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 an Oracle Database
  • Connect to Oracle Autonomous Data Warehouse
  • 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 Google BigQuery
  • Connect to Dropbox
  • Connect to Google Drive or Google Analytics
  • Create JDBC Connections
  • Create Generic ODBC Connections
  • Connect to Snowflake Data Warehouse
• 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
  • 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?
  • Explore Your Data Using Quality Insights
  • 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
  • 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
  • Add a Table to a Dataset Using a SQL Statement
• 4 Enrich and Transform Data
  • About Data Enrichment and Transformation in Oracle Analytics
  • Enrich and Transform Your Data
  • Accept Enrichment Recommendations
  • Transform Data Using Column Menu Options
  • 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
  • Create Calculated Data Elements in a Workbook
  • Enrich and Transform Reference
    • Transform Recommendation 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
    • Apply Incremental Processing in a Data Flow
  • 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 an Individual Table in a Dataset
    • Reload All Tables in a Dataset
    • Reload a Dataset's Files
  • 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
• 7 Visualize and Analyze Data
  • Begin to Build a Workbook and Create Visualizations
  • Open a Workbook in Edit Mode
  • Configure a Workbook to Open in Edit Mode
  • Work with a Workbook's Datasets
    • Add Datasets to a Workbook
    • Replace a Dataset in a Workbook
    • Remove a Dataset from a Workbook
    • Modify a Workbook's Datasets
    • Blend Datasets
      • Understand Blending
      • About Mismatched Values in Blended Data
      • Blend Datasets
      • Change Data Blending in a Visualization
  • Build a Visualization by Adding Data from the Data Panel
    • Different Methods to Add Data
    • Automatically Create the Best Visualization
    • Use the Grammar Panel to Add Data to the Visualization
    • Use the Assignment Panel to Add Data to the Visualization
    • Modify a Visualization's Tooltips
  • About Visualizaton Types
    • Bar Graphs
    • Filter and Other Visualization Types
    • Geospacial Graphs
    • Grid Graphs
    • Line Graphs
    • Network Graphs
    • Pie and Treemap Graphs
    • Scatter Graphs
  • Enhance Data in Visualizations with Advanced Analytics Functions
    • About Advanced Analytics Functions
    • Add Advanced Analytics Functions to Visualizations
    • Add Reference Lines to Visualizations
  • Use Spark Charts to Examine Trends
  • Sort Data in Visualizations
  • Undo and Redo Edits
  • Create a Custom Error Message for Visualizations with No Data
  • About Refreshing a Workbook's Data
  • Refresh a Workbook's Data
  • Pause Data Queries in a Workbook
  • Work with Canvas Properties
    • Update Canvas Properties
    • About Canvas Layout 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
  • Copy and Paste a Visualization or Canvas
  • Copy and Paste a Visualization's Data
  • Work with Multiple Visualizations on a Canvas
    • Update Common Properties for Multiple Visualizations on a Canvas
    • Copy and Paste Multiple Visualizations on a Canvas
    • Delete Multiple Visualizations on a Canvas
  • Change Visualization Types
  • About Visualization Properties
  • Adjust Visualization Properties
  • Highlight Important Data Events with Conditional Formatting
    • What Can I Do With Conditional Formatting?
    • Apply Conditional Formatting to a Visualization
    • 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
  • Filtering and Animating Visualizations Using a Slider Dashboard Filter
    • Overview to Filtering and Animating Visualizations Using a Slider Dashboard Filter
    • Filter and Animate Visualizations using a Slider Dashboard Filter
  • 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
  • Format Numeric Values of Visualizations
  • Set Currency Symbols for Visualizations
  • 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
  • Sort, Drill, and Select Data in Visualizations
  • Analyze Data with Explain
    • What is Explain?
    • What Are Insights?
    • Use Explain to Discover Data Insights
  • About Warnings for Data Issues in Visualizations
  • Set Workbook Thumbnails
  • Set Visualization Loading Overlay Opacity
• 8 Filter Your Data
  • About Filters and Filter Types
  • How Datasets Interact with Filters
  • How the Number of Datasets Affects Filters
  • About Automatically Applied Filters
  • Filter Data in a Workbook
  • Specify a Filter's Selection Values
  • Enable or Disable the Limit By Setting from the Filters Bar
  • Filter Data in a Visualization
  • Create On-Canvas Filters
  • Filter Data Using a Dashboard Filter Visualization
  • Change the Scope of Filters Between the Main Filter Bar and Visualizations
  • Use a Visualization as a Filter
  • Apply Different Filter Types
    • Apply Range Filters
    • Apply Top Bottom N Filters
    • Apply List Filters
    • Apply Date Range Filters
    • Apply Relative Time Filters
    • Filter Data Using an Expression Filter
• 9 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
  • 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 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
• 10 Use Data Actions
  • 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
    • About Creating Data Actions to Connect to REST APIs from Visualization Canvases
  • Use Data Actions to Connect to Oracle Business Intelligence Publisher Reports
    • About Creating Data Actions to Connect to Oracle Business Intelligence Publisher Reports
    • Create Data Actions to Connect to Oracle Business Intelligence Publisher Reports
    • Create Custom Column Names in Data Actions to Pass in Oracle Business Intelligence Publisher Report URLs
  • Invoke Data Actions from Visualization Canvases
• 11 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
• 12 Use Other Functions to Visualize Data
  • Build Stories
    • Capture Insights
    • Create a Story
    • View a Story in Preview Mode
  • Identify Content with Tooltips
  • Manage Custom Plug-ins
  • Compose Expressions
  • Visualize Data from the Home Page
  • 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
• 13 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?
    • 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
• 14 Import, Export, and Share
  • Import a Workbook File
  • Export a Workbook or Folder as a File
  • Export a Visualization or Story
  • Export a Visualization's Data to a CSV File
  • Email Workbooks 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 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 Recommendation 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
• 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