Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Related Resources
  • Conventions
• 1 Get Started with Oracle Analytics Desktop
  • About Oracle Analytics Desktop
  • Get Started with Samples
• 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
    • Share a Data Source Connection
  • Create a Database Connection
  • Connect to Oracle Applications
    • Create an Oracle Applications Connection
    • Edit an Oracle Applications Connection
    • Delete an Oracle Applications Connection
  • Create a Connection to Oracle Essbase
  • Connect to Dropbox
  • Connect to Google Drive or Google Analytics
  • Create Generic JDBC Connections
  • Create Generic ODBC Connections
  • Connect to Oracle Autonomous Data Warehouse
  • Connect to Oracle Autonomous Transaction Processing
  • Connect to Oracle Talent Acquisition Cloud
  • Connect to Snowflake Data Warehouse
  • Connecting to NetSuite
• 3 Add Data Sets
  • Create Data Sets from Databases
  • Compose Data Sets from Subject Areas
  • Compose Data Sets from Analyses
  • Create Data Sets from Essbase Cubes
  • Add Spreadsheets as Data Sets
    • About Adding Spreadsheets or Other Data Files
    • Add a Spreadsheet from Your Computer
    • Add a Spreadsheet from Excel with the Smart View Plug-In
    • Add a Spreadsheet from Windows Explorer
    • Add a Spreadsheet from Dropbox or Google Drive
• 4 Prepare Your Data Set for Analysis
  • Typical Workflow to Prepare Your Data Set for Analysis
  • About Data Preparation
  • Data Profiles and Semantic Recommendations
    • Semantic Type Categories
    • Semantic Type Recommendations
    • Recognized Pattern-Based Semantic Types
    • Reference-Based Semantic Types
    • Recommended Enrichments
    • Required Thresholds
  • Accept Enrichment Recommendations
  • Transform Data Using Column Menu Options
  • Convert Text Columns to Date or Time Columns
  • Adjust the Display Format of Date or Time Columns
  • General Custom Format Strings
  • Create a Bin Column When You Prepare Data
  • Edit the Column Properties
  • Edit the Data Preparation Script
  • Add Columns in Data Preparation
  • Transform Data Using Replace
    • Example Replace Transforms Using Regular Expressions
• 5 Manage Data and Data Sets
  • Typical Workflow to Manage Added Data
  • Manage Data Sets
  • Types of Data You Can Refresh
  • Refresh Data in a Data Set
  • Update Details of Data that You Added
  • Delete Data Sets
  • Rename a Data Set
  • Duplicate Data Sets
  • Blend Data that You Added
  • About Mismatched Values in Blended Data
  • Change Data Blending in a Project
  • View and Edit Object Properties
• 6 Explore, Visualize, and Analyze Data
  • Typical Workflow to Visualize Data
  • Create a Project and Add Data Sets
  • Build a Visualization by Adding Data from Data Panel
    • Different Methods to Add Data
    • Automatically Create Best Visualization
    • Add Data to the Visualization Using Grammar Panel
    • Add Data to the Visualization Using Assignments Panel
    • Modify a Visualization's Tooltips
  • Use Advanced Analytics Functions
    • Add Advanced Analytics Functions to Visualizations
    • Add Reference Lines to Visualizations
  • Use Spark Charts to Examine Trends
  • Create Calculated Data Elements in a Data Set
  • Undo and Redo Edits
  • Refresh Data in a Project
  • Pause Data Queries in a Project
  • Adjust the Visualize Canvas Layout and Properties
  • Copy and Paste a Visualization or Canvas
  • Change Visualization Types
  • Adjust Visualization Properties
  • Apply Color to Visualizations
    • About Color Assignments in Visualizations
    • Access Color Options
    • Change the Color Palette
    • Assign Colors to Columns
  • Format Numeric Values of Columns
  • Set Currency Symbols for Visualizations
  • Format Numeric Values of Visualizations
  • Apply Map Backgrounds and Map Layers to Enhance Visualizations
    • About Map Backgrounds
    • Enhance Visualizations with Map Backgrounds
    • Use Different Map Backgrounds in a Project
    • Interpret Data Values with Color and Size in Map Visualizations
    • Add Custom Map Layers
    • Update Custom Map Layers
    • Apply Multiple Data Layers to a Single Map Visualization
    • 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 Data Set 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
    • 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 Maps Available to Users
    • Make Map Backgrounds Available to Users
  • Sort and Select Data in Visualization Canvases
  • Replace a Data Set in a Project
  • Remove a Data Set from a Project
  • Analyze Data with Explain
    • What is Explain?
    • What Are Insights?
    • Use Explain to Discover Data Insights
  • About Warnings for Data Issues in Visualizations
• 7 Create and Apply Filters
  • Typical Workflow to Create and Apply Filters
  • About Filters and Filter Types
  • How Data Sets Interact with Filters
  • How the Number of Data Sets Affects Filters
  • Synchronize Visualizations in a Project
  • About Automatically Applied Filters
  • Create Filters on a Project
  • Create Filters on a Visualization
  • Move Filter Panels
  • Apply Range Filters
  • Apply Top Bottom N Filters
  • Apply List Filters
  • Apply Date Range Filters
  • Apply Relative Time Filters
  • Build Expression Filters
  • Add an On-Canvas Filter
• 8 Use Other Functions to Visualize Data
  • Typical Workflow to Prepare, Connect, and Search Artifacts
  • Build Stories
    • Capture Insights
    • Create Stories
    • View Streamlined Content
  • Add Notes
    • Edit a Note
    • Adjust a Note
  • Identify Content with Thumbnails
  • Manage Custom Plug-ins
  • Compose Expressions
  • Use Data Actions to Connect to Canvases and External URLs and Use in External Containers
    • Create Data Actions to Connect Visualization Canvases
    • Create Data Actions to Connect to External URLs from Visualization Canvases
    • Create Data Actions to Connect to REST APIs from Visualization Canvases
    • Create Data Actions to Connect to Oracle Business Intelligence Publisher Reports
    • Invoke Data Actions from Visualization Canvases
  • Visualize Data from the Home Page
  • Find Data, Projects, and Visualizations
    • How Is Data Indexed?
    • Search for Content
    • Search Tips
  • Save Your Changes Automatically
  • Sort the Items in a Page
• 9 Create Custom Data Action Plug-ins
  • About Data Action Plug-ins and the Data Actions Framework
    • Data Action Categories
    • Data Action Context
    • Data Action Code Design
    • Data Action Model Classes
    • Data Action Service Classes
    • Data Action Code Interactions
    • Example Data Action plugin.xml File
    • Data Action Plug-in Files and Folders
  • Choose the Best Data Action Class to Extend
    • AbstractDataAction Class
    • DataActionKOModel Class
    • CanvasDataAction Class
    • EventDataAction Class
    • AbstractHTTPDataAction Class
    • URLNavigationDataAction Class
    • HTTPAPIDataAction Class
  • Generate Data Action Plug-ins from a Template
  • Generated Folders and Files
  • Extend a Data Action Base Class
  • Choose Which Data Action Inherited Methods to Override
  • Test, Package, and Install Your Data Action
  • Use an Upgrade Handler for Knockout Model Changes
  • Upgrade Data Action Plug-ins
  • Data Action Plug-in File Reference
    • Data Action plugin.xml File Example
    • Data Action plugin.xml File Properties Section - tns:obiplugin
    • Data Action plugin.xml File Resources Section - tns:resources
    • Data Action plugin.xml File Extensions Section - tns:extension
• 10 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 Training Model Algorithm?
    • Typical Workflow to Create and Use Oracle Analytics Predictive Models
    • Create and Train a Predictive Model
    • Inspect a Training Model
      • What Are Related Data Sets?
  • Register and Use Oracle Machine Learning Models
    • How Can I Use Oracle Machine Learning Models in Oracle Analytics?
    • Typical Workflow to Register and Use Oracle Machine Learning Models
    • Register Oracle Machine Learning Models in Oracle Analytics
  • Apply a Predictive or Oracle Machine Learning Model to a Data Set
  • Add a Predictive Model to a Project
• 11 Curate Your Data Using Data Flows
  • Typical Workflow to Curate Data with Data Flows
  • About Data Flows
  • Create a Data Flow
    • Zoom Controls in Data Flow Editor
  • Run a Data Flow
  • Run a Saved Data Flow
  • Reuse a Data Flow
  • Apply Incremental Processing to a Data Flow
  • Modify Parameter Prompts When You Run a Data Flow
  • Customize the Names and Descriptions of Data Flow Steps
  • Create a Sequence of Data Flows
  • Manage Your Data Flows
  • Using Steps
    • Add Columns in a Data Flow
    • Add Data in a Data Flow
    • Add Aggregates to a Data Flow
    • Create a Bin Column in a Data Flow
    • Create Multiple Pipelines in a Data Flow Using a Branch
    • Create and Customize an Essbase Cube in a Data Flow
      • Cut, Paste, and Skip Rules
      • Designation Change Rules for Generation Columns
    • Add Cumulative Values to a Data Flow
    • Add Database Analytics to a Data Flow
    • Filter Your Data in a Data Flow
    • Create a Group in a Data Flow
    • Add a Join in a Data Flow
    • Merge Columns in a Data Flow
    • Rename Columns in a Data Flow
    • Save Output Data from a Data Flow
    • Save Model
    • Select Columns to Include in a Data Flow
    • Add a Sentiment Analysis to a Data Flow
    • Split Columns in a Data Flow
    • Add a Time Series Forecast to a Data Flow
    • Train a Binary Classifier Model in a Data Flow
    • Train a Clustering Model in a Data Flow
    • Train a Multi-Classifier Model in a Data Flow
    • Train a Numeric Prediction Model in a Data Flow
    • Transform Data in a Data Flow
    • Merge Rows in a Data Flow
• 12 Import and Share
  • Import a Project File
  • Export a Project or Folder as a File
  • Export a Visualization or Story as a File
  • Export a Visualization's Data to a CSV File
  • Email Projects and Folders
  • Email a File of a Visualization, Canvas, or Story
  • Print a Visualization, Canvas, or Story
• A Frequently Asked Questions
  • Oracle Analytics Desktop Installation FAQs
  • Oracle Analytics Desktop Project 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
  • Oracle Applications Connector
  • Supported Data Types
    • Supported Base Data Types
    • Supported Data Types by Database
• E Data Preparation Reference
  • Transform Recommendation Reference
  • Column Menu Options for Quick Data Transformations
  • Developer Reference
• F Expression Editor Reference
  • SQL Operators
  • Conditional Expressions
  • Functions
    • Aggregate Functions
    • Analytics Functions
    • Calendar Functions
    • Conversion Functions
    • Display Functions
    • Evaluate Functions
    • Mathematical Functions
    • Running Aggregate Functions
    • String Functions
    • System Functions
    • Time Series Functions
  • Constants
  • Types
• G Oracle Analytics Desktop SDK Reference
  • Oracle Analytics Desktop SDK
    • Scripts
    • Other Resources
  • Create the Visualization Plug-in Development Environment
  • Create a Skeleton Visualization Plug-in
  • Create a Skeleton Skin or Unclassified Plug-in
  • Develop a Visualization Plug-in
  • Run in SDK Mode and Test the Plug-in
  • Validate the Visualization Plug-in
  • Build, Package, and Deploy the Visualization Plug-in
  • Delete Plug-ins from the Development Environment