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?
- Access to Oracle Analytics
- Download sample_order_lines.xlsx to your computer
Create a Dataset
In this section, you create a dataset using the sample_order_lines.xlsx file.
- 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.
- In Create Dataset Table from sample_order_lines.xlsx, click OK.
- Click Save
. In Save Dataset As, enter
sample_order_lines
, and then click OK. - Click Go back
.
Create a Data Flow
In this section, you create a data flow using the sample_order_lines dataset.
- On the Home page, click Create, click Data Flow.
- In Add Data, click sample_order_lines and click Add.
- In the data flow, click Add a Step
on the sample_order_lines dataset node and click Select Columns.
- 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
- Click Remove Selected.
Description of the illustration select_columns.png - In Data Flow Steps, double-click Save Dataset
. In Save Dataset, enter
Product Sales
in Name.Description of the illustration original_dataflow.png - Click Save
. In Save Data Flow As, enter
ps_shared_df
and click OK. - Click Run Data Flow
.
Oracle Analytics lists the Product Sales dataset on the Home page.
Description of the illustration product_sales_dataset.png - Click Go back
.
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.
- On the Home page, hover over your data flow, click Actions, and then select Inspect.
- In Inspect, click Access. Click Roles or click Users and enter the user or application role in search.
- Select the user or application role to collaborate with and click Full Control.
Description of the illustration data_flow_access.png - Click Save.
- In the Share Related Artifacts message, click the "Click here..." link to see the list of related artifacts, and then click Save.
Description of the illustration share_related.png - Click Close. Click the name badge
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.
- Sign in to Oracle Analytics as the shared user of the dataflow.
- On the Home page, hover over ps_shared_df, click Actions, and then click Open.
- In the data flow, click Add a Step
on the node between Select Columns and Save Data, select Transform Column
.
- In the Available Data list, click Profit.
- 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)
. - Click Validate. Click Apply.
- Click Add a Step
on the Transform Column node, click Rename Columns.
- In Rename Columns, enter
Priority
in the Rename field to rename the Order Priority in the dataset. EnterProduct
in the Rename field to rename Product Sub Category in the dataset.Description of the illustration revised_dataflow.png - Click Save. Click Run Data Flow
.
- Click Go back
.
Verify the Dataset Changes
In this section, you review the dataset's Inspect details and create a workbook to review the data elements.
- On the Home page, hover over the Product Sales dataset, click Actions
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 the illustration 2nd_user_ps_dataset.png - Close Inspect.
- On the Home page, hover over the Product Sales dataset, click Actions
and select Create Workbook.
- 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 the illustration ds_wb.png
Learn More
Share Your Data Flow in Oracle Analytics
F84681-01
September 2023
Copyright © 2023, Oracle and/or its affiliates.
Learn how to share data flows to collaborate on data preparation in Oracle Analytics.
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