How Filters Limit Each Other

You can set the limit values properties for filters and selection steps at different levels in a workbook. Carefully designing how they behave and interact provides the consumer with filters and selection steps that contain predictable and intuitive values to choose from.

Limit Values Setting Levels

Before you add filters and selection steps to your workbook, it's important to understand how the limit values settings cascade and affect each other.

Level	Location	Description
1	Console	Your administrator sets the Oracle Analytics Default Limit Values By for Filters system setting. This is the highest-level limit values setting and is applied to all workbooks. You can override this setting at various levels within a workbook. The option chosen by the administrator is used as the default setting in the workbook filter bar.
2	Workbook filter bar	The workbook filter bar inherits the system setting by default but you can use the Limit Values By setting for the filter bar to override the system setting. The setting you specify in the workbook filter bar is applied to all filters and selection steps in the filter bar. See Specify Limit Values By for the Workbook Filter Bar.
3	Individual filters and selection steps in the workbook filter bar	Any filters and selection steps that you add to the filter bar inherit the Limit Values By setting selected for the filter bar. You can select an individual filter or selection step and use Limit Values to override the filter bar's setting for that particular item. This setting level isn't available for individual parameters used in the filter bar. See Specify Limit Values for Workbook and Canvas Filters and Selection Steps.
4	Dashboard filters	Dashboard filters are limited by the workbook or canvas filter selections depending on the Limit Values By setting on the filter bar and the Limit Values setting on the individual workbook or canvas filters. You can select an individual dashboard filter and use Limit Values to override the workbook or canvas filters' or workbook filter bar's setting. This setting level isn't available for parameters used as dashboard filters. See Specify Limit Values for Dashboard Filters.
5	Visualization filters	Visualizations display data according to the limitations you set for any existing workbook, canvas, and dashboard filters. If you add a visualization filter for the same column as a dashboard filter or a filter in the filter bar, the visualization filter is limited by the filter selections for that dashboard filter or filter in the filter bar.

Limit Values Setting Options

The following options are available depending on whether you're configuring the Limit Values By setting for the workbook filter bar, or the Limit Values setting for individual filters and selection steps in the filter bar or for dashboard filters.

Option	Description
Default	For the filter bar, uses the Default Limit Values By for Filters system setting that your administrator set. For individual workbook or canvas filters in the filter bar, uses the Limit Values By setting from the filter bar. Doesn't apply to selection steps. For dashboard filters, uses the Limit Values By setting from the filter bar. Or if the canvas contains a workbook or canvas filter and a dashboard filter that use the same column, the default uses the Limit Values setting for the workbook or canvas filter. This option is enabled by default for workbook, canvas, and dashboard filters.
Auto	For both the filter bar and individual workbook or canvas filters in the filter bar, limits the filter selection values by the other filter selections in the filter bar. Doesn't apply to selection steps. For dashboard filters, limits the filter selection values by the other dashboard filter and workbook or canvas filter selections.
None	For both the filter bar and for individual filters and selection steps in the filter bar, doesn't limit the selection values by the other selections in the filter bar. For dashboard filters, doesn't limit filter selection values by the other dashboard filter and filter bar selections.
Filter Name	For individual filters and selection steps in the filter bar, uses the selected selection step, workbook, canvas, or dashboard filter's selections to limit selection values. For dashboard filters, uses the selected selection step, workbook, canvas, or other dashboard filter's selections to limit selection values. You can choose more than one.

Example Using Filters

Suppose you have the following filters in your workbook:

Workbook (pinned) filters: Customer Segment and Customer Name
Dashboard filters: Customer Segment and City
Visualization filter: Ship Date

If the filter bar's Limit Values By is set to Auto and you select values for the Customer Segment workbook filter:

Only the customer names associated with the chosen customer segments are available for selection in the Customer Name workbook filter. You can override this by setting the Customer Name workbook filter's Limit Values to None or another specific filter.
The Customer Segment dashboard filter inherits the values selected for the Customer Segment workbook filter. You can override this by setting the dashboard filter's Limit Values to None or another specific filter.
Only the cities associated with the chosen customer segments are available for selection in the City dashboard filter. You can override this by setting the dashboard filter's Limit Values to None or another specific filter.
Only the ship dates associated with the chosen customer segments are available for selection in the Ship Date visualization filter. You can't override this at the visualization filter level.