Filtering by Date for both SR's and Incidents

brandimore · ‎07-20-2017

We have a Dashboard which reports on both Incidents and SR's. We want to have a date filter that will apply to all widgets on the page. There are 4 widgets. 2 Incident and 2 against the Service Catalog.

When creating a new interactive filter it asks you to pick the source table. If I pick Incidents I'm assuming that it will only filter out the incidents table. I'm looking for a global Date filter to apply to all objects on the Dashboard. Otherwise you'd need 2 Date filters. 1 for Incidents and one for Service Catalogs.

Can someone direct me in how to do this?

Thanks

Amanda

Ashby · ‎07-20-2017

Brandimore,

Dennis was on the right path and you do have the ability to use the same Date interactive filter against multiple tables. As an example, I created a date filter that evaluates the incident and security incident table. Below my date filter are two lists....on the left security and on the right incidents.

When filtered the date range down to two hours.......both reports leverage the interactive filter as I don't have any incidents or security incidents opened in the last two hours.......

To accomplish this all you need to do is create a Date interactive filter and associate the table and the attribute you want to filter against.....in this case I chose opened_at.....

Hope this helps.....

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Dennis R · ‎07-20-2017

To my knowledge, you can't, at least not with one filter. Can you add multiple filters, and make sure that one is set to All?

Alternatively, if you have to do this with just one filter, you might have to set your widgets to run against the task table, and create an interactive filter that runs against that table. The limitation on that, of course, is that you won't have access to SR- and incident-specific fields.

brandimore · ‎07-20-2017

Thank you for the detailed response. Much appreciated!

For assignment groups, would this apply the same way? We'd need to have 2 different Assignment group filters?

Dennis R · ‎07-20-2017

I think so, yes. But I have to admit I haven't played around a lot with interactive filters. It's one of those things where I'm thinking that hypothetically it should work, but I haven't actually tested it. I do think that's the easiest way to go, even if not the most end-user-friendly.

brandimore · ‎07-20-2017

Thank you. And from what I can see in a report, you can't say <field> = ?prompt?

Like you would in a BI reporting tool. In other words, you can't point it to variables.