Before you Begin

This tutorial shows you how to create a workbook in Oracle Analytics with multiple canvases and visualization types.

Background

In this tutorial, you create a workbook with three canvases, create filters and data elements from calculations, and use the freeform and auto-fit layout properties in the workbook canvases.

To learn how to develop a presentation for your end users, see:

What Do You Need?

Create a Dataset

In this section, you create a dataset using the sample_order_lines.xlsx file.

  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.
  4. In Create Dataset Table from sample_order_lines.xlsx, click OK.
  5. Click Save Save icon. In Save Dataset As, enter sample_order_lines, and then click OK.


    Description of sample_order_lines_ds.png follows
    Description of the illustration sample_order_lines.png

Create the First Canvas in Visualize

In this section, you use the freeform canvas layout to arrange the visualizations and create data elements from calculations to use in the visualizations.

  1. Click Create Workbook.
  2. Click the Canvas 1 Canvas menu icon tab, select Canvas Properties. In Canvas Properties, click Auto Fit in the Layout row, select Freeform, and then click OK.
  3. In the Data Data pane icon pane, right-click My Calculations and click Create Calculation.
  4. In New Calculation, enter # of Customers in Name. In the expression field, enter Count, select CountDistinct. In the parenthesis, click column, enter Cust and then select Customer Name. Click Validate. Click Save.
  5. Right-click My Calculations and click Create Calculation.
  6. In New Calculation, enter # of Orders in Name. In the expression field, enter Count, select CountDistinct. In the parenthesis, click column, enter Order and select Order ID.
  7. Click Validate. Click Save.


    You can find the calculation data elements in the Data pane's My Calculations folder.

    Description of num_of_calcs.png follows
    Description of the illustration num_of_calcs.png
  8. Click Save Save icon. In Save As, enter Sales and Profit in Name and click Save.

Add Visualizations to the Canvas

  1. In the Data Data panel icon pane, select Sales and drag it to the canvas.
  2. In the Data pane, hold down the Ctrl key, select Profit, # of Customers and # of Orders. Drag the data elements to Sales tile visualization.


    The Sales data element is the primary value in the tile visualization. Profit and the calculations are secondary values.

    Description of sales_tile.png follows
    Description of the illustration sales_tile.png
  3. In the Data pane, expand Ship Date. Hold down the Ctrl key, select Ship Date Year and Sales. Right-click, select Pick Visualization, and click Donut Donut icon.


    Description of sales_shipdate_year.png follows
    Description of the illustration sales_shipdate_year.png
  4. In the Data pane, hold down the Ctrl key, select Sales and Product Sub Category, select Pick Visualization, and then select Picto Picto icon.


    Description of sales_prodsubcat.png follows
    Description of the illustration sales_prodsubcat.png
  5. In the Data pane, hold down the Ctrl key, select Profit and Product Sub Category, select Pick Visualization, and then select Horizontal Bar.


    Description of profit_prodsubcat.png follows
    Description of the illustration profit_prodsubcat.png
  6. Click Visualizations Visualizations tab icon. Select the Dashboard Filter Dashboard Filter control control and drag it to the canvas.
  7. Click Data Data panel icon. Select the following data elements and drag one at a time to the dashboard filter control:
    • Order Date
    • Order Priority
    • Product Sub Category
    • Customer Segment
    • City


    The dashboard filter control enables selecting the filters to apply to the data in the dashboard.

    Description of sales_db_filters.png follows
    Description of the illustration sales_db_filters.png
  8. Click Visualizations Visualizations tab icon. Select Text Box Text box icon and drag it to the canvas. In the Text Box, click Edit Text. Click B. Enter 24 in Font Sizes, click Align center, and then enter Sales and Profit.
  9. Click the Canvas 1 menu Canvas menu icon, select Rename. Enter Sales and Profit and click the check.


    Description of sales_n_profit_canvas.png follows
    Description of the illustration sales_n_profit_canvas.png

Add a Second Canvas and Visualizations

  1. Click Create Canvas Create Canvas icon. Click the Canvas 2 menu Canvas menu icon, select Rename. Enter Customers Sales and click the check.
  2. Click the Customer Sales canvas menu Canvas menu icon, select Canvas Properties. In Canvas Properties, click Auto Fit in the Layout row, select Freeform, and then click OK.
  3. Click Data. Hold down the Ctrl key, select Sales and Customer Segment. Right-click, select Pick Visualization, and then select Table.
  4. In the Data pane, select and drag Customer Segment to Color in the Grammar pane. Select and drag Product Sub Category to Filters in the Grammar pane.


    Description of sales_custseg.png follows
    Description of the illustration sales_custseg.png
  5. In the Data pane, hold down the Ctrl key, select City and select # of Customers. Right-click, select Pick Visualization, and then select Table table visualization icon.
  6. Click Properties Properties icon. In Properties, click Layers Layer icon. In Layer Type, click Auto (Point) in Layer Type and select Heatmap.
  7. Click the Sales and Profit canvas tab. In the canvas, select the Dashboard Filter control. Expand the visualization menu Expand Visualization menu, select Edit, and then select Copy Visualization.
  8. Click the Customer Sales canvas tab. In the canvas, right-click, select Edit, and then select Paste Visualization.

Add Calculations and Visualizations

  1. In the Data pane, right-click My Calculations and click Create Calculation.
  2. In New Calculation, enter Average Sales in Name. In the expression field, enter Avg. In the parenthesis, click column, enter Sales and select Sales.
  3. Expand Operators. Double-click the divisor symbol (/) to add it to the expression. Drag the # of Customers calculation to the expression. Click Validate. Click Save.


    Your expression should look similar to the following: 

    Avg(Sales)/# of Customers

  4. In the Data pane, right-click My Calculations and click Create Calculation.
  5. In New Calculation, enter Average Profit in Name. In the expression field, enter Avg. In the parenthesis, click column, enter Pro and select Profit.
  6. Expand Operators. Double-click the divisor symbol (/) to add it to the expression. Drag the # of Customers calculation to the expression.


    Your expression should look similar to the following: 

    Avg(Profit)/ # of Customers

  7. Click Validate. Click Save.
  8. In My Calculations, drag Average Sales to the Customer Sales canvas. Drag Average Profit to the Customer Sales canvas.
  9. Click the Sales and Profit canvas. Hover over the Sales and Profit visualization text box, click display toolbar vis menu toolbar toggle.
  10. In the toolbar, click Menu, select Edit, and then select Copy Visualization. Click the Customer Sales canvas. In the canvas, right-click, select Edit, and then select Paste Visualization.
  11. Use the handles to move the text box to a title position in the canvas. Click display toolbar vis menu toolbar toggle, click Menu, select Modify Text, and then enter Customer Sales to replace Sales and Profit. Click Save Save icon.


    Description of cust_sales_canvas.png follows
    Description of the illustration cust_sales_canvas.png

Add a Third Canvas and Visualizations

  1. Click Create Canvas Create Canvas icon. Click the Canvas 3 menu Canvas menu icon, select Rename. Enter Detailed Data and click the check.
  2. In the Data pane, hold down the Ctrl key, select Customer Name, # of Orders, Sales, and Profit. Right-click, select Pick Visualization, and then select Table.
  3. In the Data pane, drag Customer Name to Filters in the Grammar pane.
  4. In the Customer Name filter dialog, click Top Bottom N. In Count, click 10 and enter 20. In the By row, click Select Measure and select Profit.


    Description of detailed_data_cust.png follows
    Description of the illustration detailed_data_cust.png
  5. Click the Sales and Profit canvas tab. In the canvas, select the Dashboard Filter control. Expand the visualization menu Expand Visualization menu, select Edit, and then select Copy Visualization.
  6. Click the Detailed Data canvas tab. In the canvas, right-click, select Edit, and then select Paste Visualization.
  7. Click Visualizations Visualizations tab icon. Select Text Box Text box icon and drag it to the canvas. In the Text Box, click Edit Text. Click B. Enter 24 in Font Sizes, click Align center, and then enter Customer Detailed Data.


    Description of detailed_data_canvas.png follows
    Description of the illustration detailed_data_canvas.png
  8. Click Save Save icon.

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