Use Workbook Filters
This section describes how you can add workbook filters to your workbooks.
Add Workbook Filters
Use workbook filters to broadly limit the data on a specific canvas or all canvases in a workbook. For example, limit the data to the year 2024.
- On the Home page, hover over a workbook, click Actions, then select Open.
- Navigate to the canvas that you want to add the workbook filter to.
- Click Add Filter (+) and select the column you want to
filter on.
- In the Filter dialog, select the filter's data values.
- Click Save.
Include a Workbook Filter on all Workbook Canvases
When you add a workbook filter to a canvas' filter bar, the filter applies to only that canvas. You can pin a workbook filter to include it on the filter bar of every canvas in the workbook.
- On the Home page, hover over a workbook, click Actions, then select Open.
- Navigate to the canvas that contains the workbook filter you want to pin to all canvases in the workbook.
- Hover over the workbook filter and click
Pin to All Canvases.
- Click Save.
Display or Hide Selected Values in the Workbook Filter Label
You can display the selected workbook filter values in the filter labels so that you don't have to open the Filters dialog to check the filter's selected values. Or you can hide the selected values to reduce clutter on the filter bar.
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Show All - Displays filter values for all existing filters in the filter bar.
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Hide All - Hides filter values for all existing filters in the filter bar.
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Show by Default -Shows filter values for filters that you add next. Filters that you added before selecting this option aren't affected.
- On the Home page, hover over a workbook, click Actions, then select Open.
- Navigate to any canvas in the workbook.
- On the filter bar, click Filter Bar Menu
- Hover over Filter Values and click an option to select it.
- Click Save.
Specify How Workbook Filters Limit Other Filters
On the workbook filter bar and on individual workbook filters you can specify if the selections from one filter determine the available selections in other filters.
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Default - For filter bar, uses the Default Limit Values By for Filters system setting that your administrator set.
For individual workbook filters, uses the Limit Values By setting from the filter bar.
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Auto - For filter bar and individual workbook filters, limits the filter selection values by the other workbook filter selections.
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None - For filter bar and individual workbook filter, doesn't limit filter selection value by the other workbook filter selections.
- <Filter Name> - For individual workbook filters, uses the selected workbook filter or a dashboard filter's selections to limit selection values. You can choose more than one filter.
- On the Home page, hover over a workbook, click Actions, then select Open.
- Navigate to any canvas in the workbook.
- To set the Limit Values By setting on the filter bar:
- Click Filter Bar Menu and then hover over Limit Values By
- Click an option to select it.
- To set the Limit Values setting for an individual workbook filter:
- Go to the filter bar and click the filter to open the Filter dialog.
- Click Limit Values and click an option to select
it.
- Click Save.
Manually Apply Workbook Filters
As you select workbook filter values, Oracle Analytics automatically applies them. You can change this behavior when you want to manually apply workbook filter selections to the canvas, or if a filter is pinned, to the whole workbook.
- On - Applies workbook filter data values as you select them.
- Off - Doesn't automatically apply workbook
filter data values as you select them. Adds the Apply
button to the Filter dialog. You select filter values and then click
Apply to filter the visualizations.
- On the Home page, hover over a workbook, click Actions, then select Open.
- On the filter bar, click Filter Bar Menu and then hover
over Auto-Apply Filters and click an option to select it.
- Click Save.
Convert Workbook Filters to Dashboard Filters
Convert workbook filters to dashboard filters when you want to use the functionality, filter styles, layout, and personalization options that dashboard filters provide. Convert filters to avoid manually adding dashboard filters and deleting existing workbook filters.
- On the Home page, hover over a workbook, click Actions, then select Open.
- Navigate to any canvas in the workbook.
- On the filter bar, click Filter Bar Menu .
- Hover over Move to Dashboard Filter and select a layout option.
- Click Save.