Before you Begin

This tutorial shows you how to configure a presentation using Auto mode in Oracle Analytics.

Background

In an Oracle Analytics workbook, you create visualizations using charts, maps, graphs, and other graphical representations to aid consumers in understanding complex data. You can configure a workbook's presentation settings to customize the consumers' view by setting workbook and canvas properties, specifying interactivity, and arranging the canvases to curate the end users' experience. You can also use the presentation settings to specify how your consumers move from one canvas to the next.

In this tutorial, you use Auto mode to learn what you can do with a workbook's presentation settings. Oracle Analytics maintains synchronicity between the canvases in the workbook editor and the canvases in the consumer view when you use Auto mode. As a result, you must rename and rearrange the canvases in the workbook editor or in Manual mode Manual mode unlocked.

What Do You Need?

Create a Presentation

In this section, you create a presentation from an existing workbook with multiple canvases in the Auto mode Auto Mode lock icon. Your changes are limited in Auto mode to maintain the synchronicity with the workbook editor canvas.

  1. On your home page, hover over the Sales and Profit workbook, click Actions Actions menu icon, and then click Open.
  2. In the workbook, click Edit.


    The workbook opens in the workbook editor.

    Description of visualize.png follows
    Description of the illustration visualize.png
  3. From the Preview menu, click Configure Presentation.


    Oracle Analytics automatically adds the workbook's canvases to the presentation in the Auto mode active state.

    Description of present_w_canvases.png follows
    Description of the illustration present_w_canvases.png
  4. Click menu canvas menu icon on the Detailed Data canvas and select Hide Canvas.
  5. Click Save Save icon. Click Preview Preview icon.


    When the canvas uses the freeform layout the zoom Zoom icon icon displays in the menu bar to let users get a larger view of the visualizations. You can disable the zoom option in the Workbook tab of the presentation settings page.


    Description of present_hidden_canvas.png follows
    Description of the illustration present_hidden_canvas.png

Applying Changes to the Presentation

In this section, learn what happens when you make changes in the presentation canvases.

  1. Click Edit. From the Preview menu, click Configure Presentation.
  2. Click menu canvas menu icon on the grayed Detailed Data canvas and select Show Canvas.
  3. In the Detailed Data canvas, click All in Order Priority.


    The filters in the dashboard filter control aren't available for update in Auto mode.

    Description of no_changes_auto_mode.png follows
    Description of the illustration no_changes_auto_mode.png
  4. Click Switch to Manual mode Auto mode lock to make changes.
  5. Click Save Save icon.

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