8.2.3.2 Custom Results Data View

This section explains allows users to create new visualization reports to analyze specific attributes of results entities. While the system provides prepackaged subject areas, users can also build custom datasets to view data that is not available out-of-the-box.

1. Navigate to the Oracle Analytics home page.
2. Click on Data Visualization → Add New Visualization.
3. Go to Catalog and click Data.
4. Navigate to Connections and select DFDATAVIS_CONN.
   The New Dataset page will open.
5. Under DFDATAVIS_CONN (left panel), double-click Manual Query.
6. In the center pane, double-click Manual Query again.
7. In the Statement box, enter your SQL query.

   SELECT * FROM DFREP.STAGE_ACCOUNTING_ENTRIES;

   Note:

   For more information on physical and logical names, please refer to the Stage Data Visualization Mapping, Results Data Visualization Mapping, and the RPD Metadata Document available on the My Support page.
8. On the top right corner click Create → Workbook . The Add Data pop-up screen appears.

   Figure 8-24 Custom results data view

   
   

   

   
   
9. From the Select Data drop down, select Subject Area → Choose Subject Area → Add to Workbook.

   Figure 8-25 Add Dataset

   
   

   

   
   

   Note:

   Each workbook can have multiple canvases, similar to the way excel workbook has multiple sheets.

   Each canvas can have multiple visualizations, similar to the way single excel sheet can have multiple graphs in single sheet. Maximum of 6 visualization is recommended in a single canvas for optimum system performance.

   User can drag and drop attributes required for analysis from left hand side (LHS) under data button. This process is very user-friendly and doesn’t require the abilities of SQL query writing to fetch data.

   Add and manage datasets

   Inspect and explore data tables

   Join multiple datasets together for analysis

   Create custom fields or visuals based on the data

   Figure 8-26 Data button

   
   

   

   
   

   Attributes are displayed in data tab in following order:

   • Fact entities in alphabetical order based on Entity logical name
   • Dimension entities based on alphabetical order
   • Attributes displayed in alphabetical order within fact and dimension entities
   • ‘My Calculations’ on left bottom will display any calculation formula added by user

   Users can add calculation formula for value measures displayed in the view. Users can also save and share these custom report created with other users.

   Note:

   Users can view the following on the canvas.

   • Shows datasets as tables (e.g., "Account" and "Address").
   • You can drag and drop to create joins between datasets (not yet connected in the screenshot).
   • Right-clicking on a dataset brings up the following options.
     • Inspect – Opens a preview of the dataset including data types, column samples, and row count.
     • Open – Opens the dataset in full for editing or creating calculated fields.
     • Reload Data – Refreshes the data from the original source.
     • Replace Dataset – Swap the dataset with a different one while maintaining visuals (if compatible).
     • Remove from Workbook – Deletes the dataset from the current workbook.

       Figure 8-27 Adding and Replacing a Dataset

       
       

       

       
       

     Note:

     To see the latest changes in the catalog extension before creating datasets, you need to refresh the report. For instructions on how to refresh the object, refer to the Reporting Object Refresh section.
   • Click Add Dataset (top-right) to include additional data sources.
10. Click on the + icon to add Datasets to selected Subject Area.
11. Select Datasets from the Add Data drop down.
12. Select the required Dataset and click Add to Workbook.

    Note:

    Matching is not allowed as each one has already been matched to a different Subject Area.
13. Click Save (top-right) to save the workbook.

    Figure 8-28 Saving a Dataset