An Introduction to Alma Analytics Data Visualization (DV)
In this blog post we will show a general introduction to OAS (Oracle Analytics Server) Data Visualization, specifically how it is used with Alma in the framework of Alma Analytics.
The general introduction will be done by actually using the data visualization.
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 YouTube videos about OAS (Oracle Analytics Server) and DV (Data Visualization)
As well as these blog posts: Blogs about OAS (Oracle Analytics Server) and DV (Data Visualization)
Data Visualization is accessed from the Analytics menu of Alma:
The Oracle Business Intelligence 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:
- Drag fields from the subject area on the left to the canvas on the right to display them.
- Drag fields from the subject area on the left to the filter section on the top to filter them (this can also be done by right clicking fields and choosing “Create filter”).
From within the data elements section of the navigation pane it is possible to search for fields:
Below we are using the fulfillment subject area and
- Drag to the canvas the “Number of loans (not in house”) and the “LC Classifications Group 1”
- Drag to the upper “Filters” section the “Loan Year”, and “Number of loans (not in house)”
- Filter by “Loan Year” = 2018 and “Number of loans (not in house)” >= 1000
- In the initial results we will right click the “LC Classifications Group 1” which is “Unknown” and choose “remove selected”.
Here are the filters on top
Here we right click the bar with “Unknown” and click “Remove Selected”.
Now we have a graph. This is because the Data Visualization uses “Auto Visualization” to automatically chooses a recommended visualization. The recommended visualization is called “Auto Visualization” and then the name of the specific chosen visualization, for example “Auto Visualization (Bar)”). Of course it is also possible to manually a choose a different visualization, and also possible at all times to return to “Auto Visualization”.
In this case it chose “Bar” graph.
We can click the visualization (where now it states “Auto Visualization (Bar))” and choose a different visualization. Here we choose Horizontal Bar
The values can be sorted as desired by right clicking and choosing “sort”. We will sort the LC Classification Group 1 by loans high to low
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 Data Visualization home page (which is accessed as we saw from within Alma choosing “Data Visualization” from the Alma menu).
There are multiple ways to access and open the saved project. On e way is:
- Click the three lines on top left
- Choose “Catalog”
- Navigate to where the project was saved
- Right click the project and choose “open”
The project opens
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 to a list
Now we have two different visualizations with the same data on the same canvas. One is “Horizontal Bar” and one is a “List”:
Now we will delete the “List” 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 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.
Now instead of the “Bar” visualization on the left we will choose “Auto Visualization”
With “Auto Visualization” the “chosen
And now we can save the project again, this time with a new name