4 Create Complex Visualizations From An Oracle Autonomous Database Instance

Lab 4 Use Oracle Analytics Cloud Instance to create Visualizations from an Oracle Autonomous Database
Instance
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 Setup your Autonomous Database Instance
Oracle Analytics Cloud service allows you the flexibility to visualize data from a range of sources. In the previous Lab we created
visualizations from a spreadsheet, but wouldn’t it be amazing to be able to visualize real time data directly from your Oracle Autonomous
Database?
In this Lab that is exactly what we will do.
For this Lab you will need to have completed the following Labs:
• Autonomous Database Startup Guide
1) Sign in to your Cloud account and you will be presented with your dashboard. From the hamburger menus select Autonomous
Transaction Processing.
2) Your current Autonomous Transaction Processing instances will be listed.
NOTE: If you have no Autonomous Transaction Processing instances then you must first complete the Autonomous Database Startup
Guide Lab.
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3) Click <Your Database> from the list. This example is called DBAnalytics, but you will most likely have chosen a different name.
4) Click Database Actions and select SQL.
5) You have the option for creating another user, close the form to create the user by clicking the cross.
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6) You are now in SQL Web Developer! Type select * from dual, Click the green run icon to execute the statement.
7) You can now run a script to create tables and load data! We will do this next.
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Section 2 Create the HR sample Schema
1) In this Lab we will create the HR Schema which is available in Oracle Database. The HR Schema contains the following tables and
relationships.
2) To create the Schema you must first download the HRSchema.sql script file and save it to your local computer. The file is located in
the Reference Materials section of the content as shown here.
3) If you are currently logged out then Sign in with Username ADMIN and your ADMIN password established when first creating your
Autonomous Database.
NOTE: if you need to reset your ADMIN password see the Autonomous Database Startup Guide.
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4) Select SQL and you are now in SQL Web Developer!
5) Open your folder browser and navigate to the folder you stored the HRSchema.sql file.
6) Drag the HRSchema.sql file into the Worksheet of SQL Developer Web .
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7) To execute the script, click Run Script .
8) All of the database objects should now be created. Click refresh in the Navigator to see the tables.
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Section 3 Download Database Client Credentials
1) Sign in to your Cloud account and you will be presented with your dashboard. From the hamburger menus select Oracle Database >
Autonomous Transaction Processing.
2) Your current Autonomous Transaction Processing instances will be listed.
NOTE: If you have no Autonomous Transaction Processing instances then you must first complete the Autonomous Database Startup
Guide Lab.
3) Click <Your Database> from the list.
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4) Click Database Connection button.
5) This will bring up your database connection information.
6) Under the section Download Client Credentials (Wallet) click Download Wallet to save your wallet file.
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7) You will have to give the wallet a password before the download will be allowed.
Click the Download button and save your wallet to your local machine.
8) Save the wallet file to your local machine.
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Section 4 Create a Visualization from Autonomous Database
We will now create a connection to your Oracle Autonomous Database : Autonomous Transaction Processing Instance which we created in
the LAB : and use the schema we created in Section 1 as a dataset.
1) Select your select Oracle Analytics Cloud URL (or from main dashboard select Analytics & AI-> Analytics Cloud then select your
instance followed by Analytics Home Page). Your Instance will open in a separate browser window as follows:
Click Create at the top right of the Home screen.
2) Click Data Set from the Create menu.
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3) Click Create Connection from the Create Data Set Menu.
4) Scroll to see the vast range of connections you can make in Oracle Data Analytics. For this Lab we will be connecting to Oracle
Autonomous Transaction Processing.
Click Oracle Autonomous Transaction Processing.
5) Complete the connection details for the Autonomous Transaction Processing Instance we set up in Sections 1 and 2:
• Connection Name: Enter a suitable name for your new connection
• Description: Enter a suitable description for your new connection
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6) Click Select… and browse to the .zip file of your Client Credentials Wallet we saved in Section 2. Select the .zip file and click Open.
NOTE: This will auto-populate the Service Name field of the dialog.
7) Complete the Create Connection dialog:
• Username: ADMIN
• Password: Your ADMIN password.
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8) Click Save.
9) You will be presented with the Data Set Designer.
10) Select Schemas and then Admin and you will be presented with the HR Tables.
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11) Drag Regions over to the dataset window.
12) You will see your data presented in the dataset window.
13) Select Preview Data at the bottom right.
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14) Right click on Regions and selected Edit Definition
15) Click on the REGION_ID column on the right, and then the Remove Selected button to have only the REGION_NAME column in the
dataset.
16) Click on the Get Preview Data icon at the bottom of the screen to view the data set created.
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17) Click the OK button.
18) You can see the data that has been successfully added.
19) We will rename REGION_NAME to REGION_INFO. Double click on REGION_NAME.
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20) Click Save.
21) Give it the name My DB and click OK.
22) Click Go Back.
23) Click Your Dataset.
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24) You will be presented with the new Canvas to create a visualization based on the created data set. Close the insights pane.
25) From the menu on the left click the to select the visualizations option.
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26) Click on the Sunburst from the Visualizations menu and drag it onto the Drop Visualizations of Data Here panel.
27) Now click the Data Elements menu option to view the data from your data set that you can work with.
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28) Drag the REGION_INFO category onto the main panel.
29) By default, all data is visualized in a single color. To make each region stand out it is possible to change the colors. Right click on the
Americas and select Color, and then Data Point (Americas). Choose red for the Americas.
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30) Do the same for each other region using the following colors:
• Asia: Green
• Europe: Orange
• Middle East and Africa: Blue
31) Update the title to complete this canvas. Click on the General tab in the properties window. Select Title, and then Custom. Set the title
value to “Operating Regions”.
32) To name this visualization, click on the name tab at the bottom left of the canvas named Canvas 1 and select rename
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33) Rename the canvas to “Operating Regions” and then click on the tick option to confirm the name change. Click on the Save button to
save your changes (Save regularly).
34) Click on the Save button to save your project.
35) Name the project “Region Analysis”, enter a description and click Save
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Section 5 Creating a visual narration - adding a map
1) We will now create additional visualizations to create a narration. Firstly, we will display the countries from each region. Click on
Data.
2) The following screen shows the data set (Results) created by your query. We will amend these results. Click the Edit Data Set button
(beside Recommendations).
3) Right Click on your data set and click open.
4) Click Edit Definition.
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5) We want to display all of the countries for each region. To do this we will need to create a query based on two tables. Click on the
Enter SQL option on the screen.
6) Update the existing SQL statement that displays the region names to:
SELECT COUNTRY_NAME, REGION_NAME

FROM ADMIN.REGIONS JOIN ADMIN.COUNTRIES
USING (REGION_ID);
7) Click on the Get Preview Option button to view the results.
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8) Click on OK to save the updated REGION_INFO query.
NOTE: This overwrites the existing one.
9) Click Save.
NOTE: Your current canvas showing the sunburst chart is unchanged as the data that it is based upon is still contained in the resultant
data set.
10) Click Data.
11) Click on plus sign to the right of the Operating Regions tab at the bottom of the screen to create a new canvas.
12) Rename the canvas to “Region Map” and then click on the tick option to confirm the name change. Click on the Save button to save
your changes (Save regularly).
13) Click on the Region Map tab to view the new canvas.
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15) Click on the Map from the Visualizations menu and drag it onto the Drop Visualizations of Data Here panel.
16) Now click the Data Elements menu option to view the data from your data set that you can work with. We want to display the
countries on the map so drag the COUNTRY_NAME data element into the CATEGORY box.
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17) To improve the look of the map you can use the color that you assigned to the regions in the Operating Regions canvas. Drag the
REGION_INFO into the color box.
18) Change the title of the chart by clicking on the chart and changing the title option in the chart properties to CUSTOM and enter the title
to “Operating countries by region”.
19) Change the legend to appear on the right of the canvas.
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20) We will now add Text Boxes to your visualization to detail the countries included in each region. Select Visualizations , Click on
Text Box and drag to the bottom of the map visualization.
21) Select the Data Elements menu option and Drag the COUNTRY_NAME field into the new Text Box area.
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22) Drag the REGION_INFO field into the new Color panel option.
23) Your Canvas should look like:
24) Click on the Save button to save your project.
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25) Currently the text box displays all countries from all regions. We want to easily present the countries by regions. This can be
achieved by adding a filter to the visualization.
Drag the REGION_INFO field into the filters box in the grammar panel.
26) We can now choose the region value that you want to filter the countries by. Select Americas and then click on the canvas to view the
changes.
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27) In the properties tab set the title of the text box to none.
28) We now want to show the same list for all the regions. Right click the text box and select Duplicate Visual from the menu.
29) In the new text box, click on the filter REGION_INFO: Americas and select Asia and deselect Americas by clicking on them.
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30) Creating duplicate visuals for Europe and Middle East and Africa.
Your Canvas should look like:
31) Click on the Present tab at the top of the screen.
32) Add appropriate notes to each canvas.
33) You can adjust the positioning of your visualizations here if required.
34) Save your project.
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Section 6 Adding a dataset
Oracle Analytic cloud allows you to work with multiple data sets within the same visualization. You can create other visualizations using a
different data set with different table columns than you currently use.
You cannot update the current data set as you did previously as that would affect all of your current canvases (You will not have access to
region information in this data set).
It is possible to bring data in from either the same data source or from an entirely new one and you can also combine data from multiple
sources such as a database and a spreadsheet into the same visualization.
In this section we will create another connection to the current database.
1) Click On the Data tab and select Add Dataset.
2) Click create Dataset.
3) From the Visualize page click on the Add icon, and then select Add Data Set.
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4) You will see the current connections so that you can choose an existing connection or create another one. Click on the Create Data
Set button to create a new connection.
5) Click the Autonomous Database Instance we connected to previously.
6) The possible Schemas will be displayed. Click the Schemas option and then ADMIN schema.
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7) Drag Departments to the canvas.
8) Right click on Departments and select Edit Definition.
9) Click Enter SQL.
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10) For this visualization you will display the department information based on their country. To do this you will be required to create a
query that joins 3 tables together (departments, locations, countries).
In the SQL window add this statement:
SELECT DISTINCT (department_name), country_name FROM ADMIN.DEPARTMENTS

JOIN ADMIN.LOCATIONS USING (location_id)
JOIN ADMIN.COUNTRIES USING (country_id);
11) Click on the Get Preview Option button to view the results.
12) Save your Dataset.
13) Give it the name Department_info.
14) You are now shown the result set. Go Back to return to your main workspace.
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15) You should see 2 datasets.
16) Click on Region Analysis Workbook.
17) Click on Edit.
18) Click Add Data.
19) Select Department_Info and click Add to Workbook.
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20) You will now see both your Datasets.
21) Create a new Canvas and rename it as “Department Spread”. Make sure you are on Visualize.
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22) Close the REGIONS data set by clicking on the arrow to the left of it. Open the Department_Info data set by doing the same thing.
23) In this visualization you are going to include a calculation to display the number of departments per country. Right click on My
Calculations and then Create Calculation.
24) Open the Aggregates section by clicking the arrow.
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25) Scroll until you find the Count statement, and double click it to open it in the calculator editor.
26) Click on the column option for the calculation, and then select DEPARTMENT_NAME from the Department_Info data set. You may
have to close the My DB options and option Department_Info.
27) Click on the Validate button to check the syntax of your calculation.
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28) Name your calculation “Number_Departments”, and then click Save.
29) You will now see the Number_Departments calculation under the My Calculations menu option.
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30) Drag a Bar chart into the main canvas.
31) Click the Data Elements menu option to view the data from your data set that you can work with. Drag the Number_Departments
calculation into the Values (Y-axis) box to display a count of each department.
32) Drag the COUNTRY_NAME field from the Departments_Info set into the Category (X-axis) box to group the departments by country.
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33) As it is a different data set the assigned colors do not appear automatically. Assign red to USA/Canada and orange to the others.
Set the Title to “Department Spread”. Your Canvas should look like:
34) Create a new canvas and rename it as “Department Locations”.
35) Drag a Grid Heat Map onto the main canvas.
36) Drag the DEPARTMENT_NAME field from the Departments_Info set into the Category (Y-axis) box.
37) Drag the COUNTRY_NAME field from the Departments_Info set into the Category (X-axis) box.
38) Drag the COUNTRY_NAME field from the Departments_Info set into the color box.
39) Assign red to USA/Canada series and orange to the others.
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40) Set the Title to “Department Locations”. Your Canvas should look like:
41) Click on the Present tab at the top of the screen.
42) You can adjust the positioning of your visualizations here if required
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Section 7 Analyzing Data
In this visualization we will display statistical information based on employees, their jobs and the departments that they work in. We will
firstly create a new data set based on the HR database.
1) From the Visualize page click on the Add icon, and then select Add Data.
2) You will see the current connections so that you can choose an existing connection or create another one. Click on the Create Data
Set button to create a new connection.
3) Click the Autonomous Database Instance we connected to previously.
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4) The possible Schemas will be displayed. Click the Schemas, ADMIN and drag countries to the main panel.
5) Right click on Employees and select Edit Definition.
6) The tables within the ADMIN schema will be displayed. Click on the Enter SQL option to write the SQL query that will return the data
set required.
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7) In the SQL window add this statement:
SELECT * FROM ADMIN.employees

JOIN (SELECT department_id, department_name, manager_id mgr_id, location_id
FROM ADMIN.departments)
USING (department_id)
JOIN ADMIN.jobs USING (job_id)
NOTE: In this query we return to all of the fields (SELECT *) from all 3 tables (EMPLOYEES, DEPARTMENTS, JOBS) but there is an
issue with the EMPLOYEES and DEPARTMENTS tables both having a MANAGER_ID column which do not relate to the same
manager. This causes problems as the system does not know which table to access. To resolve this we use an inline query that
returns an alias for the MANAGER_ID column as MGR_ID (MANAGER_ID MGR_ID)
8) Select Save.
9) Name the data set “Employee_Details” and click the OK button to add it to your project.
10) Return to the main screen by clicking Go Back.
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11) Select Region Analysis.
12) Click Edit.
13) Click Add Data.
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14) Select Employee_Details and click Add to Workbook.
15) We will now see our 3 datasets on the left.
16) Create a new canvas and rename it “Employee departments”.
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17) Create a new calculation named “Department_Employees”. Use the COUNT (*) aggregate function to count the number of rows.
18) Click on the Validate button to check the syntax of your calculation. Then click Save.
19) Drag a Horizontal Bar graph onto the main canvas.
20) Drag the DEPARTMENT_NAME field from the Employee_Details set into the Category (Y-axis) box.
21) Drag the Department_Employees calculation field into the Values (X-axis) box. Your Canvas should look like:
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22) Right click the canvas and sort the results by highest to lowest by Department Employees per department.
23) Change the title to “Number of employees per department”.
24) Change the legend on the chart to read “Departments” on the Labels (Y) axis.
25) Change the legends on the chart to read “Number of Employees” on the Values (X) axis.
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26) Under the values properties tab turn the data labels to Center.
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Section 8 Analyzing More Data
Using the previous Data Set “Employee_Details” we will create a new visualization.
1) Create a new canvas and rename it as “Employee Salaries”.
2) Drag a Bar graph onto the main canvas.
3) Drag the SALARY field from the Employee_Details set into the Values (Y-axis) box.
4) Drag the LAST_NAME field from the Employee_Details set into the Category (X-axis) box.
Sort the results by salary (lowest to highest). Your Canvas should look like:
5) Change the title to “All Salaries”.
6) Steven King is the president and his salary skews the figures. Fix this.
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7) To anonymise the remaining information, remove the title and legend from the X axis.
8) Your Canvas should look like:
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9) We now wish to show how each salary compares to the average salary. This can easily be shown with the use of a reference line.
Right click on the visualization, Add Statistics, Reference Line.
10) The average will be calculated from the values and displayed on the chart. Your Canvas should look like:
11) We will now create a second visualization based on the data. Right click the chart and select Edit, Duplicate Visual.
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12) If the charts are not side by side then click on the visualization on the right and drag it to the bottom of the screen. Your Canvas
should look like:
13) On the bottom visualization change the title to “Department Salaries”.
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14) Drag the DEPARTMENT_NAME field from Department_info into the filter box and set the filter to Shipping.
15) Change the legend on the bottom chart to read “Shipping Department Employees” on the Labels axis.
16) Change the legend on the top chart to read “All Employees” on the Labels axis.
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Section 9 Present and Share the presentation
In this section we will add narration to our visualization and explore the different presentation.
1) We will now create a narrative from our canvases to create a presentation.
2) Select the Present option (Right of Centre Top).
3) Select the Region Map canvas.
4) If you hover/click over the visualizations, you will see information pop-ups from the data set.
5) You can add text notes to your visualizations. Click on the Visualize Tab at the top. Click on the Add Note icon at the top right
to place a text box in the visualization.
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6) Add the following text into the text box: “Europe is our smallest geographical region but has the highest amount of countries.”
7) You can change the colour of the text by highlighting all of the text and then selecting the Text Color option. Select Orange as the
color. Note if you format menu is not showing right click on the text box and select Edit.
8) You can also change the size of the text by using the font size button. Change the text size to 14.
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9) Drag the text box to above the European countries.
10) You can now share it to your chosen format by selecting the export option from the top right of the screen.
11) Select File from the menu and assign the appropriate values.
12) Selected here is a PowerPoint presentation in standard 4:3 format. Include All Canvases.
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13) Click Save, to save to your local machine.
14) You can also present directly from Oracle Analytics. This can be done in Visualize or Present.
15) When you run the presentation its default presentation style is bottom tabs.
16) You can change this to filmstrip or Navigation Bar mode through the presentation style properties. Change it to Navigation Bar.
17) You should now see each slide at the bottom of the screen represented as a dot that you can navigate through.
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Lab 4 Use Oracle Analytics Cloud Instance to create Visualizations from an Oracle Autonomous Database

Oracle Analytics Cloud Instance

Features of Oracle Analytics Cloud

• Take control of your data

In this Lab that is exactly what we will do.

• Autonomous Database Startup Guide

2) Your current Autonomous Transaction Processing instances will be listed.

4) Click Database Actions and select SQL.

2) Your current Autonomous Transaction Processing instances will be listed.

3) Click <Your Database> from the list.

5) This will bring up your database connection information.

8) Save the wallet file to your local machine.

Click Create at the top right of the Home screen.

2) Click Data Set from the Create menu.

Click Oracle Autonomous Transaction Processing.

7) Complete the Create Connection dialog:

9) You will be presented with the Data Set Designer.

13) Select Preview Data at the bottom right.

19) We will rename REGION_NAME to REGION_INFO. Double click on REGION_NAME.

21) Give it the name My DB and click OK.

22) Click Go Back.

23) Click Your Dataset.

34) Click on the Save button to save your project.

3) Right Click on your data set and click open.

4) Click Edit Definition.

SELECT COUNTRY_NAME, REGION_NAME

7) Click on the Get Preview Option button to view the results.

NOTE: This overwrites the existing one.

10) Click Data.

19) Change the legend to appear on the right of the canvas.

23) Your Canvas should look like:

24) Click on the Save button to save your project.

Your Canvas should look like:

31) Click on the Present tab at the top of the screen.

32) Add appropriate notes to each canvas.

34) Save your project.

In this section we will create another connection to the current database.

1) Click On the Data tab and select Add Dataset.

2) Click create Dataset.

5) Click the Autonomous Database Instance we connected to previously.

8) Right click on Departments and select Edit Definition.

9) Click Enter SQL.

In the SQL window add this statement:

SELECT DISTINCT (department_name), country_name FROM ADMIN.DEPARTMENTS

12) Save your Dataset.

13) Give it the name Department_info.

16) Click on Region Analysis Workbook.

17) Click on Edit.

18) Click Add Data.

19) Select Department_Info and click Add to Workbook.

24) Open the Aggregates section by clicking the arrow.

34) Create a new canvas and rename it as “Department Locations”.

35) Drag a Grid Heat Map onto the main canvas.

39) Assign red to USA/Canada series and orange to the others.

41) Click on the Present tab at the top of the screen.

43) Save your project.

3) Click the Autonomous Database Instance we connected to previously.

5) Right click on Employees and select Edit Definition.

SELECT * FROM ADMIN.employees