Platform Analytics-How to set "Owned by me" as the default predefined filter on dasboards/Data visu

[bchandra]

Hi Experts,

I have a requirement to default the predefined filter to "Owned by me" (created_by_me) on the Dashboard and Data Visualization pages in Platform Analytics Workspace.

Currently, the pages load with "All" selected.

I have already checked:

• UI Builder configuration
• UX Client Scripts
• Client State Parameters
• UX App Routes
• Filter event handlers

Selecting Owned by me manually works, but I have not been able to make it the default on page load.

Is there an OOTB or supported way to set "Owned by me" as the default predefined filter in Platform Analytics Workspace?

Thanks in advance.

[Tanushree Maiti]

Hi @bchandra 

Refer kb: KB1156652 UI Builder - Setting up dynamic filters on a data visualization using mergePARFilters 

[PoonkodiS]

Hi @bchandra 

Instead of relying on the user to manually click "Owned by me" from a dropdown, the visualization will automatically detect who is logged in and filter the data for them instantly on load.

Here are the step-by-step instructions to configure this:

1.  Navigate to your Platform Analytics , open the target Dashboard, and enter Edit mode, or open       

       the specific Data Visualization directly 

2.  Select the visualization component you want to modify, click the Configuration panel on the right, and click        Edit next to the Data Source field.

3.

add a new condition row:

• Select your target user-reference field (e.g., Created by, Opened by, or Assigned to).

• Set the operator dropdown to is (dynamic).

• Set the value to Me.

4.

Save and Verify, The page will inherently load displaying only the records owned by the logged-in user

Hope it helps