Table of Contents
- Title and Copyright Information
- Preface
- Part I Introduction to Visualizing and Reporting in Oracle Analytics Server
-
Part II Visualize Data
-
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
- Connect to Analytic Views in Oracle Autonomous Data Warehouse
-
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 Oracle Fusion Cloud Enterprise Performance Management (EPM)
- Connect to Essbase Data Sources
- Connect to NetSuite
- Connect to Oracle Talent Acquisition Cloud
- Connect to a Database Using Delta Sharing
- Connect to Dropbox
- Connect to Google BigQuery
- Connect to Google Drive or Google Analytics
- Connect to Snowflake Data Warehouse
- Connect to OCI Data Flow SQL Endpoints
- Connect to Data from REST Endpoints
- Connect to Data Using JDBC
- Create Generic ODBC Connections
- Connecting to Data Sources Using Kerberos Authentication
- Connect to Oracle Service Cloud
- Model Data in a Snowflake Data Warehouse
- Data Sources that Support Incremental Reload for Datasets
-
3
Connect to Your Data Using Datasets
-
Overview to Using Datasets
- What Are Datasets?
- About the Dataset Editor
- About Opening Datasets
- View Available Connections
- Data Sources Available for Use in Datasets
- 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
-
Design Datasets
- 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
- Use Role-Based Filters in a Dataset
- View a Dataset Table's Original Formatting
- Specify Whether a Dataset Table Is Cached or Live
-
Use Joins to Build Datasets
- Understand Dataset Table Joins
- What is Preserve Grain?
- Add Joins Between Dataset Tables
- Disable Auto Joins in Datasets
- Add Joins When Table Columns Don't Match
- Modify or Fix Joins in a Dataset
- Delete Joins from a Dataset
- Specify Which Table Determines Grain
- Include a Dataset Table in Data Source Queries
-
Create Datasets from Data Sources
- 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
- Create a Dataset from a Local Analysis
- Create a Dataset from a Local Subject Area
- Create Datasets from Files
- Create a Dataset from a Data Source with REST Endpoints
- Create a Dataset from OCI Object Storage
- Create a Dataset from Oracle Enterprise Performance Management (Oracle EPM)
-
Overview to Using Datasets
-
4
Enrich and Transform Data
- About Data Enrichment and Transformation in Oracle Analytics
- Enrich and Transform Your Data
- Accept Enrichment Recommendations
- Transform Data
- Change the Column Type of Measures and Attributes
- 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
- Edit the Data Preparation Script
- Enrich and Transform Reference
-
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
- 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
-
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
- View the Dataset Storage Limit
- Rename a Dataset and Change Its Description
- Copy a Dataset's Object ID
- Certify a Dataset
- 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
-
7
Visualize and Analyze Data
- Begin to Build a Workbook and Create Visualizations
- Configure Settings for Canvas Layout Templates
- Open a Workbook in Edit Mode
- Work with a Workbook's Datasets
- Build a Visualization by Adding Data
- Tips on Editing a Visualization
- About Visualization Types
- Use Calculations in Workbooks
- Enhance Visualizations with Statistical Analytics
- Create a Legend Visualization
- Use Spark Charts to Examine Trends
- Sort Data in Visualizations
- Hide Columns 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
- Apply Color to Visualizations
- About Workbook Themes
-
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
- Example - Highlight Attribute 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
- Use Calculations in Visualizations
-
- About the Warning for Data Issues in Visualizations
- Create a Catalog Folder
- Move Catalog Folders and Contents
- Embed a Workbook and Visualizations in a Dashboard
- 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
-
8
Filter Data
- About Filters
- About Selection Steps
-
Use the Workbook Filter Bar
- About the Workbook Filter Bar
- Filter Bar Properties
- Add Workbook and Canvas Filters
- Add Selection Steps in the Filter Bar
- Specify Limit Values By for the Workbook Filter Bar
- Specify Limit Values for Workbook and Canvas Filters and Selection Steps
- Display or Hide Selected Values in the Workbook Filter Bar
- Manually Apply Selections in the Workbook Filter Bar
- Convert Canvas Filters to Dashboard Filters
- Use a Parameter in the Filter Bar
-
Use Dashboard Filters
- About Dashboard Filters
- Add Dashboard Filters
- Specify Limit Values for Dashboard Filters
- Apply a Dashboard Filter to Visualizations on the Canvas
- Filter a Dashboard Filter Visualization by Other Filters
- Change the Orientation of Dashboard Filters
- Change the Dashboard Filter Style
- Use a Parameter as a Dashboard Filter Control
- Filter and Animate Visualizations using a Slider Dashboard Filter
- Use Visualization Filters
- Change the Filter Type
- Filter Data Using an Expression Filter
- Exclude Selected Filter Values
- Include Null Filter Values
- Disable Multi Select for Filters
- Disable a Filter or Selection Step
-
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
-
Use Parameters in
Workbooks
- Use a Parameter to Conditionally Show or Hide a Visualization
- 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
- Bind a Parameter to a Reference Line or Band
- Bind a Parameter to a Request Variable
-
10
Understand Your Data Using Insights
- Use Auto Insights to Understand Your Data
-
Use Explain to Understand Your Data
- What is Explain?
- Quick Start with Explain
- Use Explain to Get Immediate Descriptive Insights Into Your Data
- Use Explain to Identify the Drivers of Your Selected Column
- Use Explain to Identify the Most Significant Segments of Records In Your Dataset
- Use Explain to Identify Anomalies Among Records In Your Dataset
-
Use Contextual Insights to Understand Your Data
- What Are Contextual Insights?
- Enable and Configure Contextual Insights for a Visualization
- Explore Contextual Insights for a Visualization
- Understand Visualizations Generated by Contextual Insights
- Add a Contextual Insights Visualization to a Watchlist
- Dataset Support and Limitations for Contextual Insights
-
11
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
- Apply Reference Layers to Map Visualizations
- 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
-
Use Geometry Data Type Columns in
Visualizations
- About the Geometry Data Type
- About the Business Value of the Geometry Data Type
- Work with Geometry Data Type Columns
- Work with Geometry Data Layers and Layer Properties
- Work with Background Map Layers and Geometry Data Type Layer Properties
- Work with Toggle Off, Toggle On, and Legends for Geometry Data Type Layers
- Work with the Selection Tool for Geometry Data Type Layers
- Work with the Information Option for Geometry Data Type
- About Calculations that Require Only One Geometry Column
- About Calculations that Require Two Geometry Columns
- What Are the Limitations of the Geometry Data Type?
- What Are the Performance Considerations for the Geometry Data Type?
- List of Oracle Spatial Calculations
-
12
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 Analytics 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
- 13 Use Other Functions to Visualize Data
-
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
-
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
-
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
-
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
- Show or Hide a Visualization Filter in Present
- Specify Canvas Zoom Control Options in Present
- Show or Hide Canvas Notes in Present
- Preview a Presentation Flow
-
15
Use Oracle Analytics Predictive Models and Oracle Machine Learning Models
- What Machine Learning and Artificial Intelligence Services Does Oracle Analytics Support?
-
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
- Use Oracle Cloud Infrastructure Vision Models in Oracle Analytics
- Use Oracle Cloud Infrastructure Data Science Models in Oracle Analytics
- Use Oracle Cloud Infrastructure Document Understanding Models in Oracle Analytics
- Use Oracle Cloud Infrastructure Language Models in Oracle Analytics
-
16
Import, Export, and Share
- Import a Workbook File
- Share a Workbook
- Share a Workbook URL with a Specific Canvas Selected
- Share a Workbook URL with Persisted Filter Values
- Export a Workbook or Folder as a File
- Export a Visualization
- Export Formatted Data from a Visualization to Excel
- 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
-
2
Connect to Data Sources
-
Part III Report Data
-
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
-
18
View Data in Different Ways
- Typical Workflow to View Data in Different Ways
- About Views
- Add Views
- Edit Views
-
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
-
19
Build Dashboards
- Typical Workflow to Build Dashboards
- Create Your First Dashboard
- Edit Dashboards
-
Add and Delete Pages in Dashboards
- Add Pages to Dashboards
- Add Subpages to Dashboards
- Add Content to Dashboard Pages
- Understand How Dashboard Pages and Oracle Analytics 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
- Save and Restore Dashboard State
- Publish Dashboard Pages
- Link to Dashboard Pages
-
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
-
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
-
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
- Send Email Reports Once, Weekly, or Daily
- Track the Reports You Distribute By Email or Through Agents
- View and Edit Recipients for Deliveries
- Suspend and Resume Deliveries
- Change the Owner or Time Zone for Deliveries
- Restore and Enable Delivery Schedules
- Generate and Download a Deliveries Report (CSV)
- Email Security Alert
- 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
-
17
Create Analyses
-
Part IV Reference
- 24 Frequently Asked Questions
- 25 Troubleshoot
-
26
Design Tips
- Find the SQL_ID for an Oracle Analytics Query
- Use the IndexCol Function
- Use Usage Tracking with Initialization Blocks
- Minimize Impact on Query Performance Due to Network Latency
- Assign the Aggregation Rule for Report Totals
- Select the Best Option to Render Dashboards
- Improve the Time to Display Dashboard Pages with Prompts
- Configure Timestamps
- Use Filter Functions Instead of Time Series Functions
- Tune Performance of Multidimensional Database Queries
- Tune Performance of Relational Database Queries
- Tune Performance with Excluded Columns
-
27
Data Preparation Reference
- Data Profiles and Semantic Recommendations
- General Custom Format Strings
- Column Menu Options for Quick Data Transformations
- Transform Reference
- Developer Options
- Create a Connection to Your Oracle Cloud Infrastructure Tenancy
- Integrate Oracle Analytics with Oracle Cloud Infrastructure Functions
- Integrate Oracle Analytics with Oracle Cloud Infrastructure Data Science
- Integrate Oracle Analytics with Oracle Cloud Infrastructure Document Understanding
- Integrate Oracle Analytics with Oracle Cloud Infrastructure Language
- Integrate Oracle Analytics with Oracle Cloud Infrastructure Vision
-
28
Expression Editor Reference
- Semantic Model Objects
- SQL Operators
- Conditional Expressions
- Functions
- Constants
- Types
- Variables
- 29 Accessibility Features and Tips