Redwood Update - Easily Build Powerful Analytic Applications using APEX and Analytic Views

shared/workshops/adb-datastudio/apex-av-sample-app/add-av-queries-to-dashboard/add-av-queries-to-dashboard.md

@@ -2,40 +2,36 @@
 
 ## Introduction
 
-Every APEX region needs a data source.  You will add queries that select from your analytic view as the data source for each chart.  You will configure your charts as:
+Each APEX region needs a data source. In this lab, you’ll connect each chart to a SQL query that selects from the analytic view. You’ll configure four charts:
 
-- Sales by time.
-- Sales change from prior period by time
-- Sales percent change from same period one year ago by geography.
-- Sales share of search genre.
+- Sales by time  
+- Sales change from prior period  
+- Sales percent change year-over-year by geography  
+- Sales share of search genre  
 
-You will start by creating static graphs. In the next lab you will add interactive data selections.
+This lab sets up static charts. Interactivity will be added in the next lab.
 
-Estimated Time:  20 minutes.
+**Estimated Time:** 20 minutes
 
 ### Objectives
 
-In this lab, you will:
+- Use simple query templates from the analytic view as data sources in APEX charts
 
-- Learn how simple query templates that select from the analytic view make it very easy to provide data sources to APEX regions.
-
-### Prerequisites:
+### Prerequisites
 
 - Complete the previous lab.
 
 ## Task 1 - Provide a Data Source to the Sales Chart
 
-In this task, you will add a SQL Query as the Source to the Sales by Time chart.
-
-1. Select the **Sales Dashboard** page in the APEX App Builder.
-1. Select the **Sales** chart.
-1.  For the chart's **Source** choose:
-- **Location:  Local Database**
-- **Type:  SQL Query**
-- Enter the following **SQL Query**.
-
-This query selects sales at the Month level.
+Connect the **Sales** chart to a query showing sales at the Month level.
 
+1. Open **Sales Dashboard** in APEX App Builder  
+2. Select the **Sales** chart  
+3. Set **Source** to:
+   - Location: `Local Database`
+   - Type: `SQL Query`
+   - Query:
+
 ~~~SQL
 <copy>
 SELECT
@@ -55,38 +51,26 @@ ORDER BY
 </copy>
 ~~~
 
-Feel free to set any other attributes according to your preferences.
-
-Next, map the series to the data source.
-
-4. Select **Series 1** within this chart.
-4. For the series **Source** choose **Location:  Region Source**.
-4.  Set Column Mappings
-- Label: **TIME**
-- Value: **SALES** 
-
-To ensure that all time periods will be displayed:
-
-7. In the **Performance** section set the **Maximum Rows to Process** to **1000**.
+4. Configure **Series 1**:  
+   - Source: `Region Source`  
+   - Label: `TIME`  
+   - Value: `SALES`  
 
-View the result:
-
-8. **Run** the page.
+5. In **Performance**, set **Maximum Rows to Process** to `1000`  
+6. Click **Run** to view the chart
 
 ![Sales Chart](images/sales-chart.png)
 
 ## Task 2 - Provide a Data Source to the Sales Change Prior Period Chart
 
-In this task, you will add a SQL Query as the Source to the Sales by Time chart.
-
-1. Select the **Sales Dashboard** page in the APEX App Builder.
-1. Select the **Sales Change Prior Period** chart.
-1.  For the chart's **Source** choose:
-- **Location:  Local Database**
-- **Type:  SQL Query**
-- Enter the following **SQL Query**.
+Connect the **Sales Change Prior Period** chart using a calculated measure at the Month level.
 
-This query selects sales change from the prior period at the Month level.  This query uses the USING form of the FROM clause and includes a calculated measure.
+1. Open **Sales Dashboard**  
+2. Select the **Sales Change Prior Period** chart  
+3. Set **Source** to:
+   - Location: `Local Database`
+   - Type: `SQL Query`
+   - Query:
 
 ~~~SQL
 <copy>
@@ -110,38 +94,26 @@ ORDER BY
 </copy>
 ~~~
 
-Feel free to set any other attributes according to your preferences.
-
-Next, map the series to the data source.
-
-4. Select **Series 1** within this chart.
-4. For the series **Source** choose **Location:  Region Source**.
-4.  Set Column Mappings
-- Label: **TIME**
-- Value: **SALES\_CHG\_PRIOR_PERIOD** 
-
-To ensure that all time periods will be displayed:
-
-7. In the **Performance** section set the **Maximum Rows to Process** to **1000**.
-
-View the result:
+4. Configure **Series 1**:  
+   - Source: `Region Source`  
+   - Label: `TIME`  
+   - Value: `SALES_CHG_PRIOR_PERIOD`  
 
-8. **Run** the page.
+5. Set **Maximum Rows to Process** to `1000`  
+6. Click **Run** to view the chart
 
 ![Sales Change Prior Chart](images/sales-change-prior-period-chart.png)
 
 ## Task 3 - Provide a Data Source to the Sales Percent Change Year Ago Chart
 
-In this task, you will add a SQL Query as the Source to the Sales by Time chart.
+Use a query with percent change compared to the same period last year, grouped by continent.
 
-1. Select the **Sales Dashboard** page in the APEX App Builder.
-1. Select the **Sales Percent Change Year Ago** chart.
-1.  For the chart's **Source** choose:
-- **Location:  Local Database**
-- **Type:  SQL Query**
-- Enter the following **SQL Query**.
-
-This query selects percent change in sales from the same period one year ago at the continent level.  This query uses the USING form of the FROM clause and includes a calculated measure.
+1. Open **Sales Dashboard**  
+2. Select the **Sales Percent Change Year Ago** chart  
+3. Set **Source** to:
+   - Location: `Local Database`
+   - Type: `SQL Query`
+   - Query:
 
 ~~~SQL
 <copy>
@@ -169,45 +141,29 @@ ORDER BY
 </copy>
 ~~~
 
-Feel free to set any other attributes according to your preferences.
-
-Next, map the series to the data source.
-
-4. Select **Series 1** within this chart.
-4. For the series **Source** choose **Location:  Region Source**.
-4.  Set Column Mappings.
-- Label: **GEGRAPHY**
-- Value: **SALES\_PCT\_CHG\_YEAR\_AGO** 
-
-To ensure that all time periods will be displayed:
-
-7. In the **Performance** section set the **Maximum Rows to Process** to **1000**.
-
-Format the y-axis.
-
-8. Select **y** axis.
-8. In **Value** section, set:
-- **Format** to **Decimal**.
-- **Decimal Places** to **2**.
+4. Configure **Series 1**:  
+   - Source: `Region Source`  
+   - Label: `GEOGRAPHY`  
+   - Value: `SALES_PCT_CHG_YEAR_AGO`  
 
-View the result:
-
-10. **Run** the page.
+5. Set **Maximum Rows to Process** to `1000`  
+6. Configure the **y-axis**:  
+   - Format: `Decimal`  
+   - Decimal Places: `2`  
+7. Click **Run** to view the chart
 
 ![Sales Percent Change Year Ago](images/sales-percent-change-year-ago.png)
 
 ## Task 4 - Provide a Data Source to the Sales Share of Genre Chart
 
-In this task, you will add a SQL Query as the Source to the Sales Share of Genre chart. 
-
-1. Select the **Sales Dashboard** page in the APEX App Builder.
-1. Select the **Sales Share of Genre** chart.
-1.  For the chart's **Source** choose:
-- **Location:  Local Database**
-- **Type:  SQL Query**
-- Enter the following **SQL Query**.
+This chart displays each genre’s share of total sales in 2023.
 
-Sales Share of Genre is the ratio of sales for the current genre to the sales of all genre.  This query selects sales share of genre for year 2023.
+1. Open **Sales Dashboard**  
+2. Select the **Sales Share of Genre** chart  
+3. Set **Source** to:
+   - Location: `Local Database`
+   - Type: `SQL Query`
+   - Query:
 
 ~~~SQL
 <copy>
@@ -234,46 +190,31 @@ ORDER BY sales_share_genre;
 </copy>
 ~~~
 
-Feel free to set any other attributes according to your preferences.
-
-Next, map the series to the data source.
-
-4. Select **Series 1** within this chart.
-4. For the series **Source** choose **Location:  Region Source**.
-4.  Set Column Mappings
-- Label: **GENRE**
-- Value: **SALES\_SHARE\_GENRE** 
-
-Format the y-axis.
-
-7. Select **y** axis.
-7. In **Value** section, set:
-- **Format** to **Decimal**.
-- **Decimal Places** to **2**.
-
-View the result:
+4. Configure **Series 1**:  
+   - Source: `Region Source`  
+   - Label: `GENRE`  
+   - Value: `SALES_SHARE_GENRE`  
 
-9. **Run** the page.
+5. Configure the **y-axis**:  
+   - Format: `Decimal`  
+   - Decimal Places: `2`  
+6. Click **Run** to view the chart
 
 ![Sales Share of Genre](images/sales-share-of-genre.png)
 
 ## Summary
 
-In this lab you created four charts and in interactive grid.  The query for each chart and the report selects from the analytic view using the same query template, with calculated measures added using the ADD MEASURES clause.
+You created four charts and configured each to use a SQL query that selects from an analytic view. Each query reused a shared pattern, with calculated measures added using `ADD MEASURES`.
 
 You may now **proceed to the next lab**.
 
 ## Acknowledgements
 
-- Created By/Date - William (Bud) Endress, Product Manager, Autonomous Database, June 2023
-- Last Updated By - William (Bud) Endress, May 2024
+- **Created By** - William (Bud) Endress, Product Manager, Autonomous Database, June 2023  
+- **Last Updated By** - William (Bud) Endress, June 2025
 
 Data about movies in this workshop were sourced from **Wikipedia**.
 
-Copyright (C)  Oracle Corporation.
+Copyright (C) Oracle Corporation.
 
-Permission is granted to copy, distribute and/or modify this document
-under the terms of the GNU Free Documentation License, Version 1.3
-or any later version published by the Free Software Foundation;
-with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.
-A copy of the license is included in the section entitled [GNU Free Documentation License](files/gnu-free-documentation-license.txt)
+Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.3 or any later version published by the Free Software Foundation;  with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.  A copy of the license is included in the section entitled [GNU Free Documentation License](files/gnu-free-documentation-license.txt)