Breakdown Source top level Filtering dynamically

[randygl1966]

Hi. I have working with Performance Analytics for a few years now, and I know at one time you could basically create a Top Level Dashboard filter (Breakdown Source) that would filter Performance Analytics widgets dynamically. I know, because I have gotten this to work at couple of different places I have worked. The issue I am having, I can't seem to remember exactly what I did and there is almost nothing in Documentation, Youtube videos or hear on the community page. My current employer just moved to DC. Just looking for some help guidance here. Thanks

[olgaredkina]

Hi, 

If you are using classic responsive dashboards - you can add it in the dashboard configuration itself. Here is the docs which guides you through it - https://docs.servicenow.com/bundle/xanadu-now-intelligence/page/use/performance-analytics/concept/c_...

If you are using next experience dashboards in Platform Analytics - it will be even easier - you just add filter on dashboard and as long as you have breakdowns matching on you visualisation - it will be filtered.

Hope this helps,

Olga

[randygl1966]

Olga, thanks for your reply. I have all this completed, this issue is having this Top Level Breakdown source to filter the Dashboard dynamically based on the logged in user, etc.....

[olgaredkina]

If goal is to have dashboard dynamically filtered - the good option can be to do it on pa_widget directly - set up element filter like 'my assignment group', 'assigned to me' etc. That is best when you don't want users to change.

If you just want to set default and allow users to change - this currently is not supported, as the selection of the breakdown on dashboard is based on user preference, so generally user just need to select once and it would persist. You can technically create/modify user preference for users, but that would be too tricky to do and can break more that it helps specially if we talk about big number of users.