You want to explore revenue by category and order date.
Begin on the Oracle Analytics Home page by right clicking the USA Store Sales data source
and selecting Create Workbook.
Then select order date and hold down the control key while you select revenue and category.
There are too many values displayed to identify any patterns, so create a calculation to group
the dates by year to reduce the clutter on the canvas.
Search for year to create the expression..
..and select Order Date to replace the variable with a value.
Validate and save the expression.
Drag Order Year from the data elements pane to the Category drop target to replace Order
Date. It looks like sales peaked in 2015 across
all categories, but it’s especially pronounced for the internal category.
Click Present to begin tracking the progress of your exploration and build a story by adding
insights.
Add the first canvas to the story and enable the description.
Update the title and add a meaningful description for this insight.
Insights enable you to capture different snapshots of the report at different phases of your
exploration.
Click Visualize. Duplicate Canvas 1.
Rename it Canvas 2 and press Enter.
Delve deeper into the exploration by creating a second calculation for revenue, except this
time use the month variable.
Search for Month and add it to the expression…
..and select Order Date as the variable.
Validate and save the calculation.
Add the Order Month calculation to the Category drop target to explore its impact on revenue.
It looks like your initial conclusion was incorrect. The year to year comparison decline
was actually due to comparing a full year of data for 2015…
…with a partial year of data for 2016.
Save this as another insight.
Click Present…
..and double click the second canvas to add it to the story.
Be sure to rename the insight to help you remember your discovery.
Insights are great because you can save snapshots of the analyses as you move through the data
investigation process.
Click Visualize and duplicate the second canvas.
Rename the new canvas and press Enter.
The mobile category appears to be fairly flat. This is surprising and disappointing given
the rapid growth in the sector overall.
Explore the mobile category further by adding a filter and continue looking into the cause
of the downturn in mobile revenue.
Drag Category to the filter bar…
…and select Mobile.
Add a second chart and drag it below the line chart.
Drag Dept Name, Units, and Category to the new chart.
Position the mouse over a value and then use the right click menu to sort the data to see
the lowest values first.
Create a marquee by dragging the cursor over specific values…
..and then right click to keep only the depots that are performing below expectations.
Both charts reflect the addition of the filter. This is called brushing.
Continue exploring by swapping Item Type with Category in the Color drop target.
It looks like tablets are responsible for the downturn across the depots.
Continue to build the story by adding another insight.
Click Present and add the third canvas to the story.
Name the insight, and add your observations about mobile sales.
Click Visualize to create the last canvas for this workbook.
Duplicate the third canvas and rename it Canvas 4.
Next, right click a data value and drill down to the Store Type level.
It looks like only the computer store type shows any growth and based on the broken lines,
there wasn’t revenue for some store types in some months.
Add this as the last insight to the story.
Double click the canvas to add it to the story.
Rename the insight and then…
…capture a description of your discovery.
Click Visualize.
Save the workbook.
Based on this exploration, you now have a better understanding of the downturn in revenue
for specific item and store types.
Click Present.
Launch Presentation mode.
Click the tabs at the bottom to step through each insight.
You can present your findings as a comprehensive story by using the story navigator.
You use presentation mode to share your story.
In this video, I showed you how to create a workbook, swap columns, limit data, create
a calculation, drill down, and create a storyline.
Check us out at docs.oracle.com