Hi all,
In Performance Analytics Responsive Dashboards, I have created a Cascading Interactive Filter which allows to filter the same table by dependent choice values.
This essentially allows for a drilldown into dependent choice fields.
I cannot find a way to mimic the same in new Platform Analytics dashboards. Creating filters on Choice 1 and Choice 2, for example, I cannot have Choice 2 filter follow Choice 1. It seems like the following filter has to be a reference field and not another choice value.
Is there a way to accomplish a cascading filter by choice values in new Platform Analytics dashboards? Thank you.
Hi Jeff, thank you for your reply! I'm going to set up a similar example with out of box fields to explain. We'll create a Problem Filter for Incidents. To test this, you'll need to go fill out subcategories for the Problems attached to the OOB Incidents, as none of them are filled out. 🙂
SETUP:
We'll start by creating a Cascading Filter.
The first level will be Problem Category.
After we create this, a Target table record should be created that applies to the Incident's Problem.Category:
The second level will be created under this cascading filter:
When setting up Problem Subcategory, notice how the Parent Reference Field is Category. This is the field referenced by the cascading filter, but Category is not a "reference field" - important distinction.
A similar Target table record should be set up for this filter, this time looking at the Incident's Problem.Subcategory.
The third level is the Problem itself, created under Problem Subcategory, and I've set the display field here as Number. The Target table entry for this is simply the Incident's Problem field.
TESTING:
I've created a very basic report, "Every Incident with a Problem" (Problem is not empty), and added to a Dashboard with the Cascading Filter.
As I mentioned above, various Problems need to have subcategories added to them for proper testing.
Unfiltered:
Filtering just to the first level, Category:
[{"aaf4f729c3221210dca0171ed401311b":[{"table":"incident","filter":"problem_id.category=software","allow_extended_table":true,"allow_database_view_filter":false}],"selectedFilters":{"aaf4f729c3221210dca0171ed401311b":{"field":"category","value":"software"}}}]
Filtering to the second level, Subcategory, where you notice only Subcategories relevant to Category = Software are selectable:
[{"aaf4f729c3221210dca0171ed401311b":[{"table":"incident","filter":"problem_id.category=software","allow_extended_table":true,"allow_database_view_filter":false}],"e5357f29c3221210dca0171ed40131d3":[{"table":"incident","filter":"problem_id.subcategory=os","allow_extended_table":true,"allow_database_view_filter":false}],"selectedFilters":{"aaf4f729c3221210dca0171ed401311b":{"field":"category","value":"software"},"e5357f29c3221210dca0171ed40131d3":{"field":"subcategory","value":"os"}}}]
Filtering to the third level, Problem, where only Problems relevant to Subcategory = Operating System are selectable:
[{"aaf4f729c3221210dca0171ed401311b":[{"table":"incident","filter":"problem_id.category=software","allow_extended_table":true,"allow_database_view_filter":false}],"e5357f29c3221210dca0171ed40131d3":[{"table":"incident","filter":"problem_id.subcategory=os","allow_extended_table":true,"allow_database_view_filter":false}],"b7557f29c3221210dca0171ed40131ef":[{"table":"incident","filter":"problem_id=46eaa7c9a9fe198100bbe282da0d4b7d","allow_extended_table":true,"allow_database_view_filter":false}],"selectedFilters":{"aaf4f729c3221210dca0171ed401311b":{"field":"category","value":"software"},"e5357f29c3221210dca0171ed40131d3":{"field":"subcategory","value":"os"},"b7557f29c3221210dca0171ed40131ef":{"field":"sys_id","value":"46eaa7c9a9fe198100bbe282da0d4b7d"}}}]
