Table of Contents
- Title and Copyright Information
- Preface
- 1 Get Started with Oracle Analytics Desktop
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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
- Connect to Oracle Autonomous Data Warehouse
- Connect to Oracle Autonomous Transaction Processing
- Create a Connection to Oracle Essbase
- Connect to NetSuite
- Connect to Oracle Talent Acquisition Cloud
- Connect to a Database Using Delta Sharing
- Connect to Dropbox
- Connect to Google Drive or Google Analytics
- Connect to Data Using JDBC
- Create Generic ODBC Connections
- Connect to Snowflake Data Warehouse
- Databases that Support Incremental Reload for Datasets
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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
- 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
- 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
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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
- Edit the Data Preparation Script
- Add Columns to a Dataset
- Create Reusable Functions and Calculations in a Workbook
- Enrich and Transform Reference
- 5 Create Datasets Using Data Flows
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6
Manage Datasets
- Dataset Type Icons
- View a List of Datasets and Information About Them
- Reload a Dataset's Data
- 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
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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
- Build a Visualization by Adding Data
- About Visualization Types
- Enhance 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
- Design Canvas Layouts for Different Screen Sizes
- 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
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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 - Hightlight Values with Emojis
- Apply Color to Visualizations
- 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
- An Overview of Calculations
- Create a Cluster or Outlier in a Visualization
- Analyze Data with Explain
- About the Warning for Data Issues in Visualizations
- Set Workbook Thumbnails
- Set Visualization Loading Overlay Opacity
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8
Filter Data
- About Filters and Filter Types
- Filter Data in a Workbook
- Specify a Filter's Selection Values
- How Datasets Interact with Filters
- How the Number of Datasets Affects Filters
- About Automatically Applied Filters
- 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
- 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 a Tile Visualization's Measure 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
- Bind a Parameter to a Reference Line or Band
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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
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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?
- Manual Mode and How Canvases Synch
- Switch Between Auto and Manual Modes in Present
- View Canvas Layout Breakpoints 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
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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
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Create and Use Oracle Analytics Predictive Models
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16
Import, Export, and Share
- Import a Workbook File
- Export a Workbook or Folder as a File
- Share a Workbook URL with a Specific Canvas Selected
- Export a Visualization
- Export Formatted Data from a Visualization to Excel
- Export a Visualization's Data to a CSV File
- Email Workbooks and Folders
- Email a File of a Visualization, Canvas, or Dashboard
- Print a Visualization, Canvas, or Dashboard
- A Frequently Asked Questions
- B Troubleshoot Visualization Issues
- C Accessibility Features and Tips
- D Data Sources and Data Types Reference
- E Data Preparation Reference
- F Create Oracle Analytics Visualization and Workbook Extensions
- G Expression Editor Reference