Visualizing Data And Building Reports In Oracle Analytics .

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Oracle CloudVisualizing Data and Building Reports inOracle Analytics CloudE81765-48August 2021

Oracle Cloud Visualizing Data and Building Reports in Oracle Analytics Cloud,E81765-48Copyright 2017, 2021, Oracle and/or its affiliates.Primary Authors: Nick Fry, Pete BrownbridgeContributing Authors: Rosie Harvey, Suzanne Gill, Stefanie RhoneContributors: Oracle Analytics Cloud 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. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.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 embedded, installed or activated on delivered hardware, and modifications of such programs)and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Government endusers are "commercial computer software" or "commercial computer software documentation" pursuant to theapplicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use,reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/oradaptation of i) Oracle programs (including any operating system, integrated software, any programsembedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oraclecomputer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in thelicense contained in the applicable contract. The terms governing the U.S. Government’s use of Oracle cloudservices are defined by the applicable contract for such services. 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, Java, and MySQL are registered trademarks of Oracle and/or its affiliates. Other names may betrademarks of their respective owners.Intel and Intel Inside 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, Epyc,and the AMD logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registeredtrademark 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.

ContentsPrefaceAudiencexxivDocumentation AccessibilityxxivDiversity and InclusionxxivRelated DocumentsxxvConventionsxxvPart I1Introduction to Visualization and Reporting in Oracle Analytics CloudGet Started with Visualizing Data and Building ReportsAbout Reports and Dashboards1-1Access Oracle Analytics Cloud1-2Change Your Own PasswordFind and Explore Your Content21-4Find Your Content1-4Advanced Search Commands for Finding Content1-5Search Tips1-6Explore Your Content1-7View Content on Mobile DevicesPart II1-31-7View Analyses, Projects, and Dashboards on Mobile Phone and Tablets1-8View Instant Analytics from Your Data Using Oracle Analytics Synopsis1-8View and Collaborate on Analytical Charts Using Oracle Analytics Day by Day1-8Prepare DataConnect to Your Data Using DatasetsAbout Opening Datasets After an Oracle Analytics Upgrade2-2What Are Datasets?2-4Typical Workflow to Create a Dataset from a Connection2-4iii

3Typical Workflow to Create a Dataset from a File2-5View Available Connections2-5Data Sources Available for Use in Datasets Containing Multiple Tables2-6About the Dataset Editor2-7Create a Dataset From a Connection2-11Add Multiple Connections to a Dataset2-12Use a SQL Statement to Create a Dataset Table2-13Understand Dataset Table Joins2-13Add Joins Between Dataset Tables2-15Disable Auto Joins in Datasets2-15Modify or Fix Joins in a Dataset2-16Add Joins When Table Columns Don't Match2-17Delete Joins from a Dataset2-18Include a Dataset Table in Data Source Queries2-18Specify Which Table Determines Grain2-19Rearrange the Order of a Dataset's Tables2-21What are Quality Insights?2-21Explore Your Data Using Quality Insights2-26Remove or Restore a Dataset Table's Columns2-31Apply a Filter to a Dataset Table2-32Specify Whether a Dataset Table Is Cached or Live2-33View a Dataset Table's Original Formatting2-34Create Datasets from Files2-34About Files for Datasets2-35Create a Dataset from a File Uploaded From Your Computer2-36Create a Dataset From a File Uploaded from Dropbox, Google Analytics, or GoogleDrive2-36Create a Dataset from an Oracle Application's Subject Area2-37Create a Dataset from an Oracle Application's Analysis2-38Create a Dataset from a Local Subject Area2-38Create a Dataset from a Local Analysis2-39Create a Dataset from an Essbase Connection2-39Enrich and Transform DataTypical Workflow to Enrich and Transform Data3-1About Data Enrichment and Transformation in Oracle Analytics3-2Enrich and Transform Your Data3-4Accept Enrichment Recommendations3-5Transform Data Using Column Menu Options3-7Transform Data Using Replace3-8Example Replace Transforms Using Regular Expressions3-9iv

Convert Text Columns to Date or Time Columns43-9Adjust the Display Format of a Date or Number Column3-10Create a Bin Column When You Prepare Data3-11Edit Column Properties3-11Hide or Delete a Column3-12Restore a Hidden or Deleted Column3-13Add Columns in Data Preparation3-14Edit the Data Preparation Script3-15Enrich and Transform Reference3-15Transform Recommendation Reference3-16Data Profiles and Semantic Recommendations3-16Semantic Type Categories3-17Semantic Type Recommendations3-17Recognized Pattern-Based Semantic Types3-18Reference-Based Semantic Types3-18Recommended Enrichments3-18Required Thresholds3-19Custom Knowledge Recommendations3-19General Custom Format Strings3-20Column Menu Options for Quick Data Transformations3-21Curate Your Data Using Data FlowsTypical Workflow to Curate Data with Data Flows4-1About Data Flows4-2Database Support for Data Flows4-2Working in the Data Flow Editor4-3Prepare Data by Running Data Flows4-3Create a Data Flow4-4Run a Data Flow4-5Reuse a Data Flow4-5Schedule a Data Flow4-5Create a Scheduled Task for a Data Flow4-6Modify a Scheduled Task4-6Configure Incremental Processing in a Data Flow4-6Modify Parameter Prompts When You Run a Data Flow4-7Customize the Names and Descriptions of Data Flow Steps4-7Create a Sequence of Data Flows4-8Manage Your Data Flows4-8Using Steps4-9Add Columns in a Data Flow4-10v

5Add Data in a Data Flow4-11Add Aggregates to a Data Flow4-11Add a Sentiment Analysis to a Data Flow4-12Create a Bin Column in a Data Flow4-12Create Multiple Pipelines in a Data Flow Using a Branch4-13Create and Customize an Essbase Cube in a Data Flow4-13Cut, Paste, and Skip Rules4-14Designation Change Rules for Generation Columns4-15Add Cumulative Values to a Data Flow4-15Add Database Analytics to a Data Flow4-15Database Analytics Functions4-15Filter Your Data in a Data Flow4-17Add Graph Analytics to a Data Flow4-17Graph Analytics Functions4-18Create a Group in a Data Flow4-18Add a Join in a Data Flow4-19Merge Columns in a Data Flow4-19Rename Columns in a Data Flow4-19Save Output Data from a Data Flow4-20Save Model4-21Select Columns to Include in a Data Flow4-21Split Columns in a Data Flow4-21Add a Time Series Forecast to a Data Flow4-22Train a Binary Classifier Model in a Data Flow4-23Train a Clustering Model in a Data Flow4-23Train a Multi-Classifier Model in a Data Flow4-23Train a Numeric Prediction Model in a Data Flow4-24Transform Data in a Data Flow4-24Merge Rows in a Data Flow4-25Manage DatasetsDataset Type Icons5-1View a List of Datasets5-2Reload a Dataset's Data5-2About Reloading a Dataset's Data5-2Reload an Individual Table in a Dataset5-3Reload All Tables in a Dataset5-4Reload a Dataset's File5-4View a Dataset's Reload History5-5View or Download a Reload Job's Log Files5-6vi

Work with Dataset Reload SchedulesSchedule a Dataset Reload5-7View a Dataset Reload Schedule's Details5-8Modify a Dataset Reload Schedule5-8Delete a Dataset Reload Schedule5-9Inspect a Dataset's Properties75-9Rename a Dataset and Change Its Description5-10Copy a Dataset's Object ID5-10Certify a Dataset5-10View a Dataset's Data Elements5-11Index a Dataset5-12Add or Update a Dataset's Permissions5-13Download a Dataset5-13Duplicate a Dataset5-14Delete a Dataset5-14Part III65-7Visualize DataGet Started with Visualizing DataAbout Oracle Analytics6-1Access Oracle Analytics6-1Visualize and Analyze DataTypical Workflow for Exploring Data7-2Begin to Build a Project and Create Visualizations7-2Work with a Project's Datasets7-3Add Datasets to a Project7-3Replace a Dataset in a Project7-4Remove a Dataset from a Project7-5Modify a Project's Datasets7-5Blend Datasets7-6Understand Blending7-7About Mismatched Values in Blended Data7-8Blend Datasets7-10Change Data Blending in a Visualization7-11Build a Visualization by Adding Data from Data Panel7-11Different Methods to Add Data7-12Automatically Create Best Visualization7-12Add Data to the Visualization Using Grammar Panel7-13vii

Add Data to the Visualization Using Assignments Panel7-14Modify a Visualization's Tooltips7-14Use Advanced Analytics Functions7-15Add Advanced Analytics Functions to Visualizations7-15Add Reference Lines to Visualizations7-16Add a Language Narrative Visualization7-16About the Language Narrative Visualization7-17Create a Language Narrative Visualization7-19Use Spark Charts to Examine Trends7-19Create Calculated Data Elements in a Dataset7-20Sort Data in Visualizations7-20Undo and Redo Edits7-21About Refreshing a Project's Data7-21Refresh a Project's Data7-22Pause Data Queries in a Project7-22Adjust the Visualize Canvas Layout and Properties7-23Visualize Canvas Layout and Properties7-23Copy and Paste a Visualization or Canvas7-26Work with Multiple Visualizations on a Canvas7-27Update Common Properties for Multiple Visualizations on a Canvas7-27Copy and Paste Multiple Visualizations on a Canvas7-27Delete Multiple Visualizations on a Canvas7-27Change Visualization Types7-28Adjust Visualization Properties7-28Visualize Properties7-28Highlight Important Data Events with Conditional Formatting7-29What Can I Do With Conditional Formatting?7-30Apply Conditional Formatting to a Visualization7-31Example - Compare a Measure to a Set of Thresholds7-32Example - Compare a Measure to a Target or Goal7-33Example - Compare a Measure to a Complex Expression Value7-35Example - Compare a Measure to a Percentage of a Value7-36Apply Color to Visualizations7-38About Color Assignments in Visualizations7-38Access Color Options7-38Change the Color Palette7-39Assign Colors to Columns7-40Format Numeric Values of Columns7-41Format Numeric Values of Visualizations7-41Set Currency Symbols for Visualizations7-42Add Notes to Visualizations7-42viii

Add Notes to a Visualization7-42Connect a Note to Data Points in a Visualization7-43Show or Hide a Note's Data Point Connectors7-44Delete a Note's Data Connectors7-44Show or Hide a Visualization's Notes7-45Apply Map Backgrounds and Map Layers to Enhance Visualizations7-46About Map Backgrounds7-46Enhance Visualizations with Map Backgrounds7-47Use Different Map Backgrounds in a Project7-47Interpret Data Values with Color and Size in Map Visualizations7-48Add Custom Map Layers7-49Update Custom Map Layers7-50Apply Multiple Data Layers to a Single Map Visualization7-50Use an Image as a Map Background and Draw Map Layer Shapes on the Image7-51Upload an Image as a Map Background7-51Draw Custom Map Layer Shapes on an Uploaded Image7-51Associate a Dataset with Map Layer Shapes Drawn on an Uploaded Image7-52Assign a Map Layer to a Data Column7-53Auto Focus on Data for a Map Visualization7-53Review Location Matches for a Map Visualization7-54Create Heatmap Layers on a Map Visualization7-55Create Cluster Layers on a Map Visualization7-56Represent Point Data With Custom Icons on a Map7-56Select Points or Area on a Map7-57Represent Line Data Using Size and Color on a Map7-58Make Map Layers and Backgrounds Available to Users7-58Use a Map Background as the Default7-58Add Map Backgrounds7-59Add Google Map Backgrounds7-59Add Baidu Map Backgrounds7-59Add Web Map Service (WMS) Backgrounds7-60Add Tiled Web Map (XYZ) Backgrounds7-61Web Map Background Troubleshooting Tips7-62Sort, Drill, Select Data, and Apply Statistics in Visualization Canvases7-62Explore Data on Mobile Devices7-63What You See on a Tablet7-63What You See on a Mobile Phone7-65Analyze Data with Explain7-67What is Explain?7-67What Are Insights?7-67Use Explain to Discover Data Insights7-68ix

Create a Dataset to Use with Explain897-69About Warnings for Data Issues in Visualizations7-69Embed a Visualization in a Dashboard7-69Assign Shared Folder and Project Permissions7-70Add or Update Project Permissions7-70Add or Update Shared Folder Permissions7-71Project Permissions Rules7-71Create and Apply FiltersTypical Workflow to Create and Apply Filters8-1About Filters and Filter Types8-2How Datasets Interact with Filters8-2How the Number of Datasets Affects Filters8-3Synchronize Visualizations in a Project8-3About Automatically Applied Filters8-4Create Filters on a Project8-4Create Filters on a Visualization8-5Create On-Canvas Filters8-6Change the Scope of Filters Between the Main Filter Bar and Visualizations8-7Use a Visualization as a Filter8-8Move Filter Panels8-8Apply Different Filter Types8-9Apply Range Filters8-9Apply Top Bottom N Filters8-10Apply List Filters8-10Apply Date Range Filters8-11Apply Relative Time Filters8-11Apply Expression Filters8-12Use Other Functions to Visualize DataTypical Workflow to Prepare, Connect, and Search Artifacts9-1Build Stories9-2Capture Insights9-2Create a Story9-3View a Story in Present Mode9-3Identify Content with Thumbnails9-4Identify Content with Tooltips9-4Manage Custom Plug-ins9-5Compose Expressions9-6x

Use Data Actions to Connect to Canvases, External URLs, Oracle Analytics PublisherReports, and Use in External Containers109-6Create Data Actions to Connect Visualization Canvases9-7Create Data Actions to Connect to External URLs from Visualization Canvases9-8Create Data Actions to Connect to REST APIs from Visualization Canvases9-8Use Data Actions to Connect to Oracle Analytics Publisher Reports9-9About Creating Data Actions to Connect to Oracle Analytics Publisher Reports9-10Create Data Actions to Connect to Oracle Analytics Publisher Reports9-10Create Custom Column Names in Data Actions to Pass in Oracle AnalyticsPublisher Report URLs9-11Invoke Data Actions from Visualization Canvases9-11Create Data Actions in Visualizations Embedded in External Containers9-12Execute Data Actions that Contain Embedded Content9-14Visualize Data from the Home Page9-19Save Your Changes Automatically9-20Sort the Items in a Page9-20Create Custom Data Action Plug-insAbout Data Action Plug-ins and the Data Actions Framework10-1Data Action Categories10-2Data Action Context10-3Data Action Code Design10-4Data Action Model Classes10-4Data Action Service Classes10-6Data Action Code Interactions10-8Example Data Action plugin.xml File10-8Data Action Plug-in Files and Folders10-9Choose the Best Data Action Class to Extend10-10AbstractDataAction Class10-10DataActionKOModel Class10-11CanvasDataAction Class10-12EventDataAction Class10-12AbstractHTTPDataAction Class10-13URLNavigationDataAction Class10-13HTTPAPIDataAction Class10-14Generate Data Action Plug-ins from a Template10-15Generated Folders and Files10-15Extend a Data Action Base Class10-16Choose Which Data Action Inherited Methods to Override10-18Test, Package, and Install Your Data Action10-21Use an Upgrade Handler for Knockout Model Changes10-22xi

11Upgrade Data Action Plug-ins10-22Data Action Plug-in File Reference10-23Data Action plugin.xml File Example10-23Data Action plugin.xml File Properties Section - tns:obiplugin10-24Data Action plugin.xml File Resources Section - tns:resources10-25Data Action plugin.xml File Extensions Section - tns:extension10-27Use Oracle Analytics Predictive Models and Oracle Machine LearningModelsCreate and Use Oracle Analytics Predictive Models11-1What Are Oracle Analytics Predictive Models?11-1How Do I Choose a Predictive Model Algorithm?11-2Typical Workflow to Create and Use Oracle Analytics Predictive Models11-5Create and Train a Predictive Model11-6Inspect a Predictive Model11-7View a Predictive Model's Details11-7Assess a Predictive Model's Quality11-7What Are a Predictive Model's Related Datasets?11-7Find a Predictive Model's Related Datasets11-11Add a Predictive Model to a Project11-12Register and Use Oracle Machine Learning Models11-12How Can I Use Oracle Machine Learning Models in Oracle Analytics?11-13Typical Workflow to Register and Use Oracle Machine Learning Models11-13Register Oracle Machine Learning Models in Oracle Analytics11-14Inspect Registered Oracle Machine Learning Models11-14View a Registered Model's Details11-14What Are a Registered Model's Views?11-15View a Registered Model's Views List11-15Visualize a Registered Oracle Machine Learning Model's View11-16Apply a Predictive or Registered Oracle Machine Learning Model to a Dataset1211-17Import, Export, and ShareImport a Project File12-1Share a Project12-1Export a Project or Folder as a File12-2Export a Visualization or Story12-3Share a Visualization, Canvas, or Story to Social Media12-4Manage Files Shared to Social Media12-4Email a File of a Visualization, Canvas, or Story12-4xii

Print a Visualization, Canvas, or StoryPart IV1312-5Report DataCreate AnalysesTypical Workflow to Create Analyses13-1Create Your First Analysis13-2Set Properties for Columns13-3Apply Formatting to Content13-4Format Columns13-5Make Your Analyses Dynamic13-6Add Interactivity to Analyses13-6Make Interactions Available13-7Set Default Formats for Your System13-8Export Content from Analyses and Dashboards13-8Export the Results of Analyses13-9Export Dashboards and Dashboard Pages13-9Tips for Exporting13-9Edit Formulas or Calculated Measures13-10Edit the Formula for a Column13-10Edit Calculated Measures13-12Set Properties for Analyses13-12Set Your Preferences13-13Advanced Techniques: Import Formatting from Another Analysis13-13About Applying Formatting from Columns13-14About Applying Formatting from Views13-14About Applying Formatting from Containers13-14Import Formatting from a Saved Analysis to a Target Analysis13-15Advanced Techniques: Format with HTML Tags13-15Advanced Techniques: Combine Columns to Display Data Differently13-16Advanced Techniques: Examine the Logical SQL Statements for Analyses13-17Advanced Techniques: Set Caching Options for Your Analysis13-17Advanced Techniques: Reference Stored Values in Variables13-18About Session Variables13-18System Session Variables13-19Non-System Session Variables13-19About Repository Variables13-20About Presentation Variables13-20About Request Variables13-20About Global Variables13-21xiii

Create Global Variables13-21Syntax for Referencing Variables13-22Session Variables13-24Presentation Variables13-24Repository Variables13-25Advanced Techniques: Issue Direct Database Requests1413-25Privileges Required for Direct Database Requests13-25Create and Execute Direct Database Requests13-26View Data in Different WaysTypical Workflow to View Data in Different Ways14-1About Views14-2Add Views14-4Edit Views14-4Edit Various Types of Views14-5Edit Table and Pivot Table Views14-6Edit Performance Tile Views14-7Edit Treemap Views14-8Edit Heat Matrix Views14-9About Heat Matrix Views14-10Edit Trellis Views14-12About the Functions of Trellis Views14-13About Simple Trellis Versus Advanced Trellis14-13Design Considerations for Trellis Views and Microcharts14-15Edit Gauge Views14-16Set Thresholds14-17Edit Map Views14-18About Map Views14-18About Formats and Layers in Map Views14-20Edit Formats and Layers in Map Views14-23Apply Formats to Layers in Map Views14-23Move Around in Map Views14-24Set the Initial View Ports for Map Views14-26Edit Narrative Views14-27Edit Non-Data Views14-28About Column Selector Views14-28About View Selector Views14-28About Filters Views14-28About Selection Steps Views14-29About Static Text Views14-29xiv

About Title ViewsGraph Data in Analyses14-2914-29Edit Graph Views14-29Zoom and Scroll in Graphs14-30Format the Visual Appearance of Graphs14-31Format Graphs Based on Position14-32Format Graphs Based on Columns14-32Rules to Apply Conditional Formats in Graphs14-33Graph Exceptions for Conditional Formatting on Columns14-33Limit Data Displayed in Graphs and Gauges14-34Define Section Sliders in Graphs and Gauges14-34Use Section Sliders in Graphs and Gauges14-34Save Views14-35Rearrange Views14-35Refresh the Results in Views14-36Print Views14-36Change Print Options for Views14-36Preview How Views Are Displayed on Dashboards14-37Remove Views14-37Sort Values in Views14-38Clear Sorts in Views14-39Drill in Results14-39About Drilling14-40Drill in Tables and Other Views14-40Drill in Graphs14-41Drill in Map Views14-42Resize Rows and Columns in Views14-42Configure to Resize in Views14-43Resize in Views14-43Suppress Null Values in Views14-44Assemble Views for Display14-44Link Views in Master-Detail Relationships14-45Define Master Views14-46Define Detail Views14-46Modify the Layout of Data in ViewsAdd and Rearrange Columns in Views14-4814-48Add Columns to Views14-48Remove Columns from Views14-48Rearrange Columns in Views14-49Set Properties for Sections of Data in Views14-49Add Totals to Tables and Pivot Tables14-50xv

Display Running Sums and Relative Values in Pivot Tables14-51Display Running Sums for Measure Columns in Pivot Tables14-51Display Relative Values for Measure Columns in Pivot Tables14-52About Drop Targets in the Layout Pane14-52About the Types of Drop Targets14-53About the Excluded Drop Target14-53About the Guidelines for Drop Targets for Various Views14-54Drop Target Guidelines for Graphs and Funnel Graphs14-54Drop Target Guidelines for Heat Matrixes14-55Drop Target Guidelines for Trellises14-56Drop Target Guidelines for Treemaps14-56Visualize Data in an Analysis1514-57Build DashboardsTypical Workflow to Build Dashboards15-1Create Your First Dashboard15-2Edit Dashboards15-3Add and Delete Pages in Dashboards15-3Add Pages to Dashboards15-3Add Content to Dashboard Pages15-4Understand How Dashboard Pages and Publisher Reports Interact15-4Change the Properties of a Dashboard and Its Pages15-5Change the Properties of Objects Added to Dashboard Pages15-6Delete Objects on Dashboard Pages15-6Delete Dashboard Pages15-6Create and Manage Layouts for Dashboards and Dashboard Pages15-7About Custom Print and Export Layouts15-7Create Custom Layouts15-8Edit, Replace, or Remove Custom Layouts15-8Items Not Supported for Custom Print Layouts in Publisher15-9Print Dashboards15-9Organize Dashboard Pages in Briefing Books15-9Add Content to New or Existing Briefing Books15-10Edit the Content of Briefing Books15-10Download Briefing Books15-10Add a List of Briefing Books to a Dashboard Page15-11Improve the Time to Display Dashboard Pages with Default Selections15-11Save and Restore Dashboard State15-12Save Customizations of Dashboard Pages15-13Apply Saved Customizations15-13xvi

16Edit Saved Customizations15-13Clear the Current Customization15-14Publish Dashboard Pages15-14Link to Dashboard Pages15-14About Bookmark Links15-15Create Links to Dashboard Pages15-15Filter and Select Data for AnalysesTypical Workflow to Filter and Select Data16-1About Filters and Selection Steps16-2About Prompted FiltersCreate Filters for Columns16-2Create Inline and Named Filters16-3Specify Values for Filters16-3Embed an EVALUATE PREDICATE Function in a Filter16-5Combine and Group Filters16-5Save Filters16-6Edit Filters for Columns16-6Reuse Filters16-7Use a Saved Analysis as a Filter16-8Advanced Techniques: How Dashboard Prompts and Analysis Prompts Interact16-9Refine Selections of Data1716-216-10Create Selection Steps16-10Edit Selection Steps16-11Save Selection Steps for Reuse16-11Advanced Techniques: Create Condition Steps16-12Manipulate Members with Groups and Calculated Items16-14About Groups and Calculated Items16-14Create Groups and Calculated Items16-15Edit Groups and Calculated Items16-16View Group Contents16-17Save Groups and Calculated Items16-17Reuse a Group or Calculated Item in an Analysis16-18Delete Groups and Calculated Items16-19Prompt in Analyses and DashboardsTypical Workflow to Prompt in Analyses and Dashboards17-1Create Prompts17-1Create Column Prompts17-2xvii

1819Create Variable Prompts17-3Override a Selection Step with a Prompt17-4Create Currency Prompts17-5Edit Prompts17-6Add Prompts to Dashboard Pages17-7Add Hidden Prompts to Dashboard Pages17-7Make Analyses InteractiveTypical Workflow to Make Analyses Interactive18-1Create Named Actions for Reuse18-2Create Inline Actions18-3Add Actions to Analyses18-3Add Actions to Dashboard Pages18-4Add Actions to Dashboard Pages with Action Links18-4Add Actions to Dashboard Pages with Action Link Menus18-4Edit Named Actions18-5Edit and Delete Action Links in Analyses18-6Edit and Delete Action Links in Dashboard Pages18-6Save Inline Actions in Analyses to the Catalog18-7Save Inline Actions in Dashboards to the Catalog18-7Manage ContentTypical Workflow to Manage Content19-1Rename Content19-2Rename Items19-2Rename Views19-2Access Favorites Easily19-3Add Favorites from Catalog Page19-3Remove Favorites from Catalog Page19-3Add or Remove Favorites from Other Pages19-3Access Properties19-4Assign Access Permissions19-4Add or Update Item Permissions19-5Add or Update Dashboard Section Permissions19-6Send Email Reports and Track Deliveries19-6Send Email Reports Once, Weekly, or Daily19-6Track the Reports You Distribute By Email or Through Agents19-7Email Security Alert19-8Automate Business Processes With Agents19-8xviii

Create Agents to Deliver ContentSchedule an Agent to Deliver Content Directly from an Analysis19-10Disable and Enable the Schedule for an Agent19-10Subscribe to Agents19-11List Agents You Subscribe To or Own19-11Access and Manage Your Alerts19-11Configure Your Devices and Delivery Profile19-12About Devices and Delivery Profiles19-12Configure Your Devices19-12Configure Your Delivery Profiles19-13Migrate Content to Other Catalogs19-14Upload Content from a Catalog Archive19-15Assign Ownership of Items19-15Assume Ownership of Items19-16Embed External Images and Other External Resources in Your Content19-16Access Your Reporting Content in Smart View19-17Perform Advanced Catalog Management19-17Download and Install Analytics Client Tools for Oracle AnalyticsCreate Reports to Display Catalog Data Using Catalog ManagerPart V19-1719-1819-18Sample Uses for Reports19-19View Catalog Objects in XML19-19Edit Catalog Objects in XML19-20Publish DataIntroduction to Pixel-Perfect PublishingOverview20-1Tasks for Report Consumers20-1Set Your Account Preferences20-2About the Catalog20-2Browse the Catalog20-2Search the Catalog20-3Download Desktop Tools2119-14Save Content to a Catalog ArchiveDeploy Catalog Manager2019-920-3View Pixel-Perfect ReportsView a Report21-1Configure Pixel-Perfect Reports Using Report Viewer21-1xix

Specify Parameters21-2Search for a Parameter Value2221-3Select a Layout21-3Select an Output Type21-3Output Types21-3Perform Actions21-4Actions21-4Create Pixel-Perfect Report JobsNavigate to the Schedule Report Job Page22-1Set General Options22-1Set Output Options22-2Add Destination Types to Report Output22-2Report Output Destination Types22-3Content Server Destination Type Properties22-4Add Outputs22-5Define the Schedule for a Job22-6Define a Recurrence Pattern22-6Use Schedule Triggers22-9About Schedule Trigger22-9Enable a Schedule Trigger22-9Configure Notifications22-10Submit and Monitor a Job22-10Create a Job from an Existing Job22-10Create a Bursting Job22-11Advanced Topics22-11Increment Date Parameters22-11Define a Destination File Name Dynamically with a Date Expression22-12Examples2322-12View and Manage Pixel-Perfect Report JobsAbout the Manage Report Jobs Page23-1Access the Manage Report Jobs Page23-1View Jobs for a Specific Report23-2Search for Report Jobs23-2Set the Time Zone for Viewing Jobs23-3View Job Details23-3Pause Jobs23-3Resume Jobs23-3xx

24Delete Jobs23-4Edit Jobs23-4View and Manage P

Contents Preface Audience xxiv Documentation Accessibility xxiv Diversity and Inclusion xxiv Related Documents xxv Conventions xxv Part I Introduction to Visualization and Reporting in Oracle Analytics Cloud 1 Get Started with Visualizing Data

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