how to use interactive filter with dynamic filter on a dashboard?

jonathandrury
Tera Expert

Is it possible to use an interactive filter as an input for dynamic filters?

For instance, I have a dashboard that uses several reports based on a mygroups filter.  I would like to add the user interactive filter so I can view the report for a user selected in an interactive filter instead.  I tried but this doesn't seem to work. 

To goal is to see the dashboard through a given user's eyes instead of the current user.  

Thanks!

-Jon

1 ACCEPTED SOLUTION

Two reports.  One has the dynamic report which is only theirs and one that doesn't have that filter to be used on the dashboard with the interactive filter.

View solution in original post

3 REPLIES 3

Adam Stout
ServiceNow Employee
ServiceNow Employee

Interactive filters and the Dynamic filters absolutely work together, but they are AND'd, not OR'd.  The Interactive filter will refine the results of the Dynamic filter, not replace them.  You generally won't use "My Groups" dynamic filters and some other groups filter because it will only show you where the records are My groups AND what ever select in the interactive filter (which will be no records probably).  If your interactive filter was the priority, it would work as expected.

So, if you want to have an interactive filter on the group, you do not want to use a dynamic filter on the group as well on the reports to avoid this logical conflict.

Thanks @Adam Stout , 

Do you have a suggestion on how to accomplish my goal then?

I have created a dynamic filter to show (for example) items assigned to me and my reporting hierarchy.  This is working well for the current user.  I have created a dashboard with a bunch of reports that display items for everyone who reports up to me.

This is great if users are logging in and reviewing their dashboard. But in some cases, I want to see a user's dashboard "through their eyes".   Other than impersonating the user (only a couple admins have this right) how can I select a user, then use that user as an input to filter items on everyone that reports to that user?

Thanks for your help, and let me know if I can clarify this.

-Jonathan

Two reports.  One has the dynamic report which is only theirs and one that doesn't have that filter to be used on the dashboard with the interactive filter.