Table of Contents
- Title and Copyright Information
- Preface
- Part I Introduction to Visualizing and Reporting in Oracle Analytics Server
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Part II Visualize Data
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2
Connect to Data Sources
- About Data Sources
- Manage Connections to Data Sources
- Connect to an Oracle Database
- Connect to Oracle Analytic Views
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Connect to Oracle
Fusion Cloud Applications Suite
- About the Oracle Applications Connector
- Connect to an Application in Oracle Fusion Cloud Applications Suite
- Configure Impersonate User for the Use Active User's Credentials Option
- 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
- Edit an Oracle Applications Connection
- Delete an Oracle Applications Connection
- Connect to Essbase Data Sources
- Connect to a Database Using Delta Sharing
- Connect to Dropbox
- Connect to Google BigQuery
- Connect to Google Drive or Google Analytics
- Connect to Data Using JDBC
- Connect to Data from REST Endpoints
- Create Generic ODBC Connections
- Connect to Oracle Autonomous Data Warehouse
- Connect to Oracle Autonomous Transaction Processing
- Connect to Analytic Views in Oracle Autonomous Data Warehouse
- Connect to Oracle Talent Acquisition Cloud
- Connect to Snowflake Data Warehouse
- Connect to NetSuite
- Connecting to Data Sources Using Kerberos Authentication
- Connect to Oracle Service Cloud
- Model Data in a Snowflake Data Warehouse
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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
- Add or Update a Dataset's Permissions
- 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
- View a Dataset Table's Original Formatting
- Create Datasets from Files
- Use a Subject Area as 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 a Local Subject Area
- Create a Dataset from a Local Analysis
- Create a Dataset from an Essbase Connection
- Create a Dataset from a Data Source with REST Endpoints
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4
Enrich and Transform Data
- About Data Enrichment and Transformation in Oracle Analytics
- Enrich and Transform Your Data
- Accept Enrichment Recommendations
- Transform Data
- Replace Missing or Null Values in a Dataset
- Transform Data Using Replace
- 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
- Add Columns to a Dataset
- Create Reusable Functions and Calculations in a Workbook
- Edit the Data Preparation Script
- Enrich and Transform Reference
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5
Create Datasets Using Data
Flows
- About Data Flows
- What Steps Can I Use to Organize and Integrate My Data?
- Create a Dataset Using a Data Flow
- Generate or Update a Dataset Using a Data Flow
- Run a Saved Data Flow
- Reuse a Data Flow
- Configure Incremental Processing in a Data Flow
- Transform Data Using OCI Functions
- Generate or Update a Dataset at a Specific Time
- Change When a Data Flow Processes Data
- Process Data Using a Sequence of Data Flows
- Manage Your Data Flows
- About Sharing Data Flows and Sequences
- Share a Data Flow
- Share a Sequence
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6
Manage Datasets
- Dataset Type Icons
- View a List of Datasets and Information About Them
- Reload a Dataset's Data
- Work with Dataset Reload Schedules
- Inspect a Dataset's Properties
- Rename a Dataset and Change Its Description
- Copy a Dataset's Object ID
- View a Dataset's Data Elements
- Make a Dataset's Data Available for Search
- Make Analytics Content Easier to Search
- Add or Update a Dataset's Permissions
- Download a Dataset's Source File
- Duplicate a Dataset
- Delete a Dataset
- Enable Knowledge Enrichments in the Workbook Editor
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7
Visualize and Analyze Data
- Begin to Build a Workbook and Create Visualizations
- Open a Workbook in Edit Mode
- Work with a Workbook's Datasets
- Build a Visualization by Adding Data
- Tips on Editing a Visualization
- Let Auto Insights Suggest Visualizations for a Dataset
- About Visualization Types
- Enhance Data in Visualizations with Statistical Analytics
- 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
- Copy and Paste a Visualization or Canvas
- Copy and Paste a Visualization's Data
- Work with Multiple Visualizations on a Canvas
- Change Visualization Types
- About Visualization Properties
- Adjust Visualization Properties
- Apply Color to Visualizations
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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 - Add Emojis to Hightlight Values
- Format Numeric Values of Columns
- Format Numeric Values of Visualizations
- Set Currency Symbols for Visualizations
- Add Notes to Visualizations
- Sort, Drill, and Select Data in Visualizations
- Overview of My Calculations
- Create a Calculation Based on a Cluster or Outlier
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- Analyze Data with Explain
- About the Warning for Data Issues in Visualizations
- Embed a Workbook and Visualizations in a Dashboard
- Create a Catalog Folder
- Save a Workbook to a Shared Catalog Folder
- Assign Shared Catalog Folder and Workbook Permissions
- Configure How Workbooks Open By Default
- Set Workbook Thumbnails
- Set Visualization Loading Overlay Opacity
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8
Filter Your Data
- About Filters and Filter Types
- Filter Data in a Workbook
- Specify a Filter's Selection Values
- Enable or Disable the Limit By Setting from the Filters Bar
- Display or Hide Filter Values in the Filters Bar
- Filter Data in a Visualization
- Customize the Label of Visualization Filters
- Disable Multiple Select for Visualization List Filters
- Use Dashboard Filters
- Change the Scope of Filters Between the Main Filter Bar and Visualizations
- Use a Visualization as a Filter
- Apply Different Filter Types
- About Filter Personalizations
- Use Role-Based Filters
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9
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
- Create a Parameter with the SQL Expression Data Type
- Syntax for Referencing Parameters
- Bind Parameters to Filters
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Use Parameters in
Workbooks
- Use a Parameter in the Filter Bar
- Use a Parameter as a Dashboard Filter Control
- Use a Parameter in a Visualization's Title
- Use a Parameter as a Visualization's Axis 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
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10
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
- Use an Image as a Map Background and Draw Map Layer Shapes on the 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 an Outline to Points and Shapes on a Map
- Add Data Labels to a Map
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11
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 Business Intelligence Publisher Reports
- Invoke Data Actions from Visualization Canvases
- How Data Actions Affect Filters
- Tips on Using Data Actions
- Create Data Actions in Visualizations Embedded in External Containers
- Execute Data Actions that Contain Embedded Content
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12
Create Custom Data Action
Plug-ins
- About Data Action Plug-ins and the Data Actions Framework
- Choose the Best Data Action Class to Extend
- 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
- 13 Use Other Functions to Visualize Data
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14
Build a Presentation Flow
- What Is a Presentation Flow?
- What Are Auto and Manual Modes in Present?
- Switch Between Auto and Manual Modes in Present
- Open the Presentation Flow
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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
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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 Zoom Control in Present
- Specify Workbook Zoom Control Options in Present
- Show or Hide the Workbook Toolbar in Present
- Select Workbook Toolbar Options in Present
- Show or Hide the Workbook Filter Bar in Present
- Specify Workbook Filter Options in Present
- Show or Hide Workbook Filters in Present
- Specify the Workbook Visualization Actions in Present
- Change the Workbook Canvases Visualization Alignment in Present
- Turn On or Off All Workbook and Canvas Actions in Present
- Specify Personalization Options in Present
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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
- Specify Canvas Zoom Control Options in Present
- Show or Hide Canvas Notes in Present
- Preview a Presentation Flow
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15
Use Oracle Analytics Predictive Models and Oracle Machine Learning Models
- What Machine Learning and Artificial Intelligence Services Does Oracle Analytics Support?
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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
- Add a Predictive Model to a Workbook
- Evaluate Machine Learning Models Using Lift and Gain Charts
- Use Oracle Machine Learning Models in Oracle Analytics
- Apply a Predictive or Registered Oracle Machine Learning Model to a Dataset
- Perform Object Detection, Image Classification, and Text Detection Analysis
- Use OCI Data Science Models in Oracle Analytics
- Use OCI Document Understanding Models in Oracle Analytics
- Use OCI Language Models in Oracle Analytics
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16
Import, Export, and Share
- Import a Workbook File
- Share a Workbook
- Share a Workbook URL with a Specific Canvas Selected
- Export a Workbook or Folder as a File
- Export a Visualization From the Visualize or Present Page
- Export Formatted Data from a Visualization to Excel
- Export a Visualization's Data to a CSV File
- Share a Visualization, Canvas, or Dashboard to Social Media
- Delete Links Shared on Social Media
- Email a File of a Visualization, Canvas, or Dashboard
- Print a Visualization, Canvas, or Dashboard
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2
Connect to Data Sources
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Part III Report Data
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17
Create Analyses
- Typical Workflow to Create Analyses
- Create Your First Analysis
- Set Properties for Columns
- Export Content from Analyses and Dashboards
- Edit Formulas or Calculated Measures
- Set Properties for Analyses
- Set Your Preferences
- Combine Subject Areas in Analyses
- Advanced Techniques: Import Formatting from Another Analysis
- Advanced Techniques: Format with HTML Tags
- Advanced Techniques: Combine Columns to Display Data Differently
- Advanced Techniques: Examine the Logical SQL Statements for Analyses
- Advanced Techniques: Set Caching Options for Your Analysis
- Advanced Techniques: Reference Stored Values in Variables
- Advanced Techniques: Issue Direct Database Requests
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18
View Data in Different Ways
- Typical Workflow to View Data in Different Ways
- About Views
- Add Views
- Edit Views
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Edit Various Types of Views
- Edit Table and Pivot Table Views
- Edit Performance Tile Views
- Edit Treemap Views
- Edit Heat Matrix Views
- Edit Trellis Views
- Edit Gauge Views
- Edit Map Views
- Edit Narrative Views
- Edit Non-Data Views
- Graph Data in Analyses
- Save Views
- Rearrange Views
- Refresh the Results in Views
- Print Views
- Change Print Options for Views
- Preview How Views Are Displayed on Dashboards
- Remove Views
- Sort Values in Views
- Clear Sorts in Views
- Drill in Results
- Resize Rows and Columns in Views
- Suppress Null Values in Views
- Assemble Views for Display
- Link Views in Master-Detail Relationships
- Modify the Layout of Data in Views
- About Drop Targets in the Layout Pane
- Visualize Data in an Analysis
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19
Build Dashboards
- Typical Workflow to Build Dashboards
- Create Your First Dashboard
- Edit Dashboards
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Add and Delete Pages in Dashboards
- Add Pages to Dashboards
- Add Subpages to Dashboards
- Add Content to Dashboard Pages
- Understand How Dashboard Pages and BI Publisher Reports Interact
- Configure the Style and Behavior of Dashboards and Pages
- Change the Properties of Objects Added to Dashboard Pages
- Delete Objects on Dashboard Pages
- Delete Dashboard Pages
- Delete Dashboard Subpages
- Create and Manage Layouts for Dashboards and Dashboard Pages
- Print Dashboards
- Organize Dashboard Pages in Briefing Books
- Improve the Time to Display Dashboard Pages with Default Selections
- Save and Restore Dashboard State
- Publish Dashboard Pages
- Link to Dashboard Pages
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20
Filter and Select Data for Analyses
- Typical Workflow to Filter and Select Data
- About Filters and Selection Steps
- Create Filters for Columns
- Edit Filters for Columns
- Reuse Filters
- Use a Saved Analysis as a Filter
- Advanced Techniques: How Dashboard Prompts and Analysis Prompts Interact
- Refine Selections of Data
- Manipulate Members with Groups and Calculated Items
- 21 Prompt in Analyses and Dashboards
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22
Make Analyses Interactive
- Typical Workflow to Make Analyses Interactive
- Create Named Actions for Reuse
- Create Inline Actions
- Add Actions to Analyses
- Add Actions to Dashboard Pages
- Edit Named Actions
- Edit and Delete Action Links in Analyses
- Edit and Delete Action Links in Dashboard Pages
- Save Inline Actions in Analyses to the Catalog
- Save Inline Actions in Dashboards to the Catalog
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23
Managing Content
- Typical Workflow to Manage Content
- About Naming Restrictions for Catalog Objects
- Rename Content
- Search for and Replace Text in Catalog Objects
- Access Favorites Easily
- Access Properties
- Assign Access Permissions
- Send Email Reports and Track Deliveries
- Automate Business Processes with Agents
- Perform Advanced Agent Job Management Tasks
- Configure Your Devices and Delivery Profile
- Migrate Content to Other Catalogs
- Assign Ownership of Items
- Assume Ownership of Items
- About Embedding External Images and Other External Resources in Your Content
- Access Your Reporting Content in Smart View
- Perform Advanced Catalog Management
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17
Create Analyses
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Part IV Reference
- 24 Frequently Asked Questions
- 25 Troubleshoot
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26
Data Preparation Reference
- Transform Reference
- Column Menu Options for Quick Data Transformations
- Developer Options
- Create a Connection to Your OCI Tenancy
- Integrate Oracle Analytics with OCI Functions
- Integrate Oracle Analytics with OCI Data Science
- Integrate Oracle Analytics with OCI Document Understanding
- Integrate Oracle Analytics with OCI Language
- Integrate Oracle Analytics with OCI Vision
- 27 Expression Editor Reference
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28
Embed Oracle Analytics Content into Applications and Web Pages
- About Embedding Oracle Analytics Content into Applications and Web Pages
- Register an Application as a Safe Domain
- Embed Oracle Analytics Content With iFrames
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Embed Oracle Analytics Content With the JavaScript Embedding Framework
- Typical Workflow to Use the JavaScript Embedding Framework with Oracle Analytics Content
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Get Started Embedding Analytics
Content With the JavaScript Embedding Framework
- Enable Oracle Analytics Developer Options
- Find the Javascript and HTML for Embedding Oracle Analytics Content
- Prepare the HTML Page for Embedded Oracle Analytics Content
- Pass Filters to the HTML Page for Embedded Oracle Analytics Content
- Pass Parameters to the HTML Page for Embedded Oracle Analytics Content
- Refresh Data in the HTML Page for Embedded Oracle Analytics Content
- Embed Oracle Analytics Content into a Custom Application that Uses Oracle JET
- Embed Oracle Analytics Content into a Custom Application That Doesn’t Use Oracle JET
- Use Login Prompt Authentication With Embedded Oracle Analytics Content
- 29 Accessibility Features and Tips