Favourite Filter Settings to use in new Cards / Worksheets
There are some filters that sit in central modules and are used across many dashboard; like
- User based selections for time, product groups etc.
- Centrally controlled filters for time or versions (R12, Only Current FC)
- Default filters limiting the hierarchy view (Months/Quarters/FY only, lowest level only)
When building dashboards, it always takes a few seconds to find the right module and then the right Filter. This could be optimised with "Favourite / Template Filters" that come up as a selection when creating a filter. In addition, setting such default filter settings centrally could allow to update several dashboards in one go in case business process requirements change and the change can't be implemented with just a formula change in the central module.
As a Page / Model Builder, I want to be able to save certain default filter settings and re-use them when building a new card or worksheet to reduce page building time and potentially adjust filter settings across dashboards.
Get Started with Idea Exchange
See our Submission Guidelines and Idea Evaluation Criteria, then start posting your own ideas and showing support for others!