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?
- Access to Oracle Analytics
- Download sample_revenue.xlsx to your computer
Create a Dataset
In this section, you create a dataset to use in the visualizations.
- Sign in to Oracle Analytics as a content author.
- On the Home page, click Create, and then select Dataset.
- In Create Dataset, click Drop data file here or click to browse, select the sample_revenue.xlsx file, and then click Open.
- In Create Dataset Table From sample_revenue.xlsx, click OK.
- Click Save Dataset
. In Save Dataset As, enter
samp_revenue
in Name, and then click OK.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.
- Click Create Workbook. Close the Auto-Insights pane.
- 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 the illustration revenue_by_prodtype.png - Click the visualization Menu
, select Sort By, select Revenue, and then select High to Low.
- Click Save
. In Save Workbook, enter a Name, and then click Save.
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.
- Click Visualizations
. Scroll to Dashboard Controls, select Dashboard Filters
.
Description of the illustration viz_menu_dashboard_controls.png - Drag the Dashboard Filters visualization to the canvas, and then release it above the REVENUE by PROD_TYPE visualization.
Description of the illustration dashboard_filter_viz.png - Click Data
. In the Data pane, expand BILL_DAY_DT, click Year, and then drag it to the Dashboard Filter visualization.
- In BILL_DAY_DT properties, click Filter Controls
. In the Filter Type row, click List, and then select Slider.
- In BILL_DAY_DT properties, click General
. In the Title row, click None, and then select Custom. Enter
Billing Date Year
as the title. - In the Title Font row, click Auto, and then select 16 from the font size list.
- In the Align row, click the alignment box
. In the larger box click the top row center cell
to move the slider to the center of the dashboard filter visualization.
Description of the illustration slider_center_alignment.png - Click Save
.
- Click Preview
to see the consumer view of the visualizations.
- 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 the illustration slider_preview.png - Click Edit
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.
- Select the Dashboard Filter (BILL_DAY_DT) visualization. In properties, click Filter Controls
. Click Off in the Play row to enable the slider.
The slider is updated with the Play
, Speed
, and Repeat
icons.
Description of the illustration animate_slider.png - Click Preview
to see the consumer view of the visualizations.
- In Preview, click Play on the slider to see the revenue by product type results.
- Click Speed. Select Custom, enter
10
for ten seconds, and then click Repeat. - Click Play to see the animation.
Add a Visualization
- Click Edit
to return to the Visualize page.
- 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.
- Click the visualization menu, select Sort By, select UNITS, and then select High to Low.
Description of the illustration units_by_prod_type.png - Click Save
.
- Click Preview
to see the consumer view of the visualizations.
- In Preview, click Play on the slider to see results in both visualizations.
Description of the illustration slider_2_vizs.png
Learn More
Create a Slider Control to Filter Values in Oracle Analytics
F72231-01
November 2022
Copyright © 2022, Oracle and/or its affiliates.
Learn how to create a dashboard filter that uses a slider control in Oracle Analytics.
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