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.


You use a spreadsheet file as the data source to learn how to create visualizations.

What Do You Need?

Add Data

  1. Sign in to Oracle Analytics with your credentials.
  2. On the Home page, click Create, and then click Project.
  3. In Add Data Set, click Create Data Set.
  4. In Create Data Set, click Drop data file here or click to browse, select the sample_revenue.xlsx file, and then click Add.
  5. In Add Data Set, click Add. In the Transform page, click Create Project.
  6. From the Data panel, hold down the Ctrl key and drag the following to the canvas:

    Oracle Analytics chooses the best visualization type for the selected data elements.

    Your First Visualization
    Description of the illustration initial_viz.jpg
  7. Click the visualization type list List icon and select Horizontal Stacked as the visualization type.
    Horizontal Stacked Visualization
    Description of the illustration department_color.jpg
  8. Select DEPARTMENT and drag it to Color so that PROD_TYPE and DEPARTMENT exchange places in the Grammar panel.
  9. Horizontal Stacked Visualization
    Description of the illustration department_color.jpg

Filter the Data

  1. In the canvas, click Add Filter Create Filter Icon.
  2. From the SAMPLE_REVENUE list, select PROD_TYPE.
  3. From the PROD_TYPE list, select Cell Phones and Smart Phones, and click inside the dialog to close the list.
    Product Type Filter
    Description of the illustration filtered_results.jpg
  4. From the Data panel, select COMPANY, and drag it to Color to replace DEPARTMENT.
  5. In the canvas, click the menu Menu Icon, and select Clear filter selections.
    Revenue by Product Type and Company
    Description of the illustration rev_prod_type.jpg
  6. Next to PROD_TPYE (2), click the Menu Filter Menu icon, and then select Delete.

Change the Revenue Data Element Properties

  1. Click Data.
  2. In the Data Diagram page, click the sample_revenue menu, and then select Open.
  3. In the Transform page, select the Revenue column. In REVENUE Properties, click Number Format Number Format Icon.
  4. In the Number Format row, click Auto, and then select Currency.
  5. Click Go back. In Save Changes, click Save. Close the Home page.
  6. In the Data Diagram, click Visualize to return to your project.
  7. In the REVENUE by PROD_TYPE, COMPANY visualization, click the menu Menu Icon, select Sort, and then select Product Type and Company by Revenue low to high.
    Revenue Formatted
    Description of the illustration revenue_currency.png

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