Organization Name
Broadridge
Description
The current functionality is limited to "pinned" (report-scope filters) applying to all canvases in the report but the data action only targets a single canvas. Users want to be able to use a data action on the pinned filter to apply to all canvases (source and target).
Request: Add functionality to pass data action filters to pinned filters instead of ignoring pinned filters and creating duplicative non-pinned filters
Use Case and Business Need
Consider the following case.
1) Column "BU Group" is pinned to the filter shelf so that it affects all tabs
2) A data action called "See BU Detail" is set with Anchor Data = "BU Group" and Pass Value = "Anchor Data"
3) A user right-clicks an a row in a viz on tab 1 and chooses the option "See BU Detail"
4) This opens a new tab with 2 filters. (1) the original "BU Group" filter pinned to all tabs which is unchanged and (2) a new "BU Group" filter set to the parameter passed from the data action. This second filter is not pinned, so only affects the current tab and can have different values than the 1st filter. Thus the user cannot see any data anymore.
We want users to be able to use the data action to set the pinned filter, and so they will actually see data since there will not be 2 conflicting filters.
Original Idea Number: b9e3853112
