Before you Begin

Learn how to create a dataset with spreadsheet files.

Background

You create a dataset to analyze and visualize your data in ways that are meaningful to your organization. You populate the dataset with selections from a database connection, an Oracle data source, files, or a local subject area. In this tutorial, you use five spreadsheet files as the sources for a dataset, and then create a visualization from the dataset.

This is the first tutorial in the series Create Role-Based Filters. Creating role-based filters isn't required for this tutorial. However, if you want to learn about how to implement role-based filters, do the tutorials in the order listed.

What Do You Need?

Create a Dataset

In this section, you add the first spreadsheet file. You also disable the Auto Join Tables function so that you can manually create the joins.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Create, and then click Dataset.
  3. In Create Dataset, click Drop file here or click to browse. In File Upload, click sales.xlsx, and then click Open.
  4. In Create Dataset Table from sales.xlsx, click OK.


    Description of sales.png follows
    Description of the illustration sales.png
  5. Click Auto Join Tables Auto Join Tables icon to disable the automatic joins created between tables.


    when the toggle Auto join disabled icon appears on the left, the auto join functionality is disabled.

Add Files to the Dataset

In this section, you add the spreadsheet files to the unsaved dataset containing the sales data source.

  1. In Connections Connections icon, click Add, and then select Add File Add icon. In File Upload, click customers.xlsx, and then click Open.
  2. In Create Dataset Table from customers.xlsx, click OK.
  3. In Connections Connections icon, click Add, and then select Add File Add icon. In File Upload, click products.xlsx, and then click Open.
  4. In Create Dataset Table from products.xlsx, click OK.
  5. In Connections Connections icon, click Add, and then select Add File Add icon. In File Upload, click salesrep.xlsx, and then click Open.
  6. In Create Dataset Table from salesreps.xlsx, click OK.
  7. In Connections Connections icon, click Add, and then select Add File Add icon. In File Upload, click rephierarchy.xlsx, and then click Open.
  8. In Create Dataset Table from rephierarchy.xlsx, click OK.


    Oracle Analytics freeform diagramming enables moving the tables in the canvas.

    Description of dataset_tables.png follows
    Description of the illustration dataset_tables.png

Add Joins

In this section, you create joins between the files added to the dataset.

  1. In the Join Diagram, hover over sales when the crosshair displays, drag a line to customers, and then release.


    Description of join_crosshairs.png follows
    Description of the illustration join_crosshairs.png
  2. Hover over sales when the crosshair displays, drag a line to products, and then release.
  3. Hover over sales when the crosshair displays, drag a line to salesreps, and then release.
  4. Hover over salesreps when the crosshair displays, drag a line to rephierarchy, and then release.
  5. In the Join Diagram, click the rephierarchy table to view the relationship between the sales VPs and the sales Reps.


    Description of salesreps_to_rephierarchy.png follows
    Description of the illustration salesreps_to_rephierarchy.png
  6. Click Save Dataset Save icon. In Save Dataset As, enter multi_file_dataset as the Name, and then click OK.

Create a Visualization

  1. In the Join Diagram, click Create Workbook.
  2. In the Data Data pane icon pane, expand the sales, customers, and products tables.
  3. Hold down the Ctrl key, click QUANTITY_SOLD in sales, click CUST_GENDER in customers, and click PROD_SUBCATEGORY in products. Right-click and select Create Best Visualization.


    Description of bar_viz.png follows
    Description of the illustration bar_viz.png

Next Steps

Create Role-Based Filters to Limit Data

Learn More