Before you Begin

This 15-minute tutorial shows you how to build and narrate a story from insights created with data visualizations.

Background

An insight takes a snapshot of the information in your workbook. You compose a story with multiple insights and then arrange the insights to reveal the story. Your insights are automatically included in the story. A workbook can contain only one story.

In this tutorial, you complete the story by creating insights about revenue, customers, and products.

This is the second tutorial in Capture Insights and Build Stories series. Read the tutorials in the order listed.

What Do You Need?

  • Access to one of the following:
    • Oracle Analytics Cloud
    • Oracle Analytics Desktop
  • Access to the Revenue Insights workbook

Create Visualizations about Customers

  1. Sign in to Oracle Analytics.
  2. On the Home page, enter Revenue Insights in the search bar, and click Search.
  3. Select the Revenue Insights workbook, click the Actions menu, and then select Open.
  4. In Revenue Insights, click Visualize. Click Add Canvas Add Canvas icon.
  5. From the Data panel, hold down the Ctrl key, select the following data elements in the order listed, and then drag the data elements to the canvas:
    • REVENUE
    • PROD_TYPE
    • CUST_GENDER
  6. In the bar visualization, click Menu Visualization Menu icon, select Sort by, select REVENUE, and then select High to Low.


    Description of rev_gender_prod_type.png follows
    Description of the illustration rev_gender_prod_type.png

Add Customer Visualizations

  1. In the bar visualization, click Menu Visualization Menu icon, select Edit, and then select Duplicate Visualization.
  2. In the Data panel, select CUST_MARITAL_STATUS, drag it to Category (X-Axis) to replace CUST_GENDER.


    Description of cust_marital_status.png follows
    Description of the illustration cust_marital_status.png
  3. Select the REVENUE by CUST_MARITAL_STATUS, PROD_TYPE visualization, select Menu Visualization Menu icon, select Edit, and then select Duplicate Visualization.
  4. In the Data panel, select CUST_GENDER, and drag it to Color to replace PROD_TYPE in the Grammar pane.
  5. In the visualization, select Menu Visualization Menu icon, select Sort by, select REVENUE, and then select High to Low.


    Description of gender_marital_status.png follows
    Description of the illustration gender_marital_status.png
  6. Click Add Note Add Note icon. In the note, enter the following:

    Customers from every marital status and gender buy cameras, portables, and phones. Maintenance and installation services are the least purchased products by customers in all categories.


    Description of customer_insights.png follows
    Description of the illustration customer_insights.png

Capture Customer Insights

  1. From the Visualize page, click Present.
  2. In the Present page, select Canvas 2, and drag it to the drop canvas area next to Canvas 1.


    Description of narrate_canvas2.png follows
    Description of the illustration narrate_canvas2.png
  3. Click the menu Canvas menu icon in Canvas 2, and select Rename Page.
  4. Enter Customer Insights in the page title to replace Canvas 2.

Add Product Visualizations

  1. Click Visualize. In the Visualize page, click Add Canvas Add Canvas icon.
  2. In the Data panel, hold down the Ctrl key, select the following data elements, and drag them to the canvas:
    • UNITS
    • REVENUE
    • PROD_BRAND
  3. Move PROD_BRAND from Category to Color in the Grammar panel.


    Description of prod_brand_rev.png follows
    Description of the illustration prod_brand_rev.png
  4. In the scatter visualization, click Menu Visualiztion menu icon, select Edit, and then select Duplicate Visualization.
  5. In the Data panel, select PROD_TYPE, and drag it to Color to replace PROD_BRAND.


    Description of rev_prod_units.png follows
    Description of the illustration rev_prod_units.png
  6. In the Data panel, hold down the Ctrl key, and select the following:
    • PROD_TYPE
    • REVENUE
    • PROD_BRAND
  7. Drag the data elements to the canvas, and release them when a thick green line appears under the visualizations.
  8. In the REVENUE by PROD_BRAND, PROD_TYPE visualization, select the Menu Visualization Menu icon, select Sort by, select REVENUE, and then select High to Low.


    Description of rev_prod_brand_type.png follows
    Description of the illustration rev_prod_brand_type.png
  9. Click Add Note Add Note icon. In the note text box, enter the following:

    FunPod sold the most products of the three brands, with cameras and portables leading in number of units sold and revenue. Installation services, by HomeView, provided the smallest revenue stream.


    Description of product_insights.png follows
    Description of the illustration product_insights.png
  10. Click Save. Click Present Present icon.

Capture Product Insights

In Present, you can move the canvases to change the order displayed in the presentation mode.

  1. In the Present page, select Canvas 3, and drag it to the drop canvas area next to Canvas 2.
  2. Click the Menu Narrate menu icon in Canvas 3, and select Rename Page. Enter Product Insights in the page title to replace Canvas 3.


    Description of presentation_view.png follows
    Description of the illustration presentation_view.png
  3. Click Save.

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