Saturday, September 26, 2020

Dashboards 2.0 - Geomaps


This is my first blog post in a while and it’s mainly due to 2020 being one challenging year on a personal level! Apart from the COVID-19 situation the world is facing, I broke my right foot back in February and I had to go under the knife in March, and consequently, I was sidelined for three months and forced to use crutches and wear a boot. So, you can imagine blogging was not on top of my list of priorities.

This post is about the Geomaps that was newly introduced in Dashboard 2.0, I was interested to see how the metadata/location tagging side of things would work in a Planning application and thanks to Oracle, the new feature did not disappoint.

I will be using the Vision application for my demo and I will start with the hierarchy, I used Entity dimension (you can use any dimension which I’m going to show at the end) to create a countries rollup so I can simply enter some data and see if the dashboard would work.

To understand how do you need to build the metadata for Geomaps to work, there is a file to download which Oracle has provided with the full list of countries. You need to use the names exactly as they are shown in the file for Geomaps to work. You don’t need to create the full list or follow the hierarchy provided in the file, you just need to make sure you have a member name or an alias that matches the country name in the file.

To download the file, create a new dashboard 2.0:

Select any data form and drag it to the canvas, change the view to Geomap and go to chart type properties to download the file.

So, based on the file I’m going to create a new rollup in the Entity dimension (you can use any dimension and I’m going to show that at the end) and notice that I’m creating a mix of cities and countries as members and assigning the country name to the city members to see if this would work! Here is the rollup:

Next thing, I will enter some dummy data so I can use the form in the dashboard.

The last step is to create a dashboard 2.0, select the data form, and change the chart type to Geomaps.

Here is the dashboard in tabular format and you can see the data is showing for all countries.

I will change the chart type to Geomaps and see the result

And yes, it is working except for the UK numbers and that is because the member name is “UK”, not “United Kingdom” as specified in the original file. 

So, to fix this I will simply add an alias to the member.

I will refresh the dashboard and now I can see the UK numbers.

That is it, it is straight forward and very simple to set up. Thanks, Oracle!

Before I wrap it up, I want to show that you can use any dimension, and not just Entity, to store your countries metadata. So, I created another rollup in the Channel dimension as follows:

And a simple data form to store the data (notice the No Entity member selection).

Finally, here is the dashboard based on the Channel rollup.

As demonstrated, the new geomaps chart type is pretty powerful and relatively simple to set up, and most importantly, we don’t need to have any major changes in the application to get it to work.