Best Practice question for Dynamically filtering dashboards based on Org Chart

AMercier
Tera Contributor

Hello, 

I'm looking for some reporting / performance analytics / dashboard advice around dynamic filters. Below is my use case. I'd like to get the communities feedback on how best to solve this request. 

Currently in my environment:
I have a dashboard with a varitiy of standard ITIL KPI reports on it. Each report has a filter condition {Assignment Group is Dynamic "One of my assignment groups"}. This gives the impression to the report consumer of the whole dashboard being dynamic. 

Update Request:

I have a request to extend those dashboards and any future performance analytics dashboards to their respective leadership teams above the Assignment Group (AG) Manager. In our enviornment this will end up being AG Manager > Director > VP. 

 

Further Information

We do not have any attributes on the assignment group table to indicate the corsponding Director or VP. We would like to keep this as OOTB as possible, so adding new attributes tends to be a last resort. The only way i've found to consistently identify the Director and VP of an assignment group is by going to the user profile of the related AG Manager, their manager is listed which is the director, and in turn that directors manager is the VP.


Question:
What is the best way to solve this so as to not create uncessicary overhead for either the dashboard consumers or the reporting admin (me) 🙂 ?

 

1 REPLY 1

drewmasonNR
Tera Expert

Would using the AG Manager of the group work for finding the Director and VP of the Assignment Group?

 

I ask as it would seem unlikely that a user would manage a group that isn't a part of the Director and subsequent VP's purview...

 

Also, I am assuming you all have thought of parent groups for Director and VP levels? As a rough example, the Helpdesk is the child of the ITSM Management Group where the Director is the Manager and the primary contact is the manager of that silo, and then that group is a child to the Corporate Process group where the VP is the manager and the primary contact is the director... To me this is likely the most OOB/Best practice... I could be wrong though...