Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Related Resources
  • Conventions
• 1 Get Started with Oracle Analytics Desktop
  • About Oracle Analytics Desktop
  • Install Oracle Analytics Desktop
  • Install Machine Learning and Advanced Analytics on Windows
  • Install Machine Learning and Advanced Analytics on Mac
  • Open Oracle Analytics Desktop
  • Get Started with Sample Workbook
• 2 Connect to Data Sources
  • About Data Sources
  • Manage Connections to Data Sources
    • Create a Connection to a Data Source
    • Edit a Data Source Connection
    • Delete a Data Source Connection
    • Database Connection Options
    • Connect to Data with Upper, Lower, or Mixed-case Characters
  • Connect to an Oracle Database
  • Connect to Oracle Analytic Views
  • Connect to Oracle Autonomous Data Warehouse
    • Selecting an Oracle Autonomous Data Warehouse Database Service Name
  • Connect to Oracle Autonomous Transaction Processing
  • Connect to an Application in Oracle Fusion Cloud Applications Suite
  • Create a Connection to Oracle Essbase
  • Connect to NetSuite
  • Connect to Oracle Talent Acquisition Cloud
  • Connect to a Database Using Delta Sharing
  • Connect to Dropbox
  • Connect to Google Analytics
    • Specifying Google Analytics Custom Tables in a JSON File
  • Connect to Data Using JDBC
  • Connect to a Remote Databricks Data Source
    • Configure Remote Data Connectivity for a Databricks Data Source
  • Create Generic ODBC Connections
  • Connect to Snowflake Data Warehouse
  • Data Sources that Support Incremental Reload for Datasets
• 3 Connect to Your Data Using Datasets
  • What Are Datasets?
  • About Opening Datasets
  • View Available Connections
  • Data Sources Available for Use in Datasets
  • About the Dataset Editor
  • Create a Dataset from a Connection
  • Add Multiple Connections to a Dataset
  • Add a File to a Dataset Created from a Connection
  • Add a Table to a Dataset Using a SQL Statement
  • Understand Dataset Table Joins
  • Add Joins Between Dataset Tables
  • Disable Auto Joins in Datasets
  • Modify or Fix Joins in a Dataset
  • Add Joins When Table Columns Don't Match
  • Delete Joins from a Dataset
  • Include a Dataset Table in Data Source Queries
  • What Is Preserve Grain?
  • Specify Which Table Determines Grain
  • Rearrange the Order of a Dataset's Tables
  • What Are Quality Insights?
  • Enhance Your Data Using Quality Tiles
  • About Removing or Restoring Dataset Columns
  • Remove or Restore a Dataset Table's Columns
  • Filter a Dataset Table
  • Specify Whether a Dataset Table Is Cached or Live
    • Choosing a Data Access Type for Dataset Tables
  • View a Dataset Table's Original Formatting
  • Create Datasets from Files
    • About Files for Datasets
    • Create a Dataset from a File Uploaded from Your Computer
    • Create a Dataset from a File Uploaded from Dropbox or Google Drive
    • Add Multiple Files to a Dataset
  • Create a Dataset from a Subject Area in Oracle Fusion Cloud Applications Suite
  • Create a Dataset from an Analysis in Oracle Fusion Cloud Applications Suite
  • Create a Dataset from an Essbase Connection
  • Create a Dataset from Google Analytics
• 4 Enrich and Transform Data
  • About Data Enrichment and Transformation in Oracle Analytics
  • Enrich and Transform Your Data
  • Enrich Data Using Enrichment Recommendations
  • Transform Data
  • Replace Missing or Null Values in a Dataset
  • Transform Data Using Replace
    • Example Replace Transforms Using Regular Expressions
  • Convert Text Columns to Date or Time Columns
  • Adjust the Display Format of a Date or Number Column
  • Create a Bin Column When You Prepare Data
  • Configure Columns Properties in a Dataset
  • Hide or Delete a Column
  • Restore a Hidden or Deleted Column
  • Edit the Data Preparation Script
  • Add Columns to a Dataset
  • Enrich and Transform Reference
    • Data Profiles and Semantic Recommendations
      • Semantic Type Categories
      • Semantic Type Recommendations
      • Recognized Pattern-Based Semantic Types
      • Reference-Based Semantic Types
      • Recommended Enrichments
      • Required Thresholds
      • Custom Knowledge Recommendations
    • General Custom Format Strings
• 5 Create Datasets Using Data Flows
  • About Data Flows
    • Database Support for Data Flows
  • What Steps Can I Use to Organize and Integrate My Data?
    • Database Analytics Functions
    • Graph Analytics Functions
    • Data Flow Steps for Training Machine Learning Models
  • Create a Dataset Using a Data Flow
  • Generate or Update a Dataset Using a Data Flow
  • Reuse a Data Flow
  • Configure Incremental Processing in a Data Flow
    • Specify a New Data Indicator for a Data Source
    • Configure a Data Flow for Incremental Processing
  • Process Data Using a Sequence of Data Flows
  • Manage Your Data Flows
• 6 Manage Datasets
  • Dataset Type Icons
  • View a List of Datasets and Information About Them
  • Reload a Dataset's Data
    • About Reloading a Dataset's Data
    • Reload Data from the Workbook Editor
    • Reload an Individual Table in a Dataset
    • Reload Tables in a Dataset
    • Reload a Dataset's Files
    • Reload a Dataset's Data Incrementally
      • Overview to Loading Datasets Incrementally
      • Configure a Dataset to Load Incrementally
      • Load Dataset Data Incrementally
    • View a Dataset's Reload History
    • View and Download Log Files for a Dataset Reload Job
  • Inspect a Dataset's Properties
  • Rename a Dataset and Change Its Description
  • Copy a Dataset's Object ID
  • View a Dataset's Data Elements
  • Download a Dataset's Source File
  • Duplicate a Dataset
  • Delete a Dataset
  • Enable Knowledge Enrichments for Datasets
• 7 Build and Manage Workbooks
  • Begin to Build a Workbook
  • Save a Workbook
    • Save Your Changes Automatically
    • Undo and Redo Edits
  • Configure How Workbooks Open
    • Open a Workbook in Edit Mode
    • Configure a Workbook to Open in Edit Mode by Default
  • Manage Datasets Within a Workbook
    • Add Datasets to a Workbook
    • Replace a Dataset in a Workbook
    • Remove a Dataset from a Workbook
    • Modify a Workbook's Datasets
  • Blend Datasets in Workbooks
    • Understand Blending
    • About Mismatched Values in Blended Data
    • Blend Datasets
    • Change Data Blending in a Visualization
  • Refresh Data in a Workbook
    • About Refreshing a Workbook's Data
    • Refresh a Workbook's Data
  • Use Calculations in Workbooks
    • Get Started with Calculations
    • Tips on Using Calculations
    • Create a Reusable Calculation in a Workbook
    • Create a Group Calculation in a Workbook
    • Create a Folder to Store Calculations in a Workbook
    • Sort Calculations in a Workbook
  • Compose Expressions
  • Set Workbook Thumbnails
  • Pause Data Queries in a Workbook
  • Open a Custom Workbook Extension
  • Find Data, Workbooks, and Visualizations
    • How Is Data Indexed?
    • Search for Content
    • Search Options
    • Search Tips
  • Sort the Items in a Page
• 8 Design the Look and Feel of Workbooks
  • Work with Canvas Properties
    • About Canvas Layout Properties
    • Update Canvas Properties
    • Align Visualizations Using Canvas Grid Guidelines
    • About Brushing Between Visualizations on a Canvas
    • About Synchronizing Visualizations in a Canvas
    • About Canvas Data Refresh Properties
  • Design Canvas Layouts for Different Screen Sizes
    • About Designing Canvas Layouts to Display on Devices with Different Screen Sizes
    • Design Canvas Layouts to View on Different Devices
• 9 Create and Use Visualizations
  • Create a Visualization
  • Generate Visualizations from the Home Page with Questions
  • Work with Visualizations on a Canvas
    • Tips on Editing a Visualization
    • Duplicate a Visualization
    • Copy a Visualization from Another Workbook
    • Copy and Paste a Visualization or Canvas
    • Copy and Paste a Visualization's Data
    • Create a Visualization from Another Visualization
    • Update Common Properties for Multiple Visualizations on a Canvas
    • Copy and Paste Multiple Visualizations on a Canvas
    • Delete Multiple Visualizations on a Canvas
    • Display Multiple Visualizations Equally on a Canvas
    • Different Methods to Add Data
    • Use the Assignment Panel to Add Data to the Visualization
  • About Visualization Types
    • Bar Graphs
    • Dashboard Filters and Other Visualization Types
    • Geospacial Graphs
    • Grid Graphs
    • Line Graphs
    • Network Graphs
    • Pie and Treemap Graphs
    • Scatter Graphs
  • Change Visualization Types
  • Create a Legend Visualization
  • Use Gauge Visualizations
    • About Gauge Visualizations
    • Create a Gauge Visualization
    • Add a Target to a Gauge
    • Configure the Properties for a Gauge
    • Create a Set of Gauges
• 10 Design the Look and Feel of Visualizations
  • Identify Content with Tooltips
    • Choose the Tooltips to Display in a Visualization
    • Customize Visualization Tooltips
  • About Visualization Properties
  • Adjust Visualization Properties
    • Set Visualization Border Properties
    • Set Visualization Shadow Properties
    • Change Display Names in Tables and Pivots
    • Create Custom Labels for Grand Totals in Tables and Pivots
    • Format Headers in Pivot Visualizations
    • Change the Size of Data Points in Visualizations
    • Change the Pattern and the Width of Lines in Graphs
  • Enhance Visualizations with Statistical Analytics
    • Before You Start with Statistical Analytics
    • What Statistical Analytics Can I Add to Visualizations?
    • Add Statistical Analytics to Visualizations
    • Add a Forecast to a Visualization
    • Add a Reference Line to a Visualization
    • Create a Cluster or Outlier in a Visualization
  • Use Spark Charts to Examine Trends
  • Hide Columns in Visualizations
    • About Hidden Columns
    • Hide a Column in a Visualization
  • Format Numeric Values of Columns
  • Format Numeric Values of Visualizations
  • Set Scale Options for Numbers and Currency Values
  • Set Currency Symbols for Visualizations
  • Apply Color to Visualizations
    • About Color Assignments in Visualizations
    • Access Color Options
    • Change the Visualization Color Palette
    • Assign Colors to Columns
  • Highlight Important Data Events with Conditional Formatting
    • What Can I Do with Conditional Formatting?
    • Format Data with Existing Conditional Format Rules
    • Add Conditional Formatting to Data
    • Example - Compare a Measure to a Set of Thresholds
    • Example - Compare a Measure to a Target or Goal
    • Example - Compare a Measure to a Complex Expression Value
    • Example - Compare a Measure to a Percentage of a Value
    • Example - Highlight Values with Emojis
    • Example - Highlight Attribute Values
  • Sort Data in Visualizations
  • Sort, Drill, and Select Data in Visualizations
  • Create a Custom Error Message for Visualizations with No Data
  • Add Notes to Visualizations
    • Add Notes to a Visualization
    • Connect a Note to Data Points in a Visualization
    • Show or Hide a Note's Data Point Connectors
    • Delete a Note's Data Connectors
    • Show or Hide a Visualization's Notes
  • Set Visualization Loading Overlay Opacity
  • About the Warning for Data Issues in Visualizations
• 11 Filter Data
  • About Filters
    • Filter Scopes
    • Filter Types
    • How the Number of Datasets Affects Filters
    • Ways to Use Parameters with Filters
  • How Do Filters Limit Each Other?
    • About the Limit Values Settings for Filters
    • Specify Limit Values By for the Filter Bar
    • Specify Limit Values for Workbook, Canvas, or Visualization Filters
    • Specify Limit Values By for Dashboard Filters
    • Specify Which Filters to Apply to a Visualization
    • Apply a Dashboard Filter to Visualizations on the Canvas
  • Filter Properties
    • Dashboard Filter General Properties
    • Dashboard Filter Date/Time Properties
    • Dashboard Filter Control Properties
    • Dashboard and Visualization Filters Properties
  • Use Filter Personalizations
    • About Filter Personalizations (For Authors)
    • About Filter Personalizations (For Consumers)
    • Create a Custom Workbook State
    • Modify a Custom Workbook State
    • Change the Workbook State
    • Set the Default Workbook State
  • Use the Filter Bar
    • About the Filter Bar
    • Filter Bar Properties
    • Add Workbook and Canvas Filters
    • Display or Hide Selected Values in the Filter Bar
    • Manually Apply Selections in the Filter Bar
    • Convert Canvas Filters and Selection Steps to Dashboard Filters
    • Use a Parameter in the Filter Bar
  • Use Dashboard Filters
    • About Dashboard Filters
    • Add Dashboard Filters
    • Change the Orientation of Dashboard Filters
    • Change the Dashboard Filter Style
    • Use a Parameter as a Dashboard Filter Control
    • Filter and Animate Visualizations Using a Slider Dashboard Filter
  • Use Visualization Filters
    • About Visualization Filters
    • Add Visualization Filters
    • Use a Visualization as a Filter
  • Use Selection Steps
    • About Selection Steps in Workbooks
      • How Selection Steps and Filters Differ
    • Selection Steps Action and Operator Reference
    • Add Selection Steps
    • Specify Limit Values for Selection Steps
    • Control Consumer Interactivity for Selection Steps
  • Change the Filter Type
  • Top Bottom N Filters
    • About Top Bottom N Filters
    • Example – Use a Top N Filter to Show the Top Attribute Values Based on a Measure
    • Example – Use a Top N Filter to Show the Top Measure Values Based on an Attribute
  • Filter Data Using an Expression Filter
  • Exclude Selected Filter Values
  • Include Null Filter Values
  • Disable Multi Select for Filters
  • Disable a Filter or Selection Step
• 12 Create and Use Parameters
  • What Are Parameters?
  • About System Parameters
  • About Parameter Properties
  • About Modifying and Deleting Parameters
  • Create a Parameter
  • Create a Parameter that Uses a Logical SQL Query for a Double Column
  • Syntax for Referencing Parameters
  • Bind Parameters to Filters
    • About Binding Parameters to Filters
    • Create and Bind a Parameter to a Workbook Filter
    • Create and Bind a Parameter to a Dashboard Filter
    • Create and Bind a Parameter to Exclude Filter Values
    • Create and Bind a Parameter to a Double Column Type Filter
    • Bind an Existing Parameter to a Filter
  • Use Parameters in Workbooks
    • Use a Parameter to Conditionally Show or Hide a Visualization
      • About Using Parameters to Show or Hide Visualizations
      • Use a Parameter as a Filter to Conditionally Show or Hide a Visualization
    • Use a Parameter in a Visualization's Title
    • Use a Parameter as a Visualization's Axis Label
    • Use a Parameter in a Tile Visualization's Measure Label
    • Use a Parameter in an Expression Filter
    • Use a Parameter in a Workbook Calculation
    • Use an Analytics Link Data Action to Pass Parameter Values
    • Use a URL Navigation Data Action to Pass Parameter Values
    • Bind a Parameter to a Reference Line or Band
    • Bind a Parameter to a Request Variable
• 13 Apply Map Backgrounds and Map Layers to Enhance Visualizations
  • About Map Backgrounds
  • Enhance Visualizations with Map Backgrounds
  • Use Different Map Backgrounds in a Workbook
  • Interpret Data Values with Color and Size in Map Visualizations
  • Add Custom Map Layers
  • Update Custom Map Layers
  • Switch to Use Another Map Layer
  • Apply Multiple Data Layers to a Single Map Visualization
  • Apply Reference Layers to Map Visualizations
  • Dynamic Line Map Layers
    • About the Dynamic Line Map Layer Type
    • Connect Points on a Map with Dynamic Lines
    • Configure the Properties for Dynamic Lines on a Map
  • Use an Image as a Map Background and Draw Map Layer Shapes on the Image
    • Upload an Image as a Map Background
    • Draw Custom Map Layer Shapes on an Uploaded Image
    • Associate a Dataset with Map Layer Shapes Drawn on an Uploaded Image
  • Assign a Map Layer to a Data Column
  • Auto Focus on Data for a Map Visualization
  • Configure Zoom in Map Visualizations
  • Review Location Matches for a Map Visualization
  • Create Heatmap Layers on a Map Visualization
  • Create Cluster Layers on a Map Visualization
  • Represent Point Data with Custom Icons on a Map
  • Select Points or Area on a Map
  • Represent Line Data Using Size and Color on a Map
  • Make Map Layers and Backgrounds Available to Users
  • Use a Map Background as the Default
  • Add Map Backgrounds
    • Add Google Map Backgrounds
    • Add Baidu Map Backgrounds
    • Add Web Map Service (WMS) Backgrounds
    • Add Tiled Web Map (XYZ) Backgrounds
    • Web Map Background Troubleshooting Tips
  • Add an Outline to Points and Shapes on a Map
  • Add Data Labels to a Map
• 14 Use Data Actions
  • Create Data Actions to Connect Canvases
  • Create Data Actions to Connect to External URLs from Visualization Canvases
  • About Creating HTTP API Data Actions
  • Create HTTP Data Actions
  • Use Data Actions to Connect to Oracle Analytics Publisher Reports
    • About Creating Data Actions to Connect to Oracle Analytics Publisher Reports
    • Create Data Actions to Connect to Oracle Analytics Publisher Reports
    • Create Custom Column Names in Data Actions to Pass in Oracle Analytics Publisher Report URLs
  • Invoke Data Actions from Visualization Canvases
  • Display Values in Table and Pivot Visualizations as Links
  • How Data Actions Affect Filters
  • Tips on Using Data Actions
• 15 Use Other Functions to Visualize Data
  • Identify Content with Tooltips
  • Compose Expressions
  • Generate Visualizations from the Home Page with Questions
  • Find Data, Workbooks, and Visualizations
    • How Is Data Indexed?
    • Search for Content
    • Search Options
    • Search Tips
  • Save Your Changes Automatically
  • Sort the Items in a Page
• 16 Build a Presentation Flow
  • What Is a Presentation Flow?
  • What Are Auto and Manual Modes in Present?
  • Manual Mode and How Canvases Synch
  • Switch Between Auto and Manual Modes in Present
  • View Canvas Layout Breakpoints in Present
  • Open the Presentation Flow
  • Specify the Canvases Layout in Present
    • Rearrange the Canvases in Present
    • Duplicate a Canvas in Present
    • Remove a Duplicate Canvas in Present
    • Hide a Canvas in Present
    • Display a Hidden Canvas in Present
    • About Moving or Hiding Visualizations on a Canvas in Present
    • Change a Visualization's Placement on a Canvas in Present
    • Reset a Canvas in Present
  • Set the Workbook Properties in Present
    • Specify Workbook Canvas Navigation in Present
    • Show or Hide the Workbook Header Bar in Present
    • Modify the Workbook Header Title in Present
    • Modify the Workbook Header Color in Present
    • Add an Image to the Workbook Header in Present
    • Show or Hide the Workbook Toolbar in Present
    • Select Workbook Toolbar Options in Present
    • Show or Hide the Zoom Control in Present
    • Specify Workbook Zoom Control Options in Present
    • Change the Workbook Canvases Visualization Alignment in Present
    • Specify the Workbook Layout for the Mobile App in Present
    • Specify Personalization Options in Present
    • Turn On or Off All Workbook and Canvas Actions in Present
    • Show or Hide the Filter Bar in Present
    • Specify Workbook Filter Options in Present
    • Show or Hide Workbook Filters in Present
    • Specify the Workbook Visualization Actions in Present
  • Set Canvas Properties in Present
    • Specify Canvas Filter Actions in Present
    • Show or Hide Canvas Filters in Present
    • Select Canvas Visualization Toolbar Options in Present
    • Specify Canvas Visualization Menu Options in Present
    • Show or Hide Canvas Visualizations in Present
    • Show or Hide a Visualization Filter in Present
    • Specify Canvas Zoom Control Options in Present
    • Show or Hide Canvas Notes in Present
  • Preview a Presentation Flow
• 17 Use Oracle Analytics Predictive Models and Oracle Machine Learning Models
  • Create and Use Oracle Analytics Predictive Models
    • What Are Oracle Analytics Predictive Models?
    • How Do I Choose a Predictive Model Algorithm?
    • Train a Predictive Model Using AutoML in Oracle Autonomous Data Warehouse
    • Create and Train a Predictive Model
    • Inspect a Predictive Model
      • View a Predictive Model's Details
      • Assess a Predictive Model's Quality
      • What Are a Predictive Model's Related Datasets?
      • Find a Predictive Model's Related Datasets
    • Add a Predictive Model to a Workbook
    • Evaluate Machine Learning Models Using Lift and Gain Charts
      • Overview to Using Lift and Gain Charts
      • Generate Predictive Data for Lift and Gain Charts
      • Evaluate a Machine Learning Model Using a Lift and Gain Chart
  • Use Oracle Machine Learning Models in Oracle Analytics
    • How Can I Use Oracle Machine Learning Models in Oracle Analytics?
    • Register Oracle Machine Learning Models in Oracle Analytics
    • Inspect Registered Oracle Machine Learning Models
      • View a Registered Model's Details
      • What Are a Registered Model's Views?
      • View a Registered Model's Views List
    • Visualize a Registered Oracle Machine Learning Model's View
  • Apply a Predictive or Registered Oracle Machine Learning Model to a Dataset
• 18 Import, Export, and Share
  • Import a Workbook File
  • Export a Workbook or Folder as a File
  • Share a Workbook URL with a Specific Canvas Selected
  • Export a Visualization
  • Export Formatted Data from a Visualization to Excel
  • Export a Visualization's Data to a CSV File
  • Email Workbooks and Folders
  • Email a File of a Visualization, Canvas, or Dashboard
  • Print a Visualization, Canvas, or Dashboard
• A Frequently Asked Questions
  • Oracle Analytics Desktop Installation FAQs
  • Oracle Analytics Desktop Workbook and Data Source FAQs
  • Oracle Analytics Desktop Printing and Exporting FAQs
• B Troubleshoot Visualization Issues
• C Accessibility Features and Tips
  • Start Oracle Analytics Desktop with Accessibility Features Enabled
  • Keyboard Shortcuts for Visualizations
  • Keyboard Shortcuts for Data Flow
• D Data Sources and Data Types Reference
  • Supported Data Sources
  • About the Oracle Applications Connector
  • Certification - Supported Data Types
    • Supported Base Data Types
    • Supported Data Types by Database
• E Data Preparation Reference
  • Transform Reference
  • Column Menu Options for Quick Data Transformations
• F Expression Editor Reference
  • SQL Operators
  • Conditional Expressions
    • Best Practices for Using CASE Statements in Analyses and Visualizations
  • Functions
    • Aggregate Functions
    • Analytics Functions
    • Conversion Functions
    • Date and Time Functions
    • Date Extraction Functions
    • Display Functions
    • Evaluate Functions
    • Mathematical Functions
    • Running Aggregate Functions
    • String Functions
    • System Functions
    • Time Series Functions
  • Constants
  • Types