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Allow users to save their own customization in DV/Workbook

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  • Prasad Deshpande
    Prasad Deshpande Rank 5 - Community Champion

    How could I show this to you ? Do I need to create the SR ?

  • Sumanth V -Oracle
    Sumanth V -Oracle Rank 8 - Analytics & AI Strategist

    @Prasad Deshpande - Creating a service request would be beneficial as it will allow us to analyze your use case in detail and conduct further validation.

  • Avinash Krishnaram-Oracle
    Avinash Krishnaram-Oracle Mod

    @Prasad Deshpande Can you open a SR please? Please share SR#, i can follow up with support.

  • Prasad Deshpande
    Prasad Deshpande Rank 5 - Community Champion

    Thank you, Avinash, I raised it already :)

    SR 3-36689678821 : Missing data in visualization and Filter Personalization's not working

    Looking to talk to the person at 2 PM EST, hopefully

  • Gabby Rubin-Oracle
    Gabby Rubin-Oracle Admin

    Not sure an SR is needed. Currently, Personalization works on Dashboard and Visualization filters, not on the top bar author filters.

  • Avinash Krishnaram-Oracle
    Avinash Krishnaram-Oracle Mod

    Gabby is right. I did not pay attention to the screenshot showing workbook filters

    Personalization is supported on the dashboard filters and viz filters.

    Please read this blog for details: https://blogs.oracle.com/analytics/post/enabling-end-user-personalization-in-oac-workbooks

  • Sumanth V -Oracle
    Sumanth V -Oracle Rank 8 - Analytics & AI Strategist

    Yes, I also didn't observe the filters in screenshot correctly. Noticing after Gabby pointing it.

  • Prasad Deshpande
    Prasad Deshpande Rank 5 - Community Champion

    Hi Gabby, Avinash,

    I got the resolution from Oracle SR.

    understood that overall Dashboard filters are different that workbook filters (at the top), Workbook filters are not retained in FAW-OAC style of dashboards. I was able to create persisting dashboard filters as shown -

    Thank you! for engaging on this issue

    image.png
  • ANNE LORRAINE-Oracle
    ANNE LORRAINE-Oracle Rank 1 - Community Starter
    edited Jul 23, 2024 3:33PM

    I am using OAS and needed the pinned workbook filter to be personalized. I found a way to save the users workbook filter by binding the filter into a parameter.

    image.png
  • Avinash Krishnaram-Oracle
    Avinash Krishnaram-Oracle Mod

    Parameter values that are bound to the workbook filter (parameters are workbook scope). This is the current behavior and subject to change.

    Product team recommends to:

    1. use Workbook filters primarily for authors to define the scope of the data on the workbook/canvas and hide the filters or make them as read only (using the properties in Present)
    2. use Dashboard filters to expose any filters / parameters as filter controls for end user interaction. Dashboard filters offers a wide range of filter styles, layout orientation and additional rich properties for styling, formatting and parameter binding

    Thanks.