Use dynamic parameters in Insights

Dynamic parameters can look up values in Calabrio ONE and pass them into a parameter, such as the logged-in user's ID, name, or team to filter a dashboard. This allows Insights to display data that’s specific to each user, without requiring them to apply any filters manually. For example, you can use a dynamic parameter to look up the current user ID and filter the dashboard to show only that user’s data. This creates a more personalized, streamlined experience for everyone using the dashboard.

Prerequisites

  • You have the Insights Author license.

  • You have the Create Content permission.

  • You have the View Content permission.

  • You have at least one of these permissions:

    • View QM Data
    • View WFM Data

  • You have added at least one dataset that includes the system_bi_user field:

    • People dataset in the QM folder

    • WFM People (Latest Period) dataset in the WFM folder

      NOTE   At least one of these datasets must be included in the analysis (they do not need to be bound to a visual). If your analysis includes both QM and WFM datasets, you don’t need to create two separate parameters—as long as you’re filtering on a value that is consistent across both datasets. For example, Person Name from QM and Full Name from WFM typically match.

Page location

Insights > Analyses > Click an analysis that includes either the People or WFM People (Latest Period) dataset

Procedures

Add a parameter

  1. Click Parameters . The Parameters pane opens.

  2. Click +ADD. The Create new parameter window opens.

  3. In the Name field, enter the Parameter name. Use only letters and numbers. Spaces and special characters are not supported.

  4. Set the Data type to String. See Set up parameters in Insights for more information.

  5. Click Set a dynamic default. The Set up dynamic default for single value window opens.

  6. Under Dataset with default values and user information, select the same dataset you added earlier (People or WFM People).

  7. Under User name column, select system_bi_user from the System folder.

  8. Leave Group name column blank.

  9. Under Column for default value, select the field you want to filter by, such as:

    • Person Name

    • Full Name

    • Team

    • Group

    • Site

    • Business Unit

  10. Click Apply.

  11. Click Create. You'll see the Parameter added window prompt. Click Close.

Update an existing parameter

  1. Click Parameters . The Parameters pane opens.

  2. Click the three dots next to the parameter name.

  3. Click Edit parameter.

  4. Under Dynamic default, click Edit.

  5. Edit the parameter as needed.

  6. Click Apply.

  7. Click Update.

Apply the parameter in a filter

  1. Click Filter from the upper-left corner of the Analysis page.

  2. Click + ADD and select the field you want to filter on, such as Person Name, Team, or Group, from the People folder in your dataset. Choose the field that matches the type of user-specific filtering you want to apply in your dashboard. For this example, we will use Person Name.

  3. Click the filter you just added in the Filters panel. The Edit filter pane opens.

  4. In the Edit filter settings, set the Filter type to Custom filter.

  5. Set the Filter condition to Equals.

  6. Select the Use parameters check-box. When the Apply filter to all visuals and sheets? window prompt appears, click Yes.

  7. From the Select a parameter drop-down, select the parameter you created earlier.

  8. Click Apply to activate the filter.

Delete a parameter

  1. Click Parameters . The Parameters pane opens.

  2. Click the three dots next to the parameter name.

  3. Click Delete parameter.

  4. Click Delete.

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