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An Introduction to Alma Analytics Data Visualization (DV)

In this blog post we will show a general introduction to OBIEE Data Visualization, specifically how it is used with Alma in the framework of Alma Analytics.  First we will create a data visualization project and save it, and then access it.  Next we will add an additional visualization in the same “canvas” of the same project, using two different methods.  Along the way we will show how different visualizations may be accessed and changed.

For more advanced topics see also YouTube videos at

Alma Analytics: Creating a forecast with Alma Analytics Data Visualization

Alma Analytics: Using Filters with Alma Analytics Data Visualization

Alma Analytics: Using an Input File Together with Alma Data in Data Visualization

As well as these these blog posts.

Let’s begin.

Data Visualization is accessed from the Analytics menu of Alma:

The Oracle Business Intelligence 12c home page will open in a new tab and from there you can create a new project:

When creating a project an Alma Analytics subject area or predefined data set may be chosen:

 

After adding a subject area the following appears:

To display and filter data:

  1. Drag fields from the subject area on the left to the canvas on the right to display them.
  2. Drag fields from the subject area on the left to the filter section on the top to filter them.

Data Visualization will choose a specific visualization (in the case below “horizontal stacked”) which can later be changed.

Here we display the number of loans and the corresponding LC Group 1.  We filter by Loan Year = 2018 and number of loans is >= 1000.

We can also filter by right clicking one or more values and choosing to keep or exclude the value(s).  Here we will exclude LC Group 1 “Unknown”.

Now the filter to remove the LG Group 1 “Unknown” is added to the filters:

The values can be sorted as desired by right clicking and choosing “sort”:

The data is now sorted:

Save the Project via the “Save” button on the top right:

The Project can then later be accessed from the Oracle Business Intelligence 12c home page (which is accessed as we saw from within Alma choosing “Data Visualization” from the Alma menu).  Click the three lines on the top to access the navigator:

And then choose “Projects”.  If desired you can sort and search to display the projects.  Double click the desired project to open it.

After “double clicking” the project it opens:

The visualization type can be changed by clicking the down arrow next to the current visualization and choosing a new visualization.

Instead of “Horizontal Stacked” we will choose a “Line” visualization

Now we have the data in a line visualization with the same data:

It is possible to have two different visualizations with the same data on the same canvas.  To do so first duplicate the visualization:

Now we have two identical visualizations and will change one of them:

We will change one of them to a table

Now we have two different visualizations with the same data on the same canvas.  One is “Horizontal Stacked” and one is a Table:

Now we will delete the table visualization:

Now again we have one visualization on the canvas:

We can also have two visualizations on the same canvas with different data.  Here we have clicked the “Visualizations” icon in the left pane and dragged in a new blank “Bar” visualization.

With the new blank “Bar” visualization selected we can make a new visualization, for example with number of loans by month.

First we select the “Data Elements” icon in the left pane

And now we will choose the icon “Data Elements” in the left pane and drag in to the “Bar” visualization the number of loans and loan month key.  Now we have two visualizations with different data in the same canvas.  Note that in this case the filters on the top apply to both visualizations in the same canvas.

 

 

 

 

 

2 Replies to “An Introduction to Alma Analytics Data Visualization (DV)”

  1. Dear James:
    In the initial release these visualization cannot be embedded in a web page but the plan is to add this to the roadmap in the future. Analytics reports can still be added to public facing web pages via the APIs and to Alma via analytics objects

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