Before You Begin
Learn how to create a Home page watchlist in Oracle Analytics. You can select visualizations from multiple workbooks to include in your watchlist.
Background
In Oracle Analytics, you can customize the Home page to include visualizations that you or your team wants to view frequently such as visualizations for daily end of day sales, customer orders, or out-of-stock products. The visualizations that you add to a watchlist are called cards. On the Home page, you can include watchlists in a Featured Watchlists section that can contain up to two columns.
What Do You Need?
- Access to Oracle Analytics with DV Content Author privileges
Create a Watchlist
In this section, create a watchlist and add visualizations from two workbooks.
- Sign in to Oracle Analytics.
- On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions , and then select Open.
- In the workbook, click Edit .
- In the workbook's Visualize page, hover over a visualization, click Add to Watchlist , and then click New Watchlist.
- In Add to New Watchlist, enter a name in New Watchlist Name. Click Add.
Sports is the watchlist name in this example.
- In the message, "Your card has been added to the watchlist name, click View to see the workbook in the Watchlist section of the Home page.
- Click Close to return to the Home page.
- On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions , and then select Open.
- In the workbook, click Edit .
- In the workbook's Visualize page, hover over a visualization, click Add to Watchlist , and then select your watchlist.
- In Add to your watchlist name Watchlist, click Show Filters to enable the visualization's filters in the card view. Click Add.
The Show Filters optional watchlist setting supports the visualization's interactivity.
Add Your Watchlist to Featured Watchlists
In this section, you add your watchlist to the Featured Watchlists section of the Oracle Analytics Home page.
- Click Go back .
- On the Home page, click Page Menu , and then select Customize Home Page.
- In Customize, select Watchlists and drag it to the first row above What's New. Click Save. Refresh your browser.
- Double-click the watchlist to view its contents.
In this example, the Sports watchlist contains the scatter visualization of hockey statistics and the women's world cup radar line visualization.
- Click Close.
- On the Home page, click Page Menu , and then select Customize Home Page.
- Hover over the Featured Watchlists row, click One Column, and then click Save.
Your watchlist is added to the Featured Watchlists section.
Add a Second Watchlist
In this section, you add another watchlist, and customize the size of the cards in the watchlist.
- On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions , and then select Open.
- In the workbook, click Edit . In the workbook's Visualize page, hover over a visualization, click Add to Watchlist , and then click New Watchlist.
- In Add to New Watchlist, enter a name in New Watchlist Name. Click Add.
Revenue is the watchlist name in this example.
- Click Go back . On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions , and then select Open.
- In the workbook, click Edit . In the workbook's Visualize page, hover over a visualization, click Add to Watchlist , select your second watchlist, and then click Add.
- Click Go back . On the Home page, click Page Menu , select Customize Home Page.
- In the Featured Watchlists row, click Two Columns. In the Watchlists row, click Medium to increase the card size. Click Save.
In this example the Revenue watchlist displays in both Featured Watchlists columns.
- Click list next to the watchlist name in one of the columns, select the name of the watchlist that isn't showing.
In this example, the Sports watch is selected to display in the second column.
- On the Home page in the Watchlists row, click a watchlist to open it. Hover near the watchlist, click Edit Watchlist Name , then enter a new name. Click Close.
In this example, the new name for the Revenue watchlist is Sales and Profit.
Learn More
Create a Home Page Watchlist in Oracle Analytics
F77262-02
May 2024
Learn how to create and update a watchlist of workbook visualizations on your team's Home page in Oracle Analytics.
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