Using Oracle Data Visualisation is just the same or very similar as to using the Cloud version of the tool.
In this blog post I will walk you through the steps you need to perform the first time you use the Oracle Data Visualization client tool and to quickly create some visualizations.
Step 1 – Create a Connection to your Oracle DB and Schema
After opening Oracle Data Visualisation client tool client on the Data Sources icon that is displayed along the top of the screen.
Then click on the ‘Connection’ button. You need to create a connection to your schema in the Oracle Database. Other options exist to create a connection to files etc. But for this example click on ‘From Database.
Enter you connections details for your schema in your Oracle Database. This is exactly the same kind of information that you would enter for creating a SQL Developer connection. Then click the Save button.
Step 2 – Defining the data source for your analytics
You need to select the tables or views that you are going to use to build up your data visualizations. In the Data Sources section of the tool (see the first image above) click on the ‘Create Data New Data Source’ button and then select ‘From Database’. The following window (or one like it) will be displayed. This will contain all the schemas in the DB that you have some privileges for. You may just see your schema or others.
Select your schema from the list. The window will be updated to display the tables and views in the schema. You can change the layout from icon based to being a list. You can also define a query that contains the data you want to analyse using the SQL tab.
When you have select the table or view to use or have defined the SQL for the data set, a window will be displayed showing you a sample of the data. You can use this window to quickly perform a visual inspection of the data to make sure it is the data you want to use.
The data source you have defined will now be listed data sources part of the tool. You can click on the option icon (3 vertical dots) on the right hand side of the data source and then select Create VA Project from the pop up menu.
Step 3 – Create your Oracle Data Visualization project
When the Visual Analyser part of the tool opens, you can click and drag the columns from your data set on to the workspace. The data will be automatically formatted and displayed on the screen. You can also quickly generate lots of graphics and again click and drag the columns on the graphics to define various element.