Before You Begin

Learn how to improve the looks of your workbooks on different screen sizes such as large desktop monitors, tablets, laptops, and mobile devices.

Background

In Oracle Analytics, you can design a workbook with multiple visualizations and multiple canvases. When you create a workbook the screen size defaults to the display size of your browser. Your user community might use a variety of devices to view Oracle Analytics workbooks. To ensure that your workbook provides the best experience for users no matter which device they're using, you can set screen breakpoints, rearrange the visualizations (canvas layout), or hide and remove visualizations for each device size.

Oracle Analytics provides three predefined screen sizes for laptops (1024 pixels), tablets (768 pixels), and mobile devices (450 pixels). You can specify custom screen sizes to fit the devices used by your user community.

What Do You Need?

• Access to Oracle Analytics
• Download the sample_worbook.dva to your computer.

Import the Sample Workbook

In this section, you import the sample_workbook.dva to use in this tutorial.

1. Sign in to Oracle Analytics.
2. On the Home page, click Page Menu and click Import Workbook/Flow.
3. In Import Workbook/Flow, click Select File, select sample_workbook.dva, and then click Import.
4. A message could display indicating that the Oracle Analytics instance might have a dataset with the same name as the dataset used in the sample workbook. If so, click OK in the "Do you want to continue message?"
5. In the Import successful message, click OK.

Review the Workbook

In this section, you open the workbook and begin designing the canvas layout for multiple devices. If you use a larger monitor, the images might not match this tutorial.

1. On the Home page in sample_workbook, click Actions and then click Open.

   

   Description of the illustration sample_wbk.png

2. In the sample_workbook preview, click Edit .
3. Click Responsive Canvas Editor .
4. Click Open Responsive Layout Editor Menu , select Add Breakpoint at, and then select 768 - Tablet.

   
   

   The workbook isn't significantly impacted when using the tablet breakpoint.

   

   Description of the illustration tablet_screensize.png

5. Click Open Responsive Layout Editor Menu , select Add Breakpoint at, and then select 450 - Mobile.

   
   

   Changing the screen resolution to the 450 pixels for mobile devices makes the workbook's visualizations unusable.

   

   Description of the illustration mobile_screensize.png

Design the Canvas Layout

In this section, you move the visualizations to improve the experience for mobile users.

1. Hover the cursor over a visualization to move, use the handle to grab the visualization. A thick line shows where you can place the visualization.

   
   

   The thick line and grab handle help you reposition the visualizations in the canvas.

   

   Description of the illustration repositioning.png

2. Use the handle to move the dashboard filter control to the top of the canvas.
3. Select the dashboard filter control. Click Properties . In Properties, click Filter Controls .
4. In Filter controls, expand Customer Segment, and Order Priority. In the Filter Type row of each data element type, click Inline List, and then click List Box.

   
   

   

   Description of the illustration dashboard_control_layout.png

5. In the Sales by City horizontal bar visualization, click the Menu toggle , select Menu , and then select Hide Visualization.
6. In the Profit Value by Product Sub Category horizontal bar visualization, click the Menu toggle , select Menu , and then select Hide Visualization.
7. Use the handle and move the large visualizations to arrange the visualizations into a single column.
8. Select the dashboard filter control and click Grammar . In Filter Controls, select City and move it to the top of the list. Click Save .

   
   

   

   Description of the illustration mobile_layout.png

9. Click Go back .

Review the Layout Changes

In this section, review the workbook and breakpoints.

1. On the Home page in sample_workbook, click Actions and select Open.

   
   

   The workbook opens in the preview and shows the workbook in your default screen size.

   

   Description of the illustration wbk_after_breakpoints.png

2. Click Edit .
3. Click Responsive Canvas Editor . Click Open Responsive Layout Editor Menu and select Manage Breakpoint.

   
   

   Manage Breakpoint shows the visualizations on the current canvas in the workbook at the default screen size.

   

   Description of the illustration manage_brkpnts.png

4. Click Cancel.
5. Move the breakpoint ruler to the mobile breakpoint.
6. Click Open Responsive Layout Editor Menu and select Manage Breakpoint.

   
   

   Manage Breakpoint lists the visualizations shown in the mobile breakpoint. If you return the two visualizations you hide from the mobile layout, the usefulness of the workbook is decreased.

   

   Description of the illustration breakpoint_loc_mobile.png

Modify the Workbook

In this section, you add visualizations to see the impact on the canvas layout at different breakpoints.

1. Move the breakpoint ruler to the default full screen size.
2. Click Auto Insights . Expand the Auto Insights panel, hover over Month Seasonality and click Add to Canvas... .
3. In the Auto Insights panel hover over Growth Contribution Bridge and click Add to Canvas... .

   
   

   

   Description of the illustration auto_insights_vizs.png

4. Click Responsive Canvas Editor . Move the breakpoint ruler to the tablet size, 768 pixels marker.
5. Click Open Responsive Layout Editor Menu and select Manage Breakpoint.
6. In Manage Breakpoint, remove the check from Sales by City (Horizontal Bar), click Growth Contribution Bridge (Waterfall) and Month Seasonality (Stacked Bar Chart), and then click OK.
7. Use the handle to move the dashboard filter control to the top of the canvas and arrange the remaining visualizations.
8. Click the Menu toggle in the Quantity Ordered tile, select Menu , and then select Hide Visualization.
9. Click the Menu toggle in the Profit Value tile, click Menu , and then select Hide Visualization. Click Save.

   
   

   

   Description of the illustration tablet_layout.png

10. Move the breakpoint ruler to the right to see the full screen layout. Move the breakpoint ruler to the leftmost breakpoint to see the mobile layout.

Learn More

• About Designing Canvas Layouts for Different Screen Sizes

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Title and Copyright Information

Design a Workbook for Multiple Devices in Oracle Analytics

F96387-01

May 2024

Copyright ©2024,

Oracle and/or its affiliates.

Learn how to set breakpoints to resize and rearrange canvas layouts in workbooks for monitors, laptops, tablets and mobile devices in Oracle Analytics.

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