Exploring Data using Oracle BI Cloud Service Visual Analyzer


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Before You Begin

Purpose

In this tutorial, you learn how to create a project and add different visualizations with Oracle BI Cloud Service Visual Analyzer. You also create a filter to restrict data and a calculated item to provide additional information.

Time to Complete

Approximately 45 minutes

Background

Visual Analyzer is a web-based tool that allows the business user to individually explore Oracle analytics data visually. Visual Analyzer provides self-service analysis, seamlessly transitioning you between all phases of the analysis life cycle: data staging, analysis, composition, and consumption.

Creating visualizations is so easy in Visual Analyzer that your data analysis work becomes more an individual experience in exploration and discovery rather than an extended process of constructing views from data. The Visual Analyzer user interface takes a few, simple inputs from you, then automatically creates rich, compelling graphics. The ease with which you create visualizations allows you to experiment with a wealth of different options for visualizing the data and making discoveries in terms of trend, correlations, and patterns.

Scenario

In this tutorial, you learn to create and modify visualizations such as a horizontal stacked bar chart, a line chart, a performance tile, a map, and a treemap. You also create filters and a calculated item.

What Do You Need?

Before starting this tutorial, you should:

  • Have access to Oracle BI Cloud Service with Visual Analyzer

Creating a New Project

In this section, you will create a new project and work with a simple visualization.

Signing In to Oracle BI Cloud Services

  1. Sign in to Oracle BI Cloud Service.

    1. Open a browser and enter the url for your Oracle BI Cloud Service. Enter your domain name. If you want to save your domain name, click Save your identity domain selection for future sign-ins.

      Oracle BI Cloud Sign In Page
    2. Enter your username and password.

      Oracle BI Cloud Sign In Page
    3. The Home page for Oracle BI Cloud Service is displayed.

      Oracle BI Cloud Home Page
  2. Click VA Projects on the right.

    Oracle BI Cloud Home Page

  3. In the Visual Analyzer Projects section click Create Project on the right.

    Oracle BI Cloud Home Page
  4. Visual Analyzer is launched in a separate tab. In this tutorial, you will use the SampleApp data model to create visualizations. In the Add Data Source window, select the SampleApp subject area and click Add to Project.

    Add Data Source Window

    The canvas along with the Data Elements pane is displayed.

    Oracle BI Cloud Home Page

Creating a Visualization

Visual Analyzer provides quick and easy creation of interactive visualizations with a standard set of visual controls.

  1. Drag Revenue from the Data Elements pane to the canvas.

    Create Visualization

    Visual Analyzer automatically selected the best visualization and, a horizontal stacked bar chart is displayed. You can add data elements to visualizations in several ways:

    • Drop data elements to the blank canvas.
    • Drop data elements in the blank space between two visualizations.
    • Drop a data element above another data element in the Explore panel to replace it.
    • Drop a data element alongside another data element in the Explore panel.
    • Drop a data element over the visualization directly.
    • Double click a data element in the Data Elements pane.
    • Select a data element in the Data Elements pane and select Add to Selected Visualization from the right-click menu.

    Horizontal Bar
  2. Drag Product from the Data Elements pane.

    Adding Product to Horizontal Bar visualization

    The horizontal stacked bar chart, Revenue by Product is displayed. Visual Analyzer selected horizontal stacked bar chart as the most appropriate visualization for the selected data elements. It also added a meaningful title.

    Revenue by Product Horizontal Bar

Saving the Project

Visual Analyzer provides an easy way to save visualization projects.

  1. Click on Save Project icon and select Save.

    Horizontal Bar Selection
  2. Save Project As dialog box is opened.

    Horizontal Bar Selection
  3. Enter the project name as Revenue by Product and click OK.

    Horizontal Bar Selection

Modifying a Visualization

  1. Change the visualization type. Select Horizontal Bar from the drop-down list in the Explore panel. You can also change the visualization type from the View Select Dialog icon View Select Dialog icon present in the Visualization toolbar.

    Horizontal Bar Selection
  2. Vary the color of the bar on the basis of region. In the Data Elements pane, enter Region in the search box.

    Region
  3. Drag Region to the color area of the Explore panel.

    Color by Region

    The horizontal bars are displayed with different colors on the basis of region. Notice also the title changes dynamically.

    Multi-color horizontal bar
  4. Let us change the visualization type to Horizontal Stacked. Click the Change Visualization Type icon View Select Dialog icon and select Horizontal Stacked.

    Change Visualization Type

    The horizontal stacked bar chart is displayed.

    Horizontal Stacked bar
  5. Hover the cursor on the APAC region of the bar and notice the data format for Revenue.

    APAC Region Highlighted
  6. To change the data format for Revenue, click the Menu icon Menu Icon and select Properties.

    Menu Options
  7. Select the Values icon Values Icon from the menu.

    Menu Options
  8. Click Auto next to the Number Format label and select Currency from the drop-down list.

    Currency Selection
  9. Ensure the format for Revenue is as shown below.

    Revenue Format
  10. Click anywhere in the canvas to close the Properties dialog. Hover the cursor on the APAC region of the bar and notice the changed data format for Revenue.

    Horizontal Bar with dollar revenue format
  11. Interchange Product and Region in the Explore panel. Drag Product over Region. Observe the Swap icon Swap Icon next to both the data elements while performing this action.

    Interchanging the attributes

    The modified horizontal stacked bar chart is displayed.

    Horizontal Stacked bar
  12. Replace Product with Product Type in the Color area of the Explore panel.

    Replacing Product with Product Type

    The Revenue by Region, Product Type visualization is displayed.

    Revenue by Region, Product Type Visualization
  13. Save the visualization as Revenue by Region.

    Horizontal Bar with dollar revenue format

Adding with More Visualizations

In this section, you will add different visualizations such as line chart, performance tile, map, and treemap.

Adding a Line Chart

In this section, you rely on Visual Analyzer to create a line chart automatically as part of the best visualization.

  1. Select Quarter and Revenue together with the Ctrl button, and from the right-click menu select Create Best Visualization. Visual Analyzer automatically selects line chart as the best visualization for your selected set of data elements.

    Revenue and Quarter

    The line chart is displayed.

    Line Chart
  2. Drag Brand to the Color area of the Explore panel.

  3. To display data only for 2013, select the corresponding region in the line chart.

    Selected 2012 and 2013 data
  4. Click the Menu icon Menu Icon and select Keep Selected.

    Keep Selected Feature

    The filter for Quarter is added to the Filter bar. Selecting data in one visualization highlights correlated elements in other visualizations. Both the line chart and the horizontal stacked bar chart display data for 2013.

    Altered Line Chart
  5. To re-arrange the visualizations, drag the line chart above the horizontal stacked bar chart.

    Re-arranging visualizations

    The visualizations are dynamically re-adjusted.

    Re-adjusted visualizations

Adding a Performance Tile

  1. To create a performance tile, select Revenue in the Data Elements pane and from the right-click menu, select Pick Visualization.

  2. Select Tile.

    Tile

    Performance tile is displayed.

    Tile
  3. To format the data, click the Menu icon Menu Icon and select Properties.

    Tile Properties
  4. Click the Values icon Values Icon. Select Number for the Number Format label.

    Numer Format

    Set Decimal to None.

    Numer Format

    Set Abbreviate option to On. Performance tile is displayed in the abbreviated data format.

    Abbreviated Data Format

Adding a Map

In this section, you first drag the map visualization from the Visualizations pane and then add the data elements to it.

  1. Select the Visualizations tab.

    Selecting Visualizations Tab
  2. Drag Map below the performance tile.

    Selecting Map Visualization

    Map is displayed without the data elements.

    Map
  3. To add data elements to the map, select Data Elements tab.

    Selecting Data Elements tab
  4. Drag Country Name to the Category (Geography) area of the map.

    Adding Country Name
  5. Drag Revenue to the Color (Map Shape) area of the Explore panel.

    Adding Revenue

    The modified map is displayed. Notice color varies with revenue. Americas seems to have the highest revenue.

    Modified Map
  6. Move Revenue by Region, Product Type visualization next to the performance tile.

    Re-positioning Horizontal Stacked Bar
  7. Click the Menu icon Menu Icon in the map and select Properties.

  8. To rename the title, select Custom and enter Country-wise Revenue in the title text box.

    Renaming the Title
  9. Select the Map icon Map Icon and set the Zoom control to On.

    Setting Zoom Control
  10. Click anywhere in the canvas to close the Properties dialog and click the Zoom In icon Zoom In Icon.

    Zoomed Map

Adding a Treemap

In this section, you copy and paste the visualization and then change the visualization to treemap.

  1. In the Revenue by Region, Product Type visualization, click the Menu icon Menu Icon and select Copy Visualization from the drop-down menu.

    Copying the visualization
  2. Right-click in the empty space above the map, and select Paste Visualization.

    Pasting the visualization
  3. Click the View Select Dialog icon View Select Dialog icon and select Treemap.

    Pasting the visualization

    Treemap is displayed.

    Treemap
  4. Drag Product Type below Region in the Category (Boxes) area of the Explore panel.

    Moving Product Type

    The modified treemap is displayed in single color.

    Single Color Treemap
  5. To vary color of the treemap, drag Billed Units to the Color area of the Explore panel.

    Dragging Billed Units

    The color of the treemap varies with respect to the number of billed units. In this case, Plasma has the lowest number of billed units across all the regions. Even though Portable has the highest number of billed units in all the regions, it isn't the top revenue generating product type as signified by the size of the boxes in the treemap.

    Multi-Color Treemap
  6. Move treemap next to the map.

    Moving Treemap

    The size of the treemap is dynamically re-adjusted.

    Re-adjusted Treemap

Creating Filters and Calculated Items

In this section, you will create filters and a calculated item which does not already exist in the SampleApp data model.

Creating the Filters

  1. In the Filters bar, click the Gear icon Gear icon next to Quarter and select Remove Filter.

    Removing Quarter Filter

    Data is displayed for all the quarters in all the visualizations.

    Re-adjusted Treemap
  2. Replace Quarter in the Category (X-Axis) area of the Explore panel with Year in the Revenue by Quarter, Brand visualization.

    Revenue by Year, Brand
  3. To create a filter on country, drag Country Name in the Data Elements pane to the Filter bar.

    Country Filter
  4. Select Australia.

    Australia Filter
  5. Enter India in the search text box and add it to the Selections pane.

    Adding India Filter

    The filter is applied. Revenue is shown for India and Australia, while all other countries are grayed out.

    Filtered Visualizations

Creating a Calculated Item

  1. To create a calculated item, click Add Calculation in the Data Elements pane.

    Adding Calculated Item
  2. Enter the display name and drag Revenue to the expression builder.

    Building Calculation
  3. Complete the expression as shown in the screenshot below. Click Validate. Once the expression is valid, click Save.

    Saving Calculated Item
  4. Replace Revenue in the Value (Y-Axis) area of the Explore panel with the newly created AVG Revenue per Customer in the Revenue by Year, Brand visualization.

    AVG Revenue per Customer by Year, Brand

    The AVG Revenue per Customer by Year, Brand visualization is displayed.

    AVG Revenue per Customer by Year, Brand

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