Before you Begin
This tutorial shows you how to create calculations using AGO, TODATE, and PERIODROLLING time series functions in Oracle Analytics workbooks without subject areas.
Background
Your workbook's dataset must contain a natural calendar period such as day, month, year, and your visualization must have a date column. Custom date ranges aren't supported by the time series functions in a workbook without a subject area.
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 table.
- 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_lines
, and then click OK.
Create a Visualization
In this section, you create a workbook from the dataset and a visualization with a time data element.
- Click Create Workbook.
- In the Data pane, expand Ship Date. Hold down the Ctrl key, select Sales and Month from Ship Date.
- Right-click, select Pick Visualization, and then select Table .
Create an AGO Calculation
In this section, you create a time series expression using the AGO function.
- In the Data pane, right-click My Calculations and select Create Calculation.
- In Create Calculation, enter
Sales Previous Month
in Name. - In the expression, enter
AGO(Sales, Month, 1)
, click Validate, and then click Save. - In My Calculations, select and drag Sales Previous Month to Rows in the Grammar pane and then release it under Sales.
Oracle Analytics updates the table visualization with the calculation element.
Create a TODATE Calculation
In this section, you create a time series expression using the TODATE function.
- In the Data pane, right-click My Calculations and select Create Calculation.
- In Create Calculation, enter
Sales YTD
in Name. - In the expression, enter
TODATE(Sales, Year)
, click Validate, and then click Save. - In My Calculations, select and drag YTD to Rows in the Grammar pane and then release it under Sales Previous Month.
Create a PERIODROLLING Calculation
In this section, you create a calculation using the PERIODROLLING function. For example, you can compute sales for a period that starts at a quarter before and ends at a specific number of quarter after the current quarter. You can use Month, Quarter, and Years as the time periods.
- In the Data pane, hold-down the Ctrl key, select Sales and Ship Date, and then drag them to the canvas.
Oracle Analytics creates a line visualization with the data elements.
- Right-click Ship Date in Category (X-Axis), select Show By, and then select Quarter.
- In the Data pane, right-click My Calculations and select Create Calculation.
- In Create Calculation, enter
Period Rolling Quarterly Sales
in Name. - In the expression field, enter
Per
and select PERIODROLLING. - Click measure and click Sales under the sample_order_lines2023 folder.
- Enter
-1
for the previous quarter in the first integer argument and enter4
as the number of time periods for the calculation in the second integer. - Drag Period Rolling Quarterly Sales to join Sales in Values (Y-Axis).
The Period Rolling Quarterly Sales line represents the average sales over the quarters by ship date.
Learn More
Create Time Calculations in Oracle Analytics
F87594-02
March 2024
Copyright © 2024, Oracle and/or its affiliates.
Learn how to create time-based calculations in Oracle Analytics workbook with non-subject area data sources.
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