Community Alums
Not applicable
Options
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-25-2023 08:41 AM
Here is an example for implementing with Cascade Interactive Filter:
- Navigate to All > Reports > Administration > Interactive filters and click New.
- In the Filter based on list, select 'Cascading Filters'.
- Right-click the form header and select Save.
- Define the first level of the cascading filter.
- In the Cascading Filter related list, click New.
- Select Company [core_company] as the Table and Name as the Display field.
- Right-click the form header and select Save.
- In the Target Tables related list, click New.
- Select Metric Result [asmt_metric_result] as the Target table and 'Assigned to > Company' as the Field.
- Click Submit button.
- Define the second level of the hierarchy.
- From the first level of the cascading filter, in the Cascading Filter related list, click New.
- Select Department [cmn_department] as the Table and Name as the Display field.
- In the Parent Reference Field field, select the field that contains the value selected from the higher-level filter.
- Right-click the form header and select Save.
- In the Target Tables related list, click New.
- Select Metric Result [asmt_metric_result] as the Target table and 'Assigned to > Department' as the Field.
- Click Submit button.
- Place the Cascade Interactive Filter and Metric Result report on the same dashboard. Department is filtered by the value selected for Company.