How to build Interactive Filter with reporting structure?

drippen1
Kilo Contributor

‎07-20-2017 01:57 PM

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?  

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Arnoud Kooi
ServiceNow Employee
ServiceNow Employee

‎07-21-2017 11:51 AM

What you try to do would show managed by the manager(s), but you would want it top down I guess?


Do you want the user to be selectable, in an input field, or should the base report be based on the logged in user?


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vijayakrushna
ServiceNow Employee
ServiceNow Employee
In response to Arnoud Kooi

‎07-24-2017 03:19 AM

Hey guys,


Sorry Arnoud, but couldn't resist myself from stepping in. Is this about having a kind of cascading filter where, you can select a VP of a department and then it prompts the user to pick the 1st level mangers under the VP and then the 2nd level and so on and so forth. Or, it is about having two filters on a dashboard with the 'OR' logic in force between these two? A clarification in this regard would make our life easier than it is now, to answer your question.


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drippen1
Kilo Contributor
In response to vijayakrushna

‎07-24-2017 06:09 AM

Hi Vijaya,



I am not looking for the cascading option you mentioned.   What i am looking to accomplish is to have 1 filter that only shows the 5 VPs.   When one of the VPs is selected, it will filter the list of applications to only show those where the 'Managed_by' of the application reports up to that VP.   The hard part is that our reporting structure does not have the same levels of reporting for all VPs.   So i need to have some type of script/logic to look at the Manged_by and then dot walk up to the VP level.  



Let me know if this helps and if you have any ideas on how to do something like this.  


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Arnoud Kooi
ServiceNow Employee
ServiceNow Employee
In response to drippen1

‎07-25-2017 01:57 AM

I think you have 3 options:



  • Create a scripted filter, witch generate the list of applications, linked to a VP on the fly.
  • Add a Reference field to the Application table for the VP, witch is updated by a BR.
  • Change (simplify) your data, for example use or add a group or user reference field and maintain it manual


I would recommend in looking in the 3th option at first. This will lead to a reusable and logic structure.


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