Common Configurations

This section provides information on the common configurations and general actions that you can perform on the projects, canvases, and visualizations as an Administrator.

Before you Begin

If you want to modify the visualizations to create out-of-box (OOB) versions of the reports, you must save the desired reports in the My Folder folder and then configure them from this folder. Perform the following steps to duplicate a desired report for modification:
  1. From the Catalog page, click the More icon that is adjacent to the desired report and click Duplicate.
  2. Once the desired report is duplicated, click the More icon that is adjacent to the desired report and click Move to....
  3. In the move window, select My Folders. The duplicated copy of the reports is moved to the My Folders folder. You can now make modifications for OOB reports from this folder. To know more about Oracle Analytics Server, see Oracle Analytics ServerOracle Analytics Server

Access visualization Options

On the homepage of each project, hover over the top of a visualization to display configuration options (for example, to add conditional formatting, sort data, show assignments, change visualization type, or display a more comprehensive visualization menu).

Figure 5-1 Configuration Options


The configuration options enable you to add conditional formatting, sort data, show assignments, change visualization type, or display a more comprehensive visualization menu.

Additionally, click the More icon to display the visualization menu and perform actions, for example, add statistics, cut and paste, export, or delete. For detailed information on the common features, see Visualizing Data and Building Reports in Oracle Analytics Server.

To configure the visualization components, log in as an administrator and navigate to the desired project. Click the title of a visualization to open the Grammar Panel. Use the Grammar Panel to configure visualization components (for example, add, remove, re-order).

For detailed information on the Grammar Panel, see the Add Data to a Visualization section in Visualizing Data and Building Reports in Oracle Analytics Server