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Oracle Communities

Oracle Analytics and AI

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Bookmark Link in DV

Costin Domozina

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

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Delivered

Status: Delivered

Comments

Liesbeth Mulder

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.

sarastein

To bookmark frequently used reports.

David Ripper

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

Costin Domozina

Hi David,

I think the ER you're looking for is this one: https://cloudcustomerconnect.oracle.com/posts/4d7155229c.

Regards,

Costi

Marty Rawls [OCI Storage]-Oracle

"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.

Gabby Rubin-Oracle

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.

Marty Rawls [OCI Storage]-Oracle

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.

Gabby Rubin-Oracle

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.

Marty Rawls [OCI Storage]-Oracle

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

Gabby Rubin-Oracle

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.