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Clicking on pinned tiles retain filtering settings

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Simone Frassanito on 11 Dec 2014 04:19:09

When you pin a graph (or another object) with filters to the dashboard, the dashboard shows a tile with the filtered graph, but when you click on the tile, the whole report is opened unfiltered.

Clicking on a tile, should reopen the same filter configuration that was active when the tile was created, otherwise the UX is not consistent.

Administrator on 14 May 2016 04:15:33

Thanks for the suggestion. We will consider this and prioritize against other ideas.

Comments (15)
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b07d9665 4ef9-44c5-a16b-22403c89d3aa on 05 Jul 2020 23:51:03

RE: Clicking on pinned tiles retain filtering settings

Please get this done, my users get very confused, being able to pin two different versions of the visual for two different manufacturing sites and being able the report filtered for each site would be great.

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95ae059c cd2e-43d2-98f7-30c7c85032d8 on 05 Jul 2020 23:19:46

RE: Clicking on pinned tiles retain filtering settings

Please add this - non technical users struggle to re-generate the report and get frustrated, this means it incentives them away from the reports and vis-a-vis the dashboard. Some now prefer only the dashboards and ask no questions. Others don't trust the dashboards are correct because they cant 'validate' the filter settings.

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faf7fdf2 e18d-454f-b198-7e37086913e5 on 05 Jul 2020 23:09:38

RE: Clicking on pinned tiles retain filtering settings

When I share a dashboard with my users they are always asking why the tiles link to a completely different report and makes no sense to them. Please consider adding this as a feature in the next release.

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2d5ea51b 36ce-436d-8986-07ee6e1e6940 on 05 Jul 2020 23:07:45

RE: Clicking on pinned tiles retain filtering settings

Important - please implement this

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484ec091 b789-49f5-bab7-5e93e6b36b99 on 05 Jul 2020 23:04:21

RE: Clicking on pinned tiles retain filtering settings

With the new Bookmarks feature in place, this should be easier to accomplish, no? The current situation (original filter settings lost) is highly confusing to users.

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53035426 5887-418e-b7ce-755d3858af69 on 05 Jul 2020 22:59:31

RE: Clicking on pinned tiles retain filtering settings

This is really important addition to the dashboard - report relationship. Advanced reports with a lot of filters take a while to setup and get pinned to your dashboard, but when you want to click through to the report, the user has to manually reapply the filters again.

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5a4b1ef0 44f5-4845-b6dc-c05a24ec4962 on 05 Jul 2020 22:35:35

RE: Clicking on pinned tiles retain filtering settings

This is huge. Clicking the tile is the first step someone takes to get into the full report via the app, and if it is showing wonky numbers it can really cause confusion for the user

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b1a92dec c272-447d-be93-5e4edf07a60e on 05 Jul 2020 22:28:48

RE: Clicking on pinned tiles retain filtering settings

Agreed. This should be consistent.

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9ac6874e 4b53-4e41-a0a5-094bf8a82a2a on 05 Jul 2020 22:22:11

RE: Clicking on pinned tiles retain filtering settings

Most flexible option would be to give us the choice in the settings of the pinned tile to maintain any applied filters or not.

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a9c236c9 f968-4928-9d8e-71a19297cc12 on 05 Jul 2020 22:21:59

RE: Clicking on pinned tiles retain filtering settings

I agree that retaining the filtered settings is necessary or it completely devalues the use of the filters and pinning of the dashboard. Just as important is the ability to pin read only tiles or at least to be able to turn off the hyperlink to the report viewer. I know they added a feature to customize that hyperlink so you can change it to something else and is essentially providing read only access to an average user, however if you are creating 10 tiles per dashboard and have 20-30 dashboards the effort of creating all those custom hyperlinks is not feasible. There needs to be global settings for reports, dashboards and tiles you can set so all items created within a workspace retain those settings.