Bookmark Link in DV
Organization Name
GSO
Description
An option to create a bookmark link based on the customizations performed on a certain canvas: filters appplied, changes performed on visualizations, etc.
This option should be available only for end-users (in Read-Only mode).
Use Case and Business Need
Like in Answers Dashboards it would be useful for an End User to save a bookmark link for his current customizations and share it with others.
Original Idea Number: c412c013bd
Comments
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Bookmarks for CONSUMERS (not only authors) is for us almost a prerequisite for further roll-out and is the difference between being so-so and being successful! We have around 1,200 users, but With 12,000 potential users and a matrix organisation, we cannot create personalized dashboards. Giving end users the possibility to save their filters is a huge step.
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To bookmark frequently used reports.
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our #1 ask from our consumers. They want to quickly refer to saved versions of the dashboard rather than having to apply the filters over and over again - especially if they have multiple views (applied filters) they want to go between
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Hi David,
I think the ER you're looking for is this one: https://cloudcustomerconnect.oracle.com/posts/4d7155229c.
Regards,
Costi
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"This option should be available only for end-users (in Read-Only mode). "
I would scratch that requirement, unless i'm misunderstanding. Everyone should be able to create bookmark links and share them.
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Some level of Personalization (remembering user state of dashboard filter bar) is currently at work. Not full-blown 'bookmark' but will prevent workbook consumers from reverting to the originally saved filter state every time they open the workbook. This will expand later to Viz state (drill, pivot, and other changes).
I am going to move this one to Review as the use case is partially being worked on.
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If we can't send someone a direct link to a report that includes all the filters/drills set as intended, then this idea isnt really being worked.
A user who has to swap between different views of a workbook will not benefit from a form of caching the state either.
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You will be able to send a URL that includes parameter values, which is part of the 'variables' project for DV. But there is a difference between sending a URL with parameters and bookmarking a state. True, if you bookmark a URL that has the parameters in it, that will be the 'state' or the bookmark, but which filter is using parameters and which is not is an author's decision.
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that sounds much closer to the idea (saving a URL with the paremeters saved is pretty much a bookmark)
do you have docs on the plan? cause i'm confused as to your "authors decision" comment
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The workbook Author will decide what parameters are available for the workbook. In a sense, it is a bit like Workbook as a function where the workbook can receive a predefined set of parameters that might be used in Filters or Functions. As an example:
Assuming you have a Workbook with 3 filters and for one of them, a parameter was defined
- FilterA
- FilterB = ParameterX
- FilterC
Your URL can conceptually be <URL>?ParameterX="Soda", but it cannot be <URL>?FilterC="Sunnyvale" because the author did not intend for this filter to be driven by a parameter.
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So, if I'm hearing you right, the author of a workbook can build it in a way that allows for URLs to pass criterion for the filters/views to use? Thus, allowing for bookmarks / emailing of specific views, assuming the author builds it with the parameters set. Sounds great
I forget, as you define a workbook, is that a TAB or a whole group of tabs?
I'm trying to understand if the page/tab of a report is also selectable via a parameter.
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Parameters are for the entire workbook, but can be used by any Canvas. You can already select the Canvas that you want to open via the URL, so a combination of the two will land you at the desired page with the parameters that you pass.
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Feature to create a bookmark link based on the customization is very important for further adoption of DV dashboards.
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Is there any update - we have been waiting for years for this requirement it is critical in our adoption of OAC.
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It is important for our organization too.
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This is a critical functionality that was available before (OBIEE), and it should be part of OAC. Do you have an estimate of when this feature will be available?
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Hi, I see the status has changed to 'Planned'. Can you give the timeline or release date?
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Currently planned for 2H 2024, we will give a more exact date later in 1H
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@Gabby Rubin-Oracle any updates? thanks!
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The current plan is to try and get into November or Januarry.
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