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?

Create a Dataset

In this section, you add the sample_order_lines2023.xlsx file to Oracle Analytics to create a dataset.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Create, and then click Dataset.
  3. In Create Dataset, click Drop data file here or click to browse, select the sample_order_lines2023.xlsx file, and then click Open.
  4. In Create Dataset Table from sample_order_lines2023.xlsx, click OK. Click Save Save icon.
  5. In Save Dataset As, enter sample_order_lines2023, and then click OK.
    Description of sample_order_lines2023_ds.png follows
    Description of the illustration sample_order_lines2023_ds.png

Create a Workbook

In this section, you create a workbook with visualizations on two canvases.

  1. Click Create Workbook.
  2. In the Data Data pane icon pane, hold down the Ctrl key, select Sales and Product Sub Category. Right-click, select Pick Visualization, and then select Horizontal Bar Horizontal Bar visualization icon.
  3. In the Data Data pane icon 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.
  4. In the Grammar pane, click Scatter and select Table Table vis icon.


    Description of canvas1.png follows
    Description of the illustration canvas1.png
  5. Click Create Canvas Create Canvas icon.
  6. Click Canvas 2. In the Data Data pane icon pane, hold down the Ctrl key, select Sales, Product Sub Category, and Order Priority, drag the data elements to the canvas.
  7. In the Grammar pane, click Auto (bar) bar visualization icon and select Horizontal Bar horizontal bar vis icon.


    Description of canvas2.png follows
    Description of the illustration canvas2.png
  8. Click Save Save icon.
  9. 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.

  1. Click Canvas 1.
  2. In the Data pane, select Product Sub Category and drag the data element to the filter bar.
  3. Click Envelopes, Labels, and Pens and Art Supplies in the Product Sub Category list. Click Bind to Parameter Bind to Parameter icon and select Create Parameter.


    Oracle Analytics updates the visualizations on Canvas 1 to show the sales and profit for the three product sub categories.

    Description of canvas1_filter.png follows
    Description of the illustration canvas1_filter.png
  4. Click Prod Sub Category in the Filter bar to open the dialog. Click Exclude.
  5. 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.

    Description of exclude_filter.png follows
    Description of the illustration exclude_filter.png
  6. Click Canvas 2 to view the filter exclusion list update.


    Description of canvas_2_filtered.png follows
    Description of the illustration canvas_2_filtered.png

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