Allow users to save their own customization in DV/Workbook

Prasad Deshpande

How could I show this to you ? Do I need to create the SR ?

Sumanth V -Oracle

@Prasad Deshpande - Creating a service request would be beneficial as it will allow us to analyze your use case in detail and conduct further validation.

Avinash Krishnaram-Oracle

@Prasad Deshpande Can you open a SR please? Please share SR#, i can follow up with support.

Prasad Deshpande

Thank you, Avinash, I raised it already :)

SR 3-36689678821 : Missing data in visualization and Filter Personalization's not working

Looking to talk to the person at 2 PM EST, hopefully

Gabby Rubin-Oracle

Not sure an SR is needed. Currently, Personalization works on Dashboard and Visualization filters, not on the top bar author filters.

Avinash Krishnaram-Oracle

Gabby is right. I did not pay attention to the screenshot showing workbook filters

Personalization is supported on the dashboard filters and viz filters.

Please read this blog for details: https://blogs.oracle.com/analytics/post/enabling-end-user-personalization-in-oac-workbooks

Sumanth V -Oracle

Yes, I also didn't observe the filters in screenshot correctly. Noticing after Gabby pointing it.

Prasad Deshpande

Hi Gabby, Avinash,

I got the resolution from Oracle SR.

understood that overall Dashboard filters are different that workbook filters (at the top), Workbook filters are not retained in FAW-OAC style of dashboards. I was able to create persisting dashboard filters as shown -

Thank you! for engaging on this issue

ANNE LORRAINE-Oracle

I am using OAS and needed the pinned workbook filter to be personalized. I found a way to save the users workbook filter by binding the filter into a parameter.

Avinash Krishnaram-Oracle

Parameter values that are bound to the workbook filter (parameters are workbook scope). This is the current behavior and subject to change.

Product team recommends to:

1. use Workbook filters primarily for authors to define the scope of the data on the workbook/canvas and hide the filters or make them as read only (using the properties in Present)
2. use Dashboard filters to expose any filters / parameters as filter controls for end user interaction. Dashboard filters offers a wide range of filter styles, layout orientation and additional rich properties for styling, formatting and parameter binding

Thanks.