Before You Begin

This tutorial shows you how to move workbook filters to a dashboard filter control and how to style the dashboard filters and control.

Background

In Oracle Analytics, you can define workbook filters for the entire workbook, that is, all canvases and visualizations that contain the filtered data elements. You can preset the values in a workbook filter and pin that filter to all canvases in a workbook. You can define values for the filters on the workbook filter bar and only expose the preset values to end users.

When you add a dashboard filter control to a canvas in the workbook, you can enable end user interaction with the data in the workbook's visualizations. Unlike filters defined on the workbook filter bar, the filters in the dashboard filter control only apply to their specific canvas. You can also copy the dashboard filter control from its defined canvas to other canvases in the workbook. Oracle Analytics assigns properties to the dashboard filter control and the filters contained within it.

You can move workbook filters to a dashboard filter control. This tutorial shows you how to move workbook filters to a dashboard filter control and apply dashboard filter control properties and filter properties.

The sample_dbf_wbk.dva file that you use in this tutorial contains five workbook filters that use different data elements. The Order Date (Year) filter is pinned to all canvases with two years selected to limit the data to the selected years. You can't move pinned workbook filters to a dashboard filter control.

What Do You Need?

Import the Sample Workbook

In this section, you import the sample_dbf_wbk.dva file into Oracle Analytics. This workbook contains workbook filters to demonstrate migrating the filters to a dashboard filter control.

  1. Sign in to Oracle Analytics.
  2. On the Home page, click Page Menu Page menu icon, select Import Workbook/Flow.
  3. In Import Workbook/Flow, click Select File. In File Upload, select sample_dbf_wbk.dva and click Open.
  4. In Import Workbook/Flow, click Import. When the message, Import successful displays, click OK.
  5. Hover over sample_dbf_wbk, click Actions Actions menu icon, and then select Open.


    Description of sample_dbf_wbk_prvu.png follows
    Description of the illustration sample_dbf_wbk_prvu.png

Move Workbook Filters to the Dashboard Filter Control

In this section, you move the workbook filters to a dashboard filter control. When you use the Move to Dashboard Filter action, Oracle Analytics adds a dashboard filter control to the workbook. Any existing dashboard filter controls in the workbook aren't changed.

  1. Click Filter Bar Menu Filte bar menu icon, select Move to Dashboard Filter, and then select Vertical.


    Oracle Analytics adds a dashboard filter control with four workbook filters excluding the pinned Order Date (Year) filter.

    Description of dashboard_filter_control.png follows
    Description of the illustration dashboard_filter_control.png
  2. Hover over the dashboard filter control with the workbook filters and use the handle grab handle icon to move it above the Sales by Customer Segment visualization.


    The dashboard filter control changes to use a horizontal layout.

    Description of horiz_layout_dbf.png follows
    Description of the illustration horiz_layout_dbf.png

Style the Dashboard Filter Control

In this section, you specify properties to stylize the dashboard filter control. In Properties, you can also add a background color and select a color for the filters.

  1. Click the dashboard filter control with the four filters and click Properties Properties icon. In the Filter Style row, click Standard and select Filter Chip.
  2. In the Show Values row, click On and select Off to reduce the size of the filter chips.
  3. In Properties under Style, click Auto in the Shadow row and select Top left to match the other visualizations.


    Description of filter_chip_no_values.png follows
    Description of the illustration filter_chip_no_values.png

Explore Filter Types

In this section, you select different filter types to determine the best option for displaying the filter values.

The Sales data element uses a range filter type with a calculation data element, Top 10 City by Sales. You won't change the Sales filter's type in this tutorial.

  1. In Properties, click Filter Controls Filter controls icon. Expand City.
  2. Click City in the dashboard filter control.


    The List filter type is the best for the large list of values available for the City filter.

    Description of city_list_filter.png follows
    Description of the illustration city_list_filter.png
  3. In Filter Controls, expand Product Category.
  4. Click Product Category in the dashboard filter control.


    The List filter type allows multiple selections. In the Product Category filter two values are selected Furniture and Technology.

    Description of prod_cat_list_filter.png follows
    Description of the illustration prod_cat_list_filter.png
  5. In the Filter Type row, click List and select List box.

    6. Oracle Analytics changes the Product Category filters from two data values to one selection because multiple selections aren't allowed in the List Box filter type.

    Description of prod_cat_list_box.png follows
    Description of the illustration prod_cat_list_box.png
  6. Click Undo.
  7. Under Product Category in the Filter Type row, click List and click Checkbox/Radio Button. In the Multi Select row, click Off and click On to enable multiple selections.
    8. Description of prod_cat_checkbox.png follows
    Description of the illustration prod_cat_checkbox.png

Limit Filter Selections

In this section, you use the Limit Values property to reduce the selections in the Product Sub Category dashboard filter.

  1. In the dashboard filter control, click Product Sub Category. Use the vertical scroll bar to view the list of values.


    Description of prod_sub_cat_list.png follows
    Description of the illustration prod_sub_cat_list.png
  2. In the Product Sub Category filter, click Limit Values Limit Values icon and click Product Category.


    Description of prod_sub_cat_limit_values.png follows
    Description of the illustration prod_sub_cat_limit_values.png
  3. In Properties on the Filter Controls tab, expand Product Sub Category. In the Multi Select row, click Off and select On.
  4. In the Product Sub Category dashboard filter, select Bookcases and Copiers and Fax.


    Description of prod_sub_cat_lb_values.png follows
    Description of the illustration prod_sub_cat_lb_values.png
  5. Click Save Save icon.

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