Dashboard Filtering using Breakdown to Filter stats for Parent Group of Child Assignment Groups

[WazzaJC]

Dashboard Filtering using Breakdown to Filter stats for Parent Group of Child Assignment Groups

Hello Team,

I would greatly appreciate your help/guidance/advice on how I can achieve this.

I am trying to get my Dashboard to filter the stats (Incidents, Requests etc) based on various Parent Groups I have set up, which each have Assignment Groups as children mapped.

Example I have Parent Group = 'Service Support Directorate', which has Hardware, SAP Support etc as child Assignment groups. 

Example I have Parent Group = 'Platforms Support Directorate', which has Services Support, Network Support etc as child Assignment Groups.

How can I configure this and how it done, so that if I select the Parent Group as the filter, I will only see the Incidents associated to the children Assignment Groups, and all widgets across the Dashboard will update. I also need the ability to check/select the separate Assignment Groups within the Parent Group, to see just stats for that Group.

I need the filter to filter both the PA and Report Widgets on the Dashboard. If I use Cascading Interactive Filter, I believe this works only for the Report Widgets and not the PA widgets.

Do I need to set it up as the Breakdown filter and do some sort of grouping or bucket grouping or a special dynamic filtering/scripting, to achieve this ? I do not believe it is possible to do Cascading Interactive Filter as a Breakdown Filter, unless I am wrong.

Please see some screenshots attached as guidance.

**Note: So the Parent Groups themselves do not have stats associated, but the child Assignment Groups that are mapped to the Parent Groups, they do have stats associated.

Always grateful for the help/guidance received from this wonderful Community.

Kindest Regards.

[SANDEEP28 · Accepted solution]

@WazzaJC You requirement is doable. Follow below steps

1) Create breakdown source on sys_user_group table and put condition as parent is empty that means it will fetch all the parent groups or you can add your query as per requirement to identify group as parent. Breakdown source will collect all the sys_id's of parent group.

2) Create automated breakdown and link it to above breakdown source.

3) Create breakdown mapping to map it to target table.

Here you need to map parent group's sys id of Assignment group field of target table.

4) Add this breakdown in your indicator. Run the scheduled job and check if breakdown is giving proper count based on target record stats.

4) Add this breakdown source in Dashboard by going into "Dashboard properties" as below 

6) Post this, it will appear as filter on the top of your dashboard.

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !! 

[SANDEEP28 · Accepted solution]

@WazzaJC You must have created widget and included indicator into it. You need to select the "Follow element" checkbox on the same widget so that widget will follow the element selected in the dashboard breakdown.

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !! 

[SANDEEP28 · Accepted solution]

@WazzaJC You must have created widget and included indicator into it. You need to select the "Follow element" checkbox on the same widget so that widget will follow the element selected in the dashboard breakdown.

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !! 

[WazzaJC]

@SANDEEP28  that's great, I have followed all your advice and all is working perfectly.

Many thanks once again for all your help, very much appreciated Sandeep! 

Thank You kind sir 🙂