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Oracle Fusion MiddlewareUser’s Guide for Oracle Data VisualizationDesktopE70158-19June 2019

Oracle Fusion Middleware User’s Guide for Oracle Data Visualization Desktop,E70158-19Copyright 2016, 2019, Oracle and/or its affiliates. All rights reserved.Primary Author: Nick FryContributing Authors: Pete Brownbridge, Stefanie RhoneContributors: Oracle Business Intelligence development, product management, and quality assurance teamsThis software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify,license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means.Reverse engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of theprograms, including any operating system, integrated software, any programs installed on the hardware,and/or documentation, shall be subject to license terms and license restrictions applicable to the programs.No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unless otherwiseset forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not beresponsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Oracle.

ContentsPreface12AudiencexiDocumentation AccessibilityxiRelated ResourcesxiConventionsxiiGet Started with Oracle Data Visualization DesktopAbout Oracle Data Visualization Desktop1-1Get Started with Samples1-2Explore, Visualize, and Analyze DataTypical Workflow to Visualize Data2-1Create a Project and Add Data Sets2-2Build a Visualization by Adding Data from Data Panel2-3Different Methods to Add Data2-3Automatically Create Best Visualization2-3Add Data to the Visualization Using Grammar Panel2-4Add Data to the Visualization Using Assignments Panel2-6Modify a Visualization's Tooltips2-6Use Advanced Analytics Functions2-7Add Advanced Analytics Functions to Visualizations2-7Add Reference Lines to Visualizations2-8Create Calculated Data Elements in a Data Set2-8Undo and Redo Edits2-9Refresh Data in a Project2-9Pause Data Queries in a Project2-9Adjust the Visualization Canvas Layout2-10Change Visualization Types2-12Adjust Visualization Properties2-12Apply Color to Visualizations2-13About Color Assignments in Visualizations2-13iii

Access Color Options2-14Change the Color Palette2-14Assign Colors to Columns2-15Format Numeric Values of Columns2-17Format Numeric Values of Visualizations2-17Set Currency Symbols for Visualizations2-17Apply Map Backgrounds and Map Layers to Enhance Visualizations2-18About Map Backgrounds2-18Enhance Visualizations with Map Backgrounds2-19Use Different Map Backgrounds in a Project2-19Interpret Data Values with Color and Size in Map Visualizations2-20Add Custom Map Layers2-21Update Custom Map Layers2-22Apply Multiple Data Layers to a Single Map Visualization2-23Create Heatmap Layers on a Map Visualization2-23Create Cluster Layers on a Map Visualization2-24Represent Point Data With Custom Icons on a Map2-25Select Points or Area on a Map2-26Represent Line Data Using Size and Color on a Map2-26Make Maps Available to Users2-26Make Map Backgrounds Available to Users2-27Sort and Select Data in Visualization Canvases2-27Replace a Data Set in a Project2-28Remove a Data Set from a Project2-29Analyze Your Data Set Using Machine Learning2-29Use Machine Learning to Discover Data Insights2-29Add Data Insights to Visualizations2-30About Warnings for Data Issues in Visualizations32-31Create and Apply Filters to Visualize DataTypical Workflow to Create and Apply Filters3-1About Filters and Filter Types3-2How Data Sets Interact with Filters3-2How the Number of Data Sets Affects Filters3-3Synchronize Visualizations in a Project3-3About Automatically Applied Filters3-4Create Filters on a Project3-4Create Filters on a Visualization3-5Move Filter Panels3-6Apply Range Filters3-7iv

Apply Top Bottom N Filters3-7Apply List Filters3-8Apply Date Range Filters3-9Apply Relative Time Filters3-9Build Expression Filters4Use Other Functions to Visualize DataTypical Workflow to Prepare, Connect and Search Artifacts4-1Build Stories4-2Capture Insights4-2Create Stories4-3View Streamlined Content4-3Add Notes53-104-4Edit a Note4-4Adjust a Note4-5Identify Content with Thumbnails4-5Manage Custom Plug-ins4-5Compose Expressions4-6Use Data Actions to Connect to Canvases and External URLs and Use in ExternalContainers4-6Create Data Actions to Connect Visualization Canvases4-7Create Data Actions to Connect to External URLs from Visualization Canvases4-8Create Data Actions to Connect to REST APIs from Visualization Canvases4-8Invoke Data Actions from Visualization Canvases4-9Search Data, Projects, and Visualizations4-10Index Data for Search and BI Ask4-10Visualize Data with BI Ask4-10Search for Saved Projects and Visualizations4-12Search Tips4-12Save Your Changes Automatically4-13Sort the Items in a Page4-14Add Data Sources to Analyze and Explore DataTypical Workflow to Add Data Sources5-1About Data Sources5-2Connect to Database Data Sources5-2Create Database Connections5-2Create Data Sets from Databases5-3Edit Database Connections5-4Delete Database Connections5-4v

Connect to Oracle Applications Data Sources65-5Create Oracle Applications Connections5-5Compose Data Sets from Subject Areas5-5Compose Data Sets from Analyses5-6Edit Oracle Applications Connections5-7Delete Oracle Applications Connections5-7Create Connections to Dropbox5-7Create Connections to Google Drive or Google Analytics5-8Create Generic JDBC Connections5-9Create Generic ODBC Connections5-10Create Connections to Oracle Autonomous Data Warehouse5-11Create Connections to Oracle Autonomous Transaction Processing5-11Create Connections to Oracle Big Data Cloud5-12Connect to Essbase Data Sources5-12Create Connections to Oracle Essbase5-13Create Data Sets from Essbase Cubes5-13Create Connections to Oracle Talent Acquisition Cloud5-14Create Connections to Snowflake Data Warehouse5-14Add a Spreadsheet as a Data Source5-15About Adding Spreadsheets or Other Data Files5-15Add a Spreadsheet from Your Computer5-16Add a Spreadsheet from Excel with the Smart View Plug-In5-17Add a Spreadsheet from Windows Explorer5-18Add a Spreadsheet from Dropbox or Google Drive5-19Manage Data that You AddedTypical Workflow to Manage Added Data6-1Manage Data Sets6-2Types of Data You Can Refresh6-2Refresh Data in a Data Set6-3Update Details of Data that You Added6-3Delete Data Sets from Data Visualization6-4Rename a Data Set6-4Duplicate Data Sets6-4Blend Data that You Added6-5About Mismatched Values in Blended Data6-6Change Data Blending in a Project6-8View and Edit Object Properties6-8vi

789Prepare Your Data Set for AnalysisTypical Workflow to Prepare Your Data Set for Analysis7-1About Data Preparation7-1Data Profiles and Semantic Recommendations7-2Semantic Type Categories7-3Semantic Type Recommendations7-3Recognized Pattern-Based Semantic Types7-3Reference-Based Semantic Types7-4Recommended Enrichments7-4Required Thresholds7-5Accept Enrichment Recommendations7-5Transform Data Using Column Menu Options7-6Convert Text Columns to Date or Time Columns7-7Adjust the Display Format of Date or Time Columns7-7General Custom Format Strings7-8Create a Bin Column When You Prepare Data7-10Edit the Column Properties7-11Edit the Data Preparation Script7-12Use Machine Learning to Analyze DataTypical Workflow to Analyze Data with Machine Learning8-1Create a Train Model using a Data Flow8-1Interpret the Effectiveness of the Model8-3Apply a Model Using a Data Flow8-4Add Scenarios to a Project8-5Curate Your Data Using Data FlowsTypical Workflow to Curate Data with Data Flows9-1About Data Flows9-2Create a Data Flow9-2Zoom Controls in Data Flow Editor9-3Run a Data Flow9-3Run a Saved Data Flow9-3Reuse a Data Flow9-4Apply Incremental Processing to a Data Flow9-4Modify Parameter Prompts When You Run a Data Flow9-5Customize the Names and Descriptions of Data Flow Steps9-5Create a Sequence of Data Flows9-6Using Steps9-6vii

10Add Columns in a Data Flow9-7Add Data in a Data Flow9-8Add Aggregates to a Data Flow9-8Create a Bin Column in a Data Flow9-9Create Multiple Pipelines in a Data Flow Using a Branch9-10Create and Customize an Essbase Cube in a Data Flow9-11Cut, Paste, and Skip Rules9-12Designation Change Rules for Generation Columns9-12Add Cumulative Values to a Data Flow9-13Filter Your Data in a Data Flow9-14Create a Group in a Data Flow9-14Add a Join in a Data Flow9-15Merge Columns in a Data Flow9-15Rename Columns in a Data Flow9-15Save Output Data from a Data Flow9-16Select Columns to Include in a Data Flow9-17Add a Sentiment Analysis to a Data Flow9-18Add a Time Series Forecast to a Data Flow9-18Train a Binary Classifier Model in a Data Flow9-19Train a Clustering Model in a Data Flow9-19Train a Multi-Classifier Model in a Data Flow9-19Train a Numeric Prediction Model in a Data Flow9-20Transform Data in a Data Flow9-20Merge Rows in a Data Flow9-21Import and ShareTypical Workflow to Import and Share Artifacts10-1Import and Share Projects or Folders10-1Import an Application or Project10-2Share a Project or Folder as an Application10-2Share a Project or Folder on Oracle Analytics Cloud10-3Email Projects and Folders10-3Share Visualizations, Canvases, or Stories10-4Share a File of a Visualization, Canvas, or Story10-4Share a File of a Visualization, Canvas, or Story on Oracle Analytics Cloud10-5Email a File of a Visualization, Canvas, or Story10-5Print a Visualization, Canvas, or Story10-6Write Visualization Data to a CSV or TXT File10-6viii

AFrequently Asked QuestionsFAQs to Install Data Visualization DesktopA-1FAQs for Data Visualization Projects and Data SourcesA-2FAQs to Print and Export from Data VisualizationA-3BTroubleshoot Data Visualization IssuesCAccessibility Features and Tips for Data Visualization DesktopDEFStart Data Visualization Desktop with Accessibility Features EnabledC-1Keyboard Shortcuts for Data VisualizationC-1Keyboard Shortcuts for Data FlowC-2Data Sources and Data Types ReferenceSupported Data SourcesD-1Oracle Applications Connector SupportD-4Data Visualization Supported and Unsupported Data TypesD-5Unsupported Data TypesD-5Supported Base Data TypesD-5Supported Data Types by DatabaseD-6Data Preparation ReferenceTransform Recommendation ReferenceE-1Column Menu Options for Quick Data TransformationsE-2Expression Editor ReferenceSQL OperatorsF-1Conditional ExpressionsF-3FunctionsF-4Aggregate FunctionsF-5Analytics FunctionsF-8Calendar FunctionsF-9Conversion FunctionsF-11Display FunctionsF-11Mathematical FunctionsF-13Running Aggregate FunctionsF-15String FunctionsF-16ix

GSystem FunctionsF-20Time Series FunctionsF-20ConstantsF-21TypesF-21Data Visualization SDK ReferenceOracle Data Visualization SDKG-1ScriptsG-1Other ResourcesG-2Create the Visualization Plug-in Development EnvironmentG-2Create a Skeleton Visualization Plug-inG-3Create a Skeleton Skin or Unclassified Plug-inG-4Develop a Visualization Plug-inG-4Run in SDK Mode and Test the Plug-inG-5Validate the Visualization Plug-inG-5Build, Package, and Deploy the Visualization Plug-inG-5Delete Plug-ins from the Development EnvironmentG-6x

PrefaceLearn how to explore data using Oracle Data Visualization Desktop.Topics Audience Documentation Accessibility Related Resources ConventionsAudienceUser's Guide for Oracle Data Visualization Desktop is intended for business users whouse Oracle Data Visualization Desktop to upload and query data, analyze data withinvisualizations, work with their favorite projects, and import and export their projects.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic supportthrough My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trsif you are hearing impaired.Related ResourcesThese related Oracle resources provide more information. Oracle Business Analytics Product Information Oracle Community Forum Oracle Data Visualization Desktop Installation Download Oracle Analytics Libraryxi

PrefaceConventionsConventions used in this document are described in this topic.Text ConventionsConventionMeaningboldfaceBoldface type indicates graphical user interface elements associatedwith an action, or terms defined in text or the glossary.italicItalic type indicates book titles, emphasis, or placeholder variables forwhich you supply particular values.monospaceMonospace type indicates commands within a paragraph, URLs, codein examples, text that appears on the screen, or text that you enter.Videos and ImagesYour company can use skins and styles to customize the look of the Oracle BusinessIntelligence application, dashboards, reports, and other objects. It is possible that thevideos and images included in the product documentation look different than the skinsand styles your company uses.Even if your skins and styles are different than those shown in the videos and images,the product behavior and techniques shown and demonstrated are the same.xii

1Get Started with Oracle Data VisualizationDesktopThis topic describes the benefits of using Data Visualization Desktop and explains howto get started using the samples provided.VideoTopics: About Oracle Data Visualization Desktop Get Started with SamplesAbout Oracle Data Visualization DesktopData Visualization Desktop provides powerful personal data exploration andvisualization in a simple per-user desktop download. Data Visualization Desktop is theperfect tool for quick exploration of sample data from multiple sources or for rapidanalyses and investigation of your own local data sets.Data Visualization Desktop makes it easy to visualize your data so you can focus onexploring interesting data patterns. Just upload data files or connect to OracleApplications or a database, select the elements that you’re interested in, and let DataVisualization Desktop find the best way to visualize it. Choose from a variety ofvisualizations to look at data in a specific way.Data Visualization Desktop also gives you a preview of the self-servicevisualization capabilities included in Oracle Analytics Cloud, Oracle's industrialstrength cloud analytics platform. Oracle Analytics Cloud extends the data explorationand visualization experience by offering secure sharing and collaboration across theenterprise, additional data sources, greater scale, and a full mobile experienceincluding proactive self-learning analytics delivered to your device. Try DataVisualization Desktop for personal analytics and to sample a taste of Oracle’s broaderanalytics portfolio.Data Visualization Desktop’s benefits include: A personal, single-user desktop application. Offline availability. Completely private analysis. Full control of data source connections. Direct access to on-premises data sources. Lightweight single-file download. No remote server infrastructure. No administration tasks.1-1

Chapter 1Get Started with SamplesGet Started with SamplesUse the samples provided to discover all the capabilities of Oracle Data VisualizationDesktop, and to learn the best practices.Because these samples use business functions such as trending, binning, forecasting,and clustering, you can use them as a quick reference when you create your ownvisualization.The sample data set is based on Sales Orders data and contains meaningfuldimensions, distributions, examples of data wrangling, calculated columns, and more.You can optionally download the samples during installation. If you didn’t download thesamples during installation, then you can still get them by uninstalling and thenreinstalling Data Visualization Desktop. Your personal data isn’t deleted if you uninstalland reinstall Data Visualization Desktop.1-2

2Explore, Visualize, and Analyze DataThis topic describes the many ways that you can explore and analyze your data.VideoTopics: Typical Workflow to Visualize Data Create a Project and Add Data Sets Build a Visualization by Adding Data from Data Panel Use Advanced Analytics Functions Create Calculated Data Elements in a Data Set Undo and Redo Edits Refresh Data in a Project Pause Data Queries in a Project Adjust the Visualization Canvas Layout Change Visualization Types Adjust Visualization Properties Apply Color to Visualizations Format Numeric Values of Columns Format Numeric Values of Visualizations Apply Map Backgrounds and Map Layers to Enhance Visualizations Sort and Select Data in Visualization Canvases Replace a Data Set in a Project Remove a Data Set from a Project Analyze Your Data Set Using Machine Learning About Warnings for Data Issues in VisualizationsTypical Workflow to Visualize DataHere are the common tasks for visualizing your data.TaskDescriptionMore InformationCreate a project andadd data sets to itCreate a new Data Visualization project and Create a Project and Add Data Setsselect one or more data sets to include in theproject.2-1

Chapter 2Create a Project and Add Data SetsTaskDescriptionMore InformationAdd data elementsAdd data elements (for example, dataBuild a Visualization by Adding Data fromcolumns or calculations) from the selectedData Paneldata set to the visualizations on the Visualizecanvas.Adjust the canvaslayoutAdd, remove, and rearrange visualizations.Filter contentSpecify how many

About Oracle Data Visualization Desktop 1-1 Get Started with Samples 1-2 2 Explore, Visualize, and Analyze Data Typical Workflow to Visualize Data 2-1 Create a Project and Add Data Sets 2-2 Build a Visualization by Adding Data from Data Panel 2-3 Different Methods to Add Data 2-3 Automatically Create Best Visualization 2-3 Add Data to the ...