Generate Visualizations with Oracle Analytics AI Assistant

Introduction

Engaging in a real-time conversation with data has never been easier than with the Oracle Analytics AI Assistant. For content authors aiming to enhance their sales teams' understanding of business dynamics, the tool proves invaluable. Let’s walk through the seamless process of generating visualizations that help your team glean actionable insights.

Starting Your Sales Analysis Workbook

Begin by opening your sales analysis workbook in Oracle Analytics. Navigate to the edit mode and select Auto Insights. Upon selecting this option, a new panel appears, featuring two tabs: Insights and Assistant.

Engaging with the Assistant

Once you click on the Assistant tab, you can initiate a conversation with the Oracle Analytics AI by posing a question about your data. For example, type the inquiry, “Is there a relationship between sales and cost based on cities?” You don’t need to worry about punctuation; the assistant will understand your query. As you type, suggestions will appear, and hitting Enter will prompt Oracle Analytics to provide insights relevant to your question.

To further explore data connections, click the arrow to expand additional insights delivered by the AI Assistant. These insights do not merely reproduce data displayed in visualizations; they offer context and valuable observations.

Adding Visualizations

To incorporate the visualization into your canvas, click on the Add button or the plus sign. You can also drag the generated visual directly to your preferred location on the canvas. For instance, drag a map visualization to the upper-left corner of your workspace.

Iterating Your Questions

You can continue your inquiry by asking the assistant for filters. For instance, type “Keep only New York City and Chicago” and press Enter. The visualization will now be filtered accordingly, and the filtering options will appear above the visualization.

To include another city, simply type “Add Paris” and hit Enter. The filter will now include Paris, demonstrating the tool's ability to iteratively adjust your queries.

Modifying Visualization Elements

Want to change the visualization type? Type “Change chart type to” followed by the desired type, such as Bar. Upon pressing Enter, the assistant will generate your data in the selected bar chart format.

Moreover, the assistant can suggest smart modifications, allowing you to enhance your visualization further. For instance, to add a field to your visualization, click Add, select Add Field, and choose Customer Segment. A newly updated bar chart containing this information will then display in the assistant panel.

Creating a Watch List

If you find a particular visualization insightful, you can create a watch list. In the right corner of the bar chart, click on Add to Watch List and select New Watch List. Input a name, such as Finance Metrics, and click Add to save it for future reference.

Final Insights

You can also ask the assistant specific analytical queries. For example, you might type, “When the price is above $ 100, what is the average cost?” and press Enter. The assistant will display this information in a tile visualization.

To further understand shipping costs, type “Add priority and product type” and hit Enter. A bar chart will illustrate the differences in shipping costs associated with various product types based on the priority of shipping.

Drag the newly created bar chart to the center of the canvas and click Save to finalize your changes.

Conclusion

In this article, we explored how to engage in a conversation with the Oracle Analytics AI Assistant to efficiently analyze your workbook data set.

Keywords

• Oracle Analytics
• AI Assistant
• Visualizations
• Sales Analysis
• Real-time Data Conversation
• Insights
• Filters
• Watch List

FAQ

Q1: How do I start a conversation with the Oracle Analytics AI Assistant?
A1: Open your workbook in edit mode, click on Auto Insights, select the Assistant tab, and type your question in the text field.

Q2: Can I modify visualizations after they are created?
A2: Yes, you can easily ask the assistant to change chart types, add fields, or apply filters as needed.

Q3: What happens if I want to save a particular visualization?
A3: You can add the visualization to a watch list by selecting "Add to Watch List" and creating a new list for easy tracking.

Q4: Is punctuation necessary when posing questions to the assistant?
A4: No, you can type in your queries without worrying about punctuation; the assistant understands your intent regardless.

Q5: Can I filter data based on specific criteria?
A5: Yes, you can filter your visualization by specifying which cities or data points you want to include or exclude.