Are you able to group multiple assignment groups together in Performance Analytics?

Gregory1
Kilo Contributor

Are you able to group multiple assignment groups together in Performance Analytics?

Scenario: A Director support 3 out 25 assignment groups. He would like a report that combine all 3 assignment groups as a whole, but also would like a breakdown of each assignment group.

1 ACCEPTED SOLUTION

Adam Stout
ServiceNow Employee

In New York, you can select multiple elements and you configure in the widget if the elements should be combined or shown separately.

https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/performance-...

However, the best approach is the same in London or New York, add a new level of assignment group and set the parent on those three.  Then you can use a fixed breakdown for Director or a dynamic rollup script to go through the hierarchy (there was a lab at K19 which goes into great detail on this).  Then the direct picks her group which has the three children.

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3 REPLIES 3

Adam Stout
ServiceNow Employee

In New York, you can select multiple elements and you configure in the widget if the elements should be combined or shown separately.

https://docs.servicenow.com/bundle/newyork-performance-analytics-and-reporting/page/use/performance-...

However, the best approach is the same in London or New York, add a new level of assignment group and set the parent on those three.  Then you can use a fixed breakdown for Director or a dynamic rollup script to go through the hierarchy (there was a lab at K19 which goes into great detail on this).  Then the direct picks her group which has the three children.

Slawek_Radziewi
Kilo Sage

You can add another breakdown based on Bucket Group which will contain these 3 groups together. You can populate bucket group using script which will assign the same value when any of the group assigned. 

Justin Nelson
Tera Contributor

I did the lab Adam is talking about. We implemented this hierarchical approach to our assignment groups. For Example:

 

Group A, B, C are mapped (via Parent) to Org 1. Group D, E, F are mapped to Org 2.

We then go to a 3rd level of hierarchy. So that Org 1 and Org 2 are mapped to Vertical 1.

 

From this standpoint, you can build the breakdowns based on the Manager, Director, etc of these 2nd/3rd level hierarchy groups so you provide those directly to them, or build a filter where they can narrow down all the Widgets on a dashboard specifically to that Assignment Group.

 

The Lab Adam mentions can be found here:

https://developer.servicenow.com/app.do#!/event/knowledge19/LAB1614