Filtering by Date for both SR's and Incidents

brandimore
Kilo Expert

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

1 ACCEPTED SOLUTION

Ashby
ServiceNow Employee
ServiceNow Employee

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.    



find_real_file.png



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.......


find_real_file.png



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.....



find_real_file.png


View solution in original post

16 REPLIES 16

Manoj Kumar16
Giga Guru

Create a database view of the tables Incident and sc_task . Try extracting reports from that.



Please find the below link to create database views- http://wiki.servicenow.com/index.php?title=Database_Views#gsc.tab=0


Thank you for the quick response. I'm assuming that when you want to report on both Incident and catalog tasks, on the same dashboard, you need a view.   I'm thinking moving forward that this may be the best approach.


I don't think this will suit your needs.   Database views are based on the premise that you are combining fields from different tables based on some common linkage.   For example, if you want to have access to incident fields in the task_sla table, you can create a view that joins the two tables based on the task field in the task_sla table matching the sys_id in the incident table.



In Brandimore's case, there's nothing that joins the service request and incident tables; they're both tasks, but they're independent records.


Thanks Dennis - Correct. WE don't want to merge the data in reports. The widgets are separate. It's a matter of combining the widgets on one page and using a Date filter and an Assignment Group filter to affect everything.



But I'm thinking that it might be best to separate the Incident and Service catalog widgets on 2 different Dashboards. I'm thinking this is an easier way.


Ashby
ServiceNow Employee
ServiceNow Employee

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.    



find_real_file.png



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.......


find_real_file.png



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.....



find_real_file.png