Work with Filter Personalizations
This section describes what filter personalizations are and how they impact your workbooks.
About Filter Personalizations
User selected dashboard or visualization filter values persist when the user closes and reopens the workbook.
Filter personalizations save end users time because they can pick up where they left off with the workbook and don't have to set filter values for their data each time they open the workbook. While in the workbook, end users can click Revert all changes to change the filters values back to the values set by the workbook's author.
If you're a workbook author and change filters, this is how those changes impact personalizations:
| Change | Impact |
|---|---|
| Add filter | Retains user personalizations. |
| Hide filter | Retains user personalizations. |
| Disable filter | Removes user personalizations. |
| Delete filter | Removes user personalizations. |
By default, personalizations are enabled for each workbook. As a workbook author, you can update the workbook's presentation flow to specify if the filter values persist when the user reopens the workbook. See Specify Personalization Options in Present.
Note:
Administrators can switch off workbook personalization for the entire organization using the system setting Enable Personalization in Workbooks. See System Settings - Enable Personalization in Workbooks.
Reset Filter Values
End users can reset a workbook's dashboard and visualization filter values to the original values set by the workbook author.
- On the Home page, select a workbook, and click Actions menu, and then select Open.
- Modify values for your dashboard or visualization filters.
- Optional: Close the workbook.
- Optional: Reopen the workbook and the changes that you made to filter values are persisted.
- Click Revert all changes to reset the filter selections to the author's original filter values.