Begin to Build a Workbook and Create Visualizations

Create a workbook with one or more data sources and design visualizations.

You create workbooks to store and organize your analytics content, such as graphs and charts.

See View a List of Datasets and Information About Them.

1. On the Home page, click Create and click Workbook.
2. In the Add Data dialog, search for and click a dataset, then click Add to Workbook.
3. Optional: If you want to select a canvas layout template, click Select a layout, select the layout, and then click OK.
   Oracle provides the ready-to-use layout templates called Filter Left and Filter Top, which are available for all workbooks.
4. In the Data Panel, locate and drag and drop data columns onto the Visualize canvas to start building visualizations.
5. Optional: If you modify the canvas layout and want to share the modified canvas layout template with others, right-click the canvas, select Save as Shared Layout, enter a name, and then click Save.
   As a content author you must have the Create and Edit Shared Layouts permission to create, save, and modify canvas layouts.
   When you save a modified canvas layout as shared layout, the layout retains settings previously made for viewing the canvas layout on different screen sizes. See Design Canvas Layouts for Different Screen Sizes.
6. Click Save.
   • To share a workbook with others and include it in the Home page's Navigation Menu as a link, you can save the workbook in the /Shared Folders/first level subfolder with Add to Navigation Menu selected.

     Note:

     Exclude special characters from your workbook name otherwise it won't display in the Navigation Menu. See About Naming Restrictions for Catalog Objects.