Before You Begin
This 10-minute tutorial shows you how to create a project, select data to use in the visualization, and modify the visualization. You learn how to filter, modify data properties, and change the visualization type.
Background
You use a spreadsheet file as the data source to learn how to create visualizations.
What Do You Need?
- Access to Oracle Analytics Cloud or Oracle Analytics Desktop
- Download sample_revenue.xlsx file to a location on your computer
Add Data
- Sign in to Oracle Analytics with your credentials.
- On the Home page, click Create, and then click Workbook.
- In Add Dataset, click Create Dataset.
- In Create Dataset, click Drop data file here or click to browse, select the sample_revenue.xlsx file, and then click Add.
- In Add Dataset, click Add. In the Transform page, click Create Workbook.
- From the Data panel, hold down the Ctrl key and drag the following to the canvas:
- PROD_TYPE
- REVENUE
- DEPARTMENT
Oracle Analytics chooses the best visualization type for the selected data elements.
Description of initial_viz.png - Click the visualization type list
and select Horizontal Stacked as the visualization type.
Description of department_color.png - Select DEPARTMENT and drag it to Color so that PROD_TYPE and DEPARTMENT exchange places in the Grammar panel.

Filter the Data
- In the canvas, click Add Filter
.
- From the SAMPLE_REVENUE list, select PROD_TYPE.
- From the PROD_TYPE list, select Cell Phones and Smart Phones, and click inside the dialog to close the list.
Description of the illustration filtered_results.png - From the Data panel, select COMPANY, and drag it to Color to replace DEPARTMENT.
- In the canvas, click the Menu
, and select Clear filter selections.
Description of the illustration rev_prod_type.png - In the filter bar, next to PROD_TYPE, click Menu
, and then select Delete.
Change the Properties of a Data Element
- In the Data panel, select Revenue. In REVENUE Properties, click Number Format
.
Description of the illustration revenue_props.png - In the Number Format row, click Auto, and then select Currency.
- In visualization, click the Menu
, select Sort By, select Revenue, and then select Low to High.
Description of the illustration revenue_currency.png
Learn More
- How Datasets Interact with Filters in Oracle Analytics Cloud
- How Datasets Interact with Filters in Oracle Analytics Desktop
Create Your First Visualization
F11585-07
October 2021
Copyright © 2021, Oracle and/or its affiliates.
Learn how to create a visualization in Oracle Analytics with sample data.
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