You can apply filters at four different scopes in your workbook in Oracle Analytics, from broadly filtering the entire workbook down to filtering a single visualization on a canvas.

Oracle Analytics supports many different types of filters that you can use depending on the filter scope and the data element you're using to filter.

Filters can interact differently with visualizations depending on the number of datasets and whether the datasets are joined.

If there's a single dataset in a workbook, and you add a filter, there are no restrictions on which data the filter applies to.

If a workbook contains multiple datasets, make sure that they're joined if you want to use data elements from one dataset as filters in your workbook. Filters based on data elements from one dataset don't work on visualizations using data from another dataset if the datasets aren't joined.

In Oracle Analytics, you can use parameters and filters together to dynamically manipulate the data in your workbook.

If you use a parameter as a filter, keep in mind that parameters have a limit of 10,000 available values that can be cached and also a limit of 1,000 initial values.

You can also use a parameter and a filter together to conditionally show or hide visualizations on a canvas based on a user's selections. See Use a Parameter to Conditionally Show or Hide a Visualization.

In Oracle Analytics, the selections you make for one filter can impact the values available to select from for other filters, depending on the filter location and the limit values settings.

Configure the Limit Values By setting for the filter bar to specify how any workbook filters, canvas filters, and selection steps in it get their selection values.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click Filter Bar Menu, then hover over Limit Values By .
3. Click an option to select it.
4. Click Save.

Configure the Limit Values setting for individual workbook filters, canvas filters, or visualization filters to specify how a filter gets its selection values.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click the filter to open the Filter dialog.
3. Click Limit Values and click an option to select it.
4. Click Save.

Configure the Limit Values By setting for individual dashboard filter controls to specify how a filter gets its selection values.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click the dashboard filters visualization to select it.
3. Click Properties to open the Properties pane, then click Filter Controls.
4. Expand the filter you want to set the Limit Values By for.
5. In the Limit Values By row, click Default and select how you want to limit the filter's selection values.
   
   
   Description of the illustration filters_wb_filter_limit_by_setting.png
   
   
6. Click Save.

When you add a visualization to a workbook, Oracle Analytics applies all the existing workbook, canvas, and dashboard filters to it. You can use the Filter This Viz By property to specify which of the filters you don't want to apply to a visualization.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click a visualization to select it.
3. Click Properties to open the Properties pane, then click Filters.
4. In the Filter This Viz By section, deselect the filters or selection steps you don't want to apply to the visualization.
   
   
   Description of the illustration filters_filter_this_viz_by.png
   
   
5. Click Save.

When you add a dashboard filter, Oracle Analytics applies it to all visualizations on the canvas. You can specify which of the visualizations you don't want to apply the dashboard filter to.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click the dashboard filters visualization to select it.
3. Click Properties to open the Properties pane, then click Filters.
4. In the Apply This Filter To section, deselect the visualizations that you don't want the filter to apply to.
   
   
   Description of the illustration filters_apply_dashboard_filter.png
   
   
5. Click Save.

You can modify these properties found under the General tab in the Properties pane to customize the appearance of your dashboard filters visualization.

You can modify these properties found under the Date/Time tab in the Properties pane for dashboard filters visualizations that use a date or time column.

You can modify these properties found under the Filter Controls tab in the Properties pane to customize the appearance and functionality of your dashboard filters visualization.

You can modify these properties found under the Filters tab in the Properties pane for dashboard filters visualizations and for visualizations using visualization filters or selection steps.

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.

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.

Your selected filter values are persisted when you close and re-open a workbook so you can easily pick up where you left off.

You make filter personalizations by changing the filter value selections for any filters and selection steps that are available to you. Filter personalizations don't apply to items in the filter bar.

You can also configure a workbook to always open in a specific state, or you can choose which state to apply after you open the workbook.

This tutorial shows you how to manage your workbook states. Tutorial

Save a workbook state after making filter selections so you can access the workbook in that state in the future without having to reset any filter values.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Make filter selections for the available filters to refine the data to suit your needs.
3. Click State Menu , then click Save State.
4. In the Save State dialog, give your state a name.
   
   
   Description of the illustration filters_save_state.png
   
   
5. Optional: Select Set as default state if you want the workbook to open in this state the next time you open it.
6. Click Save.

You can modify your existing custom workbook states without having to create new ones.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click State Menu , then click Apply State and ensure the state you want to modify is selected.
3. Modify the filter selections in the workbook to suit your needs.
4. Click State Menu , then click Save State.
5. In the Save State dialog, open the drop-down list and select the current state.
   
   
   Description of the illustration filters_modify_saved_state.png
   
   
6. Click Save.
7. Click Overwrite to confirm you want to update the existing state.
8. Optional: Click State Menu , then click Manage States.
9. Click the custom state and modify the name if required.
10. Click Done.

Select a different workbook state so you can view the workbook with specific filter selections applied.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click State Menu , then click Apply State.
3. Click one of the available states to apply the associated filter selections.
   
   
   Description of the illustration filters_apply_state.png
   
   

Set a workbook state to be the default state when you open the workbook.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click State Menu , then click Manage States.
3. In the Manage States dialog, hover over the state you want to set as the default state and click the checkmark beside it.
   
   
   Description of the illustration filters_manage_states.png
   
   
4. Click Done.

You can add workbook filters, canvas filters, selection steps, and parameters to the filter bar.

These items in the filter bar are generally the first level of filtering that you add to a workbook. You can then add other levels to fine tune the data, for example, add dashboard filters that allow consumers to select their own filter values, or add visualization filters that cascade selected values from one visualization to another.

Filters in the filter bar can be pinned (called workbook filters) to limit the data on all canvases in the workbook, or unpinned (called canvas filters) to limit the data on a single canvas. See Add Workbook and Canvas Filters.

Selection steps work slightly differently than filters in the filter bar, but they can also be pinned or unpinned. For more information, see Use Selection Steps.

For information about using parameters in the filter bar, see Use a Parameter in the Filter Bar.

You can hide the items in the filter bar from consumers for a cleaner experience (see Show or Hide the Filter Bar in Present) or you can customize the level of interactivity you want your users to have with the filter bar (see Specify Workbook Filter Options in Present and Specify Canvas Filter Actions in Present).

You can modify these properties found in the Filter Bar Menu for items in the filter bar, depending on whether they're workbook or canvas filters, selection steps, or parameters.

When you add a filter to the filter bar, the filter applies to only the current canvas and is called a canvas filter. You can pin that filter to apply it to every canvas in the workbook and turn it into a workbook filter.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. On the Filter Bar, click Add Filter (+) and select the column you want to filter on.
   
   
   Description of the illustration filter-add.png
   
   
3. In the Filter dialog, select the data values to filter on.
4. Optional: To make the filter a workbook filter that applies to all canvases, hover over the filter and click Pin to All Canvases.
5. Click Save.

You can display the selected filter, selection step, or parameter values in the labels in the filter bar so that you don't have to open a dialog to check the selected values. Or you can hide the selected values to reduce clutter on the filter bar.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. On the filter bar, click Filter Bar Menu .
3. Hover over Filter Values and click an option to select it.
   • Show All
   • Hide All
   • Show by Default
4. Click Save.

As you select filter, selection step, or parameter values in the filter bar, Oracle Analytics automatically applies them. You can change this behavior when you want to manually apply the selections instead.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. On the filter bar, click Filter Bar Menu, hover over Auto-Apply Filters, and then click an option to select it.
   
   
   Description of the illustration filters-auto-apply-filters.png
   
   
3. Click Save.

Convert canvas (unpinned) filters and unpinned selection steps in the filter bar to dashboard filters when you want to use the functionality, style, layout, and personalization options that dashboard filters provide. This way you can avoid manually adding dashboard filters and deleting existing canvas filters or selection steps in the filter bar.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. On the filter bar, click Filter Bar Menu .
3. Hover over Move to Dashboard Filter and click a layout option to select it.
4. Click Save.

Adding a parameter to the filter bar allows you to set the parameter value for the whole workbook or an individual canvas.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Data Panel, click Parameters.
3. Drag and drop a parameter to the filter bar.
   
   
   
   
4. Click Save.

Dashboard filters provide filter controls for consumers to interact with on an individual canvas.

As an author, you usually add and set filters in the filter bar to broadly limit the data in your workbook, see Use the Filter Bar. You can then add and configure dashboard filters on each canvas to allow consumers to select their own filter values to change the data in the visualizations.

Dashboard filters are contained in the Dashboard Filters visualization. After you add a dashboard filters visualization to the canvas, you can then drag and drop columns to this visualization to create dashboard filters. Oracle Analytics assigns default properties based on the column you chose to create the filter but you can modify the filter's properties to better suit the data and improve the user experience.

You can also drag hierarchy columns to the dashboard filters visualization and create a selection step as a filter control to refine the data in visualizations that use the same hierarchy. You can control the level of interactivity a consumer has with the selection steps, see Control Consumer Interactivity for Selection Steps.

Use the Dashboard Filters visualization to create and configure your dashboard filters.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Visualizations Panel, click Visualizations, scroll to Dashboard Controls, and drag Dashboard Filters to the canvas.
3. In the Data Panel, click Data and drag one or more columns to the new dashboard filters visualization to create the dashboard filter controls.
   
   
   Description of the illustration filters_dashboard_filter_example_on_canvas.png
   
   
4. Optional: Click a filter control to open the Filter dialog, then select the data values filter on.
5. Click Save.

Where you add a dashboard filters visualization to the canvas determines if the filter controls are displayed horizontally or vertically.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click the dashboard filters visualization to select it.
3. Click Properties to open the Properties pane, then click General.
4. Click the Orientation field and select an orientation.
5. Click Save.

You can choose how you want the filter controls in the dashboard filters visualization to display to provide a canvas layout and filter experience that works best for your users.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click the dashboard filters visualization to select it.
3. Click Properties to open the Properties pane, then click General.
4. Click the Filter Style field and select a style.
5. Click Save.

You can use a parameter as a dashboard filter control to select and change the dimension and measure column values for the visualizations on a canvas.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Data Panel, click Visualizations, scroll to the Dashboard Controls section, and drag Dashboard Filters to the canvas.
3. In the Data Panel, click Parameters, and drag and drop a parameter to Filter Controls in the Dashboard Filter visualization's Grammar pane.
   
   
   
   
4. Click Save.

You can add a slider dashboard filter to a workbook canvas and animate visualizations to show how the data changes relative to a specified dimension. Consumers can select a dimension value interactively, or automatically play through dimension values, similar to a time-lapse video or animation.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Data panel, click Visualizations, scroll to the Dashboard Controls section, and drag Dashboard Filters to the canvas.
   
   
   Description of the illustration slider-select.png
   
   
3. In the Data panel, click Data, and drag a dimension-based data element to the new dashboard filters visualization.
4. Click Properties to open the Properties pane, then click Filter Controls.
5. Locate and expand the filter you just added.
6. Click the Filter Type field and select Slider.
   
   
   Description of the illustration slider-controls.png
   
   
7. Click the Play field to turn auto-play on or off.
8. If you enabled play, in the slider filter control, click Play to see how your visualizations play with the default settings.

Visualization filters filter the data for only one visualization.

As an author, you usually add and set workbook and canvas filters in the filter bar to broadly limit the data in your workbook, see Use the Filter Bar. You can then add and configure dashboard filters on each canvas to allow consumers to select their own filter values to view the data in the visualizations on that canvas, see Use Dashboard Filters.

Oracle Analytics offers another, narrower filter scope in the form of visualization filters which you can add so that a user can select the values they want to see in that particular visualization without affecting the rest of the workbook. For visualizations using hierarchies, you can add selection steps at the visualization filter level as well.

You can also set visualization filters yourself and then hide them from the consumer, see Show or Hide a Visualization Filter in Present and Control Consumer Interactivity for Selection Steps.

Add visualization filters to a visualization to filter the data in that visualization only, without affecting anything else in the workbook.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click a visualization to select it.
3. Click the Grammar pane.
4. Click Data, and drag and drop one or more columns to Filters in the Grammar pane to create the visualization filters.
   
   
   Description of the illustration filters_add_viz_filters.png
   
   
5. Click Save.

You can use the data selections from one visualization to filter all other visualizations on the canvas, depending on the visualization type.

If a visualization's Use as Filter icon is displayed in green, it means that it's functioning as a filter on the canvas. When you select a data element in the visualization, the other visualizations on the canvas that also use that data element are updated to display their data based on your selection.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Hover over the visualization that you want to use as a filter.
3. Click the Use as Filter icon to activate.
4. Click Save.

In Oracle Analytics, you can use selection steps to specify which levels or members of a hierarchy you want to display in table or pivot visualizations that use that hierarchy.

Selection steps are similar to filters, but instead of filtering to select values from a column, they let you select members of a hierarchy to participate in the query. You can choose which levels or members of the hierarchy you want to keep, add, or remove in your selection. You can add as many selection steps as you need, at all filter scopes, and they're applied in a specific order.

For information about which filter properties you can configure for selection steps, see Filter Properties and Filter Bar Properties.

Selection steps use actions and operators to help you access the specific data that you want to display in a table or visualization.

Use selection steps to select the levels or members you want to display in a table or pivot visualization that uses a level or parent-child hierarchy.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the Data pane, drag and drop a hierarchical data element to one of the following:
   • The filter bar to create a selection step to broadly limit the data on one or all canvases.
   • A dashboard filter on the canvas to create a selection step as a dashboard filter control that consumers can interact with.
   • The Filters area of the Grammar pane for a specific visualization to create a selection step to limit data in only that visualization.
3. In the Selection Steps dialog:
   1. Select an action from the Actions drop-down list.
      
      
      Description of the illustration selection_steps_dialog_actions.png
      
      
   2. Select an operator from the Operators drop-down list.
      
      
      Description of the illustration selection_steps_dialog_operators.png
      
      
   3. Use Ctrl-click to select the levels or members from the Values drop-down list.
4. Optional: To quickly see the exact members selected, click the green highlighted number in the member selection drop-down list.
   
   
   Description of the illustration selection_steps_dialog_overview.png
   
   
5. Click Save.

Configure the Limit Values setting for individual selection steps in a workbook to specify how a selection step gets its selection values.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click the selection step to open the dialog.
3. Click Limit Values and click an option to select it.
4. Click Save.

Specify the level of interactivity and control you want consumers to have with individual selection steps in your workbook.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click a dashboard filter or visualization to select it.
3. Click Properties, then:
   • For a dashboard filter, click Filter Controls.
   • For an individual visualization, click Filters.
4. In the Consumer Interactivity row, click Full and select an option.
5. Click Save.