2 Synopsis for iOS

Manage Data

• How do I load data from a spreadsheet?

• How do I load data from a data set from Oracle Analytics Cloud?
• How do I load data from the HealthKit app?
• How do I load data from an image of a table?

• How do I change the format of the loaded data?

• How do I change the data type for a project in the app?

• How do I select specific data for analysis?

• How do I add a calculated numeric column in a data file?
• How do I add a chart to my charts list?
• How can I view insights about a chart?
• How can I view insights about a project?

• How do I rename a project?

• How do I delete a project?

• How do I back up the project data?
• How do I restore the project data?

Manage Visualizations

• How do I change the initial visualization provided by the app?

Share

• How do I share the analysis?

How do I load data from a spreadsheet?

1. Ensure that the data file (such as xls, xlsx, or csv) is available on your mobile device.
2. Open the app.
   You see a list of projects.
3. Tap available at the top of the Projects screen.
4. Tap File Explorer.
5. Select the location of your data file; for example, Dropbox.
6. Select the data file.
   You see a preview of the data.
7. Optionally, you can tap Text or Number or Date attribute for a data column to modify it. For example, if Customer ID is displayed as Number, then tap Number to change it to Text.
8. Tap Load.
   The app opens, loads the file as a project, and presents the initial analysis as a visualization that contains numbers and text values.

How do I load data from a data set from Oracle Analytics Cloud?

1. Ensure that you've subscribed to Oracle Analytics Cloud.
2. Open the app.
   You see a list of projects.
3. Tap available at the top of the Projects screen.
4. Tap Oracle Analytics.
   • If you use Oracle Analytics Day by Day, then the app asks if you want to connect to Oracle Analytics Cloud using your Day by Day account. Tap CONNECT.
   • If you aren’t using Oracle Analytics Day by Day or want to connect to a different server, then enter the server information and tap CONNECT.
   • Optionally, select the Enable secure connection check box to log in securely.
5. Select a data set that you created on the cloud service.

The app loads the selected data set as a project and presents the initial analysis as a visualization that contains numbers and text values.

How do I load data from an image of a table?

1. Open the app.
   You see a list of projects.
2. Tap available at the top of the Projects screen.
3. Tap Lens.
4. Point the device camera at a table of data and click Capture.
5. Optionally, wait for the augmented reality chart to appear over the data in the table and then on the device, click the button that increases volume to import the data from the table.

The app loads the selected data as a project and presents the initial analysis as a visualization that contains numbers and text values.

How do I load data from the HealthKit app?

1. Open the app.
   You see a list of projects.
2. Tap available at the top of the Projects screen.
3. Tap HealthKit.
4. Enable the health data categories that you want and tap Allow.

The app loads the HealthKit data as a project and presents the initial analysis as a visualization that contains numbers and text values.

How do I change the format of the loaded data?

1. Tap the initial visualization to view the analysis data as a list of number cards.
2. You can format at a high level on the number card itself. Tap on the required number card.
3. Select the format options. You can format the value on the number card as sum, average, count, number, currency, and percent.

   You can format the number with a currency symbol, the number of decimal places, and a number separator. Optionally, you can format the data as an aggregate of sum, average, and count. The Abbreviate check box enables you to display the number in an abbreviated form. For example, abbreviate 1,234,567.00 as 1.2M

   Note:

   If you select percent, then you can evaluate the value as a percentage of the total numbers.
   You see the modified format.
4. Tap on the number card to close the format options.

How do I change the data type for a project in the app?

1. Tap the project.
   You see the list of number cards.
2. Tap .
3. Tap Data Staging.
4. Tap for an item to change the value to a number, text, or date.
5. Tap for an item to show or hide it.
6. Tap Done to apply the changes.

How do I select specific data for analysis?

1. Tap a number card.
   You see the charts for the selected number and its available text values. For example, in a chart, you might see product names as text values that each have a corresponding manufacturing price in the form of a number.
2. Tap the chart for the selected number and required text value to view in full-screen mode.
3. Tap .
4. In Numbers, Text, and Charts, select the values that you want.
5. Optionally, tap to selet and apply filters to limit the numbers and text values to use in the analysis.
   Based on the data selected, you see the analysis in a chart that is appropriate for that data.

How do I add a calculated numeric column in a data file?

1. Tap the project.
   You see the list of number cards and my charts.
2. Tap .
3. Tap Add New Column.
   You see the numeric columns available in the data file and the options to perform basic mathematical calculations; for example, addition, subtraction.
4. Select the columns and the mathematical operation that you want to perform; for example, select Sales and Cost numeric columns; then select .
5. Tap Done and then name the new column, for example, Profit.

The app adds the new Profit column with the calculated profit values to the list of number cards.

How do I add a chart to my charts list?

1. Tap a project.
   You see the list of number cards and your charts.
2. You can add a chart to your charts list in two ways:
   • In My Charts, tap <plus icon> to add a chart that the app generated based on the number cards in the project.
   • Tap a number card to see the various charts.
   • Tap a chart to view it in full-screen mode.
   • Tap and then tap Add to My Charts.

How can I view insights about a chart?

1. Tap a project.
   You see the list of number cards and your charts.
2. Tap a number card.
   You see the charts for the selected number and its available text values.
3. Tap a chart.
4. Tap available at the top of the chart.
5. Tap Show insights.
6. Tap to share the insight using an app on your device.
   You see insights about the data in the chart based on logic and common sense. Use this machine learning for a predictive analysis of the data in the chart.

How can I view insights about a project?

1. Tap a project.
   You see the list of number cards and your charts.
2. Tap .
3. Tap Project Insights.
   You see insights about the data in the project based on logic and common sense. Use this machine learning for a predictive analysis of the data in the project.
4. Tap to hear the insight.

How do I rename a project?

1. Tap a project.
   You see the list of number cards and your charts.
2. Tap .
3. Tap Rename.
4. Enter the new name and tap Done.
   You see the updated name for the project.

How do I delete a project?

1. Swipe right to left on the project.
2. Use Undo to reverse the delete action.

How do I back up the project data?

1. Open the app.
   You see a list of projects.
2. Tap .
3. Select Backups.
   You see the available apps on your device such as Dropbox.
4. From the list of apps, select an app, for example Dropbox, wait for the backup file to be visible in Dropbox file list, and then tap Save to upload to Dropbox.
   The app backs up the projects and configuration data to the app that you selected, for example Dropbox.

How do I restore the project data?

1. Open the app.
   You see a list of projects.
2. Tap .
3. Tap Restore.
   You see the available apps on your device, such as Dropbox.
4. In the app where the backup is saved, for example Dropbox, select the backup zip file.
5. In the message that the app displays, tap Replace.

How do I change the initial visualization provided by the app?

1. Tap a number card.
   You see the charts for the selected number and its available text values. For example, in a chart, you might see product names as text values that each have a corresponding manufacturing price in the form of a number.
2. Tap the chart whose type you want to change.
3. Tap to modify the chart type.
4. In Charts, select a chart type.
   You see the chart in the selected type.

How do I share the analysis?

1. Tap a number card.
   You see the charts for the selected number (for example, units sold) and the available text values (for example, country, region, segment).
2. Tap beside the chart that you want to share. For example, you might want to share the chart called Units Sold by Country.
   You see the available apps on your device.
3. Select the app you want to share with.