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?  

[Luis Franco]

Hi, Adam.

This solution is not ok because the custom interactive filter on responsive dashboards do not apply to the reports that are not visible when you apply the filter. It only applies to the ones that are loaded. 

That creates a problem when you have dashboards with several "scrollable pages". You can see this behaviour on the CMDB Hierarchy filter that is on the OOTB CMDB View dashboard.

The reports that are below the screen like Stale CIs or Top 10 Incident generators are not filtered by the class chosen. 

I'm looking for a solution to this problem and found that on sys_ui_hp_reference table you can change the dictionary of the reference_field to allow glide_list also fields on this record. This is done by changing the atributes of the field to:

types=GUID;reference;glide_list,allow_references=true

The problem is that the reports are not consistent with this query.

If you apply a filter with a list field on the donut or bar report type, it works correctly but with the column report type it doesn't work.

The OOTB operator to find a member for this field should be a contains operator which is a LIKE operator on the reference qualifier.

The problem on the column report type is that the interactive filter applies to the reference qualifier of the report the operator IN which doesn't work correctly.

Is it possible to change the way the reports apply the interactive filters to each field?

It seems is a simple change for this type of field if we could change this on the report definition.

Another solution would be to have the custom interactive filter work consistently on the entire page of the responsive dashboards. 

I'm sorry for the long explanation but my customer is very interested o have a filter on a glide list field and I haven't found a workable solution yet!

Thank you very much.

[Luis Franco]

Hi to all!

After writing this I understood what was the issue and found that it is not on the Report level. It is the filter definition that defines the operator. The filter on glide_list works correctly using the Single Input as the UI control type but not the Multiple Input!

If you use the Multiple Input on a glide_list it changes to IN operator which doesn't work ok.

I hope this info is helpful for someone else!

Best Regards,

Luis Franco

[Ankita1]

Hi, 

I am stuck with the same problem. I want to report response and resolution times based on manager and everyone reporting to managers under that manager and I am new to creating Interactive filters. Could someone guide me where to start? I would be grateful.

[Adrien]

Hello,

have a look at this: Knowledge 2020 - Visualize Hierarchical Data in your Dashboards with Performance Analytics - Analyti...

This learning class is free

I hope it helps