Oracle® Cloud

Using Oracle Fusion Analytics Warehouse

F90475-03
March 2024
Oracle Cloud Using Oracle Fusion Analytics Warehouse,

F90475-03

Copyright © 2019, 2024, Oracle and/or its affiliates.

Primary Author: Jenny Smalling

Contributors: Oracle Fusion Analytics Warehouse development, product management(contributor), and

quality assurance teams

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Contents

1 Get Started with Oracle Fusion Analytics Warehouse

About Oracle Fusion Analytics Warehouse 1-1
What can I do in Oracle Fusion Analytics Warehouse? 1-2
Features of Oracle Fusion Analytics Warehouse 1-2

2 How Do I Get Started?

Access Oracle Fusion Analytics Warehouse Content 2-1
Where Is My Oracle Fusion Analytics Warehouse Content? 2-2
Customize Your Oracle Fusion Analytics Warehouse Home Page 2-3
Find and Explore Your Content 2-4
Find Your Content 2-5
Search Options 2-6
Search Tips 2-7
Explore Your Content 2-7

3 Get Started with Key Metrics

About Key Metrics 3-1
Create a Key Metric 3-2
Add a Related Column to a Key Metric 3-3
Add Conditional Formatting to a Key Metric 3-3

4 Build Analytical Applications

About Overview Dashboards 4-1
Use Filters in Overview Dashboards 4-2
Use Parameters in Overview Dashboards 4-3
About Detail Dashboards 4-5
Create a Detail Dashboard 4-5
Use Parameters in Detail Dashboards 4-5
Add Filters to Detail Dashboard 4-6
Add Targets to Key Metrics 4-6

iii
 Add Conditional Formatting for Metric Status 4-6

5 Where Do I Go for More Information?

How Do I Visualize Data? 5-1
How Do I Share Analytics Content? 5-1

A Frequently Asked Questions

Oracle Fusion Analytics Warehouse A-1
Oracle Analytics Cloud A-2

B Troubleshooting
B-1
B-2

iv
Preface
Topics:
• Audience
• Documentation Accessibility
• Diversity and Inclusion
• Related Documentation
• Conventions

Audience
This document is intended primarily for Oracle Fusion Analytics Warehouse business
consumers and content authors, as well as those who implement, configure, and manage a
Oracle Fusion Analytics Warehouse.

Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility
Program website at https://www.oracle.com/corporate/accessibility/.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My
Oracle Support. For information, visit https://support.oracle.com/portal/ or visit Oracle
Accessibility Learning and Support if you are hearing impaired.

Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a
diverse workforce that increases thought leadership and innovation. As part of our initiative to
build a more inclusive culture that positively impacts our employees, customers, and
partners, we are working to remove insensitive terms from our products and documentation.
We are also mindful of the necessity to maintain compatibility with our customers' existing
technologies and the need to ensure continuity of service as Oracle's offerings and industry
standards evolve. Because of these technical constraints, our effort to remove insensitive
terms is ongoing and will take time and external cooperation.

Related Documentation
These related Oracle resources provide more information.
• Oracle Cloud http://cloud.oracle.com
• Getting Started with Oracle Cloud
• Managing and Monitoring Oracle Cloud
• Get Started with Oracle Fusion Analytics Warehouse
• Getting Started with Oracle Analytics Cloud

5
 Conventions

• Visualizing Data and Building Reports in Oracle Analytics Cloud

• Preparing Data in Oracle Analytics Cloud

Conventions
The following text conventions are used in this document.

Convention Meaning
boldface Boldface type indicates graphical user interface elements associated
with an action, or terms defined in text or the glossary.
italic Italic type indicates book titles, emphasis, or placeholder variables for
which you supply particular values.
monospace Monospace type indicates commands within a paragraph, URLs, code
in examples, text that appears on the screen, or text that you enter.

6
1
Get Started with Oracle Fusion Analytics
Warehouse
Learn how to get started with workbooks and key metrics.

Topics:
• About Oracle Fusion Analytics Warehouse
• What can I do in Oracle Fusion Analytics Warehouse?
• Features of Oracle Fusion Analytics Warehouse

About Oracle Fusion Analytics Warehouse

Oracle Fusion Analytics Warehouse empowers customers with industry-leading, AI-powered,
self-service analytics capabilities for data preparation, visualization, enterprise reporting,
augmented analysis, and natural language processing.
Oracle Fusion Analytics Warehouse is a Cloud application that delivers best-practice key
metrics and deep analyses to help decision-makers run their business. Packaged analytics
applications start with Oracle Fusion Cloud Applications, and can be deployed rapidly,
personalized, and extended. Oracle Fusion Analytics Warehouse is built on top of Oracle
Analytics Cloud, and is powered by Oracle Autonomous Data Warehouse.
Oracle Fusion Analytics Warehouse spans data pipelining, data warehousing (using
Autonomous Data Warehouse), semantic models, and curated content including prebuilt key
metrics, dashboards, and detailed analyses. Oracle Fusion Analytics Warehouse supports
new and extended content by providing a layer of data personalization and extensions using
well-defined interfaces. Because Oracle Fusion Analytics Warehouse is a Cloud offering,
Oracle fully manages the service from deployment and performance tuning, to upgrades and
maintenance.
Oracle Fusion Analytics Warehouse is based on the real-world notions of key metrics,
visualizations, and workbooks, and provides a collaborative experience optimized for
executives and decision-makers. Business analysts can extend Oracle Fusion Analytics
Warehouse using the intuitive key metrics editor, as well as Oracle Analytics Cloud features
to author new visualizations, reports, and dashboards. These analytics, whether new or
prebuilt, work alongside key metrics, visualizations, and workbooks for a comprehensive data
analysis experience.

Learn About the New Oracle Fusion Analytics Warehouse Experience

To streamline your data analysis, the user experience for Oracle Fusion Analytics Warehouse
has merged with Oracle Analytics Cloud. For example, key performance indicators (KPIs)
have transitioned to key metrics, cards have migrated to visualizations, and decks have
migrated to workbooks in Oracle Analytics Cloud.
The alignment of consumer- and author-oriented experiences provide these benefits:
• Flexibility for building dashboards.

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What can I do in Oracle Fusion Analytics Warehouse?

• A consolidated home page and catalog experience for all the ready-to-use and
custom application content.
• An integrated mobile experience through the Oracle Analytics Mobile applications.
The URLs for your service are servername/ui/oax/ for the administration console and
servername/ui/dv/ for Oracle Analytics Cloud business user application content.
Depending on the tasks you want to accomplish, you can learn more in these topics:
• Find and Explore Your Content
• Prepare Data
• Filter Your Data
• Get Started with Data Visualization
• Begin to Build a Workbook and Create Visualizations
• Get Started with Analyses and Dashboards
• Build Analytical Applications
• Get Started with Key Metrics
• Publish Data
To learn about building Overview and Detail Dashboards, see Build Analytical
Applications .

What can I do in Oracle Fusion Analytics Warehouse?

There are two features of Oracle Analytics Cloud that work differently in Oracle Fusion
Analytics Warehouse.
• In Oracle Fusion Analytics Warehouse, you can extend a prebuilt RPD through
Semantic Model Extensions or through the External Application Merge process
that allows you to merge a custom Oracle Analytics Cloud RPD with the Oracle
Fusion Analytics Warehouse RPD. You can build extensions using features that
are unique to Oracle Fusion Analytics Warehouse.
• HTML code and scripts aren't available in Answers.
Some features only work with datasets, and don't work directly on subject areas..
These include:
• Workbook: Auto-Insights
• AI-enhanced Automated Insights
• ML-based Automated Column Explain
• Targeted Segmentation
All other Oracle Analytics Cloud features work as expected in Oracle Fusion Analytics
Warehouse.

Features of Oracle Fusion Analytics Warehouse

Oracle Fusion Analytics Warehouse is built on a high-performance platform with
flexible data storage, and provides you with a complete set of tools to derive and share
data insights.

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Features of Oracle Fusion Analytics Warehouse

Oracle Fusion Analytics Warehouse supports your entire analytics workflow.

• Data connectivity: Unify your data sources using a wide range of out-of-the-box data
connections. Or use JDBC (Java Database Connectivity) for other sources and legacy
systems. Access all your data, including personal data sets like Excel or CSV, wherever
they’re located. Securely create, manage and share connections with your team or
across the organization.
• Data preparation: Ingest, profile, and cleanse your data using a variety of algorithms.
• Data flow: Transform and aggregate your data, and then run machine-learning models at
scale.
• Data modeling: Develop trusted and governed semantic models to ensure a consistent
view of business-critical data. Use semantic models to ensure trusted numbers across
your enterprise, regardless of the which visualization you choose. Business users can
directly join tables through self-service, and share self-service data models with their
colleagues.
• Data visualization: Visualize and explore your data, on any device, on-premises, and in
the cloud. See the signals in your data and make complex ideas engaging, meaningful,
and easy to understand.
• Data discovery: Subject matter experts can easily collaborate with other business users,
blending intelligent analysis at scale and machine learning insights.
• 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 their spreadsheet data. Data-level security, enables fine-
grained access to ensure that your team or users can share reports but see only data
they have access to.
• Data access: Stay connected with automated delivery of analytics and monitor ongoing
business performance from anywhere at any time. Mobile apps learn from your unique
patterns and data interests to deliver intelligent recommendations for further analysis or
data exploration.
• Data-driven: Application developers can utilize interfaces that enable them to extend,
customize, and embed rich analytic experiences in the application flow.

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Features of Oracle Fusion Analytics Warehouse

Oracle Fusion Analytics Warehouse offers analytics capabilities to all roles within your
organization including IT, executives, data engineers, citizen data scientists, business
analysts. and business users.

• Centralized, governed reporting and analytics together with business-led self-

service analytics, while always ensuring consistent and trusted numbers.
•
• A semantic model that abstracts physical data sources and query languages from
business users.
• Built-in, trackable, and repeatable data preparation and enrichment that removes
the need for insecure data exports and Excel.

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How Do I Get Started?
Sometimes it’s hard to know where to start. Knowing the steps and which ones apply to you
can help you get started.

Topics:
• Access Oracle Fusion Analytics Warehouse Content
• Get Started with Key Metrics

Access Oracle Fusion Analytics Warehouse Content

Your "Welcome to Oracle Fusion Analytics Warehouse" email contains a direct link to the
service. Simply click this link and sign in. The URL for your service is servername/ui/dv/ for
Oracle Fusion Analytics Warehouse business user application content.
You see your Home page, which has links to all of the features available to you.

To access your Oracle Fusion Analytics Warehouse content, click the Page Menu, select
Catalog and navigate to Shared Folders/Oracle/PillarName. Then select the /Detail
Dashboards or /Overview Dashboards folder.

Use the Navigator bar to quickly access your content, such as the Home page, Catalog, or
Machine Learning.

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Access Oracle Fusion Analytics Warehouse Content

To work with content for reporting, mobile, actionable intelligence, or pixel-perfect

reporting, click the Page Menu and select Open Classic Home. Browse the
thumbnails that display on the Home page or use the search bar to locate analytics
content.

The Classic Home page opens in a new browser tab or page.

Where Is My Oracle Fusion Analytics Warehouse Content?

Oracle Fusion Analytics Warehouse content is located in the Catalog in the /Shared
Folders/Oracle directory .

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Customize Your Oracle Fusion Analytics Warehouse Home Page

Depending on which product(s) you can access, you’ll see some combination of directories
for /Fusion CX, /Fusion ERP, /Fusion HCM, or /Fusion SCM. In each of these pillar folders
you’ll see the following:
• Overview Dashboards contain overview content based on curated key metrics and
oriented on composite visualizations showing high-level business status.

Note:
Key metrics are the next generation of legacy key performance indicators
(KPIs) and represent an encapsulated, reusable business metric. Key metrics
contain a primary metric, other associated metrics and dimensions,
calculations, targets, conditional formatting, and filters. Visualizations on the
Overview Dashboards are based on these reusable business objects. See Get
Started with Key Metrics.

• Detail Dashboards contain drill-down content from the Overview Dashboards that
provides more granular insights, investigation, and analyses.
• Other folders at this level show topical groupings of content with drill-down workbooks
from legacy decks. As such, these are no longer being maintained and will be removed in
a future release. You can now find this content in the Detail Dashboards folders.

Customize Your Oracle Fusion Analytics Warehouse Home

Page
You can configure your Oracle Fusion Analytics Warehouse Home Page to display only the
information that is most useful to you.
Sections of content are organized as you edit and create each type of content. The
Customize Home Page dialog shows you what you can see by default.

Home Page Configuration Tips

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Customize Your Oracle Fusion Analytics Warehouse Home Page

Showing all Oracle Fusion Analytics Warehouse content on the Home Page can be a
lot of information. To simplify your Home Page experience, consider implementing the
following suggestions that you can access from the Home Page menu.

Configuration
• In Customize Home Page, hide all content categories except Featured Watchlists,
Favorites, and Workbooks.
– Set Featured Watchlists to 1 Column
– Set Favorites to Large view and 1 Row
– Set Workbooks to Small view and 1 Row

Next
• Featured Watchlists: Add Visualizations for which you want a thumbnail
representation and a link to its parent Workbook to show on the Watchlists. See
About Watchlists.
• Favorites:Click Favorite for the core dashboards you consistently access. See
Where Is My Oracle Fusion Analytics Warehouse Content?.
• Workbooks:Use the Workbooks category to find your most-recently updated
workbooks.
• Navigation Menu:Add your top-level Workbooks to the Navigation Menu. which
can also be used to bookmark core application content. See Begin to Build a
Workbook and Create Visualizations.

Find and Explore Your Content

From the Home page you can find your analytics content, such as workbooks,
datasets, connections, and data flows.

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Customize Your Oracle Fusion Analytics Warehouse Home Page

Find Your Content

From the Home page you can use the search bar to search for the content you're interested
in.
Use the search bar to search for content using search terms, content types, and search tags.

Note:
You can use advanced search commands in combination with search terms to
refine your search results for exact matches, multi-term matches, and field-level
matches. See Search Options

1. On the Home page, in the search bar, type in a search term and either press Enter to
search for content or Shift + Enter to visualize data.
a. Specify the full or partial name of what you're looking for. The search is case-
insensitive.

b. (Browser dependent) Click Dictate (if displayed) and speak your search term.
2. Click in the search bar for a drop-down list of all content types, such as workbook,
dashboard, report, watchlist connection, or model. Click a content type to add it to the
search bar. For example:
• Click Workbook to display visualization content
• Click Dashboard or Analysis to display reporting content
• Click Report to display pixel-perfect reporting content
• Click Watchlist to display visualization cards grouped in watchlists
• Click an option in the Data category to display connections, datasets, data flows,
machine learning models, and other data-related content.

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Customize Your Oracle Fusion Analytics Warehouse Home Page

• To narrow your search, add a free text search term to the search bar. For
example, if you've searched on Workbooks, enter 'My Web Analysis' to
display a workbook named My Web Analysis.
3. Add or remove search tags to your search term.
• Enter 'type:' or 'filter:' to display a list of search tags that you can select
from.
• Paste in 'type:' or 'filter:' followed by one search term (not case-
sensitive). For example:
– Paste type:connection to find your connections. Or, paste
type:workbook to find your workbooks.
– Paste filter:recent to display your recently accessed content. Paste
filter:favorites to find content that you've marked as a favorite.
You can combine the filter command with the type command. For
example, paste in type:workbook filter:recent.
4. To clear your search terms, in the search bar click X or select search tags and
press delete.

Search Options
You can enter advanced search commands in the search bar to tailor your search
results for exact matches, multi-term matches, and field-level matches.
You can combine multiple search terms with commands to narrow or widen your
search. For example, name:(revenue AND Analysis). Search commands and search
terms are case-insensitive.

Search Description Example

Command
AND Enter AND between search terms to only Revenue AND Forecast
display content which contains all the search Revenue and Forecast
terms. All forms of AND, such as, and, &&, or
Revenue && Forecast
entering two search terms together, will return
the same results. Revenue Forecast
OR Enter OR between search terms to display Revenue OR Profit
content that contains any of the search terms. Revenue or Profit
Revenue || Profit
NOT After entering a search term, enter NOT Revenue NOT Product
followed by more search terms to exclude any Revenue not Product
content from the results which match the
search terms entered after the NOT command.
? Enter the question mark (?) character in a st?r
search term as a wildcard to signify a single
unknown character. This ensures that the
search results include content with words
matching the known characters from the
search term. For example, searching for st?r
would include results containing star and stir.

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Customize Your Oracle Fusion Analytics Warehouse Home Page

Search Description Example

Command
* Enter the asterisk (*) character at the end of a Employ*
partial search term or root word as a wildcard
to find all content that contains the partial
search term as well as content that contain
variations of the root word. For example,
searching for employ* would include results for
employee, employment, or employer.
name: Enter name: followed by a search term to name:Revenue Analysis
search for content where the search term is
part of the Name field.
description: Enter description: followed by a search description:template
term to search for content where the search desc:template
term is contained in the Description field of the
content.
owner: Enter owner: followed by a search term to owner:Admin
search for content where the search term is
contained in the Owner field of the content.
columns: Enter columns: followed by a search term to columns:product
search for objects that reference columns
matching the search term.
text: Enter text: at the beginning of a search text:Revenue
followed by a search term to search for content
where the search term is contained in any of
the content's fields.
"" Enclose a search term with double quotation "Balance Letter"
marks to search for content that includes "Research by analysis"
phrases or stop words which match the search
term.

Search Tips
Use these tips to help you find your content.
• Searching in Non-English Locales - When you enter criteria in the search field, what
displays in the drop-down list of suggestions can differ depending upon your locale
setting. For example, if you’re using an English locale and enter sales, then the drop-
down list of suggestions contains items named sale and sales. However, if you’re using a
non-English locale such as Korean and type sales, then the drop-down list of suggestions
contains only items that are named sales and items such as sale aren’t included in the
drop-down list of suggestions.
• Searching for New Objects and Data - If you create or save a workbook or create a
dataset and then immediately try to search for it, then it’s likely that your search results
won’t contain matches. If this happens, refresh your browser. If you still can't find the new
object or data, then wait a few minutes for the indexing process to run, and retry your
search. Users can access only the data they've been given permission to access.

Explore Your Content

You can quickly access your analytics content using the Navigator bar.

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Customize Your Oracle Fusion Analytics Warehouse Home Page

1. On the Home page click the Navigator menu.

2. Click Page Menu, then click Customize Home Page.

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Customize Your Oracle Fusion Analytics Warehouse Home Page

3. Click the icon representing the content size (small, medium, or large), or click Hidden to

hide the content.

4. Click the down arrow and select the number of rows to display.

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5. Click and hold the handle , and then drag the content category row to reorder its
display sequence on the home page.

6. Click Open Editors in New Tabs.

7. Click Save.

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Get Started with Key Metrics
Key metrics help you analyze your data to create better performance against your business
goals.
Key metrics are associated with datasets and subject areas to allow you to study business
performance consistently across multiple sets of analyses.

Topics:
• About Key Metrics
• Create a Key Metric
• Add a Related Column to a Key Metric
• Add Conditional Formatting to a Key Metric

About Key Metrics

Key metrics are a logical relationship of a measure and the semantics of that measure to
create a key performance indicator (KPI) in a dataset or subject area.
Key metrics are associated with and follow the dataset or subject area so they're available to
all users of that data. You can apply key metric expressions to the reference columns in a
dataset or single subject area. You can drag and drop measures from the Data Panel to the
calculation area to build the key metric, and add related columns of measures, dimensions, or
attributes based on the key metric to glean details about the key metric itself. When you apply
a key metric, it behaves just like any other measure.
Key metrics provide useful insights to your data that dynamically update as the data changes.
By using key metrics, you can study details around KPIs to more definitively determine how
to adjust business practices and achieve your business goals.
When you add conditional formatting to key metrics, you can visually highlight the changes in
your measures in your analytic visualizations. You can apply conditional formatting to any
columns within the key metric, or you can apply conditional formatting to the dataset or
subject area the key metric is attached to. If you have a group of related subject areas, each
subject area can have its own set of key metrics. Because the conditional formatting is
applied to the key metric itself, you always see consistent and up-to-date visualizations of
your business goals.
You can search for key metrics just like subject area measures or columns, however you can't
search for the related columns key metrics.

Key Metrics Limitations

• Key metrics can include other key metrics in expressions when they're within the same
top-level key metric. For example, a related column can refer to the top-level key metric,
and the top-level key metric can refer to the child metric, but they can't rely on each other
to provide the data.

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Create a Key Metric

• Key metrics are secured at the dataset level. For subject areas, key metrics are
secured at the same level as the column level as defined in the RPD.
• Key metrics aren't attached to a workbook and can't use workbook calculations.
• Key metrics converted from existing KPIs don't have the following attributes:
– Owner
– Tags
– Target goals
– Trend goals
– Data blending
– Diff view
– Site-level personalization of KPIs

Create a Key Metric

You create a key metric within a dataset, then add measures and columns to enhance
the analysis.
1. From the Data page, open a dataset.
2. In the Data Panel, right-click Key Metrics and select Add Key Metric.

3. Enter a Name and Description for the key metric.

4. Drag and drop measures and dimensions to create a calculation representing the
key metric you're building.
5. To check your calculations for errors, click Validate.
6. When you're done, click Save.
A green dot on the name of the key metric means it's not saved.

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Add a Related Column to a Key Metric

Add a Related Column to a Key Metric

You can add related columns of dimensions and measures to a key metric to expand the
attributes around your analysis.
You need to create a key metric so that you can add a related column to it.
1. Right-click the key metric in the data area and select Add Related Column.
The Add Related Column dialog opens.
2. Drag and drop the dimensions and measures to the calculation area to create the related
column.
3. When you're done, click Save.

Add Conditional Formatting to a Key Metric

You can add conditional formatting to a key metric so the visualization automatically
highlights the areas of interest.
1. In the Visualizations Panel, drag and drop the type of visualization you want to use to the
canvas.
2. Drag and drop the key metric to the area of the Grammar Panel that makes sense for
your visualization. Drag and drop other dimensions and measures to the areas that make
sense for them too.
3. Click Conditional Formatting then click the tab representing the area you want to format
- Dataset, Workbook, or Visualization.

4. Enter a name for the formatting rule and select the measure you want to use from the
Key Metrics folder.
5. Select a preset, or select the parameters you want to compare from the drop down lists.
6. To add a new formatting rule, click Add New Rule.
7. Save the workbook.
8. Right-click the visualization, select Conditional Formatting, and select the rule you want
to apply.
You can apply multiple rules to the same visualization.
9. When you're done click Save.

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Build Analytical Applications
The Oracle Fusion Analytics Warehouse applications currently leverage a smaller number of
Overview Dashboards that provide high-level summary information. These can drill down to a
larger number of Detail Dashboards. Each of the Detail Dashboards provide more in-depth
analysis on facets of the business.
This section describes details of how you can construct Oracle applications and will be useful
for building new content that looks similar and can extend the ready-to-use content.

Topics:
Overview Dashboards
• About Overview Dashboards
• Use Filters in Overview Dashboards
• Use Parameters in Overview Dashboards
Detail Dashboards
• About Detail Dashboards
• Create a Detail Dashboard
• Use Parameters in Detail Dashboards
• Add Filters to Detail Dashboard
Tracking Status with Key Metrics
• Add Targets to Key Metrics
• Add Conditional Formatting for Metric Status

About Overview Dashboards

The Overview Dashboards typically present a limited number of metrics centered on a
business topic that show the state of the business.
Composite visualizations on these depict an aggregate number for a specific business metric
alongside a more detailed visualization that further illuminates that metric usually over time.
These metrics are underpinned by their respective key metrics contained in a subject area or
dataset. Key metrics are reusable across content and provide an opportunity for a common,
shared business understanding.

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Use Filters in Overview Dashboards

Use Filters in Overview Dashboards

In the Overview Dashboards, you can create the filters that are meant to be seen and
used by end users as Dashboard Filters.
The Overview Dashboards use Workbook Filters (seen in the top Filter Bar) behind the
scenes.

To simplify consumption of business content, you can hide the Workbook Filters by
turning the Filter Bar off in the Present Mode for the end user.

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Use Parameters in Overview Dashboards

The Dashboard Filters may use their default behavior to show the values of the subject area
column or may be populated by parameters.

Use Parameters in Overview Dashboards

The Overview Dashboards use parameters to populate variables using data referenced in the
subject areas.
Beyond the default set of parameters provided, specific parameters in the ready-to-use
content have been built to dynamically request values for columns like “Fiscal Calendar” or
“Fiscal Year.” This allows the Overview Dashboards to avoid defaults and retrieve appropriate
values for users.

Dynamic custom parameters on the Overview Dashboards are populated with logical SQL
code. For example:
• Fiscal Calendar

SELECT "Financials - GL Balance Sheet"."Time"."Fiscal Calendar Name"

from "Financials - GL Balance Sheet" FETCH FIRST 1
ROWS ONLY

• Fiscal Year

SELECT "Financials - GL Balance Sheet"."Time"."Fiscal Year" FROM

"Financials -
GL Balance Sheet" WHERE ("Financials - GL Balance
Sheet"."Time"."Trailing Year Number" = 0 AND "Financials - GL Balance
Sheet"."Time"."Fiscal Calendar Name" IN (@parameter("Fiscal
Calendar")('')) )

4-3
 Chapter 4
Use Parameters in Overview Dashboards

These parameters are then used to populate filters and default values on the Overview
Dashboards.

Parameter Binding
A dashboard filter can be bound to a parameter. In this case, the “Fiscal Calendar
Name” dashboard filter is then populated by the “Fiscal Calendar” parameter.

Role-playing Parameters
Usually a filter affects only one column, but in the case of role-playing parameters the
filter effectively "impersonates" multiple columns. In some cases an Overview
Dashboard is built so that the values selected in a single dashboard filter can be
propagated to more than one subject area column. This works best if each of these
columns has the same set of values. For this use case, a Workbook Filter is used to
map multiple columns to a parameter. For example, in this case the “Accounting
Calendar Name” columns will be populated by the “Fiscal Calendar” parameter. As
mentioned in the "Parameter Binding" section, the “Fiscal Calendar” parameter also

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 Chapter 4
About Detail Dashboards

populates “Fiscal Calendar Name.” Using this dashboard filter would update both columns.
Here's the Workbook Filter where the mapping is specified:

About Detail Dashboards

The Detail Dashboards are targeted from the Overview Dashboards.
They typically extend workflows that begin as high-level analysis in the Overview Dashboards
and provide more analytical detail on a particular topic. For example a “Payables” tile might
drill down to a “Payables Analysis,” or a “Headcount” tile might drill to a “Workforce
Composition” or “Turnover” Analysis.

Create a Detail Dashboard

Data Actions describe the linkages between Overview and Detail Dashboards and they are
built to designate the desired context to be shared between workbooks.
You can also create links that ignore any context from the parent Overview Dashboard.

Use Parameters in Detail Dashboards

You can duplicate the parameters from an Overview Dashboard and use them as a channel
to pass context between the workbooks.
Ensure that you use the same parameter name and data type while duplicating. Also, ensure
that the data action specifies the parameters that should be included in the context.

Pinning Parameters to Dashboard Filters

To maintain the value of a dashboard filter across canvases within a workbook, you can use
the parameters to replicate a “pinning” behavior seen in Workbook Filters. In essence, the
“pinning” behavior creates an empty parameter and then each of the dashboard filters use
"Parameter Binding" to shuttle that value across the dashboard filters on multiple canvases.

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 Chapter 4
Add Filters to Detail Dashboard

Add Filters to Detail Dashboard

Like the Overview Dashboards, you can create end-user-oriented filters on the Detail
Dashboard as Dashboard Filters and hide the Workbook Filters at run-time.

Add Targets to Key Metrics

The Migration Utility might populate targets in key metrics and you can add them
manually.
All users will see a shared target that exists as a column in a key metric; and it will
abide by user and data-level security rules. Typically, this target metadata references a
column directly or a calculation based on data.

Add Conditional Formatting for Metric Status

Conditional formatting set on the key metric column and persisted at the dataset level
is portable with the key metric. This means it can be shown whenever you use the key
metric.

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 Chapter 4
Add Conditional Formatting for Metric Status

In this example, three statuses are described for Payables that are saved with the dataset.

The ready-to-use tiles use these hexadecimal colors to show status:

• #d63b25 = Critical
• #ac630c = Warning
• #508223 = Good
You may adopt these for consistency with the ready-to-use content. You can extend this
scheme or create your own.

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5
Where Do I Go for More Information?
There are plenty of books, videos, and other resources available. Watch short videos and
explore the documentation to learn more.

Topics:
• How Do I Visualize Data?
• How Do I Share Analytics Content?

How Do I Visualize Data?

Refer to the following documentation to help you visualize data.

Learn how to... Audience Edition More Information

Upload data Content All Upload and Share Data
authors
Connect to online data sources Content All Connect Oracle Analytics Cloud to
authors Your Data
Visualize the data in different Content All Find and Explore Your Content
ways authors
Use workbook canvases to create Content All Build Presentation Flows and
presentation flows as dashboards authors Dashboards
for users
Curate data from multiple sources Content All Blend Data
authors
Use machine learning to analyze Content All Analyze Data with Machine Learning
data authors
Use data flows to curate datasets Content All Create Datasets Using Data Flows
authors
Import, export, and convert Content All Import, Export, and Convert
visualizations authors Workbooks

How Do I Share Analytics Content?

Refer to the following documentation to help you share the content you create in Oracle
Analytics Cloud.

Learn how to... Audience Edition More Information

Share content Content Professional Share Your Content with Others
authors and
Enterprise
Email reports Content Enterprise Email Reports and Tracking Deliveries
authors

5-1
 Chapter 5
How Do I Share Analytics Content?

Learn how to... Audience Edition More Information

Move data visualizations Content Professional Migrate Content to Other Catalogs
authors and
Enterprise
Move reports and dashboards Content Enterprise Migrate Content to Other Catalogs
between catalogs authors
Embed content Content Professional Embed Content in Other Applications
authors and
Enterprise

5-2
A
Frequently Asked Questions

• How do I check which release of Oracle Fusion Analytics Warehouse I'm using?
• Why are my Oracle Fusion Analytics Warehouse bookmarks different?
• How do I know if a visualization has links?
• Can I customize the axis name on a visualization?
• Can I change the number representation format on a visualization?
• Can I add data labels in a bar graph?

Oracle Fusion Analytics Warehouse

How do I check which release of Oracle Fusion Analytics Warehouse I'm using?
From the Console page, select Release Updates. On the Release Updates page, you'll see
the version number for the application release. For example, 24.R1.P1.

Why are my Oracle Fusion Analytics Warehouse bookmarks different?

The URLs for various parts of Oracle Fusion Analytics Warehouse change from time to time.
Refresh your bookmarks if they appear to be out of synchronization with the interface.

How do I know if a visualization has links?

When you click Actions ( ) on the visualization, look for a linked report at the bottom of the
menu.

Can I customize the axis name on a visualization?

Yes. From Actions ( ), click Customize, then in visualization Settings, click More Options
and change the Subtitle.

Can I change the number representation format on a visualization?

Yes. You can edit the business metric to change the Measure property to Number and
disable Abbreviate.

Can I add data labels in a bar graph?

Yes. From Actions ( ), click Customize, then in visualization Settings, change the Plot Area
values.

A-1
 Appendix A
Oracle Analytics Cloud

Oracle Analytics Cloud

Why do some users have read permissions that I didn't assign?
If you save or move a report, dashboard, or project containing an artifact (for example,
a dataset) to a shared folder, and when prompted you share the related artifacts, then
Oracle Analytics assigns the artifacts read permissions for the users who can access
the report, dashboard, or project in the shared folder.
Without the read permission, users won't be able to access the correct content when
they open the report, dashboard, or project.

Can I delete data files that I uploaded to my Cloud service?

Yes. You can delete data files from the Data Sources page. See Delete a Data Source
Connection. You can also delete data files in projects and analyses. See Delete a
Dataset.

Can I delete data files uploaded by a deleted user from my Cloud service?
Yes. Reinstate the deleted user, then delete the dataset files.

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B
Troubleshooting

• I see a performance decrease when using Mozilla Firefox

• I can’t access a particular analysis, dashboard, or project
• The analysis or project is running very slowly
• I can’t access certain options from the Home page
• I see a performance decrease when using Mozilla Firefox
• My analysis or project times out
• I can’t see data in an analysis or project
• I can’t access a particular analysis, dashboard, or project
• I can’t find an analysis, dashboard, or project
• The analysis or project is running very slowly

When I log in, Oracle Fusion Analytics Warehouse doesn't load properly.
When you log out, be sure to close all Oracle Fusion Analytics Warehouse sessions and
close your browser before logging in as another user. You can have one session of Oracle
Fusion Analytics Warehouse open at a time within the same browser.

I see a performance decrease when using Mozilla Firefox.

If you use Mozilla Firefox and notice a decrease in the performance of the cloud service, then
ensure that the Remember History option is enabled. When Firefox is set to not remember
the history of visited pages, then web content caching is also disabled, which greatly affects
the performance of the service. See Firefox documentation for details on setting this option.

I can’t access a particular analysis, dashboard, or project.

You attempt to display an analysis, dashboard, or project and find that you don’t have access.
Typically you can’t access an analysis, dashboard, or project if you lack the appropriate
permissions or application role for accessing it. Contact the owner of the analysis, dashboard,
or project or your administrator for assistance in obtaining the proper permissions or
application role.

The analysis or project is running very slowly.

You attempt to run an analysis or project and find that it takes a long time.
Various underlying circumstances can cause an analysis or project to run slowly. Contact
your administrator and ask that he review log files associated with the analysis or project.
After reviewing the log files with the administrator, make the appropriate adjustments in the
analysis or project.

B-1
 Appendix B

I can’t access certain options from the Home page.

Check with your administrator to ensure that you have the correct permissions to
access the options that you need.

I see a performance decrease when using Mozilla Firefox.

If you use Mozilla Firefox and notice a decrease in the performance of the cloud
service, then ensure that the Remember History option is enabled. When Firefox is set
to not remember the history of visited pages, then web content caching is also
disabled, which greatly affects the performance of the service. See Firefox
documentation for details on setting this option.

My analysis or project times out.

You attempt to run an analysis or project and find that it times out. You see a message
similar to this:

[nQSError: 60009] The user request exceeded the maximum query

governing execution time.

This message is displayed when an Oracle Analytics query spends more than the
allotted time communicating with the data source. For performance reasons, the limit
for a single query to run is 10 minutes.
Try running the query again. To prevent this error, avoid long running queries.

Note:
Note: For direct connections to Oracle Database, the query limit
automatically extends to 60 minutes to accommodate occasional, longer
running queries. To avoid excessive loads on the database, Oracle Analytics
restricts the number of queries that are allowed to automatically extend at
any one time. If your analysis or project connects to any other data source or
connects to an Oracle Database indirectly through Data Gateway, the query
limit is always 10 minutes; the limit doesn't extend beyond 10 minutes.

I can’t see data in an analysis or project.

You open an analysis or project, but you don’t see any data in it.
There might be some temporary issue with the database. Contact your administrator
for assistance.
You might not have the permissions needed to access the data. Contact the object's
owner or administer and ask them to check your access permissions. You'll need read
permissions to the analysis or project and any artifacts included in the analysis or
project (for example, a dataset).

B-2
 Appendix B

I can’t access a particular analysis, dashboard, or project.

You attempt to display an analysis, dashboard, or project and find that you don’t have access.
Typically you can’t access an analysis, dashboard, or project if you lack the appropriate
permissions or application role for accessing it. Contact the owner of the analysis, dashboard,
or project or your administrator for assistance in obtaining the proper permissions or
application role.

I can’t find an analysis, dashboard, or project.

Try searching the catalog. You can search for analyses, dashboards, or projects by name (full
or partial) and by folder location. The search isn’t case-sensitive. Searches of the catalog
return only those objects that you have permission to see.
Contact your administrator if you still can’t find an analysis, dashboard, or project and you
suspect that it was deleted by mistake. Your administrator can restore earlier versions of the
catalog from recent snapshots, if required.

The analysis or project is running very slowly.

You attempt to run an analysis or project and find that it takes a long time.
Various underlying circumstances can cause an analysis or project to run slowly. Contact
your administrator and ask that he review log files associated with the analysis or project.
After reviewing the log files with the administrator, make the appropriate adjustments in the
analysis or project.

B-3