1. Visualizing Data in Oracle Analytics Server
  2. Introduction to Visualizing and Reporting in Oracle Analytics Server
  3. Get Started with Visualizing Data and Building Reports
  4. Create and Share Custom Groups of Content on the Home page

Create and Share Custom Groups of Content on the Home page

You create custom groups on the Home page to provide quick access to content that you can share with other users. For example, if you're collaborating with co-workers you can create and share a custom group containing specific workbooks, watchlists, dashboards, or web pages that you're all interested in.

You can configure how custom groups display on the Home page. See Explore Your Content.
  1. On the Home page, hover over a workbook, dataset, dashboard, or visualization, click Actions, select Add to Custom Group and select Add to New Custom Group.
  2. Enter a name, and click Add to create a custom group on the Home page.
  3. Add an item to your group by hovering over the item on the Home page, click Actions, select Add to Custom Group, and select the name of the group to which you want to add the new item, then click Add.
    Repeat this step for each item that you want to add to the custom group.
  4. To configure access for users and roles to view, use, or share the group with others, click Page Menu (Ellipsis) next to the group name , select Inspect, then Access, select who has access, then click Save.

What Are Custom Groups?

Custom groups enable you to display your own choice of items grouped together under a custom heading on the Home page.

For example, you might display a custom group named Research Project Alpha on the Home page, containing links to data files, workbooks, and a team web calendar.
Description of custom-group-example.png follows
Description of the illustration custom-group-example.png

See Create and Share Custom Groups of Content on the Home page.

After you've created a custom group, click the Page Menu (Ellipsis) next to the custom group name to access these options:
  • Add Items - Add links to analytics content such as workbooks, reports, and datasets. You can add multiple items at the same time.
  • Add URL Item - Add links to useful web pages. For example, you might share a team calendar by specifying http://example.com/myteamcalendar.
  • Inspect - Rename the group and review the group owner using the General panel, and share it with other users using the Access panel.
  • Delete Custom Group - Remove the custom group from the Home page.

You can also click View All to drill into the group. Here, you can edit the group name and add content links.