1. Visualizing Data and Building Reports in Oracle Analytics Cloud
  2. Visualize Data
  3. Filter Your Data
  4. Use Role-Based Filters
  5. Filter a Dataset Based on an Application Role

Filter a Dataset Based on an Application Role

You use filters based on application roles to enable business analysts and users to access just the data they need. For example, you might want North American business users to only see North American data when they open a shared workbook.

When you've applied role-based filters to a dataset, add it to a workbook and share the workbook with other business analysts and users. When other users log in to Oracle Analytics and open the workbook, they'll only see data that you've shared with them using role-based filters.
  1. From the Home page, select a dataset, click Actions, and then select Open.
  2. In the dataset editor, click Join Diagram.
  3. Click the Hide or display the role-based filter bar option on the toolbar.
    Description of rbf_toggle.png follows
    Description of the illustration rbf_toggle.png

  4. Hover over the role-based filter bar, and click Add Role (Add Role icon on role-based filter bar) to display a list of application roles.
    Description of rbf_add_role.png follows
    Description of the illustration rbf_add_role.png

  5. In the drop down list, select the application role that you'd like to use to filter the dataset.
  6. Right-click the application role and select Create Filter to display the Expression Filter editor.
  7. Optional: If required, use the Label field to change the filter name to something more meaningful.
  8. In the Expression box, enter the logical expression that filters the data. using single quotes around data values.
    For example, if your dataset has a column COUNTRY_SUBREGION that identifies geographical region, you might enter COUNTRY_SUBREGION = 'Northern America'.
  9. Click Validate, then click Apply.