About Filter Personalizations (For Authors)
A consumer's selected filter values are persisted when they close and re-open a workbook so they can easily pick up where they left off.
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.
Consumers make filter personalizations by changing the filter value selections for any filters and selection steps that are available to them. This includes dashboard filters, visualization filters, using visualizations as filters, parameters as filter controls, and parameters bound to dashboard filters. Filter personalizations don't apply to items in the filter bar. As the author, you control which filters and filter functionalities are available to consumers. See Set the Workbook Properties in Present, Set Canvas Properties in Present, and Control Consumer Interactivity for Selection Steps.
Consumers can configure a workbook to always open in a specific state, or they can choose which state to apply after they open the workbook.
- Original State - This is the state in which you, as the workbook author, last saved the workbook.
- Last State - This is the state the workbook was in when the consumer last made filter personalizations.
- Custom State - This is a state the consumer creates to save a workbook with their preferred filter selections.
- Every 90 minutes: The least used custom states when there are more than 15 custom states
- As applicable: Any states that haven't been used in the last year
Keep in mind that if you disable or delete a filter or selection step for the workbook, a consumer's personalizations are impacted which means their custom states may no longer work.
Note:
If you rename a workbook or move it to a different catalog folder, any custom workbook states are lost.