Before You Begin

This tutorial shows you how to create filters and a filter group and how to share filter groups with other workbooks.

Background

When you have a set of filters that are useful in other workbooks, you can create a filter group to share those filters with others. For example, if you create filters on city and product category in a workbook, you might want to use these filters in other workbooks. To reuse those filters, create a shared filter group and add it to the workbook’s Shared Objects folder. The Shared Objects folder enables you or other content authors to access and use the shared filter group in workbooks that use the same dataset or subject area.

You can create filter groups on the workbook filter bar, in the visualization's filter group, in a dashboard filter control, or in the Shared Objects folder.

What Do You Need?

Create a Dataset

In this section, you create a dataset to demonstrate how to create and use shared filter groups.

  1. Sign in to Oracle Analytics.
  2. On your home page, click Create and select Dataset.
  3. In Create Dataset, click Drop data file here or click to browse.
  4. In File Upload, select sample_order_lines2023.xlsx and click Open.
  5. In Create Dataset Table from sample_order_lines2023.xlsx, click OK.
  6. Click Save. In Save Dataset As, enter sample_order_lines2023 in Name and click OK.


    Description of sample_order_lines2023_ds.png follows
    Description of the illustration sample_order_lines2023_ds.png

Create Filters in a Workbook

In this section, you create a workbook, add visualizations, and create filters.

  1. In the Join Diagram, click Create Workbook. In the new workbook, close the Insights panel.
  2. In the Data Data pane icon pane, hold down the Ctrl key, select Product Sub Category, Quantity Ordered, and Sales. Drag the data elements to the canvas.
  3. Select Product Sub Category in Category (Points) and move it to Color in the Grammar pane.


    Description of sales_viz.png follows
    Description of the illustration sales_viz.png
  4. In the Data pane, select Customer Segment and drag it to the workbook filter bar. Click Corporate in the Customer Segment list to add it to the Selections list. Click outside the dialog.


    Oracle Analytics filters the scatter visualization to show the results for the corporate customer segment.

    Description of custseg_wbk_filter.png follows
    Description of the illustration custseg_wbk_filter.png
  5. In the Data pane, select Sales and drag it to the workbook filter bar. In the Sales filter dialog, enter 100000 in the Start row as the minimum value. Click outside the dialog.


    Description of sales_filter.png follows
    Description of the illustration sales_filter.png
  6. Right-click Sales in the workbook filter bar and select Show Values.


    Description of sales_viz_filters.png follows
    Description of the illustration sales_viz_filters.png
  7. Click Save Save icon. In Save Workbook, enter a Name and click Save.

Create a Filter Group

In this section, you create a filter group on the workbook filter bar.

  1. On the workbook filter bar, click the Customer Segment filter and click delete X.


    Description of delete_wbk_filters.png follows
    Description of the illustration delete_wbk_filters.png
  2. Click the Sales filter and click delete X.
  3. On the workbook filter bar, click Add Filter Add Filter icon and select Create Filter Group.
  4. In Filter Group, enter High Corporate Sales in Label. Click Add Filter Add Filter icon in the Filter Group dialog.
  5. From sample_order_lines2023, click Customer Segment. In Customer Segment, click Corporate. Click inside of the Filter Group dialog.


    Description of fg_corp_custseg.png follows
    Description of the illustration fg_corp_custseg.png
  6. Click Add Filter Add Filter icon in the Filter Group dialog. From sample_order_lines2023, click Sales. Enter 100000 as the minimum value in the Start row under Range. Click inside of the Filter Group dialog.


    Description of fg_high_sales.png follows
    Description of the illustration fg_high_sales.png
  7. Click Save Save icon.
  8. Drag the High Corporate Sales filter group to the Shared Objects folder in the Data pane.


    The green dot indicates that you need to save the filter group in the Shared Objects folder.

    Description of save_shared_filter.png follows
    Description of the illustration save_shared_filter.png
  9. Click Save Save icon. In Save Confirmation, click Save Shared Objects.

Modify the Filter Group

In this section, you add a filter to the shared filter group.

  1. In the Data Data pane icon pane, right-click High Corporate Sales and select Edit Filter Group.
  2. In the High Corporate Sales filter group dialog, click Add Filter Add Filter icon.
  3. From sample_order_lines2023, click Product Category.
  4. In Product Category, click Furniture.


    Description of updated_shared_filter_grp.png follows
    Description of the illustration updated_shared_filter_grp.png
  5. Click Save Save icon. In Save Confirmation, click Save Shared Objects.
  6. Click Go back Go back icon.

Create a Workbook

In this section, you create a workbook using the sample_order_lines2023 dataset.

  1. On your home page, click Create Workbook. In Add Data, click sample_order_lines2023 and click Add to Workbook.
  2. In the Data pane, expand Shared Objects.


    The Shared Objects folder contains the High Corporate Sales filter group that you can use in this workbook.

    Description of new_wbk_shrd_fg.png follows
    Description of the illustration new_wbk_shrd_fg.png

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