Group Filter in Platform Analytics based on Parent/Child Relationship of a Single Table

[Vincent Chai]

Hello community!

I was wondering...is there a way in Platform Analytics where multiple filters can be set up in a hierarchy that depends on the parent/child relationship of a single table, for instance...the Group table?  A parent user group could be "A", "B", and "C" with child groups.  If I were to pick "B", their respective child group would appear in the second filter....and the parent/child relationship can be between 2-4 levels deep.

[sizzleMcFace]

Yes, it is possible. You can add 2 Filters to the dashboard, set up both to be based on the Group [sys_user_group] table. Set one of them to "Follow other filters" and define the relationship using the Parent field.

[Y A]

Hello @sizzleMcFace ,

Can you show it via an example, if possible ? and share screenshots

[jeffrubinoff]

I also would like to see an example of this, which I would be happy to put into documentation. I cannot reproduce what you are talking about, and don't understand what it would look like. For a start, you cannot set a filter to follow other filters if there is not already a filter configured in such a way that it can be followed.

[sizzleMcFace · Accepted solution]

Hi @jeffrubinoff , @Vincent Chai , @Y A ,

To give an overview: 

Set up two filters on the "sys_user_group" table — one for parent groups (filtered by those referenced as a parent) and one for child groups (optionally excluding records with empty parent) — then check “Follow Parent Group” on the child filter so it dynamically updates based on the selected parent. Map both filters to the desired tables, for example the "Parent group" filter to Incident.Assignment group.Parent and the "Child group" filter to "Incident.Assignment group". 

I prepared a simple demo of the solution, you can find it in this community post.