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Default View Options in Workspace Books

  • 1.  Default View Options in Workspace Books

    Posted Mon September 18, 2023 01:52 PM

    Hi,

    I noticed in workspace workbench it is possible to set defaults for cube view "View Options" so hierarchy names are always displayed.  Is the same ability to set default "View Options" available for workspace books?   I now version 90 that classic views are going away and was looking for a way to let users set defaults when they create a new cube view in a workspace book.



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    Scott Brown
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  • 2.  RE: Default View Options in Workspace Books

    Posted Tue September 19, 2023 10:39 AM

    Hi Scott,

    It is great to have those options in the workbench, unfortunately they are not (yet) available in books. I know that it is on the roadmap, and I believe it is targeted for books later this year / start next year. 



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    Emil Malmberg Fosdal
    Solution Architect
    CogniTech A/S
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  • 3.  RE: Default View Options in Workspace Books

    Posted Thu February 08, 2024 10:30 AM

    Hi Emil,

    Do we know if there is a timeline on when this will be released?



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    Seb Hogan
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  • 4.  RE: Default View Options in Workspace Books

    Posted Fri February 09, 2024 01:10 AM
    Edited by Emil Malmberg Fosdal Fri February 09, 2024 01:10 AM

    Hi Seb,

    I haven't heard any update on the timeline unfortunately. It would be great to get those settings in to books, you kind of always needs to toggle them on when you create a new view. I know there are something planned around setting default view options for users, could be that it will be released as part of that.

    @STUART KING could you help us out here, is there a timeline to get these default setting options in books? 



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    Emil Malmberg Fosdal
    Solution Architect
    CogniTech A/S
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  • 5.  RE: Default View Options in Workspace Books

    Posted Fri February 09, 2024 09:35 AM

    Hi all,

    This feature would be available in the first half of 2024;

    we're working on the global settings that are going to cover many interaction areas with the objects in the Report and Analysis books.

    Best regards,



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    Svetlana Pestsova
    IBM Planning Analytics Product Manager
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  • 6.  RE: Default View Options in Workspace Books

    Posted Tue July 23, 2024 09:29 AM

    Hello Svetlana, Is there a global setting for the cube viewer to always turn on Hierarchy Names for all users?



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    Walter Hugo Añez
    Master Consultant
    Quebit Consulting
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  • 7.  RE: Default View Options in Workspace Books

    Posted Tue August 13, 2024 11:26 AM

    Hi Walter,

    Yes, it's available as of PAW 97.

    https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=2097-define-workspace-settings-from-central-settings-editor

    It'd give you the cube views with the hierarchy name displayed.

    Best regards,



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    Svetlana Pestsova
    IBM Planning Analytics Product Manager
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  • 8.  RE: Default View Options in Workspace Books

    Posted Wed August 14, 2024 08:50 AM

    Hi Svetlana, 

    When will the user in the Consumer role get this option? As far as our user base is concerned consumers vs. analysts would still need the opportunity to have their own view settings. The behavior we are seeing is that a consumer can change these settings in a published book but cannot set their own global settings. As an analyst who opens a previously created workbook, their new setting overrides whatever setting the workbook was published with. 

    Thank you. 



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    Ryan Sinclair
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  • 9.  RE: Default View Options in Workspace Books

    Posted Thu August 15, 2024 07:33 AM

    Hi Ryan,

    The Consumer role cannot add new views to a book.  The profile settings do not change how an existing view in a book is presented to the user.  The profile setting determine how the view is configured when the user (Analyst role or greater) adds a view widget to a book or opens a view in a tab in the modeling workbench.

    You mention this "The behavior we are seeing is that a consumer can change these settings in a published book".  The consumer role can modify any setting that doesn't require edit mode.  However, they cannot persist any changes as they cannot save books or views.



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    Stuart King
    Product Manager
    IBM Planning Analytics
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  • 10.  RE: Default View Options in Workspace Books

    Posted Thu August 15, 2024 08:02 AM

    Hi Stuart, 

    Understand the purpose and intent. In some testing, previously published workbooks will always take the user's settings until someone forcefully changes and then saves the setting on that viewer cube view. This doesn't seem to be the case on workbooks created in PAW 97. 

    Thanks,

    Ryan



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    Ryan Sinclair
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  • 11.  RE: Default View Options in Workspace Books

    Posted Fri August 16, 2024 11:42 AM

    Thank you very much for implementing this feature.   

    I did notice that if you had the settings for cubes set for workbench prior to the release, they would not apply to books until you unchecked the settings, saved, and then re checked the settings.



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    Scott Brown
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