Before You Begin

This tutorial shows you how to customize canvas layout templates that you can share and use in other Oracle Analytics workbooks.

Background

The canvas layout templates include a dashboard filter control and a variety of placeholders representing the positions of visualizations on the canvas. For example, the Filter Top canvas layout template contains:

  • One dashboard filter control located at the top of the canvas
  • Four tile visualization placeholders
  • Three donut visualization placeholders
  • One vertical bar visualization placeholder
  • One line visualization placeholder

You can put any type of visualization in the empty visualization placeholders except for the dashboard filter control placeholders and the tile placeholders. Use the dashboard filter control for filters and use the tile placeholders for measures. However, you can delete the placeholders that you don't need for your custom canvas layout.

You can change any of the placeholders to different visualizations by deleting a placeholder and adding a visualization that uses a different visualization type.

You can use an existing workbook as a template by changing, moving, or removing visualizations and then by saving the layout with the Save As Shared Layout option.

What Do You Need?

  • Access to Oracle Analytics
  • Download sample_order_lines2023.xlsx to your computer
  • Access as a Content Author with these permissions:
    • Manage Themes and Layouts
    • Create and Edit Shared Themes
    • Create and Edit Shared Layouts

Create a Dataset

In this section, you use the sample_order_lines2023.xlsx file to create a dataset.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Create, and then select Dataset.
  3. In Create Dataset, click Drop data file here or click to browse, select the sample_order_lines2023.xlsx file, and then click Open.
  4. In Create Dataset Table from sample_order_lines2023.xlsx, click OK. Click Save Save icon.
  5. In Save Dataset As, enter sample_order_lines2023, and then click OK.


    Description of sample_order_lines2023_ds.png follows
    Description of the illustration sample_order_lines2023_ds.png

Select a Canvas Layout Template

In this section, you select a canvas layout template and create visualizations representing the visualization types for the canvas layout template.

  1. Click Create Workbook. Close the Insights panel.
  2. In the workbook canvas, click Select a layout. In Select a Layout, click Filter Top and click OK.


    Description of canvas_layout_templates.png follows
    Description of the illustration canvas_layout_templates.png
  3. In the Data Data pane icon pane, select Sales, drag it to the first tile Tile template icon visualization and release in Values.


    Description of sales_in_tile_values.png follows
    Description of the illustration sales_in_tile_values.png
  4. In the Data pane, select Discount, drag it to the second tile visualization and release in Values.
  5. In the Data pane, select Profit, drag it to the third tile visualization and release in Values.
  6. In the Data pane, select Quantity Ordered, drag it to the fourth tile visualization and release in Values.


    Description of tile_vizs.png follows
    Description of the illustration tile_vizs.png

Complete the Layout

In this section, you add visualizations to complete the selected canvas layout template.

  1. In the Data Data pane icon pane, hold down the Ctrl key, select Sales and Quantity Ordered. Drag the data elements to the first donut Donut visualization icon visualization.
  2. In the Data pane, hold down the Ctrl key, select Profit and Product Category. Drag the data elements to the second donut visualization.
  3. In the Data pane, hold down the Ctrl key, select Sales and Customer Segment. Drag the data elements to the third donut visualization.
  4. In the Data pane, hold down the Ctrl key, select Sales, expand Order Date, and then select Quarter. Drag the data elements to the bar bar visualization icon visualization.
  5. In the Data pane, hold down the Ctrl key, select Profit and select Quarter from Order Date. Drag the data elements to the line line visualization icon visualization.
  6. In the Data pane, hold down the Ctrl key, select Sales, Quantity Ordered, Discount, and Profit. Drag the data elements to the Dashboard Filter Dashboard filter control icon control.


    Description of remaining_viz_locations.png follows
    Description of the illustration remaining_viz_locations.png

Design Your Custom Canvas Layout

In this section, you rearrange the canvas layout, change visualization types, and configure read and write permissions for the shared canvas layout.

  1. Click the Sales tile. In the Data Data pane icon pane, hold down the Ctrl key and select Profit, Discount, and Quantity Ordered. Drag the data elements to Values in the Grammar pane.


    With the Sales, Profit, Discount, and Quantity Ordered measures all in one tile, you can remove the remaining tiles in the canvas layout.

    Description of combined_meas_tile.png follows
    Description of the illustration combined_meas_tile.png
  2. In each of the remaining tiles (Discount, Profit and Quantity Ordered), click the menu toggle menu toggle icon. Click Menu and select Delete Visualization.


  3. In the Sales by Quantity Ordered donut visualization, click Menu visualization menu icon and select Delete Visualization.
  4. Use the grab handle Grab handle icon to move the two remaining donut visualizations to the same row as the tile visualization.
  5. In the Data pane, hold down the Ctrl key, select Sales and City. Right-click, select Pick Visualization, and then select Map Map vis icon.


    Description of changed_template.png follows
    Description of the illustration changed_template.png

Save the Canvas as a Template

  1. Click the Canvas menu canvas menu icon and select Save As Shared Layout.
  2. In Save As Shared Layout, enter demo_tutorial_layout and click Save.


    Oracle Analytics assigns Read-write permissions on the canvas layout template when it is created.

  3. Click Go back go back icon. Click Navigator Navigator icon and click Console.
  4. In the Console, click Layouts and Themes.
  5. On the Layouts page in the demo_tutorial_layout row, click menu layouts and theme menu and select Make Read-only.
  6. Click Go back go back icon. Click Navigator Navigator icon and click Home.
  7. On the Home page, hover over sample_order_lines2023, click Actions Actions menu icon, and select Create Workbook.
  8. Close the Insight panel. Click Select a layout.


    The demo_tutorial_layout template is available for you to use for a new workbook.

    Description of custom_canvas_layout_template.png follows
    Description of the illustration custom_canvas_layout_template.png
  9. In Select a layout, click demo_tutorial_layout and click OK.


    Description of custom_layout_template.png follows
    Description of the illustration custom_layout_template.png

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