Before You Begin

This tutorial shows you how to save workbook dashboard filter selections in Oracle Analytics.

Background

When interacting with an Oracle Analytics workbook, you can make filter selections and save those selections for another session as a custom state. Oracle Analytics supports three states. The original state occurs when the author saves the workbook. The last state contains the filter selections that you made in the workbook when you closed the workbook.

You can specify a default state to use for subsequent session. You can save up to 15 custom states in a workbook. The initial default workbook state is the last state in which you closed the workbook. You can change the default state to a saved state or the original state.

What Do You Need?

Import the Sample Workbook

In this section, you import and open the sample workbook.

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


    Description of original_state.png follows
    Description of the illustration original_state.png

Interact with the Workbook and Save Your Changes

In this section, you select filters in the dashboard to change the original workbook and save the workbook's state.

  1. In the dashboard under Ship Mode, click Express Air.


    The workbook's visualizations update to the data for Express Air.

    Description of express_air.png follows
    Description of the illustration express_air.png
  2. In the workbook toolbar, click State Menu State Menu icon and select Save State.
  3. In Save State, enter express_air_state and click Save.
  4. In the dashboard, click Consumer, Corporate, and Small Business to use Home Office as the Customer Segment.
  5. In the workbook toolbar, click State Menu State Menu icon and select Save State.
  6. In Save State, enter exp_air_home_office and select Save.


    The two custom states mean that the workbook has multiple states, including the original state and the last state.

    Description of exp_air_n_home_office.png follows
    Description of the illustration exp_air_n_home_office.png

Specify the Default Workbook State

In this section, you select an available state to use when reopening the workbook.

  1. In the workbook toolbar, click State Menu State Menu icon and select Manage States.


    Description of manage_states.png follows
    Description of the illustration manage_states.png
  2. In Manage States, click the check check icon next to express_air_state to set it as default and click Done.
  3. In the workbook toolbar, click your user name and click Sign Out.
  4. Sign in to Oracle Analytics.
  5. On the Home page, hover over sample_vis_wbk, click Actions and select Open.


    The workbook opens in the express_air_state.

    Description of express_air.png follows
    Description of the illustration express_air.png

Apply a State

In this section, you apply a saved state to the workbook.

  1. In the workbook toolbar, click State Menu State Menu icon, select Apply State, and then click Original State.


    The workbook visualizations return to the original state created by the content author. You could sign out and sign in again to see that the workbook opens in the default express_air_state.

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