Create a group interactive filter

A group interactive filter allows users to select multiple interactive filters to apply to reports on a dashboard.

Before you begin

Role required: hp_publisher_admin and report_admin. The hp_publisher_admin role exists only for managing interactive filters in Core UI. By default, it contains the role analytics_filter_admin for managing Core UI filters that are migrated to Platform Analytics experience.

Note:

If the interactive filter has a default value or specifies the last selected value, non-responsive dashboards do not apply this value automatically. This feature is only available on Responsive dashboards.

Before starting this procedure, create several choice list, reference field, boolean, or date filters to group.

Default values selected for child filters are not applied when using a group filter. Selected values in a group filter are not saved when you reload the dashboard.

Procedure

1. Optional: Check the existing interactive filters on the same table.
   1. Navigate to sys_ui_hp_publisher.list and select an interactive filter based on the same table you want to filter.
   2. Under Related Links, select Other filters on Table.
   3. Review the other filters that are available on the same table to see if the filter you want already exists.
2. Navigate to sys_ui_hp_publisher.list.
3. Select New.
4. In the Filter based on list, select Group.
   
   
5. Set the following fields:

   Name	Description
   Name	Enter a name for the filter. This name appears on the dashboard widget for the filter.
   Look up name	Enter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
   Description	Enter a description of the filter.

6. In the Group section, select Insert a new row.
7. Select an interactive filter to add to this group.
   You cannot add a group filter to another group filter.
8. Repeat the previous two steps as needed for each filter you want to group.
9. Click Submit.

What to do next

1. After you create the filter, add it to a dashboard.
2. On the dashboard, select the Edit widget icon () on each visualization on the dashboard that should follow the filter and select Follow interactive filter.