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How To Visualize A Dataset Based On Filtered Results from the Visualization of A Different Dataset

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SWSearcy
SWSearcy Rank 3 - Community Apprentice
in Oracle Analytics Cloud and Server

My apologies upfront for being very new to OAC, which we are using as a part of a NetSuite Analytics Warehouse implementation.

We would like to do the following.

  1. Create a workbook for filtering companies based on various company attributes and past sales data — this part is easy
  2. Create a workbook for filtering the contacts from the companies in step 1 based on various contact attributes

We don't want to join the contact dataset with the sales dataset because that would generate lots of records. Instead, we would like to use the results from the first analysis to be used as a filter for the second analysis. The two datasets share a common key - the company ID.

I don't need detailed instructions, just a pointer toward the OAC function(s) that would support this.

Thank you!
Scott

Best Answer

  • GayathriAnand-Oracle
    GayathriAnand-Oracle Mod
    Answer ✓

    Hi

    Data Actions and filters can be used to achieve this requirement. You can use Data Actions to navigate from workbook1 to workbook2. You can anchor the dataction link to a specific column in workbook1 and the filters defined in workbook1 will be carried over to workbook2. So in your case workbook2 will be filtered based on company filters defined in workbook1 (for the filter to pass through, the name of the column and data should be matching for these columns if the dataset is different for these workbooks).

    Doc Reference: https://docs.oracle.com/en/cloud/paas/analytics-cloud/acubi/create-data-actions-connect-canvases.html

    In classic analysis, there is also the option to filter a report based on results of another report. This option is not available in workbooks.

    Thanks

    Gayathri

«1

Answers

  • SWSearcy
    SWSearcy Rank 3 - Community Apprentice

    Thank you very much for the quick reply @GayathriAnand-Oracle. I will check out data actions and the associated documentation.

  • SWSearcy
    SWSearcy Rank 3 - Community Apprentice

    @GayathriAnand-Oracle I was able to create two workbooks and filter the second one based on the first, but only if the two workbooks are based on the same dataset. If the second workbook is based on a different dataset, it doesn't work even though I ensured the column used in the filter has the same name and same data type as the original dataset. The datasets are sourced from different tables. Could that be the source of the issue?

  • SWSearcy
    SWSearcy Rank 3 - Community Apprentice

    As a test, I did the following.

    Created a dataset named CompanyContacts, having the following columns:

    • companyid
    • companyname
    • contactid
    • contactname

    Copied the dataset and named it CompanyContacts-copy.

    Created a workbook named Contacts from CompanyContacts dataset that lists:

    • contactid
    • contactname
    • companyname

    Created a workbook named Contacts-copy from CompanyContacts-copy dataset that lists:

    • contactid
    • contactname
    • companyname

    Created a workbook named Companies from CompanyContacts dataset that lists:

    • companyid
    • companyname

    This workbook also has the following data action.

    image.png

    When a row is selected in the Company workbook and New Data Action is selected, a new tab is opened with just the contacts associated with the company in the row selected. This is what was expected. A filter is listed for companyid at the top of the page.

    image.png

    However, if the data action is changed to reference the Contacts-copy workbook instead, where the only difference with the workbook is that it uses the CompanyContacts-copy dataset, the data action returns all rows and no filter is listed. The CompanyContacts and CompanyContacts-copy datasets are identical, so column names are not an issue.

    image.png

    Do workbooks linked by data actions have to be derived from the same dataset?

    Thank you,
    Scott

  • SWSearcy
    SWSearcy Rank 3 - Community Apprentice

    Can data actions only be used to connect workbooks that use the same dataset?

    Thank you!

  • GayathriAnand-Oracle
    GayathriAnand-Oracle Mod

    No you can use data actions to navigate to a workbook based off different dataset. However there is a logic performed internally for passing filter - if dataset name is same, then column name is same and it produces an exact match. This is more straight forward use case to pass filter value.

    Does your target workbook use blended dataset? If yes please try to remove blending - just have one dataset for workbook and retest to see if filter value is passed.

  • SWSearcy
    SWSearcy Rank 3 - Community Apprentice

    Thank you @GayathriAnand-Oracle. Each workbook only uses a single dataset, so no data blending is used.

  • GayathriAnand-Oracle
    GayathriAnand-Oracle Mod

    A zoom session would be helpful to actually see this issue and do a test. So appreciate if you can create SR with Support to debug further.

    Thanks

    Gayathri

  • SWSearcy
    SWSearcy Rank 3 - Community Apprentice

    Thank you. I will submit a support request early tomorrow.

  • SWSearcy
    SWSearcy Rank 3 - Community Apprentice

    I accessed Oracle Support at https://support.oracle.com/signin. and entered my email address but received this message.

    image.png

    I clicked on the top button and then got the following message.

    image.png

    The information was all correct so I clicked on the top button, but received the following error message.

    image.png

    Is there something I need to configure on my Oracle Cloud account to get support?

    Thanks,
    Scott