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Custom state - Save only a subset

Custom states allow the user to save filter selections. https://blogs.oracle.com/analytics/post/oac-dashboard-personalization-with-custom-states

We need to save the selections for only a subset of the filters, for example:

If a dashboard has 3 filters: Business Unit, GL account and Period; We want to only save the selection of Business Unit and GL account but not save the period. This would allow some filters to get their values dynamically (e.g., current period) and let the others get their value form the saved state.

Currently saved state will also save the period and the user will have to manually change that to the current period

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customstates

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Comments

Avinash Krishnaram-Oracle

Hi Victor,

I assume you are getting the current period on Period filter using a parameter bound to the filter? If yes - the current personalization will allow to save a workbook state with filter values persisted for Business Unit and GL but no values on Period. If you have tried this and its not working, can you share some more details on how you are setting current period for Period?

Thanks.

cc @Abhinav Chaurasia-Oracle

Abhinav Chaurasia-Oracle

@Victor H Selections made in the workbook filters(filter bar at the top of the canvas) do not get persisted in the custom states. You can put the filter fields in the workbook filter bar, for which you don't want the users' selections persist in custom states.

Selections made by the consumers on the filters in dashboard filters and visualization filters get persisted in the custom states.

Victor H

Thanks Abhinav and Avinash, we will try your suggestions and refine the enhancement request as needed