Provide Personalization in Workbooks in Oracle Analytics Cloud

November 28, 2023 | 5 minute read
Abhinav Chaurasia
Senior Product Manager, Oracle Analytics
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Filters are the most popular interaction tools on workbooks that end users employ to interact with dashboards to visualize data per their needs. Often users want to resume where they left off on their workbooks. A feature in Oracle Analytics Cloud allows end users to personalize workbooks by persisting the filter selections for when they reopen the workbooks.

What is personalized?

Filter selections made by end users in dashboard filters, visualization filters, and "Use as filter" filters are persisted. If the filter controls in dashboard filters and visualization filters are parameters or bound to parameters, then the values of the respective parameters are also persisted. The following table describes the scope of personalization:

Filter Type Included in Personalization Scope

Dashboard Filters

Yes

Visualization Filters

Yes

Use as Filters

Yes

Workbook Filters

No

Authors can use workbook filters to define the scope of data for analysis.

Keep / Remove Selected

Yes

Dashboard filters created by the context action are persisted. Workbook filters created by the context action aren't persisted.

Drill Down

Yes

Dashboard filters created by the context action are persisted. Workbook filters created by the context action aren't persisted.

How does Personalization work?

In the following example, the user selects a value for a parameter called "Column Selector," which is in a dashboard filter and its value changes the first column in the pivot table and bars on the bar chart. The user also selects filter values for a visualization filter in the pivot chart. After the user closes the workbook and then opens the workbook again, the user’s selection for the Column Selector parameter and the visualization filter is persisted.

Filter Selection Persistence

Similarly, if the user selects a value in the filter controls in the dashboard filter, those selections are persisted when the user reopens the workbook.

How do I revert personalized filter values?

If you want to remove all filter selections and revert the workbook to the author-defined state, then you can click Revert all changes in the workbook header bar. Once you revert, all the changes that you made in the workbook are reverted to the state defined by the workbook author.

In the following example, the user clicks Revert All Changes and the workbook returns to the author-defined state for the user; that is, the Column Selector parameter value reverts to Product Category, the dashboard filter Product Subcategory reverts to All, and the pivot table visualization filter Ship Mode reverts to All.

Revert All Changes

This personalization is active only in Viewer mode. Any filter selections in Preview mode aren't personalized.

Scenarios

Let's examine a few scenarios.

Scenario 1: Personalized filters updated by author

After the end user personalizes their filter selections in the workbook, if the workbook author deletes or hides or disables the personalized filters, then the changes have the following impact on the personalization:

  1. If a filter personalized by the end users is deleted by the author, then the personalizations are deleted.
  2. If the author hides a filter that's personalized by end users, then the personalizations remain effective.
  3. If the author disables a filter that's personalized by end users, then the personalizations are removed.

If the author makes any change to the filters on the workbook that doesn’t affect data on the workbook, then those changes are shown on the personalized workbooks to the end users. These can be the changes in filter label, filter label font, value font, alignments, orientations, buttons, and similar.

Scenario 2: Keep/Remove selections

Dashboard filters applied through keep/remove selections get personalized for the workbook end users. As shown in the following example, the Keep Selection is applied for a sales cell in the pivot table. Because the Sub-category and Ship Mode fields are present as dashboard filter controls, the Bookcases and Delivery Trucks values are selected in the respective filters. When the workbook is reopened, these filter selections are persisted.

Keep Remove Selections Persistence

Scenario 3: Parameter bound to list filters

When parameters are bound to the fields in a dashboard filter bar, then the change in parameter values due to dashboard filter selections also get persisted. In the following example, a parameter is bound to the Ship Mode filter in the dashboard filter bar on the Sales and Shipping Cost canvases. The end user makes a selection in the Ship Mode filter on the Sales canvas, and the bound parameter also updates the filter selection in the Shipping Cost canvas. The values that the parameter can accept (based on the available values) are persisted for subsequent sessions.

Bound Parameter Persistence

Call to action

With workbook personalization in OAC, you can allow users to resume from where they last left the workbooks, especially when those include a large number of filters. Users can avoid the hassles of making the filter selections repeatedly. To understand more about workbook personalization, watch Personalizing Dashboard Filters in Oracle Analytics. Visit the Oracle Analytics community to post any queries or ideas. See the documentation for this feature.

Abhinav Chaurasia

Senior Product Manager, Oracle Analytics


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