Task 1: Loading Data into Oracle Data Visualization Desktop
Objective: Learn how to import datasets into OAS Desktop.
Tasks:
1. Open Oracle Data Visualization Desktop.
2. Import the Superstore dataset (Excel file).
3. Ensure all three worksheets ("Orders," "Returns," and "People") are loaded correctly.
4. Check data types and rename columns if necessary.
5. Save the dataset as a project.
Task 2: Creating a Sales Dashboard with Basic Visualizations
Objective: Learn to create bar charts, line charts, and treemaps.
Tasks:
1. Create a bar chart showing total sales by category.
2. Create a line chart showing monthly sales trends.
3. Use a treemap to show profit by sub-category.
4. Apply filters to analyze different time periods.
Task 3: Customer Segmentation Analysis
Objective: Use filters and segment-based analysis.
Tasks:
1. Create a pie chart showing total sales contribution by segment.
2. Use a table visualization to show customer names with their total sales and profit.
3. Apply a filter to view only "Consumer" segment data.
4. Save the visualization as a new project.
Task 4: Sales vs. Profit Analysis with Calculated Metrics
Objective: Learn how to create calculated fields and analyze profitability.
Tasks:
1. Create a scatter plot with Sales on X-axis and Profit on Y-axis.
2. Identify outliers where profit is negative.
3. Create a calculated field: Profit Margin = Profit / Sales.
4. Display the calculated field in a table visualization with customer names.
Task 5: Order Returns Analysis
Objective: Combine data from "Orders" and "Returns" sheets for analysis.
Tasks:
1. Join the "Orders" and "Returns" sheets using Order ID.
2. Create a bar chart showing the count of returned orders by category.
3. Create a filter to show only returned orders.
4. Find the Top 5 customers with the most returns using a table visualization.
Task 6: Regional Performance Analysis
Objective: Use map visualizations to analyze sales by region.
Tasks:
1. Join "Orders" and "People" sheets using the Region column.
2. Create a map visualization showing total sales by state.
3. Use color gradients to represent sales performance.
4. Add a filter for the Region column to allow region-wise analysis.
Task 7: Discount vs. Profitability Analysis
Objective: Understand the impact of discounts on profit.
Tasks:
1. Create a scatter plot with Discount on the X-axis and Profit on the Y-axis.
2. Identify the trend between discount rates and profit.
3. Use color coding to indicate different product categories.
4. Write a summary of your findings.
Task 8: Sales Forecasting Using Moving Averages
Objective: Use calculations to analyze sales trends.
Tasks:
1. Create a line chart showing sales trends over time.
2. Apply a moving average calculation to smoothen the trend.
3. Compare moving average trends across different product categories.
4. Save and document your findings.
Task 9: Creating Data Flows in Oracle Analytics Cloud (OAC)
Objective: Learn how to create data flows for data preparation.
Tasks:
1. Open the Data Flow Editor in OAC Desktop.
2. Add the "Orders" dataset and filter data for a specific region.
3. Perform an aggregation step to calculate total sales per category.
4. Save the data flow and apply it to create a new dataset.
Task 10: Building an Interactive Sales Dashboard
Objective: Create an interactive dashboard with multiple visualizations.
Tasks:
1. Create a new dashboard with multiple charts.
2. Add a bar chart (Sales by category), map (Sales by state), and table (Top customers).
3. Use filters to switch between different years.
4. Save and publish the dashboard.
