Before You Begin

This tutorial shows you how to define data actions and create links in a table visualization that navigate to another canvas in an Oracle Analytics workbook.

Background

You can define data action analytics links to navigate to a canvas in the same or different workbook. This tutorial shows you how to create data action links in a table or pivot visualization to another canvas in the workbook.

The target canvas opens in a pop up on the canvas when a user clicks the data action analytics link. When the analytics link data action is invoked, the context of the source canvas passes to the target canvas. You test the data action analytics links in the last section of this tutorial.

What Do You Need?

Import a Workbook File

In this section, you import and open the sample workbook.

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

Add a Canvas and Visualization

In this section, you add a canvas to the workbook and then create a table visualization.

  1. In the workbook, click Edit Edit icon.
  2. In the Visualize page, click Create Canvas Add Canvas icon. Click Canvas menu canvas menu icon and select Rename.
  3. In the canvas name field, enter Product Sales and click the check Check icon.
  4. Drag the Product Sales canvas to the left to make it the first canvas in the workbook.
  5. In the Data Data pane icon pane, hold down the Ctrl key, click Product Category, Product Sub Category, and Sales. Right-click, select Pick Visualization, and then click Table Table vis icon.
  6. Click Properties Properties icon. In Properties, click Auto in the Title row, select Custom, and then enter Product Sales in the title field.
  7. In the Suppress Repeating Values row, click Off to enable On.
  8. In Properties, click Totals Totals icon. In the Grand Total row, click Off to toggle On. In the Font row, click Auto. In Font, click B and click outside of the dialog.
  9. In the Subtotal row, click None and click Product Category. Click Save Save icon.


    Description of prod_sales_totalspng follows
    Description of the illustration prod_sales_totals.png

Create a Data Action

In this section, you create a data action to connect Product Category column values on the Product Sales canvas to the Product Category details on the Detailed Sales Data canvas.

  1. In the workbook, click Menu Menu icon and select Data Actions. In Data Actions, click Create Action Add data action.
  2. In New Data Action, enter Details by Product Category in Name. In the Type List icon list, select Analytics Link.
  3. Click Select Data in the Anchor To row. From the Sample Order Lines dataset, select Product Category and click outside of the dialog.
  4. Keep This Workbook in the Target row. Click Product Sales List icon in the Canvas Link row and select Detailed Sales Data.
  5. Keep All in the Pass Values row and keep On in Supports Multiple Selection.
  6. Click Auto in the Open In row and select Pop Up. Keep All in the Pass Parameter Values row and click OK.


    Description of details_prodcat_data_action.png follows
    Description of the illustration details_prodcat_data_action.png
  7. In Properties, click Edge Labels Edge Labels icon. In Edge Labels, expand Product Category. Click Off in the On Click Action row to enable On for the data action links.


    Description of prod_sales_prodcat_links.png follows
    Description of the illustration prod_sales_prodcat_links.png
  8. Click Save Save icon.

Create a Data Action for Product Sub Category Details

In this section, you create a data action to connect Product Sub Category values to the Detailed Sales Data canvas.

  1. In the workbook, click Menu Menu icon and select Data Actions. In Data Actions, click Create Action Add data action.
  2. In New Data Action, enter Details by Product Sub Category in Name.
  3. In the Type List icon list, select Analytics Link.
  4. Click Select Data in the Anchor To row. From the Sample Order Lines dataset, select Product Sub Category and click outside of the dialog.
  5. Keep This Workbook in the Target.
  6. Click Product Sales List icon in the Canvas Link row and select Detailed Sales Data.
  7. Keep All in the Pass Values row and keep On in Supports Multiple Selection.
  8. Click Auto in the Open In row and select Pop Up. Keep All in the Pass Parameter Values row and click OK.


    Description of data_action_prodsubcat.png follows
    Description of the illustration data_action_prodsubcat.png
  9. In Properties, click Edge Labels Edge Labels icon. In Edge Labels, expand Product Sub Category, click Off in the On Click Action row to enable On for the data action links.


    Description of prodsubcat_table_links.png follows
    Description of the illustration prodsubcat_table_links.png
  10. Click Save Save icon.

Test the Links

In this section, you close and reopen the workbook to test the table links and data actions.

  1. Click Go back and click Save if prompted.
  2. On the Home page, hover over detailed_sales, click Actions Actions menu icon, and then click Open.
  3. Click the Product Sales tab. In the Product Sales table, click Office Supplies in the Product Category column.


    Description of prodcat_link.png follows
    Description of the illustration prodcat_link.png
  4. Close the pop up.
  5. Click Office Machines in the Product Sub Category column.


    Description of prodsubcat_officemac_link.png follows
    Description of the illustration prodsubcat_officemac_link.png

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