Before You Begin

This tutorial shows you how to create a custom workbook theme and share your custom workbook theme with other workbooks in Oracle Analytics.

Background

When designing a color palette for your workbook theme, you might want to review the Web Content Accessibility Guidelines (WCAG) for contrast and color. You can add your company's color palette by entering the hexadecimal color codes instead of using the color picker in the Add Palette dialog.

You can change the fonts and apply a background color for the workbook theme. Custom background colors applied to visualizations override your workbook theme background color.

What Do You Need?

  • Access to Oracle Analytics
  • Download sample_dbf_wbk.dva 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

Import the Sample Workbook

In this section, you import the sample_dbf_wbk.dva file to use in this tutorial to create custom workbook themes.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Page Menu Page menu icon and select Import Workbook/Flow.
  3. In Import Workbook/Flow, click Select File. In File Upload, select sample_dbf_wbk.dva and click Open.
  4. In Import Workbook/Flow, click Import. When the message, Import successful displays, click OK.
  5. On the Home page, hover over sample_dbf_wbk, click Actions Actions menu icon, and then select Open.
  6. Click Edit Edit icon.


    Description of sample_wbk.png follows
    Description of the illustration sample_wbk.png

Define the Theme's Color Palette

In this section, you customize the default Redwood theme by creating a color scheme to use for the workbook.

If you enter the Hex values for colors in this section, your colors should match the visualizations in this tutorial.

  1. In the workbook, click Menu Workbook menu icon and select Workbook Themes. Click the Redwood color scale in the Color series row and select Add Palette. In Name, enter my_company_palette.
  2. Click the gray box, click orange in the color scale, and then select a color or enter #F4B315 for the first color.
  3. Click the empty box color picker box icon, click green in the color scale, and then select a color or enter #83F415 for the second color.
  4. Click the empty box color picker box icon, click turquoise the color scale, and then select a color or enter #15F4EC for the third color.
  5. Click the empty box color picker box icon, click blue the color scale, and then select a color or enter #1568F4 for the fourth color.
  6. Click the empty box color picker box icon, click pink the color scale, and then select a color or enter #F415E0 for the fifth color.
  7. Click the empty box color picker box icon, click dark green the color scale, and then select a color or enter #144309 for the sixth color.
  8. Click the empty box color picker box icon, click yellow the color scale, and then select a color or enter #F4EFB7 for the seventh color. Click OK.


    The color palette contains seven contrasting colors which haven't been tested for accessibility compliance.

    Description of custom_palette.png follows
    Description of the illustration custom_palette.png

Specify the Font Family

In this section, you specify the font family for the workbook and visualizations. The primary font color applies to the visualization titles, axis titles, and legend titles. The secondary font color applies to axis label values and legend label values.

  1. In Workbook Themes, click Auto in the Font family row under Workbook styles and click Verdana.
  2. In the Title font row under Visualization styles, click Auto.
  3. Click the Auto list, select Verdana.
  4. In the font size list, select 14, click B for bold, and then click OK.


    You can see the font style changes in the Shipping Cost by Ship Mode, Product Category visualization.

    Description of custom_colors_fonts.png follows
    Description of the illustration custom_colors_fonts.png

Share Your Workbook Theme

In this section, you name your workbook color palette and property changes as a theme to share with other workbooks. You use the Sample Order Lines dataset that was imported into Oracle Analytics with the sample_dbf_wbk.

  1. In Workbook Themes, click Menu workbook theme menu icon the Theme row and click Save as new shared theme. In New Theme, enter My_co_theme in Name and click Create.
  2. Click Save Save icon and click Go back Go back icon.
  3. On the Home page, click Data. On the Data page, hover over Sample Order Lines, click Actions Actions menu icon, and then select Create Workbook.
  4. Close the Insights panel.
  5. In the Data Data pane icon pane, hold down the Ctrl key, select Customer Segment, Product Sub Category, and Sales. Drag the data elements to the canvas.


    Oracle Analytics creates a bar visualization using the Redwood workbook theme.

    Description of new_wbk.png follows
    Description of the illustration new_wbk.png
  6. Click the workbook Menu Workbook menu icon, select Workbook Themes. In the Theme row, click Redwood.
  7. In Shared Themes, click My_co_theme and click OK.


    The visualization updates to use the My_co_theme colors and styles.

    Description of shared_theme_wbk.png follows
    Description of the illustration shared_theme_wbk.png

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