Interactive Filter on Business Unit Name

[claudio_palmeri]

I have created a dashboard to display several reports related to my Business Applications. The reports display data from the Business Applications [cmdb_ci_business_app] and Mapped Application Service [cmdb_ci_service_discovered] tables.

I am now attempting to create an Interactive Filter to display the list of Business Unit names, so that the reports/dashboard is automatically refreshed with the subset of data based on the Business Unit selected.

I have created a custom Interactive Filter with the following settings:

• Filter Based On: Choice List
• UI Control Type: Select Single Input
• Table: Business Application [cmdb_ci_business_app]
• Field: Business Unit (also tried with Business Unit Name)

When I save the filter, I receive a "Selected field is not a choice list" just below the Filter attribute.

What am I doing wrong? In comparison, if I select the Field "Business Criticality" it works well.

Thank you!

[JagjeetSingh · Accepted solution]

Hi,

You are getting the error because the field you are selecting is of reference type.

Choose reference in filter based on field instead of choice. It will work.

Mark my response helpful or correct if it works for you.

[claudio_palmeri]

Thank you, Jagjeet.

I have updated the 'Filter based on' to 'Reference' and selected 'Business Unit [business_unit]' as the Reference table.

Once the Interactive Filter is created, the filter shows 'Related list is empty'. Thoughts?

[JagjeetSingh]

Yes. For interactive filter you have to create relationship to the table on which your report is created. That is how the report can follow the filter.

Take below example.

I have report on incident table and I want location as my interactive filter to filter the incidents based on location.

below is how I'll create the interactive filter.

Now, I need to map this to the incident table as my report is created on incident table. It is important the filed is accessible from the incident table directly or through dot-walk.'

In "Interactive filter references" related list click on new. Select the reference table and reference field. Submit the record.

Now my filter is mapped to reference field of incident table.

Thats it! The filter is ready to be used on dashboard. Take this example and create your filter.

Ask for help if required. Mark it correct or helpful if it works for you.

[claudio_palmeri]

Thank you, Jagjeet.

I am one step closer 🙂 I was able to create two 'Interactive Filter Reference' that point at the two tables I am using across the dashboard.

The first one (in green) points at Business Applications [cmdb_ci_business_app]. The second one (in red) points at Mapped Application Service [cmdb_ci_service_discovered].

When I use the Interactive Filter on the dashboard, all reports linked to Business Applications update correctly, while the reports pointing at Mapped Application Service show 'no data to display'