Insights Custom Dashboard Filters lost when shared with others

Hi ​@lrnlab,

For what it’s worth, the Advanced Insights mode (which is effectively the full Amazon Quicksight BI tool) makes it possible to create dashboards or individual charts that are pre-filtered. For example, you could create a dashboard that is pre-filtered to a specific branch level or group or whatever, and this would be the starting point for the end users.

Alan

Thanks ​@Alan however this comes with an extra cost...seems like a pretty basic thing that should be in the basic version...what’s the point in building dashboards, etc,. if when shared, the PU had to create their own filters…

​@federico.carugati any thoughts?

Completely agreed with ​@lrnlab, this functionality should be in the basic version so we can create pre-filtered dashboards, this way our viewers don’t have to add their own filters when they first look at the dashboard. Sometimes we have very specific content we want to appear in a dashboard, like a set of courses, and it’d be nice to lock that down for the viewers even in the basic Insights version as we can’t afford Advanced. 

lrnlab posted in the ideas portal Vote it up!

Hi everyone, and Happy New Year!

Just to keep you informed, we are currently analyzing this request, and the idea we like the most so far is to introduce a preset filter set at the dashboard level that remains in place once assigned to other users.

The current persistence at the user-dashboard level allows the filters applied the last time to persist when returning to the dashboard.

We will find a way to make the two functionalities coexist in a coherent manner.

The question I have for you is the following: once a dashboard is shared with a preset filter set, should the user receiving it be aware of the filters that have been applied? Can they change them (while still being able to reset to the preset) or should the filters be completely hidden?

I agree with ​@lrnlab, it’d be nice to have the option for both but having it locked would be the priority! I can see a use case where I’d want to lock things down (if I’m making something to only share with a group of power users who just need data on a few courses and I don’t want them messing with anything) versus making a dashboard for some of my more advanced power users who do more in the system, it’d be nice to let them filter additionally on their own even if I set a preset for them. 

​@lrnlab adding my voice to this, I had just talked about this issue with the help desk at Docebo Inspire and they had confirmed that right now the filters are NOT sticky but that it was a great idea that should be submitted, I’m pleased to find that this was already done! I have added my vote to your Idea. Like you we cannot afford the Advanced Insights product at this time, so I would like to see this functionality added to the basic version. I also am in favor of the filters being “locked” on the PU side. Our use case is a dashboard for an annual compliance course that we send out to our PU operations directors so they can see the status of their region’s completion during the compliance period. Since only their region is visible to them, we just need to create a single dashboard and the filters I select should work for them just fine. As it is right now though we have not been able to try this with them because the task of getting ALL of them to choose their own filters (and correctly) would be very challenging.