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Require OAC Enhancement Oracle DV support Default Value on Workbook Filter with Variables, Function.

NCC

Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of):

Bangkok Asset Management

Description (Required):

Require OAC Enhancement Oracle DV support Default Value on Workbook Filter with Variables, Function.

- Repository Variables.

- Oracle DV Function such as Function CURRENT_DATE

Example:

Oracle DV have a Workbook Filter Dim - Calendar.Date with Default Value = Repository Variables (SYSDATE-1).

Oracle DV have a Workbook Filter Dim - Calendar.Date with Default Value = Oracle DV Function CURRENT_DATE-1.

Use Case and Business Need (Required):

Enhancement Request / Service Request:

Enhancement Request

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Analysis and Data Visualization

Status: Delivered

Comments

KWP

I have same problem too.

Supanut Sinphatsirikul

Interesting idea.

ALOK SH-Oracle

Yes correct ,

we really need this option to be there in oracle DV. in the case if you have historical data and want to default value based on some condition and logic like current year or last inserted year data from your fact table.

I have seen many idea have been created earlier as well.

https://community.oracle.com/customerconnect/discussion/582199/oac-dv-set-default-value-for-filter

NCC

Hi ALOK SH-Oracle

I try to used Expression Filter in Workbook Filter and I found a problem like below.

When user choose another value in Normal Workbook Filter then condition of Expression Filter in Workbook Filter and Normal Workbook Filter are not matched.

Example

Today is 22-Feb-2023

In this scenario:

Workbook have Expression Filter and Normal Filter

1.) Expression Filter with formula "Dim - Calendar"."Date" = CURRENT_DATE-1 (Result is 21-Feb-2023)

2.) User need to view data with Transaction Date = 31-Jan-2023 then he's change Normal Filter of "Dim - Calendar"."Date" to equal 31-Jan-2023

# Problem was happen with Workbook Filter use both condition.

"Dim - Calendar"."Date" = 21-Feb-2023 (from point 1)

AND "Dim - Calendar"."Date" = 31-Jan-2023 (from point 2)

Is it possible to enhancement Oracle DV is support Workbook Filter with Default Value and User choose Filter Value like as Dashboard Prompt in OBIEE ?

Do you have any workaround for this scenario ?

Best regards,

Nanchai

NCC

1.) Workbook have Expression Filter with result of Period = Feb-2022

and Normal Filter

Year = ALL

Month = ALL

2.) If I need to view date of Period = Jan-2022

I was choose Normal Filter

Year = 2022

Month = January

After that report result display No Data Found.

Because Workbook Filter condition was combine both filters like below.

Period = Jan-2022 (from point 2.)

AND Period = Feb-2022 (from point 1.)

Avinash Krishnaram-Oracle

Parameters is a new feature in OAC that will help with this use case implementation. Please check out the new feature with OAC March 2023 and OAS annual 2023 update, and share your feedback.

With the March 2023 update, parameters can be used to default values on Filters. You can write an expression filter to set the default value using a parameter. This experience will be made easy using a new parameter-filter binning feature in OAC (planned for early 2H CY 2023)

Michal Zima

@Avinash Krishnaram-Oracle One question related to new parameters feature with relation to the topic of this Idea:

Is it possible (or will it be in near future) to use parameter value for setting default value of filter in :

Filter bar on canvas
Dashboard Filters visualization

? Thanks for answer.

Avinash Krishnaram-Oracle

Hi Michal,

Yes. With the March update, you can write a expression filter to default the filter values on a filter column (& choose to hide the expression filter from end users from Present).

We are working on a parameter-filter binding feature that will make this experience much simpler, this feature is planned for early 2H CY 2023.

Thanks.

Greg Holland

@Avinash Krishnaram-Oracle While the parameter feature does mostly allow default values in filters, it is still a very messy solution that is not easily implemented. Having to use a logical SQL statement instead of just selecting a server variable name is sometimes difficult.

Additionally, even when creating these default values with parameters, the fact that the filter value list does not change based on other selected prompts is not workable. In classic, if I set a default value using a server variable that works and the list of available values will change depending on other filter/prompt values selected.

For example, our business unit structure at UTA goes College/Division -> Department -> Cost Center. By default, we show people the data for their single department using a server variable on all Classic dashboards. They could then set the College/Division to their unit, use the drop down on Department, and only see departments in that College/Division. Likewise, if they used the Cost Center prompt drop down, it would show only the cost centers belonging to the selected department. Using parameters to set the default value on an on-canvas filter ignores the other filtered values and does not impact them and what they show either.

This same level of functionality is still needed in DV. Ideally, we should be able to select Server Variable in the Default Value for an on-canvas filter in the settings pane, shown in the screenshot below.