Before You Begin
This tutorial shows you how to use a filter and parameter to exclude values in a workbook's canvases in Oracle Analytics.
Background
When creating visualizations in a workbook, you might have a data element with a lot of values such as a list of cities worldwide or a large number of product sub-categories. You can create a filter to select values that you want to visualize or create an exclusion list to keep certain values out of your visualizations.
In this tutorial, you create a workbook with visualizations on two canvases, create a filter to select values, bind the filter to a parameter, and then change the filter to an exclusion list. You use the pin to all canvases option to apply the filter and parameter exclusion list values to both canvases in the workbook.
What Do You Need?
- Access to Oracle Analytics
- Download sample_order_lines2023.xlsx to your computer
Create a Dataset
In this section, you add the sample_order_lines2023.xlsx file to Oracle Analytics to create a dataset.
- Sign in to Oracle Analytics.
- On the Home page, click Create, and then click Dataset.
- In Create Dataset, click Drop data file here or click to browse, select the sample_order_lines2023.xlsx file, and then click Open.
- In Create Dataset Table from sample_order_lines2023.xlsx, click OK. Click Save .
- In Save Dataset As, enter
sample_order_lines2023
, and then click OK.
Create a Workbook
In this section, you create a workbook with visualizations on two canvases.
- Click Create Workbook.
- In the Data pane, hold down the Ctrl key, select Sales and Product Sub Category. Right-click, select Pick Visualization, and then select Horizontal Bar .
- In the Data pane, hold down the Ctrl key, select Sales, Profit, and Customer Segment, drag the data elements to the canvas, and then release when a thick line appears.
- In the Grammar pane, click Scatter and select Table .
- Click Create Canvas .
- Click Canvas 2. In the Data pane, hold down the Ctrl key, select Sales, Product Sub Category, and Order Priority, drag the data elements to the canvas.
- In the Grammar pane, click Auto (bar) and select Horizontal Bar .
- Click Save .
- In Save Workbook, enter a Name, and click Save.
Create a Filter and Parameter
In this section, you create a filter that applies to all of the visualizations on the canvas. You change the filter to create an exclude filter and bind it to a parameter.
- Click Canvas 1.
- In the Data pane, select Product Sub Category and drag the data element to the filter bar.
- Click Envelopes, Labels, and Pens and Art Supplies in the Product Sub Category list. Click Bind to Parameter and select Create Parameter.
Oracle Analytics updates the visualizations on Canvas 1 to show the sales and profit for the three product sub categories.
- Click Prod Sub Category in the Filter bar to open the dialog. Click Exclude.
- Right-click the Product Sub Category filter, select Pin to All Canvases.
Oracle Analytics updates the visualizations with the Product Sub Category values in Canvas 1 and Canvas 2.
- Click Canvas 2 to view the filter exclusion list update.
Learn More
Apply an Exclusion List Filter to All Canvases in Oracle Analytics
F99844-01
July 2024
Copyright © 2024, Oracle and/or its affiliates.
Learn how to create a filter to exclude values from a data column and share the exclusion list with other canvases in an Oracle Analytics workbook.
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs) and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. The terms governing the U.S. Government's use of Oracle cloud services are defined by the applicable contract for such services. No other rights are granted to the U.S. Government.
This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMD logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.
This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.