Before you Begin

This tutorial shows you how to create a presentation flow using Present's Auto mode in Oracle Analytics.

Background

In an Oracle Analytics workbook, you create visualizations using charts, maps, graphs, and other graphical representations to aid end users in understanding the complex data. In Present, you can tell a story by setting workbook and canvas properties, specifying interactivity, and arranging the canvases to curate the end users' experience. You use a presentation flow to specify how your end users move from one canvas to the next.

In this tutorial, you use Auto mode to learn what you can do in Present. Oracle Analytics maintains synchronicity between the Visualize canvases and the canvases in Present when you use Auto mode. As a result, you must rename and rearrange the canvases in Visualize or in Manual mode Manual mode unlocked.

What Do You Need?

Create a Presentation

In this section, you create a presentation from an existing workbook with multiple canvases in the Auto mode Auto Mode lock icon. Your changes are limited in Auto mode to maintain the synchronicity with the Visualize canvas.

  1. On the Home page, hover over the Sales and Profit workbook, click Actions Actions menu icon, and then click Open.
  2. In the workbook, click Edit Edit icon.


    The workbook opens in Visualize.

    Description of visualize.png follows
    Description of the illustration visualize.png
  3. Click Present.


    Oracle Analytics automatically adds the workbook's canvases to Present in the Auto mode active state.

    Description of present_w_canvases.png follows
    Description of the illustration present_w_canvases.png
  4. Click menu canvas menu icon on the Detailed Data canvas and select Hide Canvas.
  5. Click Save Save icon. Click Preview Preview icon.


    When the canvas uses the freeform layout the zoom Zoom icon icon displays in the menu bar to let users get a larger view of the visualizations. You can disable the zoom option in Present Workbook properties.


    Description of present_hidden_canvas.png follows
    Description of the illustration present_hidden_canvas.png

Applying Changes in Present

In this section, learn what happens when you make changes in the Present canvases.

  1. Click Edit Edit. Click Present.
  2. In Present, click menu canvas menu icon on the grayed Detailed Data canvas and select Show Canvas.
  3. In the Detailed Data canvas, click All in Order Priority.


    The filters in the dashboard filter control aren't available for update in Present Auto mode.

    Description of no_changes_auto_mode.png follows
    Description of the illustration no_changes_auto_mode.png
  4. Click Switch to Manual mode Auto mode lock to make changes.
  5. Click Save Save icon.

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