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  • 1.  Saved Views and Global Slicers

    Posted Tue July 30, 2024 11:20 AM

    Everyone, 

    I am looking for input regarding Saved Views which is a new feature to be released later this year.  Saved Views enables an end user to configure a report and save their interactive settings including slicers, columns pickers, tab selection, quick pivots, etc.  In addition, end users can create and name multiple views and select one as the 'default view'.   This addresses the issue where an end user has to re-select their desired settings each time they open up a report.  There will be options to reset the views to return to the default report view

    I am looking for input on how Global Slicers should behave with the Saved Views feature.  Today, Global Slicers persist the slicer selection across sessions using the browser cache and are applied across reports in a report collection (if the report includes the same global slicer).  The interaction of Global Slicers with Saved Views are somewhat conflicting.  Here are two options we are considering.

    1. Global Slicer selection will be saved in the new user preference service and removed from the browser cache.  That way it is not reset with a browser cache clear and will work across browsers and computers. The Global Slicer selection will be saved independently from the Saved View report-specific settings.   Thus, the end user can define the specific interactive settings standard slicers, column pickers, quick pivot, etc. for each report.  However, the Global Slicers selection would not be part of the Saved View and would be set separately by updating the Global Slicer directly.  In this scenario, the Global Slicer will be applied to multiple reports with the same Global Slicer and would be applied consistently across different named, Saved Views. 
    2. Keep it simple and deprecate the Global Slicer behavior.  End Users would configure each report to the desired settings including Slicers, pickers, etc.  The "Global" option for a slicer would be removed.  

    Any thoughts or input on the desired behavior?


    #TBMStudio


  • 2.  RE: Saved Views and Global Slicers

    Posted Tue July 30, 2024 01:12 PM

    Global Slicer would be saved independently from the saved views. Most of the global slicers I use are very high level. The users probably could save just a few custom views of the global slicers that could apply to all of the reports in the collection.  They don't change much from report to report because usually they equate to the area they are responsible for (cost center, department, owner, manger, segment, region,tower for example).  Have two sections of saved views one for the report and one for the global slicers. They can select them separately. 



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    KristineKleinTerex CorporationSenior Operations Specialist TBMA
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  • 3.  RE: Saved Views and Global Slicers

    Posted Wed July 31, 2024 03:23 AM

    I would prefer option #2.

    I never use Global Slicers, but could appreciate having a specific set of picker/slicer selections available, e.g. when I refresh the browser, etc. We have a couple of Swiss-Army-knife type of reports that are a pain to restore, especially during presentations/hands-on sessions.



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    Regards, Guillermo
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  • 4.  RE: Saved Views and Global Slicers

    Posted Wed July 31, 2024 07:07 AM

    It seems that if you prefer not to use global slicers then not putting them on reports would give you the option you want, without having to limit those who prefer the possibility to have them. Global Slicers are mostly on master reports, so maybe make a non global version of the master and use that?




  • 5.  RE: Saved Views and Global Slicers

    Posted Wed July 31, 2024 08:56 AM

    #2 to keep it simple, as many users do not really know the difference from "Global Filters" to normal filters (e.g. some use the term for all slicers on the top of a report, even if they are technically not "global") and new users will be less confused when these views are coming. With that new feature the Global Filter functionality may be regarded as legacy.




  • 6.  RE: Saved Views and Global Slicers

    Posted Thu August 01, 2024 07:18 AM
    Edited by Brad Ploof Tue November 05, 2024 05:48 PM

    I would lean towards #1.

    We regularly use Global Filters in our reporting.

    It is helpful when an ITLT member or Cost Center owner is reviewing reports in Apptio and want to view just their area of responsibility.  They can set the Global Filter and know as they move from report to report within the collection that they are seeing the information for their area specifically.  I would like to continue to have this option moving forward. 

    I love the idea of having the ability to save views  - we have a few reports that have multiple pickers and having to reset or change these depending on what you want to review is a pain.  It would be valuable to be able to save the view for the specific information you are trying to review and change quickly to another pre-set view if needed.



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    Brad Ploof
    Keurig Dr. Pepper
    IT Finance
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  • 7.  RE: Saved Views and Global Slicers

    Posted Thu December 12, 2024 05:40 PM

    I prefer option 2 and agree that Global filters will not really be required if the Saved views work correctly



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    Heather stewart
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  • 8.  RE: Saved Views and Global Slicers

    Posted Mon December 16, 2024 09:33 AM

    Our users prefer a saved view that keeps slicers as they were set when the saved view was established.  They have been asking for something like this for years now.



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    Dave Roush
    Manager, Global TBM
    QBE Insurance
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