Filtering different datasets with a common attribute Expression Filter vs Regular Calculation (Case)

Question

Current Version: FDI 24.R4.P2 / Oracle HCM Cloud 24D (11.13.24.10.0)

Context:

For a simple / proof of concept type dashboard, we want to drop in some subject areas and CSV data sets that are pretty disparate (not joined). They have a few fields in common, like Business Unit.

Question:

Is the expression filter + parameter the best way to go about trying to give the user single filter that applies to many disparate / separate datasets in one canvas within a workbook? This seems to work / refresh as expected.

Unexpected behavior:

Attached an example where we used a regularly case statement to accomplish the same thing. It seems to work only after clicking Refresh Data, which doesn't feel like expected behavior (I would expect it to update as soon as the parameter is changed by user).

Any thoughts welcome. At the very least, hope it helps other folks building entry level dashboards.

Filter SA via Parameter and Regular Calc.catalog

Filter SA via Parameter and Expression Filter.catalog

bwdata · Answer

Thank you for the reply. Really appreciate it @JohnW-Oracle.

Canvas properties does give you the option for:

* Refresh Data when Canvas is Opened
* Auto Refresh Data Every *** seconds

I think our expected outcome is:

* When Parameter selection is changed
* Then refresh workbook data OR
* Then refresh canvas OR
* Then refresh canvas visualizations

When we think about the functionality of a filter, we expect once a filter is applied, the visualizations refresh (even if the background data does not).

Perhaps this is an idea/enhancement request?

Note: I tried creating a parameter that would work for anyone opening the attached workbooks. If your parameter is returning no values, feel free to modify the parameter Available Values logical query:

SELECT DISTINCT

"HCM - Workforce Core"."Organization Hierarchy"."Level 1 Organization Name" AS "Org Name"

FROM

"HCM - Workforce Core"."Organization Hierarchy"

JohnW-Oracle · Answer

Hi @bwdata

You could using the canvas property settings documented here https://docs.oracle.com/en/cloud/paas/analytics-cloud/acubi/canvas-data-refresh-properties.html, to configure canvas data to refresh when you open a canvas.

Let me know if that helps.

Regards,

John