How to build Interactive Filter with reporting structure?

[drippen1]

I have a dashboard that has several reports built on it from the application and software model table.   I have created reference interactive filters for the "Managed by" and "Assigned to" fields.   These work great.   I am now try to create an Interactive Filter based on the reporting structure of the "Managed by".   The Interactive Filter would allow you to select to select one of the Vice Presidents.   This would then filter all of the reports to show:

• managed_by.manaer = the VP selected, OR
• managed_by.manager.manager = the VP selected, OR
• managed_by.manager.manager.manager = the VP selected, OR
• etc.

I built an Interactive filter and started to add all of these on the References tab, but it treats them as and AND condition instead of an OR condition.

Is there a way to create an Interactive Filter to select the VP and it will update to show all of the applications managed by people that report to them?  

[kreddyT]

Thank you Padmanabam. I will give it a try and let u know how it worked. By the way,I cant open the link you posted. 

[vijayakrushna]

I get the problem now. But i still not get the use case. Why would someone assign any issues to managers/ manager's managers? Shouldn't it be the fulfillers? I have got many use cases regarding the need to filter based on the hierarchy but this one is new and strange to me. Can you please share the actual use case so that we can start validating the use case? It is also difficult for us to start making a feature part of our product right away unless there is a popular demand for that feature. And yes, as of now we don't support AND logic either among the filters or within the targets of a filter. But, if there's no need for interactively filtering the stuff on the dashboard, it is possible to set this condition in the report itself as it allows OR condition.

[kreddyT]

For example, say a task is assigned to userX. On the dashboard, we need the ability to filter / report on ALL task types, rolled up by Manager or VP. So, show tasks grouped by VP1 and VP2 etc (which is picked from a dropdown). When we look at tasks under VP1, we want to see that userX(reports to managerX -> reports to VP1) is assigned to a task. And if there are any tasks assigned to managerX, we also want to see them under VP1 because userX and managerX roll up to VP1. 

hope this helps you to understand why i am looking to have this feature. Let me know if you need more clarification. 

thanks.

[drippen1]

Hi!  Thank you for reaching back out and asking for more information.  I will detail out the use-case for being able to build out an interactive filter based on hierarchy. 

The interactive filters are a great tool to help with usability and adoption of Dashboards for IT users.  We have been leveraging the dashboards to make it as easy as possible for IT users and Leaders to get to the information that is available in the platform. 

One of our strategic projects last year was to get an accurate source-of-truth of our Business Services and Applications.  The project focused on building out the Business Service and Application records and relating them.  In both of these records, we are using the Managed by field to assign the records to a Manager or Supervisor.  The Managed by then has very specific expectations on maintaining that record and updating information like lifecycle costs, versions, approvals, etc. 

As we built the dashboard, it was very easy for a Manager to use the interactive filter for Managed by to see the applications they are responsible for.  However, when it came to our Directors and VPs, they would need to add multiple Managers if they wanted to look at all of the Applications or Business Services that are owned in their reporting structure.  If we could build an interactive filter that allows me to choose one name and then display all of the records that are assigned to them or the people that report to them, it would drastically improve the usability of the Dashboards by Senior Leaders. 

As a workaround, I ended up adding a VP Owner field on the Application record that my team now needs to maintain.  I would like to get rid of this field (as it is manual duplicate work) and be able to have Directors use a filter to see everything in there area. 

I included a few screenshots of what we have built. 

 

[Adam Stout]

We are going to discuss this in the PA 301 lab at K18.  You have a few options.

1) Materialize the hierarchy in sys_user as a list which will allow you to search where the name contains selected manager (you'll also need a custom interactive filter which is covered in a CreatorCon session)

2) Create a dynamic filter option to recursively gets all the people who work for the selected manager.  You'll still need a custom interactive filter, but you don't need any changes to the sys_user table or any BRs to maintain the new field.

I recommend option 1 in most cases, but option two has less moving pieces.