Before you Begin

This tutorial shows how to add a dashboard filter with a slider control to filter measures using a time dimension in your workbook.

Background

The dashboard filter is a visualization type that you add to the workbook Visualize canvas. You can filter measures such as revenue, profit, sales, and the number of units sold using a time dimension. This tutorial uses Year as the time dimension. You define the slider action to play or use the default manual interaction mode. Consumers viewing your workbook click a value on the slider to move between values or click Play. If play is enabled, consumers can speed up or slow down the animation, and repeat the animation.

What Do You Need?

Create a Dataset

In this section, you create a dataset to use in the visualizations.

  1. Sign in to Oracle Analytics as a content author.
  2. On the Home page, click Create, and then select Dataset.
  3. In Create Dataset, click Drop data file here or click to browse, select the sample_revenue.xlsx file, and then click Open.
  4. In Create Dataset Table From sample_revenue.xlsx, click OK.
  5. Click Save Dataset Save icon. In Save Dataset As, enter samp_revenue in Name, and then click OK.


    Description of sample_revenue_dataset.png follows
    Description of the illustration sample_revenue_dataset.png

Create a Workbook and Visualization

In this section, you create a workbook that uses the samp_revenue dataset, and a bar visualization with product type and revenue data elements.

  1. Click Create Workbook. Close the Auto-Insights pane.
  2. Hold down the Ctrl key, click PROD_TYPE and REVENUE in the Data pane, and then drag them to the canvas.


    Oracle Analytics automatically creates the best visualization type for the selected data elements.
    Description of revenue_by_prodtype.png follows
    Description of the illustration revenue_by_prodtype.png
  3. Click the visualization Menu Visualization menu, select Sort By, select Revenue, and then select High to Low.
  4. Click Save Save icon. In Save Workbook, enter a Name, and then click Save.


    Description of revenue_high_to_low.png follows
    Description of the illustration revenue_high_to_low.png

Add a Dashboard Slider Filter

In this section, you add a dashboard filter visualization and configure the control as a slider. Consumers of the visualization manually interact with the slider by clicking on the values.

  1. Click Visualizations Visualizations icon. Scroll to Dashboard Controls, select Dashboard Filters Dashboard Filters icon.


    Description of viz_menu_dashboard_controls.png follows
    Description of the illustration viz_menu_dashboard_controls.png
  2. Drag the Dashboard Filters visualization to the canvas, and then release it above the REVENUE by PROD_TYPE visualization.


    Description of dashboard_filter_viz.png follows
    Description of the illustration dashboard_filter_viz.png
  3. Click Data Data icon. In the Data pane, expand BILL_DAY_DT, click Year, and then drag it to the Dashboard Filter visualization.
  4. In BILL_DAY_DT properties, click Filter Controls Filter Controls icon. In the Filter Type row, click List, and then select Slider.
  5. In BILL_DAY_DT properties, click General General tab properties icon. In the Title row, click None, and then select Custom. Enter Billing Date Year as the title.
  6. In the Title Font row, click Auto, and then select 16 from the font size list.
  7. In the Align row, click the alignment box Alighnment box icon. In the larger box click the top row center cell Center Aligment to move the slider to the center of the dashboard filter visualization.


    Description of slider_center_alignment.png follows
    Description of the illustration slider_center_alignment.png
  8. Click Save Save icon.
  9. Click Preview Preview icon to see the consumer view of the visualizations.
  10. In Preview, click 2009 on the Billing Date Year slider to see the Revenue by Product Type results.


    The preview shows the dashboard slider filter set to use manual interaction. The consumer must click a value on the slider to view the data.
    Description of slider_preview.png follows
    Description of the illustration slider_preview.png
  11. Click Edit Edit icon to return to the Visualize canvas.

Change the Slider Properties

In this section, you update the dashboard filter slider to automatically play through the values on the slider.

  1. Select the Dashboard Filter (BILL_DAY_DT) visualization. In properties, click Filter Controls Filter Controls icon. Click Off in the Play row to enable the slider.


    The slider is updated with the Play Play icon, Speed Speed icon, and Repeat Repeat icon icons.

    Description of animate_slider.png follows
    Description of the illustration animate_slider.png
  2. Click Preview Preview icon to see the consumer view of the visualizations.
  3. In Preview, click Play on the slider to see the revenue by product type results.
  4. Click Speed. Select Custom, enter 10 for ten seconds, and then click Repeat.
  5. Click Play to see the animation.

Add a Visualization

  1. Click Edit Edit icon to return to the Visualize page.
  2. In the Data panel, hold down the Ctrl key, click UNITS and PROD_TYPE, and then drag them to the canvas and release above the REVENUE by PROD_TYPE visualization.
  3. Click the visualization menu, select Sort By, select UNITS, and then select High to Low.


    Description of units_by_prod_type.png follows
    Description of the illustration units_by_prod_type.png
  4. Click Save Save icon.
  5. Click Preview Preview icon to see the consumer view of the visualizations.
  6. In Preview, click Play on the slider to see results in both visualizations.


    Description of slider_2_vizs.png follows
    Description of the illustration slider_2_vizs.png

Learn More