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Synchronize filters between canvasses in OAC DV
Organization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of):
24915361 - CSI lié à OCI (Credit Agricole SA)
Description (Required):
In OAC DV, we use filters in common between multiple canvasses.
When the user changes a filter on a canvas and then goes to another one, we would like the same filter on the second canvas to display the value the user just selected. In other words, we would like the filters to be "synchronized".
Use Case and Business Need (Required):
We are building financial dashboards for the ExCom of a major french bank. Several canvasses are now developed to show multiple financial indicators. Each canvas gives a specific point of view regarding the financial reporting.
When a user accesses the dashboard, today, he needs to select in each canvas the filter that he would like to use. If he doesn't, he might communicate the wrong information. This also impacts negatively the user experience and may lead to miscommunications, that is why we would like to add the possibility to synchronize filters between canvas.
In our canvasses, we use the dashboard filter visualization because it allows us to have the single-select option.
Enhancement Request / Service Request:
SR 3-32313109991
Comments
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This feature is very much required in DV . As a workaroud , you can use classic BI and use global prompts at the dashboard level to achieve the same functionality .
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I think this option is present in DV. eg If you select the List filter in one Canvas and once move to other Canvas the same value applied for second Canvas as well.
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Hello @ALOK SH-Oracle. Unfortunately, in my configuration, I've never been able to do so.
Which filter are you talking about, the "dashboard filter" visualization, or the page filter? Which action is used to move to another canvas? Are you just clicking on the other canvas's tab, are using a data action to go to the other canvas?
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It would be helpful to have an option to "Apply To All Canvases" for the canvas-level filters. Of course, this would require the author to use the same elements on each canvas.
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Can now be achieved with Parameter Binding
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Hi Gabby Rubin-Oracle,
Sorry, but I can't seem to find the option to bind the parameter with the dashboard prompt in OAS. I assume it is available. Can you please direct me to where I can find the (X) option, or another work around please.
Thanks In Advance.
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@Gabby Rubin-Oracle It is not good UX. You need to create Parameters for filters and Bind it explicitly for each.It is time consuming.
@User_1D18U First you need to create a Parameter and in filter selection
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Why not copy/paste the dashboard filter between canvases and keep the ones you want?
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Consider below use case for how time consuming it is.
- I have 20 fields in dashboard filters and 10 canvases. For this I need to create 20 Parameters and paste in 10 canvases and set layout for 10 canvases for better visualization.
- I have existing Workbook with 10 canvases. I want to add 1 new filter to all. So I need to create Parameter and add to 10 canvases and set Parameter binding with minimum three clicks. I need 30 clicks to set parameter binding to all canvases. If we copy and paste and replace, still I need three more clicks and layout optimization.
Good UX should be less clicks and easy to navigate and understand workflow.
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Based on your comment, parameter binding is not the issue's core but a symptom. Some things are currently unavoidable, which might be emphasized when we add a capability such as Parameter binding. Let me explain.
Parameter binding is essential for complete flexibility regarding filter scope, either between canvases or within the canvas. The UX issue you describe is still an issue regardless of parameters; the fact is that if you want the same/similar filter bar in all canvases, you will need to recreate it (or copy-paste) and update it in every canvas if there is a change (regardless if you use parameters or not). Definitely the Parameter binding scenario highlights the issue as adding a new filter now includes two more clicks, but the real problem is that you need to deal with multiple controls that need to stay in sync. Similarly, any other properties that you would like to use for that new filter can result in the same concern, given that each 'click' is multiplied by the number of canvases.
I highlight this because we must focus on the core problem of syncing the actual controls between canvases, not just the selected values. Solving that will address not only the added clicks to bind parameters but also property changes, adding filters, etc., on the Dashboard filter bar control. There is one project on the way to provide an implementation path that will allow it, but it is still too early for us to be able to share more details. For now, I would just acknowledge that I believe we understand the issue; we just don't believe that Parameter binding caused it; it is just emphasizing it.
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