Creating an Interactive Filter - Role required

Deshan1
Mega Contributor

Hi guys,

  1. I just need to know the least level of role (access level) required which would allow me to create and add interactive filters in Service Now dashboards please?
  2. Also is there a way to identify the role of a user in Service Now or is this only possible to be seen via an admin account?


Thank you for the input,
Kind Regards,
Deshan

1 ACCEPTED SOLUTION

Namrata Khabale
Giga Guru

Hey Deshan,

You must have the licensed version of Performance Analytics to create new interactive filters.

Plugin name: Performance Analytics - Premium (com.snc.pa.premium) plugin.

The Performance Analytics - Premium plugin's features include:

  • Create indicators, breakdowns, widgets, and other records
  • Create interactive filters and use interactive analysis
  • Create text analytics widgets
  • Use Performance Analytics with external data
  • Preserve scores longer than 180 days
  • Create in-form analytics
  • Use a Microsoft Excel data source as part of the Report Designer report creation workflow
  • Schedule Scorecard export to PDF

Also Refer the link, it will help you:

 

https://docs.servicenow.com/bundle/orlando-performance-analytics-and-reporting/page/use/dashboards/t...

 

Performance Analytics roles

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

 

Mark Correct and Helpful,on the basis of impact!

Best Regards,

Namrata.

View solution in original post

3 REPLIES 3

Pradeep Sharma
ServiceNow Employee
ServiceNow Employee

Hi Deshan,

1. You may find this link helpful.

2. I believe user_admin role can manage this. Please refer base system roles with more details on roles and description. https://docs.servicenow.com/bundle/orlando-platform-administration/page/administer/roles/reference/r...

Namrata Khabale
Giga Guru

Hey Deshan,

You must have the licensed version of Performance Analytics to create new interactive filters.

Plugin name: Performance Analytics - Premium (com.snc.pa.premium) plugin.

The Performance Analytics - Premium plugin's features include:

  • Create indicators, breakdowns, widgets, and other records
  • Create interactive filters and use interactive analysis
  • Create text analytics widgets
  • Use Performance Analytics with external data
  • Preserve scores longer than 180 days
  • Create in-form analytics
  • Use a Microsoft Excel data source as part of the Report Designer report creation workflow
  • Schedule Scorecard export to PDF

Also Refer the link, it will help you:

 

https://docs.servicenow.com/bundle/orlando-performance-analytics-and-reporting/page/use/dashboards/t...

 

Performance Analytics roles

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

 

Mark Correct and Helpful,on the basis of impact!

Best Regards,

Namrata.

Adam Stout
ServiceNow Employee
ServiceNow Employee

An important note, Interactive Filters no longer require Performance Analytics Premium as of Paris.  They are included as part of the platform.