Building hierarchical queries in PA Dashboard

[aaratidhava]

I've upgraded instance to australia. I had few platform analtics dashboards. Where I want to utilize this feature Building hierarchical queries  in dashboards for Knowledge Tab. I've created Filter by navigating Library > Filters > New as refered this docs Create a hierarchical filter . But unable to add this filter in dashboards. It's not showing under Interactive filter, Custom Interactive filter and filters.

[Vikram Reddy]

Hello @aaratidhava,

This is a known platform gap, not something off in your setup. There's a tracked defect, PRB1976646, for hierarchical filters not functioning correctly on Platform/Performance Analytics dashboards (see the Interactive Known Issues Companion), and the fix only lands within specific Australia family patches, so being "on Australia" isn't enough by itself. Confirm your exact patch level and get onto the latest one.

Separately, check that the Knowledge table field you built the filter on actually has a record hierarchy defined under Table Administration > Data Management. Without that relationship configured on the table, the filter won't surface under Interactive Filter or Custom Interactive Filter even on a patched instance.

Thank you,
Vikram Karety
Octigo Solutions INC

[aaratidhava]

@Vikram Reddy Will be possible to add hierarchical filter in core/legacy dashboards?

[Vikram Reddy]

Hi @aaratidhava,

Short answer: no, not natively. Hierarchical filter is a filter type that lives in the Filter Designer for Platform Analytics dashboards (the Next Experience / configurable workspace dashboards). It was never built into core/legacy Performance Analytics dashboards, and honestly, at this point it isn't going to be, because ServiceNow isn't adding new capability to the legacy dashboard experience anymore.

On a legacy dashboard you're limited to two things: a plain Interactive Filter widget (list or reference based, no cascading), or setting a breakdown source in the dashboard properties to act as an interactive filter across the tabs. Neither supports a parent/child relationship. I've seen this come up in the community before, someone tried to chain two breakdowns together for exactly this reason, and the conclusion was that breakdown sources don't support relations among themselves, that only works with breakdown relations in Integration Hub, which is a different thing entirely. So there's no supported way to make one filter drive the options in another on a legacy dashboard.

Platform Analytics, on the other hand, handles this properly. In Filter Designer you build it as two filters on the same table: the parent filter sourced off Group (or whatever table you're hierarchical on) restricted to records that are referenced as a Parent, and a child filter on the same table with the option to follow the parent field checked, so selecting a value in the parent filter dynamically narrows the child filter's options. It works cleanly for a two-level hierarchy; people have run into friction extending it to three levels (cluster to chapter to group, for example), but two-level parent/child cascading is solid.

Given where the platform is headed, if you actually need hierarchical filtering, migrating that dashboard to Platform Analytics through the Migration Center is the realistic path rather than waiting on legacy to catch up. Legacy dashboards still run fine and you can keep building new ones on them for now, but they're only getting critical security fixes going forward, not new filter capability like this.

Thank you,
Vikram Karety
Octigo Solutions INC