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Filter OTBI Analysis on Sales Dashboard by logged in User with Action Links

edited Jan 7, 2025 8:34PM in Sales 3 comments

Summary: I have successfully created an OTBI analysis, created a visualization in App Composer, and added it to the Sales Dashboard.

However, I have a filter for the currently logged in user (User Name = VALUEOF(NQ_SESSION.USER)) which works inside all OTBI interfaces. It doesn't filter when applied to the sales dashboard (and seems to be showing all records).

Also, I have an action link to open a new tab/window and it doesn't seem to work. Is there any way to easily support the ability to go to another page when clicking a record?

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