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3 Perform Complex Visualizations From A Spreadsheet

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3 Perform Complex Visualizations From A Spreadsheet

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andreimcpe123

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Lab 3 Use Oracle Analytics Cloud Instance to Perform Complex Visualizations from a Spreadsheet

Oracle Analytics Cloud Instance

Oracle Analytics Cloud is a scalable and secure public cloud service that provides a full set of capabilities to explore and perform
collaborative analytics for you, your workgroup, and your enterprise.

With Oracle Analytics Cloud you also get flexible service management capabilities, including fast setup, easy scaling and patching, and
automated lifecycle management.

Features of Oracle Analytics Cloud

Built on a high-performance platform with flexible data storage, Oracle Analytics Cloud provides a complete set of tools for deriving and
sharing data insights.

• Data preparation: Analysts can ingest, profile, and cleanse data using a variety of algorithms.
• Data flow: Analysts can prepare, transform and aggregate data, and then run machine-learning models at scale.
• Data discovery: Subject matter experts can easily collaborate with other business users, blending intelligent analysis at
scale, machine learning, and statistical modelling.
• Data visualization: Analysts can visualize any data, on any device, on premises and in the cloud.
• Data collaboration: Large organizations and small teams can share data more simply, without the need to manage or
consolidate multiple versions of spreadsheets, and quickly perform ad hoc analysis of the spreadsheet data..
• Data-driven: Application developers can utilize interfaces that enable them to extend, customize, and embed rich analytic
experiences in the application flow.

With Oracle Analytics Cloud, you can take data from any source, and explore and collaborate with real-time data.

You can interact with your own data, ingest and harmonize data sources, collate and manage disparate inputs, and handle data with
coherence and consistency during organizational sharing.

As you research and discover information, you can review and visualize your own data with corporate data, and gain insights at key stages
of the iterative information cycle.

You can also perform role-based visualization, for example, as a Sales VP, Sales Manager, Marketing Analyst, or Services Manager.

In this series of Labs, we will use the Data visualization features of Oracle Analytics Cloud - Professional Edition to:

• Take control of your data

• Discover insights on the data that you provide
• Prepare visualizations of data
• Explore data through grammar-based visualization

Copyright © 2020, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
Section 1 Preparing a Spreadsheet for Oracle Analytics
To use a Spreadsheet as your data source, you must format the data in a very specific way.

It may look formatted, but it may not work for Oracle Analytics. To enable Oracle Analytics Cloud to add data from a Microsoft Excel
spreadsheet but it must be formatted before use.

Data source files from a Microsoft Excel spreadsheet must have the .xlsx extension

Before you can upload a Microsoft Excel file as a data set, you must structure the file:

• Tables must start in Row 1 and Column 1 of the Excel file.

• Tables must have a regular layout with no gaps or inline headings.
• Row 1 must contain the table’s column names.
• The names in Row 1 must be unique. Note that if there are two columns that hold year values, then you must make them
unique.
• Rows 2 onward are the data for the table, and they can’t contain column names.

Rules for the non-heading columns (Rows 2 onward):

• Column data must be made up of the same type as it will be processed together.
• Numeric columns must have only numbers (possibly nulls) as it may be subject to group functions (sum, avg).
• Text columns may have to be concatenated or you may have to split dates into days, months, quarters or years.

Data must be at the same granularity. A table can’t contain both aggregated and non-aggregated data.

• If you have a table of individual values don’t also include any totals for those values.
• If you have to analyze the data, you can do the following:
o Have a table comprised of the totals.
o Have multiple tables, one at each granular level required.

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1) To prepare for this lab, download the zip file called: UK_Visits_Abroad_Unformatted.zip.

2) Unzip the file and save the spreadsheet to your local computer.

3) Open the “UK Visits Abroad Unformatted.xlsx” file in Excel.

NOTE: that row 1 does not contain the column names for the data.

4) Remove all the unnecessary rows so that the year columns (row11) are displayed in row 1.

5) Remove rows 2 and 3 so that the data starts in row 2.

3
6) Add a column heading for column A explaining its purpose, name it “Visited Countries”.

7) Remove columns H-J as you don’t need the growth column.

8) Rows 4, 33-36, 65, and 66 have rows that contain aggregated fields. Remove these rows from your spreadsheet.

9) Save your spreadsheet as UK_Visits_Abroad_Formatted.xlsx.

4
Section 2 Upload a Prepared Spreadsheet
1) Select your Oracle Analytics Cloud URL. Your Instance will open in a separate browser window as follows:

2) We will now upload a spreadsheet as a dataset. Click Create at the top right of the Home screen.

3) Click Data Set from the create menu.

5
4) Click Drop file here to select the file from your computer.

5) Browse to the directory on your computer where you stored the “UK Visits Abroad Formatted.xlsx” file that you created in the previous
step, select it and then click on Open.

6) The spreadsheet will load as a dataset and be displayed.

6
7) Check the information to matches the following and then click OK.

8) Once loaded, you can see that Column 2 is empty and holds no data. You can remove columns at the prepare stage.

7
9) You can rename your data set by click on the name at the top left. Name it Uk Visits Abroad.

10) Currently we have the Join Diagram. We will select UK_Visits_Abroad_formatted.

8
11) Click on the second column with no data to select it. Right click and select Delete.

NOTE: You cannot delete rows at this point.

9
12) You may be prompted to Apply Changes. If so, click Apply Changes.

13) Select Go Back. Select save if you have made changes.

10
Section 3 Create a Visualization

1) Click on your data set.

2) If you have an insights suggestion then close that at the top right.

3) We will now perform the steps to add a Pie chart.

11
4) We can now begin to make our data visualizations. From the menu on the left click the to select the visualizations option.

5) Click on the Pie from the Visualizations menu and drag it onto the Drop Visualizations of Data Here panel. You may have to scroll
down the chart options.

12
6) Now click the Data Elements menu option to view the data from your data set that you can work with.

7) Click on the 2017 column to select that year’s data and drag the selected data element into the Values (Slice) section of the
Visualization Grammar Panel.

13
8) Click on the Visited Countries Label, and then drag it into the Category section.

9) Drag the Visited Countries label again, this time onto the color section. This will add a different color for each category, as well as
adding a legend.

14
10) You can now manipulate your visualization through properties window. Click the properties icon.

11) To change the title of the chart, select General icon , then Auto and choose Custom and then enter “Countries visited by UK citizens
in 2017”.

You will see the title of your visualization change.

15
12) Within the properties window you can also change the type of your diagram, the position of the legend and the selection effect for
when you hover over a data slice.

Update the properties box to match the following:

Legend: Left

Selection Effect: Explode

NOTE: Now when you click on a country in the chart it will “explode” as in the image above. Click anywhere on the white space in the
chart to return the original format.

13) You can toggle the data panel/grammar panel on and off by using the buttons on the bottom right of the screen.
Click on this to remove the grammar panel for now!

16
14) Click on the Values tab of the properties panel.

15) Select the Data Labels category and select both Percent and Label for the chart.

16) To name this visualization, click on the name tab at the bottom left of the canvas named Canvas 1 and select rename.

17) Rename the canvas to “Overall visits in 2017” and then click on the tick option to confirm the name change. Click on the Save button
to save your changes (Save regularly).

17
Section 4 Create a Second Visualization

With Oracle Analytics, you can create multiple visualizations within the same project. We will now create a visualization that solely focuses
on the European visits.

1) At the bottom of the canvas click on the plus sign beside the name of the first canvas and click it to create a new blank canvas.

2) Rename the canvas to “European History” and then click on the tick option to confirm the name change.

3) Save your Project.

4) From the menu on the left click the to select the visualizations option.

5) Click on the Bar graph from the Visualizations menu and drag it onto the Drop Visualizations of Data Here panel.

6) Now click the Data Elements menu option to view the data from your data set that you can work with.

7) Select all the years from the data elements panel by clicking on 2013 and then hold down the shift key and select 2017.

18
8) Drag the selected data elements into the Values(Y-axis).

Your chart should look like the following:

19
9) Now drag the visited countries column into the Category (X-axis). Your chart should look like the following:

10) You only want to use the European countries for this canvas you can use the ctrl key + mouse click select only the following countries
using their Y axis labels. An easier way to do it is to right click on Category (X-Axis) and select Create Filter.

11) Click on the countries below so that they appear in the Selections box.

Austria Finland Lithuania Portugal Spain

Belgium France Luxembourg Republic of Ireland Sweden

Bulgaria Germany Malta Rest of Europe Switzerland

Cyprus Greece Netherlands Romania Turkey

Czech Republic Hungary Norway Russia

Denmark Italy Poland Slovakia

20
NOTE: Depending on your screen size and resolution all of the required countries may not be displayed. Try toggling off the Data and

Grammar Panels

12) Right click on the chart and from the menu select Keep Selected to remove all non-European countries.

21
Your chart should look like the following:

13) Save your Project.

14) You can change the color scheme of the chart by right clicking on the chart and choosing color and then Manage Assignments.

22
15) Click on Default to access the other available color schemes. Select Pastel from the drop down menu.

16) Click Done to apply the color change.

NOTE: You can also manually select the category colors by clicking on the series color boxes and choosing from the palette selector

23
17) Click the down arrow next to the canvas name “European History” and select Canvas Properties.

18) Change the canvas layout from Auto Fit to Freeform. This will allow us to work with multiple visualizations on the same canvas. Then
select OK.

NOTE: Having multiple visualizations on a single canvas is known as a dashboard.

24
19) Select the middle handle of the graphic and move it up so that the graphic takes up the top half of the screen.

20) Right click on the Bar Chart and select Edit, Duplicate Visualization.

25
21) Move the new Bar Chart until the screen looks like this:

22) Save your Project.

23) As you can see from the visualization, Spain and France are the most visited countries. These make it difficult to view the data of the
other countries.

26
24) To remove France from the duplicate chart draw a selection box around the bars for France with the mouse, right click the selected
bars (not the axis labels) and choose remove selected.

25) To remove Spain from the duplicate chart draw a selection box around the bars for Spain with the mouse, right click the selected bars
(not the axis labels) and choose remove selected.

26) When you removed the selected data elements they were removed from both charts. This is not what we wanted as we want to
compare both diagrams together. Click on the Undo arrow twice at the top right of the canvas to undo your last two instructions.

27) Click the down arrow next to the canvas name and select Canvas Properties. Change Synchronize Visualizations to Off.

27
28) Repeat the steps where you selected France and Spain on the second chart and remove them.

NOTE: This time it is only the data on the second chart that is updated!

29) We can manipulate the size of the charts on the canvas to create more dashboard visualizations. Use the handle on the right of the
duplicated chart with France and Spain removed to resize it. Resize the second chart to only be half of the length of the original chart.

30) But what about the now removed data? Let’s make a new visualization just for Spain and France.

Change the title for the second chart.

Select General icon, Title and click on Auto to access your options. Choose Custom and then enter “Rest of Europe minus the two
most visited”.

28
31) Save your Project.

32) Create a Duplicate Visual of the original chart.

33) Reposition and Resize the new chart to take up the remaining half of the screen.

34) Using the Ctrl key to select multiple bars, select France and Spain but this time choose Keep Selected from the menu.

NOTE: If you make an error simply select the undo button.

35) Change the title of the newly created chart to “Most Visited Countries”.

36) Select the newly created chart. Select the drop down menu beside the chart type in the Grammar panel and change the chart type to
a Horizontal Bar.

37) Change the title of the first chart to “All European countries visited by UK residents”.

29
38) Your final canvas should look like this:

39) Save your Project.

30
Section 5 Create a Final Visualization

1) We will now create a visualization for the rest of the world. At the bottom of the canvas click on the plus sign beside the name of the
first canvas and click it to create a new blank canvas and name it “Rest of the World”.

2) Save your Project.

3) From the menu on the left click the to select the visualizations option.

4) Click on the Bar from the Visualizations menu and drag it onto the Drop Visualizations of Data Here panel.

5) Now click the Data Elements menu option to view the data from your data set that you can work with.

31
6) Drag the Visited Countries label onto the “Click here or drag data to add a filter” section at the top of the canvas.

7) Select all the non-European countries from the list excluding the countries in the table below:

Austria Finland Lithuania Portugal Spain

Belgium France Luxembourg Republic of Ireland Sweden

Bulgaria Germany Malta Rest of Europe Switzerland

Cyprus Greece Netherlands Romania Turkey

Czech Republic Hungary Norway Russia

Denmark Italy Poland Slovakia

NOTE: Your completed list will have 30 countries on it.

32
8) Select all the years from the data elements panel and drag the selected data elements into the Values(Y-axis).

9) Drag the Visited Countries label into the Categories(X-axis). You will see that only the filtered countries are shown.

10) Change the title to “Non-Europe Trips”. We will now create a similar canvas for the rest of the world as you did for Europe. Follow
the same steps as before to perform the following steps.

11) Save your Project.

33
12) Resize and Duplicate the visualization. HINT: Change the canvas layout from Auto Fit to Freeform.

13) Set Synchronize Visualizations to Off.

14) Remove USA from the chart to make it easier to view the other countries values.

15) Set the title as “Non-Europe Trips excluding the USA”. (If you are unable to select the USA, you may need to close and re-start the
application.

16) Create a Horizontal chart that only shows the USA values over the given years. Set the title as “Trips to the USA”.

34
17) Your final canvas should look like this:

18) Save your Project.

35
Section 6 Narrating the Presentation

1) We will now create a narrative from our canvases to create a presentation.

2) Select the Present option (Top middle menu).

3) We will see the order of our canvases at the bottom of the screen. Click the first canvas.

4) To view your narrative, click on the present icon at the top right.

5) To navigate through your narrative, you click on tabs at the bottom of the screen.

36
6) To exit the presentation, click on edit button at the top right corner of the screen.

7) You can add notes to your canvas to add detail or to share insights into the data presented.

Select the Overall Visits in 2017 Canvas.

8) Click on the Add Note button at the top right.

By default, the note will appear in the centre of the canvas.

9) Enter the text “The most visited countries in 2017 were Spain followed by France, Ireland, USA, Germany and The Netherlands”. and
format the Font Colour, Style as you require.

10) You can then drag the Note to position it on your canvas.

11) You can Edit, Duplicate, Hide / Show or Delete any Note by right mouse clicking on it.

12) Add a note to both the European History and Rest of The World canvas.

37
13) To present your narrated dashboard out of the Oracle Analytics Cloud environment you can download it to file on your local machine.

Click on the Export icon beside Present.

14) Select file and then choose from the available formats and choose include to save all the pages from your narrative.

38
15) Your file will be automatically downloaded.

You can now open your presentation in your chosen format and present the information.

39
Section 7 Visualization Challenge

1) Create a dashboard that explains the visits to the other countries that have not been visualized so far.

2) Choose your country or a country you like most and build a canvas showing visits to this country against visits to other countries.

• Use at least two charts on your dashboard.

• You may want to create multiple dashboards to visualize your data.

• Update the narrative to include your new dashboard/dashboards.

3) Select your file name and save location to save your file.

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3 Perform Complex Visualizations From A Spreadsheet

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3 Perform Complex Visualizations From A Spreadsheet

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Lab 3 Use Oracle Analytics Cloud Instance to Perform Complex Visualizations from a Spreadsheet

Oracle Analytics Cloud Instance

Features of Oracle Analytics Cloud

• Take control of your data

• Tables must start in Row 1 and Column 1 of the Excel file.

Rules for the non-heading columns (Rows 2 onward):

3) Open the “UK Visits Abroad Unformatted.xlsx” file in Excel.

5) Remove rows 2 and 3 so that the data starts in row 2.

7) Remove columns H-J as you don’t need the growth column.

9) Save your spreadsheet as UK_Visits_Abroad_Formatted.xlsx.

3) Click Data Set from the create menu.

6) The spreadsheet will load as a dataset and be displayed.

10) Currently we have the Join Diagram. We will select UK_Visits_Abroad_formatted.

NOTE: You cannot delete rows at this point.

13) Select Go Back. Select save if you have made changes.

1) Click on your data set.

3) We will now perform the steps to add a Pie chart.

You will see the title of your visualization change.

Update the properties box to match the following:

Selection Effect: Explode

3) Save your Project.

Your chart should look like the following:

Austria Finland Lithuania Portugal Spain

Belgium France Luxembourg Republic of Ireland Sweden

Bulgaria Germany Malta Rest of Europe Switzerland

Cyprus Greece Netherlands Romania Turkey

Czech Republic Hungary Norway Russia

Denmark Italy Poland Slovakia

13) Save your Project.

16) Click Done to apply the color change.

NOTE: Having multiple visualizations on a single canvas is known as a dashboard.

22) Save your Project.

Change the title for the second chart.

32) Create a Duplicate Visual of the original chart.

NOTE: If you make an error simply select the undo button.

39) Save your Project.

2) Save your Project.

Austria Finland Lithuania Portugal Spain

Belgium France Luxembourg Republic of Ireland Sweden

Bulgaria Germany Malta Rest of Europe Switzerland

Cyprus Greece Netherlands Romania Turkey

Czech Republic Hungary Norway Russia

Denmark Italy Poland Slovakia

NOTE: Your completed list will have 30 countries on it.

11) Save your Project.

13) Set Synchronize Visualizations to Off.

18) Save your Project.

1) We will now create a narrative from our canvases to create a presentation.

2) Select the Present option (Top middle menu).

Select the Overall Visits in 2017 Canvas.

8) Click on the Add Note button at the top right.

By default, the note will appear in the centre of the canvas.

Click on the Export icon beside Present.

• Use at least two charts on your dashboard.

• You may want to create multiple dashboards to visualize your data.

• Update the narrative to include your new dashboard/dashboards.

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