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User s Guide for Oracle Analytics Desktop · PDF file About Oracle Analytics Desktop 1-1 Get Started with Samples 1-1 2 Connect to Data Sources About Data Sources 2-1 Manage Connections

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  • Oracle® Analytics User’s Guide for Oracle Analytics Desktop

    E70158-27 July 2020

  • Oracle Analytics User’s Guide for Oracle Analytics Desktop,

    E70158-27

    Copyright © 2016, 2020, Oracle and/or its affiliates.

    Primary Author: Nick Fry

    Contributing Authors: Pete Brownbridge, Stefanie Rhone

    Contributors: Oracle Analytics development, product management, and quality assurance teams

    This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license 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 for interoperability, is prohibited.

    The information contained herein is subject to change without notice and is not warranted to be error-free. If you 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 on behalf 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 end users are "commercial computer software" or “commercial computer software documentation” pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction, duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. The terms governing the U.S. Government’s use of Oracle cloud services 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 that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

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  • Contents

    Preface Audience xii

    Documentation Accessibility xii

    Related Resources xii

    Conventions xiii

    1 Get Started with Oracle Analytics Desktop About Oracle Analytics Desktop 1-1

    Get Started with Samples 1-1

    2 Connect to Data Sources About Data Sources 2-1

    Manage Connections to Data Sources 2-2

    Create a Connection to a Data Source 2-2

    Edit a Database Connection 2-2

    Delete a Database Connection 2-3

    Database Connection Options 2-3

    Share a Data Source Connection 2-4

    Create a Database Connection 2-4

    Connect to Oracle Applications 2-5

    Create an Oracle Applications Connection 2-5

    Edit an Oracle Applications Connection 2-5

    Delete an Oracle Applications Connection 2-6

    Create a Connection to Oracle Essbase 2-6

    Connect to Dropbox 2-6

    Connect to Google Drive or Google Analytics 2-7

    Create Generic ODBC Connections 2-8

    Connect to Oracle Autonomous Data Warehouse 2-9

    Connect to Oracle Autonomous Transaction Processing 2-9

    Connect to Oracle Talent Acquisition Cloud 2-10

    Connect to Snowflake Data Warehouse 2-11

    iii

  • Connecting to NetSuite 2-11

    3 Add Data Sets Create Data Sets from Databases 3-1

    Compose Data Sets from Subject Areas 3-2

    Compose Data Sets from Analyses 3-2

    Create Data Sets from Essbase Cubes 3-3

    Add Spreadsheets as Data Sets 3-3

    About Adding Spreadsheets or Other Data Files 3-3

    Add a Spreadsheet from Your Computer 3-4

    Add a Spreadsheet from Excel with the Smart View Plug-In 3-5

    Add a Spreadsheet from Windows Explorer 3-6

    Add a Spreadsheet from Dropbox or Google Drive 3-7

    4 Prepare Your Data Set for Analysis Typical Workflow to Prepare Your Data Set for Analysis 4-1

    About Data Preparation 4-1

    Data Profiles and Semantic Recommendations 4-2

    Semantic Type Categories 4-3

    Semantic Type Recommendations 4-3

    Recognized Pattern-Based Semantic Types 4-4

    Reference-Based Semantic Types 4-4

    Recommended Enrichments 4-4

    Required Thresholds 4-5

    Accept Enrichment Recommendations 4-5

    Transform Data Using Column Menu Options 4-6

    Convert Text Columns to Date or Time Columns 4-7

    Adjust the Display Format of Date or Time Columns 4-7

    General Custom Format Strings 4-8

    Create a Bin Column When You Prepare Data 4-10

    Edit the Column Properties 4-11

    Edit the Data Preparation Script 4-12

    Add Columns in Data Preparation 4-12

    Transform Data Using Replace 4-13

    Example Replace Transforms Using Regular Expressions 4-13

    5 Manage Data and Data Sets Typical Workflow to Manage Added Data 5-1

    Manage Data Sets 5-2

    iv

  • Types of Data You Can Refresh 5-2

    Refresh Data in a Data Set 5-3

    Update Details of Data that You Added 5-3

    Delete Data Sets 5-4

    Rename a Data Set 5-4

    Duplicate Data Sets 5-4

    Blend Data that You Added 5-5

    About Mismatched Values in Blended Data 5-6

    Change Data Blending in a Project 5-7

    View and Edit Object Properties 5-8

    6 Explore, Visualize, and Analyze Data Typical Workflow to Visualize Data 6-1

    Create a Project and Add Data Sets 6-2

    Build a Visualization by Adding Data from Data Panel 6-3

    Different Methods to Add Data 6-3

    Automatically Create Best Visualization 6-3

    Add Data to the Visualization Using Grammar Panel 6-4

    Add Data to the Visualization Using Assignments Panel 6-6

    Modify a Visualization's Tooltips 6-6

    Use Advanced Analytics Functions 6-7

    Add Advanced Analytics Functions to Visualizations 6-7

    Add Reference Lines to Visualizations 6-8

    Use Spark Charts to Examine Trends 6-8

    Create Calculated Data Elements in a Data Set 6-9

    Undo and Redo Edits 6-10

    Refresh Data in a Project 6-10

    Pause Data Queries in a Project 6-10

    Adjust the Visualize Canvas Layout and Properties 6-11

    Copy and Paste a Visualization or Canvas 6-13

    Change Visualization Types 6-14

    Adjust Visualization Properties 6-15

    Apply Color to Visualizations 6-15

    About Color Assignments in Visualizations 6-16

    Access Color Options 6-16

    Change the Color Palette 6-17

    Assign Colors to Columns 6-18

    Format Numeric Values of Columns 6-19

    Set Currency Symbols for Visualizations 6-19

    Format Numeric Values of Visualizations 6-20

    v

  • Apply Map Backgrounds and Map Layers to Enhance Visualizations 6-20

    About Map Backgrounds 6-21

    Enhance Visualizations with Map Backgrounds 6-21

    Use Different Map Backgrounds in a Project 6-22

    Interpret Data Values with Color and Size in Map Visualizations 6-22

    Add Custom Map Layers 6-23

    Update Custom Map Layers 6-25

    Apply Multiple Data Layers to a Single Map Visualization 6-25

    Use an Image as a Map Background and Draw Map Layer Shapes on the Image 6-26

    Upload an Image as a Map Background 6-26

    Draw Custom Map Layer Shapes on an Uploaded Image 6-26

    Associate a Data Set with Map Layer Shapes Drawn on an Uploaded Image 6-27

    Assign a Map Layer to a Data Column 6-28

    Auto Focus on Data for a Map Visualization 6-28

    Review Location Ma