Before You Begin

This 15-minute tutorial shows how to create insights from data visualizations in Oracle Analytics.

Background

While developing data visualizations, you can capture memorable information in an insight. An insight is a snapshot of any information that you determine is pertinent in a visualization. You can change and refine insights as needed and share your insights with others. You share insights in the form of a story.

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

What Do You Need?

Create a Dataset and Project

In this section, you add a customer_sales spreadsheet as the dataset to use in this tutorial.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Create, and then select Dataset.
  3. In Create Dataset, click Drop data file here or click to browse. In File Upload, select the customer_sales.csv file, and then click Open.
  4. In Create Dataset Table from customer_sales.csv, click OK.
  5. Click Save. In Save Dataset As, enter customer_sales, and then click OK.


    Description of customer_sales_data_set.png follows
    Description of the illustration customer_sales_data_set.png

Create Visualizations

In this section, you create visualizations to gain insights about the revenue data.

  1. Click Create Workbook.
  2. Review the automatically generated insights, and then close the Auto Insights panel.
  3. In the Data panel, hold down the Ctrl key, select CUST_SEGMENT and REVENUE, and then drag them to the canvas.


    Description of rev_cust_segmnt.png follows
    Description of the illustration rev_cust_segmnt.png
  4. In the Grammar panel, select Donut Donut view icon from the visualization type menu Visualization menu icon.


    Description of donut_custseg_rev.png follows
    Description of the illustration donut_custseg_rev.png
  5. Click Save Save icon. In Save Workbook, enter Revenue Insights in Name, and then click Save.

Create a Filter

In this section, you create a filter to restricts the data to values from a specific region. You apply to filter to all visualizations created in the workbook.

  1. Click Add Filter Add Filter icon. From the customer_sales list, click Region. From the Region list, click Americas, and then click the Filter Bar.
  2. Hover over Region in the Filter Bar, click Pin to All Canvases Pin filter to all canvases icon.


    Description of americas_filter_rev.png follows
    Description of the illustration americas_filter_rev.png

Add Revenue Visualizations

In this section, you create a donut visualization of revenue by product type.

  1. In the Data panel, hold down the Ctrl key, and then select REVENUE and PROD_TYPE. Right-click, select Pick Visualization, and then select Donut Donut visualization icon.


    Description of two_rev_views.png follows
    Description of the illustration two_rev_views.png
  2. Click Save.

Duplicate a Visualization

  1. Select the REVENUE by CUST_SEGMENT Menu Menu icon, select Edit, and then select Duplicate Visualization.
  2. Select CUST_GENDER from the Data panel, and drag it to Color to replace CUST_SEGMENT.


    Description of three_rev_views.png follows
    Description of the illustration three_rev_views.png
  3. In the Revenue by Gender visualization, select Menu Canvas Menu icon, select Edit, and then select Duplicate Visualization.
  4. In the Data panel, select COUNTRY_NAME, drag it to Color to replace CUST_GENDER.


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

    Males and active singles are our primary customers. Argentina has our second largest customer-revenue base after the United States.


    Description of canvas1_note.png follows
    Description of the illustration canvas1_note.png
  6. Click Save Save icon.

Create Insights

  1. Click Present.
  2. In the Canvases pane, drag Canvas 1 to Drag a Canvas Here to Begin.
  3. Click Canvas 1 in the page title bar, enter Revenue Insights Americas in the page title to replace Canvas 1.
  4. Use your cursor to select the Revenue Insights in the page title, click Font in Formatting Styles, and then select Verdana. Click the Font Size list and select 36.
  5. Click Save Save icon.


    Description of insight.png follows
    Description of the illustration insight.png
  6. Click Preview Preview icon to review your changes.

Next Steps

Build Stories

Learn More