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  • 1.  Dashboard Actions - Setting local filters via actions no longer working in 11.2.4

    Posted Sat April 27, 2024 04:39 AM

    I set up an action drop down that allowed users to select different reporting periods and that would apply that filter to all objects in my dashboard.Its basically a flag with Y/N outcome so I would use the actions to set this to Y or clear depending on which period was selected. This worked just fine in 11.2.0 but in 11.2.4 the options you can apply have changed. The issue is that I can no longer use actions to set a local filter in a chart. This is completely ignored now. In the dashboards that were set up before we moved to 11.2.4 the action to set the periods still works but we just cant edit or create new one's in the same way using this method. The requirement I have is to have some sort of button / control that allows people to click on different periods i.e. LTM, YTD, Last Quarter etc. and for the objects to update accordingly. Ideally I'd like to create a button based control using images so I have more control about the look and feel. I managed to get this to work using year, quarter, month etc. so when you click on a date level it updates my time based charts. Looking for guidance on how to achieve something similar to set reporting periods. Would appreciate any insights on how to achieve this. Many thanks in advance.



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    Eric Mueller
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  • 2.  RE: Dashboard Actions - Setting local filters via actions no longer working in 11.2.4

    IBM Champion
    Posted 22 days ago

    Hi Eric, 

    I don't get what you mean with actions, I assume from some kind of extension? 

    Just some ideas for out-of-the-box: 

    You can use the prompt-macro in the data module or dashboard but that's not so nice to control in the dashboard. 

    Another approach is to union the data on each aggregation level, add a column/calculation the identifies the aggregation level and implement a click-visualization with a widget-connection to your real visualizations (that actually filters the selected aggregation level). 

    Further, if you have assistance on database level, you can use the advanced properties of the database schema in the data module to switch tables with different date aggregation levels (e.g. in combination with one of the approaches above). 

    Best regards, 

    Philipp 



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    Philipp Hornung
    Business Intelligence Manager
    Techniker Krankenkasse
    Hamburg Germany
    #IBMChampion
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  • 3.  RE: Dashboard Actions - Setting local filters via actions no longer working in 11.2.4

    Posted 22 days ago

    Hi Philip,

     

    In dashboards you have actions like this. Could be a drop down, button, image etc. It records what you want to happen. In my case I had one of these action dropdowns where I had values like LTM, YTS, Last Quarter and so on. I would record the action and set a local filter in the dashboard object i.e. IsLTM? = Yes. Its this process of setting local filters via actions that is now completely ignored in 11.2.4. Worked fine in prior versions. So my question was, is there another way to show the user some kind of control to allow them to flip through different reporting periods

     






  • 4.  RE: Dashboard Actions - Setting local filters via actions no longer working in 11.2.4

    IBM Champion
    Posted 21 days ago

    Hi Eric, 

    This is no build-in feature of Cognos Analytics 11.2.4 Dashboards. Something similar is only available in Planning Analytics Workspace Books (an action widget that provides navigation or execution of processes). The feature must be from an extension (maybe the CogBox?). You or your administrator proably need to uprade your extension as well.

    Best regards,

    Philipp



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    Philipp Hornung
    Business Intelligence Manager
    Techniker Krankenkasse
    Hamburg Germany
    #IBMChampion
    ------------------------------