Oracle Synopsis

This is the first post in a series about Oracle BI Mobile’s newest analytics tool release, Synopsis.

What is Synopsis?

Synopsis is a mobile analytics tool that allows you to analyze Excel or CSV files on the go. You can download the tool to either your phone or tablet and analyze data immediately in a graphical format in just a few clicks.

What are some of the key features of Synopsis?

  • No server required for data! Take a file on your device and analyze it immediately. No needing to connect to VPN and/or a server to download data.
  • It’s FREE! …No, you are not misreading this. You can download and start using it today from the Android store (Apple store download coming very soon!). The link is located here.
  • No PhD required! Meaning, you don’t need to be a data scientist to use the tool. It’s easy for anyone to learn and use in mere minutes.
  • Make decisions on the go! Say you are at your kid’s basketball game and a decision must be made on data just sent to you. There’s no way you can make a decision on 1,000 lines of data on a spreadsheet – you need a picture to tell you the answer. This is where Synopsis can instantly take the data, present you a picture, and allow you to make decisions quickly and easily.
  • All insights and visualizations are shareable! You can send the entire project or just one visualization. Perhaps a bar graph of months, or a pie chart of expense breakdowns, or both? You can send these insights via multiple methods – email, text message, WhatsApp?, and more.
  • The data analyzed is not limited to financial data, or any specific type of data at all! If you have measures and attributes, your data is ready to be illustrated.
  • Built in security for projects! If you have sensitive data on your phone that you would like fingerprint protected to access, the feature is built in.

Talk is cheap. Got some screenshots?

Glad you asked.

In this first screenshot, I have sent myself a copy of my corporate credit card transactions from mid-November through December. I’ll save this to my device.

Note: You can choose to open the file in Synopsis, based your device settings. I have chosen not to enable these settings, so this file must be downloaded.

1

Next step is to open Synopsis on my device.

2

Although the screenshot already shows it, you will click the green “+” button to upload your file.

3

Choose your file. In this case, “Corp AmEx Transactions.xls”.

4

Once added to your Synopsis home screen, you can click on the project and you will see numbers aggregated without any input needed from you. Cool, huh?

 

Form here, you can choose to Sum, Average, or Count the numeric values on your screen via the dropdown arrow next to “Sum”, if you would like.

5

If you click “Amount”, you will be brought to a screen that shows multiple visualizations pertaining to the column in your data titled “Amount”.

We see the first visualization is by date via a line graph. Note the numbers 1 and 2. These provide a quick visual reference to the lowest value (and date) and the highest value (and date). Nice touches, IMHO.

The second chart is Amount by description. If a certain place is frequented more than once, then the locations will be combined.

6

We also see 2 more visualizations, with the 3rd being a bar chart by “Doing Business As”, or, the place I gave my corporate credit card to for payment. I see my lowest amount is $2.50 at Starbucks (a necessity to me to be 100% for my employer, Oracle) and the max was a hotel, Courtyard, in Washington, DC.

The final graph, a pie chart, shows Amount by Category. This is the one I can get the most information from, in regards to spending. I see that I have spent $871 in the time period of November 15th through December 14th (a very small number in comparison to past months, but that happens when you have a national holiday!). I see my largest percentage is from Lodging (makes sense) and my least is Restaurants (surprising, actually).

7

A quick screenshot to show that if the screen is rotated, the visualization elongates, as well.

8

If I click the “Share” button in the upper right hand corner, I am given options to choose from in a list. I will choose “Messages” so I can send this visualization to, say, my boss (see, I’m not a big spender when I travel, Jim!).

9

The visualization, with no data included, will be created and I can send the text to whomever I would like. Note that you can save this visualization to use in pictures, PowerPoint slides, Instagram (at your own risk… 🙂 ), or whatever application you choose.

10

Bonus! Let’s say you want to make a project secure against anyone that does not have your fingerprint. You can see from my previous screenshots that I did not have fingerprint security enabled on my phone as there was not a lock icon on the project screen. Once I enabled fingerprinting in my phone’s settings, I now see the lock on the project page as shown below.

lock_1a

When this button is pressed, you will be asked to enter your fingerprint.

lock_2

Once your fingerprint is recognized, the project is now locked!

lock_3a

Screenshots are great, but demos are better. Can you show me one of those?

YES!

 

So, what’s next?

In subsequent posts, I will talk about changing data types (numbers to attributes and vice versa), different settings you can utilize in the tool, protecting your projects when you share them, and more advanced analysis features. Stay tuned!

 

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