Before you Begin

This tutorial shows you how to configure a presentation using Manual mode in Oracle Analytics.

Background

In an Oracle Analytics workbook, you create visualizations using charts, maps, graphs, and other graphical representations to aid consumers in understanding complex data. You can configure a workbook's presentation settings to customize the consumers' view by setting workbook and canvas properties, specifying interactivity, and arranging the canvases to curate the end users' experience.

In this tutorial, you use Manual mode to learn what you can do with a workbook's presentation settings. When you use Manual mode, you can rename, reorder or hide canvases, and remove visualizations.

For the consumer view, you can hide a canvas both in Auto mode and Manual mode.

What Do You Need?

Modify a Presentation Using Manual Mode

In this section, you create a presentation from an existing workbook with multiple canvases and make changes to the presentation.

  1. On your home page, hover over the Sales and Profit workbook, click Actions Actions menu icon, and then click Open.
  2. In the workbook, click Edit.


    The workbook opens in the workbook editor.

    Description of visualize.png follows
    Description of the illustration visualize.png
  3. From the Preview menu, click Configure Presentation. Click Switch to Manual mode Switch to Auto mode icon.

Reorder the Presentation Canvases

In this section, you change the order of the canvases displayed to the end user. While in Manual mode, the reordering change isn't implemented in the workbook editor canvas.

  1. In the canvas area drag the Detailed Data canvas the first position and drag the Sales and Profit canvas to the third position.


    Description of rearranged_canvases.png follows
    Description of the illustration rearranged_canvases.png
  2. Click Preview Preview icon.


    Description of preview_rearranged_canvases.png follows
    Description of the illustration preview_rearranged_canvases.png

Duplicate a Canvas

In this section, you duplicate a canvas in the presentation for consumers.

  1. Click Edit.
  2. From the Preview menu, click Configure Presentation.
  3. Hover over the Customer Sales canvas, click the canvas menu Canvas menu icon, and then select Duplicate Canvas.
  4. On the Sales and Profit Copy 1 tab, click canvas menu Canvas menu icon and select Rename.
  5. In the field delete Sales and Profit Copy 1, enter Corporate Sales, and then click the check.


    Description of added_corp_sales_canvas.png follows
    Description of the illustration added_corp_sales_canvas.png
  6. In the Corporate Sales canvas' dashboard filter, select Critical and High from Order Priority.


    The Corporate sales canvas is out-of-sync with the workbook editor canvases. You can duplicate the Customer Sales canvas in the workbook editor, rename the duplicate to Corporate Sales, select filters to use in the Corporate Sales canvas and then finalize the presentation using the presentation settings.

    Description of corp_sales_filters.png follows
    Description of the illustration corp_sales_filters.png

    A green asterisk Green asterisk icon appears in the Corporate Sales canvas icon indicating a change from the base canvas.

  7. Click Save Save icon.

Hide a Visualization

In this section, you hide a visualization on a presentation canvas. In this example, removing the dashboard filter control visualization from the canvas stops end users from changing the filter values.

  1. With the Corporate Sales canvas selected, click Active Canvas.
  2. In the Visualizations section, remove the check from the Order Date, Order Priority, Product Sub Category, Customer Segment, City dashboard filter control visualization and remove the untitled visualization (the text box).
  3. Rearrange the visualizations on the page to eliminate the empty areas.
  4. Click Save. Click Preview.


    Description of hidden_vizs.png follows
    Description of the illustration hidden_vizs.png

Revert to Active Auto Mode

  1. Click Edit.
  2. From the Preview menu, click Configure Presentation.
  3. Click Switch to Auto Mode Switch to Auto mode icon .
  4. In the warning message, review the text and decide if you want to keep the changes made in manual mode or revert to the default settings for the presentation.
  5. Click OK to revert the changes.


    Description of revert_to_auto_mode.png follows
    Description of the illustration revert_to_auto_mode.png

    Oracle Analytics reverts the changes made using manual mode.

    Description of reverted_presentation.png follows
    Description of the illustration reverted_presentation.png

Learn More