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How to set dashboard prompt where user selects name, but variable is set for person_Id?

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Summary:

Hi team,

I am seeking some assistance building an OTBI dashboard prompt. I am wanting to present the display name to the user, but when they select it I want to set a variable for Person Id that I can pass to multiple analyses built with different subject areas.

How could I accomplish this?

Version (include the version you are using, if applicable):

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Answers

  • Riyaz Ali-Oracle
    Riyaz Ali-Oracle Rank 6 - Analytics Lead

    Hi @Luke.Findex ,

    You can by try by using presentation variables in your dashboard prompts. Here's how to set it up so that users select a Display Name, but the system uses the corresponding Person ID behind the scenes to filter multiple analyses—even across different subject areas.

    1. Create a Dashboard Prompt
      Go to New → Dashboard Prompt.
      Select the subject area that contains both Display Name and Person ID (e.g., Workforce Management - Person Real Time).
    2. Add the Display Name Column
      Add the Display Name column to the prompt.
      Set the prompt to populate a presentation variable, e.g., P_DISPLAY_NAME.
    3. Use a Hidden Prompt for Person ID
      Add a second prompt for Person ID.
      Set it to populate a presentation variable, e.g., P_PERSON_ID.
      Use a SQL expression to derive Person ID based on the selected Display Name:

    sql
    SELECT "Person"."Person Id"
    FROM "Workforce Management - Person Real Time"
    WHERE "Person"."Display Name" = '@{P_DISPLAY_NAME}'
    Set this prompt to hidden so users don’t see it.

    4. Use the Person ID Variable in Your Analyses
    In each analysis, apply a filter using the presentation variable:

    sql
    "Person"."Person Id" = @{P_PERSON_ID}
    This allows you to reuse the same Person ID across multiple analyses—even if they use different subject areas.

    Thanks,
    Riyaz Ali