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 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 !! 

[WazzaJC]

Hi @SANDEEP28  this is great, I have followed the steps as per the above, but perhaps there is a further step I need to take, as when I select Directorate Group as the breakdown filter, on the Dashboard, it is not updating the report widgets?

But when the data collection job runs for 'Number of Open Incidents', it is clearly collecting the data for the Parent Groups, as I can see the Scores for each Parent Group (Directorate Group) within the Breakdown detail on Analytics Hub view - so it is working there.

It is just not working on the Dashboard itself, when I select one of the Directorate Groups within the Elements Filter, it does not seem to update/do anything to the Report Widgets that are on the Dashboard.

Please see my screenshots attached, to help explain.

Is there another step/final configuration missing?

Many thanks once again kind sir.

** NOTE ** The Breakdown does work on the Dashboard, if the Widget Score is a Performance Analytics Indicator widget, however it does NOT work for any Report based Widgets.

Is there anyway we can get this Breakdown to work for the PA Widgets and the Report Widgets or do I have to make a separate Breakdown Filter for the Report Widgets? Many thanks

[WazzaJC]

Hi @SANDEEP28  thank you again for all your help on this, so much appreciated.

Sandeep I had one further related query/use case on this, if at all possible?

How can I use this approach to use the Breakdown Filter to filter from Parent down to one of the mapped/linked 'Assignment Groups', using the Breakdown Filter at the top of the Dashboard?

So is it possible to have a hierarchy/cascading dropdown, where one can select the 'Parent Group', then select one of the mapped (child) 'Assignment Groups', so that the Dashboard Widgets can show stats either for the Parent Group or the Assignment Group that is a subset of that Parent Group?

I am thinking this is possible, just not sure how to configure this?

Many thanks once again @SANDEEP28 kind sir.

[SANDEEP28 · Accepted solution]

@WazzaJC Cascading filtering we can do for reports using interactive filters. As per my knowledge, cascading filter functionality is not available for breakdown elements for indicator on dashboard. There is one video on ServiceNow community for "Performance Analytics Cascading Filters", but they are only talked about interactive filter on reports.

https://www.youtube.com/watch?v=Fw0rq9D5pOI&t=1292s

Let me know if you able to achieve this 🙂