How do I create a filter for case reports on a dashboard that breaks down by COE?

InfoSteve
Tera Contributor

I can do a pie chart that is grouped by the dot walked COE (sn_hr_core_case.hr_service.topic_category.COE). I can even use this chart as filter on the platform analytics dashboard, but if I try to directly create a filter for the dashboard, I cannot see the field in the dot-walked list for "Data to filter".

There are COE breakdowns for some of the out-of-the-box HR case indicators in Performance Analytics, but I cannot use this for standard report visualizations. 

 

How can I create a dashboard filter on COE for HR Case table?

1 REPLY 1

pundalik
Tera Expert

Hi @InfoSteve ,

You can use 'Interactive Filter' module to create filter for your reports on dashboard.

Below are the steps you can follow:
1. Go to Interactive Filter module and click New.

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2. Select 'Filter based on' field as 'Choice list',
    Set the 'Name' field (eg. HR COE),
    Select 'Table' as 'HR Case [sn_hr_core_case]',

    and 'Field' as a Task type.

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3. Save the form.
4. Go to Dashboard and click on Add widget icon at the right top.
5. Select 'Widget category' as 'Interactive filters', and click on Choice list.

pundalikbhoi_4-1734673225520.png

6. Select the created interactive filter(i.e, HR COE). And click on Add button.

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7. The report that want to filter select filter widget icon and check Interactivity = Follow interactive filter.

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8. Then apply filter and see filtered reports.

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Please ask if you have any queies.
If my answer helps you to resolve your question, please mark as 'Helpful' and 'Accepted solution'.

Thank You!!