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.

  1. Sign in to Oracle Analytics.
  2. On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions Actions menu icon, and then select Open.
  3. In the workbook, click Edit Edit icon.
  4. In the workbook's Visualize page, hover over a visualization, click Add to Watchlist Watchlist icon, and then click New Watchlist.


    Description of new_watchlist.png follows
    Description of the illustration new_watchlist.png
  5. In Add to New Watchlist, enter a name in New Watchlist Name. Click Add.

    Sports is the watchlist name in this example.

  6. 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.
  7. Click Close to return to the Home page.
  8. On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions Actions menu icon, and then select Open.
  9. In the workbook, click Edit Edit icon.
  10. In the workbook's Visualize page, hover over a visualization, click Add to Watchlist Watchlist icon, and then select your watchlist.


    Description of sports_wl.png follows
    Description of the illustration sports_wl.png
  11. 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.

    Description of watchlist_settings.png follows
    Description of the illustration watchlist_settings.png

Add Your Watchlist to Featured Watchlists

In this section, you add your watchlist to the Featured Watchlists section of the Oracle Analytics Home page.

  1. Click Go back Go back icon.
  2. On the Home page, click Page Menu Page Menu icon, and then select Customize Home Page.
  3. In Customize, select Watchlists and drag it to the first row above What's New. Click Save. Refresh your browser.
  4. 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.

    Description of inspect_watchlist.png follows
    Description of the illustration inspect_watchlist.png
  5. Click Close.
  6. On the Home page, click Page Menu Page Menu icon, and then select Customize Home Page.
  7. Hover over the Featured Watchlists row, click One Column, and then click Save.


    Description of customize_hp.png follows
    Description of the illustration customize_hp.png


    Your watchlist is added to the Featured Watchlists section.

    Description of featured_wl_one_column.png follows
    Description of the illustration featured_wl_one_column.png

Add a Second Watchlist

In this section, you add another watchlist, and customize the size of the cards in the watchlist.

  1. On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions Actions menu icon, and then select Open.
  2. In the workbook, click Edit Edit icon. In the workbook's Visualize page, hover over a visualization, click Add to Watchlist Watchlist icon, and then click New Watchlist.


    Description of second_watchlist.png follows
    Description of the illustration second_watchlist.png
  3. In Add to New Watchlist, enter a name in New Watchlist Name. Click Add.

    Revenue is the watchlist name in this example.

  4. Click Go back Go back icon. On the Home page, hover over a workbook with visualizations to add to your watchlist, click Actions Actions menu icon, and then select Open.
  5. In the workbook, click Edit Edit icon. In the workbook's Visualize page, hover over a visualization, click Add to Watchlist Watchlist icon, select your second watchlist, and then click Add.
  6. Click Go back Go back icon. On the Home page, click Page Menu Page Menu icon, select Customize Home Page.
  7. 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.

    Description of revenue_both_cols.png follows
    Description of the illustration revenue_both_cols.png
  8. Click list List icon 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.

    Description of 2cols_2wls.png follows
    Description of the illustration 2cols_2wls.png
  9. On the Home page in the Watchlists row, click a watchlist to open it. Hover near the watchlist, click Edit Watchlist Name Watchlist name edit icon, then enter a new name. Click Close.


    In this example, the new name for the Revenue watchlist is Sales and Profit.

    Description of one_renamed_wl.png follows
    Description of the illustration one_renamed_wl.png

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