Before You Begin
This tutorial shows you how to override the columns and visualizations selected by Oracle Analytics when generating insights based on the dataset. Your measure and dimension column selections in Auto Insights generate charts and visualizations of the data you're interested in viewing.
Background
Oracle Analytics proactively generates visualizations and charts by selecting the measures, dimensions, and relationships between these data elements to produce a set of insights found in the dataset. You can review and use these auto insights in your workbook, ignore them, or customize the set of column selections to generate a different set of insights about the dataset. Your customized Auto Insights column selections are only available during your Oracle Analytics session. The customized columns or visualization types aren't saved and don't change the Auto Insights generated for another dataset user.
You can select visualizations developed by your custom column selections to use and save with your workbook.
If the Auto Insights panel doesn't display when you open or create a workbook, the dataset owner or the administrator has disabled Auto Insights. Your Oracle Analytics administrator can enable Auto Insights on the dataset.
What Do You Need?
- Access to Oracle Analytics
- Download sample_order_lines.xlsx
Create a Dataset
In this section, you add a file to Oracle Analytics to create a dataset.
- Sign in to Oracle Analytics.
- On the Home page, click Create, and then select Dataset.
- In Create Dataset, click Drop data file here or click to browse. In File Upload, select the sample_order_lines.xlsx, and then click Open.
- In Create Dataset Table from sample_order_lines.xlsx, click OK.
- In the Join Diagram, click Save . In Save Dataset As, enter
Sample Order Lines
in Name, and then click OK.
Create a Workbook
In this section, you create a workbook and review the default Auto Insights visualizations.
- Click Create Workbook. Click Expand/shrink drawer to view Auto Insights for the dataset.
- In the Auto Insights panel, hover over the Trending Dimensions visualization to view details about the visualization.
- In the Auto Insights panel, select a visualization and drag it to the canvas. Close the Auto Insights panel.
You can use the Auto Insights visualizations in your workbook.
- In the visualization, click Menu and select Delete Visualization.
Customize Auto Insights Column Selections
In this section, you select measures and attributes for customized insights.
- In the workbook, click Auto Insights .
- In the Auto Insights panel, click Insights Settings .
- In Auto Insights Settings, expand Measures, click Discount to remove the column, and then click Sales.
- Expand Time Attributes and keep Order Date as the time attribute.
- Expand Small Size Attributes, and click Order Priority and Customer Segment to remove these columns from generating insights. Keep the Product Category selection.
- Expand Medium Size Attributes, click City to remove the column, and then click Product Sub Category.
- Click Apply.
- In the Auto Insights panel, drag Avg Profit by Record to the canvas, and then drag Top 10 Product Sub Category by Profit to the canvas. Close the Auto Insights panel.
Oracle Analytics adds the calculations used to create the visualizations to the sample_order_lines dataset in the My Calculations folder.
- In the Data panel under the My Calculations folder, hover over Profit by Record to view information about the calculation.
Select Visualizations Types for Auto Insights
In this section, you select visualization types to use in generating insights.
- In the workbook, click Auto Insights .
- In the Auto Insights panel, click Insights Settings .
- Click Heatmaps, Top Ns, Trends, Seasonality, Comparative Trends, Time Indexing, Boxplots, Distributions, and Others to remove these visualization types from the generated auto insights.
- Click Apply.
Auto Insights generates dimensional visualizations for the selected columns.
- In the Auto Insights panel, drag Profit Value to the canvas.
When the data is available, Auto Insights adds a performance tile to the visualization. The Profit Value visualization shows a total profit value of 1,300,000.00.
Review Auto Insights
In this section, you open the workbook to see that Auto Insight renders visualizations using the default column selections.
- Click Save . In Save Workbook, enter a Name for your workbook, and then click Save.
- Click Go back .
- On the Home page, hover over your workbook, click the Actions , and then select Open.
- Click Edit . In your workbook, click Auto Insights , and then click Auto Insights Settings .
When you closed the workbook, your custom Auto Insights selections from the previous session weren't saved and were discarded with the session. However, Oracle Analytics saves any Auto Insights generated visualizations and their related calculations that you added to the workbook.
Learn More
Customize Auto Insights in Oracle Analytics
F75073-02
May 2024
Learn how to customize the insights settings to display information and generate visualizations related to the dataset in Oracle Analytics.
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