Filter a Dataset Based on an Application Role

Use filters based on Oracle Analytics application roles to allow users to see the data that's applicable to their role.

When you've applied application 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.
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    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.
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    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.
  9. Click Validate, then click Apply.