Visualize canvas, go to the Data pane, right-click the dataset that you want to remove, and select Remove from Workbook.
   
   Description of the illustration data_set_remove_data_set_from_project.jpg
   
3. Click Save.

Modify a Workbook's Datasets

You can use the Workbook Editor's Data page to navigate to the Dataset editor or transform editor to view or modify a workbook's datasets.

When you locate a dataset's icon in the data diagram and click Edit, a new browser tab opens that contains the editor that you use to view or modify the dataset. The Workbook Editor remains open in its own browser tab and immediately reflects any saved dataset changes.

Description of the illustration navigating-project-editor-data-tab-data-set-editor.gif

Note:

A dataset can be used in multiple workbooks and data flows. Modifying a dataset impacts all workbooks and data flows that use the dataset.

See About the Dataset Editor and Enrich and Transform Your Data.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the workbook editor, click Data to go to the Data page.
3. In the data diagram, locate the dataset and click its Open button.
   The tab that's displayed depends upon the dataset you selected:

   • If the dataset uses an Oracle EPM Cloud, Oracle Essbase, or Google Analytics connection, then the transform editor is opened in a tab.
   • If the dataset uses a connection that supports multiple tables (for example, Oracle Database or Oracle Autonomous Data Warehouse), then the Dataset Editor is opened in a tab.
4. Optional: If the Dataset editor is displayed, click the tab for the table that you want to view or modify and the transform editor is displayed.
5. Modify and save the dataset.