Unlocking the power of consumer experience in Oracle Analytics Cloud

February 7, 2024 | 5 minute read
Avinash Krishnaram
Director of Product Management - Oracle Analytics Cloud
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Unlocking the power of consumer experience in Oracle Analytics Cloud

This first article of a multi-part series provides an overview of the Present experience in Oracle Analytics Cloud (OAC), empowering authors to take full control of customizing the consumer experience on their workbooks. Creating a tailored consumer user experience on workbooks is essential to the data story-telling process to engage the audience with a narrative about the data by providing the right interaction controls and branding experience for the users.

Understanding the Present workspace

OAC has two primary workspaces: Visualize and Present.

Visualize is the workspace for authors to design the canvas layout and curate the core content: the data, insights, and format of the actionable outcomes with formatted data and annotations.

Present is the primary workspace for authors to design the presentation flow and overall consumer user experience on the workbook. A good analogy for Present is building a Microsoft PowerPoint presentation, where the user defines the order of the slides and the content on the slides. OAC Present provides additional capabilities for the presentation flow to customize the branding experience, define fine-grained interaction controls, define the personalization experience, and expose the right visualization options for end users to further customize the content.

Present vs Visualize

 

 

 

 

 

 

 

 

 

 

 

Anatomy of Present

Navigate to Present from the header bar. OAC generates a presentation flow, including all canvases from Visualize and sets default values for consumer experience properties in Present.

Present highlight

The image below explains the components of Present:

  1. Presentation flow navigator: The navigator allows the author to rename, duplicate, hide, and delete canvases. Authors can also change the order of canvases in the presentation flow. For more details on these capabilities, see the Auto & Manual mode section.
  2. Property Panel: Workbook-level properties enable authors to set properties at the workbook level and override them for each canvas. Some properties, such as Canvas Navigation, apply to the entire workbook. Detailed explanations of these properties will be provided in the next blog post.
  3. Auto & Manual mode: Present defaults to Auto mode the first time a user accesses it in the workbook. Authors can switch to Manual mode. More details on Auto & Manual mode can be found in the Auto & Manual Mode section.
  4. Workbook filters: The top workbook filters in Visualize are presented as a mini-filter bar in Present.
  5. Header bar: You can customize the options in the workbook header to display or hide features such as Undo/Redo, Data Refresh, Notes, and Export options for the consumer user.

Present Anatomy

Auto & Manual Mode

The Presentation flow operates in two modes: Auto and Manual, each dictating the types of changes that can be made to the presentation flow and its content.

Auto Mode: This mode is activated by default the first time you access a workbook's presentation flow in Present. Auto mode ensures content synchronization with Visualize while allowing the author to modify various Present properties.

Manual Mode: This mode provides additional capabilities including renaming canvases, duplicating canvases, deleting canvases, changing canvas positions, hiding canvases in the presentation flow, and concealing visualizations on a canvas.

Auto vs Manual mode

In Present Manual mode, the canvas can potentially get out of sync with the canvas in Visualize. An asterisk (*) is displayed on the canvas thumbnail in the presentation flow navigator, as shown in the image below.

Common scenarios when the canvas might be out of sync include:

  1. When filter values are changed in the Present canvas in Manual mode → The Reset Filter option is displayed on the canvas thumbnail.
  2. When visualization edits are performed in Visualize on a canvas in Present that's already out of sync with its base canvas in Visualize → The Reset Adjustments option is displayed on the canvas thumbnail.

For more details, see the Reset Filters & Reset Adjustments section.

Reset Filters Adjusments

The following table explains the sync behavior of canvases between Visualize and Present Auto vs Manual mode.

Add Canvas

The following table explains the sync behavior of visualization updates between Visualize and Present Auto vs Manual mode.

Add Canvas

The following table explains the sync behavior of filters between Visualize and Present Auto vs Manual mode.

Add Filters Auto vs Manual

Reset Filters & Reset Adjustments

Scenario 1: Author is in Present Auto mode and hides pinned (canvas scope) and/or unpinned (workbook scope) Workbook Filters

 

Scenario 2: Author is in Present Manual mode and hides pinned (canvas scope) and/or unpinned (workbook scope) Workbook Filters

 

Scenario 3: Author is in Present Manual mode and changes filter values on a pinned (canvas scope) and/or unpinned (workbook scope) Workbook Filters

 

Scenario 4: Author hides visualization in a Present canvas while in Manual mode

 

Scenario 5: Present Canvas is out of sync with its base canvas. Author adds a visualization to the base canvas in Visualize.

 

 

Call to Action

We hope that you found this information useful in adopting the consumer experience for your use cases. The next post in the series provides a detailed overview of the properties in Present with example use cases. For more details, see Build a Presentation Flow on Oracle Help Center.

 

Avinash Krishnaram

Director of Product Management - Oracle Analytics Cloud


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