Before you Begin

This tutorial shows you how to create a data flow and share the data flow with others in Oracle Analytics.

Background

Sharing a data flow enables collaborating on data preparation with different users and application roles. When you share a data flow with a user, the individual can view, edit, execute, and manage the shared data flow. The data flow's Inspect view lists the original data flow author as part of the data flow's unique identifier in the Object ID. The data flow Owner value doesn't change when another user runs the data flow.

To maintain the shared data flow's access, as a collaborator in data preparation, you cannot rename the output dataset in the Save Data step.

What Do You Need?

Create a Dataset

In this section, you create a dataset using the sample_order_lines.xlsx file.

  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.
  4. In Create Dataset Table from sample_order_lines.xlsx, click OK.
  5. Click Save Save icon. In Save Dataset As, enter sample_order_lines, and then click OK.
  6. Click Go back Go back icon.

Create a Data Flow

In this section, you create a data flow using the sample_order_lines dataset.

  1. On the Home page, click Create, click Data Flow.
  2. In Add Data, click sample_order_lines and click Add.
  3. In the data flow, click Add a Step Add Step icon on the sample_order_lines dataset node and click Select Columns.
  4. In Select Columns, hold down the Ctrl key and click the following columns to remove them from the dataset:
    • Order Line ID
    • Customer ID
    • Customer Name
    • Product Category
    • Product Name
    • Ship Date
    • Order Date
  5. Click Remove Selected.


    Description of select_columns.png follows
    Description of the illustration select_columns.png
  6. In Data Flow Steps, double-click Save Dataset Save Dataset icon. In Save Dataset, enter Product Sales in Name.


    Description of original_dataflow.png follows
    Description of the illustration original_dataflow.png
  7. Click Save Save icon. In Save Data Flow As, enter ps_shared_df and click OK.
  8. Click Run Data Flow Run Data Flow icon.


    Oracle Analytics lists the Product Sales dataset on the Home page.

    Description of product_sales_dataset.png follows
    Description of the illustration product_sales_dataset.png
  9. Click Go back Go back icon.

Share the Data Flow

In this section, you update the access to share the data flow with another user.

The test users in this tutorial probably aren't available on your instance. Your administrator might have some test users that you can use for this tutorial.

  1. On the Home page, hover over your data flow, click Actions, and then select Inspect.
  2. In Inspect, click Access. Click Roles or click Users and enter the user or application role in search.
  3. Select the user or application role to collaborate with and click Full Control.


    Description of data_flow_access.png follows
    Description of the illustration data_flow_access.png
  4. Click Save.
  5. In the Share Related Artifacts message, click the "Click here..." link to see the list of related artifacts, and then click Save.


    Description of share_related.png follows
    Description of the illustration share_related.png
  6. Click Close. Click the name badge Name badge icon and click Sign Out.

Test the Shared Data Flow

In this section, you sign in as the collaborator, open the data flow, implement some changes, and run the data flow to update the dataset.

  1. Sign in to Oracle Analytics as the shared user of the dataflow.
  2. On the Home page, hover over ps_shared_df, click Actions, and then click Open.
  3. In the data flow, click Add a Step Add step icon on the node between Select Columns and Save Data, select Transform Column Transform Column step.
  4. In the Available Data list, click Profit.
  5. In the Transform Column expression field, enter:
    • Round and add an open parenthesis ( before Profit
    • After the open parenthesis in the expression field, enter a comma (,)
    • Enter 2, and then enter the closing parenthesis )

    Your expression should look like Round(Profit, 2).

  6. Click Validate. Click Apply.
  7. Click Add a Step Add step icon on the Transform Column node, click Rename Columns.
  8. In Rename Columns, enter Priority in the Rename field to rename the Order Priority in the dataset. Enter Product in the Rename field to rename Product Sub Category in the dataset.


    Description of revised_dataflow.png follows
    Description of the illustration revised_dataflow.png
  9. Click Save. Click Run Data Flow Run Data Flow icon.
  10. Click Go back Go back icon.

Verify the Dataset Changes

In this section, you review the dataset's Inspect details and create a workbook to review the data elements.

  1. On the Home page, hover over the Product Sales dataset, click Actions Actions icon and select Inspect.


    Oracle Analytics updates the Owner value with the user name of the user who most recently ran the data flow. The Object ID is the original data flow author's user name and the dataset name, similar to 'bitechtest84'.'Product Sales'.

    Description of 2nd_user_ps_dataset.png follows
    Description of the illustration 2nd_user_ps_dataset.png
  2. Close Inspect.
  3. On the Home page, hover over the Product Sales dataset, click Actions Actions icon and select Create Workbook.
  4. In the Data pane, hold down the Ctrl key, click Profit and Product. Right-click, select Pick Visualization, and then select Horizontal Bar.


    The dataset reflects the changes made by the collaborator.

    Description of ds_wb.png follows
    Description of the illustration ds_wb.png

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