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OAC - preview workbooks personalization don't work correctly
Hello,
After activating the new OAC capability to save the user filters (OAC system settings->Preview workbook personalization) , we find that the filters are saved for a particular user, but the values that are affected are not correct when we return again to the workbook.
Exemple: we display the 2 tiles with 2 presaved filters (H = hommes, F = femmes)
Tile1: total number of men : sum(agents) where sexe = 'H' -> 600000
Tile2: total number of women: sum(agents) where sexe = 'F' -> 400000
When I apply a filter (dashboard filter) to a french region (Ex: Alsace) the filter is well applied and shows for exemple: 50000 men and 30000 women for that region.
But when a quit the workbook and return I see the saved filter (Alsace) but the filter on sexe is not applied anymore. So I see on the both tiles the total value for that region : 80000 men and 80000 women.
That it's not correct because the filter in sexe it's not applied anymore, so we have only the region filter to the both tiles.
Best regards,
Daniel
Best Answer
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@Daniel Vornicu Thanks for explaining the issue. This is a bug and its fix is scheduled with this Nov release.
1
Answers
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When you revisit the workbook, make sure you are not in preview mode(which is possible if you have edit rights to the workbook) and make sure you open in viewer mode, as filters are persisted only in viewer mode. Refer : https://www.youtube.com/watch?v=BgQ7Hq5xr_c
Thanks
Gayathri
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I revisit the workbook of course in viewer mode, not in edit mode.
I see well the saved daskboard filter(on that region) but on the 2 tiles the values are equals (men and women) and it's represents the total for that region(for men and women)
When I click the button to reinitialize the workbook to the original version the saved filter are cleared and I find again differents values for the 2 tiles (without filter on region of course but refiltered by sex as normal).
I turned off the 'Preview workbook personalization' for that because a lot of values are wrong in our workbook.
Activating this option at workbook leved will be a good option. I think that iy works only we don't have presaved filter (on tiles, tables, pies etc)
I already saw the video on the youtube channel.
Thanks
Daniel
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@Daniel Vornicu Thank you for the detailed explanation. I believe these could be valid enhancements to the personalization feature. @Avinash Krishnaram-Oracle appreciate your thoughts on above use case.
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@Daniel Vornicu Thanks for the feedback. Let me make sure i understand your workbook setup.
You have 2 Tile visualizations and a dashboard filter
- Dashboard filter has a Region filter
- Tile visualization have visualization filter for total # of men / women. It looks you have expression filters on Tile? Can you confirm?
- You select Region = France, the Tile numbers are updated to show correct count for France region
- You exit and open the workbook, the Region = France is persisted but the Tile numbers are wrong
Is my understanding correct?
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Hello, yes @Avinash Krishnaram-Oracle it's exactly this.
I made a simple test workbook in english to show the problem in a simple visual way. In fact the region selected is a part of France that contains 1-2 territories and each territory some departements like bellow. But it not very important this, the region/territory/department are all dashboard filters.
So, I activate the preview workbook personalisation, I enter to workbook a I apply a filter to one region (Grand Est) and all the values are correct (52770 women + 11314 men = 64084)
I exit and reopen the workbook, the region filter is saved(because the personalisation is activated), but I find this (the total for that region on each tile)
Each tile have the own saved filter. For exemple this one for women: sum(agents) where genre(abrege) = 'F'.
Similarly for men: sum(agents) where genre(abrege) = 'H'
Thanks!
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Ok thank you - let me replicate this and follow up.
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