Before you Begin

This tutorial shows you how to change the columns headings in table and pivot visualizations.

Background

You can change the column heading display names in table and pivot visualizations in Oracle Analytics. If you change the column heading display names, the actual data element names remain as defined in the dataset. The displayed column header names are only for rendering the table and pivot visualizations.

When you export a table or pivot visualization to Excel, Oracle Analytics includes the column displays names in the export file.

What Do You Need?

Create a Dataset

In this section, you add the sample_order_lines2023.xlsx to Oracle Analytics to create a dataset table.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Create, and then click Dataset.
  3. In Create Dataset, click Drop data file here or click to browse, select the sample_order_lines2023.xlsx file, and then click Open.
  4. In Create Dataset Table from sample_order_lines2023.xlsx, click OK. Click Save Dataset Save icon.
  5. In Save Dataset As, enter sample_order_lines, and then click OK.


    Description of sample_order_lines2023.png follows
    Description of the illustration sample_order_lines2023.png

Create a Table Visualization

In this section, you create a workbook with a table visualization and update the displayed table column headings.

If your table's columns appear in a different order, you can rearrange the column order in the Grammar panel's Rows group or move the columns in the visualization to match the order in the image.

  1. Click Create Workbook.
  2. In the Workbook, review the Oracle Analytics insights about the dataset, and then close the Insights panel.
  3. In the Data panel, hold down the Ctrl key, and select:
    • Product Sub Category
    • Sales
    • Ship Mode
    • Product Container
    • Shipping Cost
    • Discount
    • Profit
  4. Right-click, select Pick Visualization, and then select Table visualization table icon.


    Description of product_table_viz.png follows
    Description of the illustration product_table_viz.png

Change a Column Display Header in a Table

In this section, you update the displayed headings in the table using the visualization properties.

  1. Click Properties Properties icon, click Edge Labels Edge Labels icon, and then expand Product Sub Category.
  2. In the Display Header row, click Auto, and then click Custom. In the text box, enter Product Type.


    Description of custom_display_header.png follows
    Description of the illustration custom_display_header.png
  3. Click Save Save icon.
  4. In Save Workbook, enter Product Type Shipping Details in Name, and then click Save Save icon.

Change a Pivot's Column Display Header

  1. Click Grammar Grammar pane icon.
  2. In the Data panel, select Customer Segment and drag it to Rows in the Grammar panel. Move Customer Segment to the top of the Rows list.
  3. Click the visualization type list List icon, and select Pivot Pivot icon.


    Description of product_container.png follows
    Description of the illustration product_container.png
  4. Click Properties Properties icon, click Edge Labels Edge Labels icon and expand Product Container. In the Display Header row, click Auto, and then click Custom. In the text box, enter Ship Container.


    Description of product_shipping_pivot.png follows
    Description of the illustration product_shipping_pivot.png
  5. Click Save Save icon.

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