Ability to set default filter values when access filters are used

@localhost shared this idea 1 year ago
Awaiting Reply

Hi Guys,


I need the ability to default a filter value for a particular user. For example if I have a staff member who looks after the Sydney region I need the filter to default to Sydney but also have the ability of changing the value to Melbourne or Brisbane as needed. This is on dashboards, reports and storyboards.


Also need to consider when dependent filters are used in this scenario.


This all stems from not being able to set default filter values when source filters are also used.


Regards,

Brad

Comments (13)

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I second this as a great enhancement. One of our biggest customers is asking for this. The would like a few filters to be set based on the user.

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Hi Gadi,

Thanks for the input! In thinking about this more, I tend to think that this will be difficult to implement, but do agree that there are cases where it could be quite useful.

I am going to go ahead and convert this one into an idea so we can get the product teams input.

Regards,

Nathan

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I wonder if creating a freehand SQL option to retrieve default filters values would solve most issues. We don't allow that option as yet, but maybe something to think about.

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This is what I have been thinking

In the same way that we can create a list of cached values using freehand sql we should be able to do the same with getting a default value

We should be able to implement this using Source Filters as well (using the same methodology that we would have to use for create a list of values)

This should be very easy to implement

You could even do it without freehand sql if Source Filter is used (where the Source Filter has to return 1 or many rows dependent on whether the operand is EQUAL or IN)

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If you want to discuss this more give me a call - we would love this (have customers who would really like this feature)

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Hi Gadi,


What you're after has been discussed in the past, and raised to the product team.

It's something we would love to implement just haven't figured out a way to handle this. It's essentially the ability to have default filter values when source filters, or source substitution is involved.


Will keep you posted on any updates, but at this point in time no ETA has been set.


Please let us know if there was anything else you were after.


Thanks,

David

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Hi Jenny,

I remember the NHS asking this question 3 years ago, and I'm afraid the answer hasn't changed since then....Yellowfin filters will only take 1 default value - it is not possible to set a different default value per logged in user. Would you like me change this Ticket into an Idea? (I can't find the old enhancement request for that ticket from 3 years ago - must be because it was raised in the previous ticketing system)

regards,

David

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Hi Dave,

Yes please. And though I understand it would never be delivered I’d still like to have it logged as an idea. Because it would be an awesome functionality to have.

Thanks again and please close the ticket.

Jenny Kirillova

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no worries Jenny....done! (and also raised internal enhancement request YFN-9402)

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Hi,

We use organization access filters and it would also help us to set different default per organization.

Thanks,

Yoav

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Thanks Yoav, noted your interest on the enhancement ticket.

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Guys, we are desperate about this feature. Any progress or updates on this one? Thank you.

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Whether you cache filter values on demand or pre-cache them based on schedules using access filter, you can probably simplify the task at hand by allowing YF users to set up a default filter value as one that user chooses (static - as it is implemented in YF at the moment) or you can provide YF users with the ability to set up a Default Filter Value dynamically (Top 1 from the list of values returned for the user of the access filter). It will resolve lots of problems with Dashboards/Reports filters based on access filter. Is it doable? Let me know if you need more explanation.