Insights Read Only/Hidden Filter equivalent to Report Viewer

User Experience
1

Filters can pre-set into the insights, and there is a requirement to prevent users changing this filter.

For example, if the record has VIP flag, then the filter will hide those with VIP flag and user is not allowed to override this filter, unless they have VIP access.

In report definition, in the filter, there is an option to make it read only/hidden filter. Is there any similar for insights?

Filter options in RD.

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2

Security requirement?
This sounds like a security requirement? Should you be applying ABAC policies so that only certain users can see VIP cases?

Filters

Explore data filters are meant to be more self-service, so yes, the end user can modify and even save different views based on their needs.

If you have a need to lock a filter in place, I can think of two ways:

  1. Landing Pages - you can click the gear icon to apply a filter to the insight on a landing page. This is dynamic based on logged in user (pxRequestor)
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  2. Data pages - if you use a non-queryable datapage, then you can create Insights based on this. That datapage, in the load, could filter the records before it even gets to Insights
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  3. List View - same as option 2, if you don’t want to use a non-queryable datapage and insights, you could do the same with a list view. Filtering happens inside datapage, not run time to be overidden
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3

Your 2nd solution works for me! Is equivalent to report viewer.

Thanks so much!