Build a Visualization by Adding Data

This topic describes how to add data to a visualization.

Topics:

• Create the Best Visualization For Selected Data Elements

• Add Data to a Visualization

• Create a Visualization from Another Visualization

• Modify a Visualization's Tooltips

Different Methods to Add Data

You can use different methods to add data from the Data Panel to create or update visualizations on a canvas.

Use one of the following methods to add data from the Data Panel:

• Drag data elements from the Data Panel and drop them onto the canvas.
• Select a data element or use Shift-click or Ctrl-click to select multiple data elements in the Data Panel, then right-click to select either a particular visualization type or the option to create a visualization automatically.
• Double-click a data element or use Shift-click or Ctrl-click to select multiple data elements in the Data Panel, then right-click to add them to the canvas.

When you update an existing visualization, you can add data from the Data Panel onto the Grammar Panel or Assignments Pane on the canvas. You can move the data elements from one area to another in the Grammar Panel or Assignments Pane. The visualization is updated based on your selection.

You can create a visualization by selecting a visualization type from the Visualization tab of the Data Panel and adding data elements to the canvas.

Create the Best Visualization For Selected Data Elements

When you select data elements in the Data Panel, Oracle Analytics can create the best visualization for you.

1. On the Home page, select a workbook, click the Actions menu, and then select Open.
2. Select the data you want to visualize by selecting one or more data elements on the Data Panel , right-click, and then click Create Best Visualization.
   
   
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Add Data to a Visualization

After you’ve selected the datasets for your workbook, you can begin to add data elements such as measures and attributes to visualizations.

If you haven't already created a visualization, you need to create one. See Begin to Build a Workbook and Create Visualizations.

You can select compatible data elements from the datasets and drop them onto the Grammar Panel in the Visualize canvas. Based on your selections, visualizations are created on the canvas. The Grammar Panel contains sections such as Columns, Rows, Values, and Category.

1. On the Home page, select a workbook, click the Actions menu, and then select Open.
2. If you created a workbook, then add a dataset to it.
3. Select the data you want to visualize by selecting one or more data elements on the Data Panel and then using one of the following methods:
   • Right-click, and click Add to Selected Visualization.
     
     
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   • Right-click, select Pick Visualization, and select a visualization type (for example, a table or heat map).
   • Drag and drop them onto the visualization canvas or the Grammar Panel.
     
     
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Tips on adding data

• To help you understand the components of a visualization, hover over it and click Show Assignments to annotate the visualization components, for example, the X-Axis and Y-Axis of a chart.
  
  
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• Use the Grammar Panel to configure visualization components (for example, add, remove, re-order).
  
  
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• If a dataset is augmented with knowledge enrichments, you'll see knowledge enrichments in the element tree displayed just like regular data elements in the dataset. In this example, the Oracle Analytics administrator has added Population and other city-related data to Oracle Analytics. When you create a workbook based on the CITY dataset, you can add population and other data elements directly to your visualization.
  
  
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Use the Assignment Panel to Add Data to the Visualization

You can use the Assignment Panel to help you position data elements in the optimal locations for exploring content.

A workbook must contain one or more datasets before you can add data elements to the Assignment Panel. The sections in the Assignment Panel are the same as in the Grammar Panel.

1. On the Home page, select a workbook, click the Actions menu, and then select Open.
2. Hover over the visualization and click Show Assignments to show the visualization components, for example, the X-Axis and Y-Axis of a chart.
   
   
   Description of the illustration show-assignments.png
   
   
3. Drag a data element to the visualization and hover over assignments; you'll see a green cross when you're hovering over a valid assignment.
4. Drop the data element on the selected assignment.

Create a Visualization from Another Visualization

You can create a visualization by dragging and dropping columns from one visualization to a new visualization.

Using this method helps you to model a new visualization based on an existing one by selecting columns directly from the existing visualization.

1. On the Home page, select a workbook, click the Actions menu, and then select Open.
2. Click Edit to enter the workbook in author mode.
3. Select the visualization you want to use as the source for creating a visualization.
4. Click Grammar at the top of the Grammar Panel to display the Grammar pane.
5. Drag and drop a column in the Grammar pane to the edge between visualizations to create a visualization on the canvas.
6. Select the source visualization and drag and drop more columns to the new visualization.

Modify a Visualization's Tooltips

When you hover over a data point in a visualization, a tooltip displays and provides specific information about the data point. You can choose to see all tooltips or only the measures included in the Tooltip section of the Grammar Panel.

For example, if you create a simple bar chart visualization that shows revenue for countries in the Americas region, the tooltip displays the region's name, the country's name, and exact revenue amount. If you add Target Revenue to the Tooltip section of the Grammar Panel, then the target revenue amount is displayed in the tooltip and the user can easily compare the actual revenues with the target revenues. Set the Tooltip field in the General Properties Pane to Tooltip Grammar Only if you want the tool tip to contain only the target revenue amount.

Note the following restrictions:

• You can drag and drop only measure columns to the Tooltip section in the Grammar Panel.
• The Tooltip section in the Grammar Panel doesn't display for all visualization types.

1. On the Home page, select a workbook, click the Actions menu, and then select Open.
2. Select a visualization on the canvas.
3. Drag and drop one or more measure columns from the Data Panel to the Tooltip section in the Grammar Panel.
   Hover the mouse pointer over a data point on the visualization to display the tooltip. Because the Tooltip field is set to All Data by default, the tooltip contains the data point's values for all columns included in the visualization. The data values for the columns that you added to the Tooltip section are displayed at the bottom of the tooltip.
4. Optional: Use the Tooltip field to display only the data values that you want or to turn off the tooltip.
   • If you want the tooltip to display data values for only the columns you dragged to the Tooltip section, then set the Tooltip field to Tooltip Grammar Only.
   • If you don't want the tooltip to be displayed, then confirm that there are no columns in the Tooltip section and set the Tooltip field to Tool Tip Grammar Only.