Interactive Filter "between dates"

Rohit Sharman
Tera Contributor

Hello,

 

We are trying to create an Interactive filter which allows selecting a date range to filter the report.

 

RohitSharman_0-1717490871168.png

 

I found old posts with pieter_goris's custom filter script - https://www.servicenow.com/community/platform-analytics-forum/interactive-filter-quot-between-dates-...

 

However, after I import the XML, I can't find anything in Content Blocks or Interactive Filters.

 

I wonder if it's because it's too outdated. Does anyone else here have any solutions to this requirement?

 

Thank you. 

1 ACCEPTED SOLUTION

Mark Manders
Mega Patron

Since Platform Analytics will become the only way of reporting/dashboarding from Zurich onwards, you could start moving your reporting and dashboards towards Platform Analytics (as of Washington, there is a migration tool for this). The date select filter option will have a 'start and end date' option: 

MarkManders_0-1717501701559.png

 

 


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

View solution in original post

4 REPLIES 4

Mark Manders
Mega Patron

Since Platform Analytics will become the only way of reporting/dashboarding from Zurich onwards, you could start moving your reporting and dashboards towards Platform Analytics (as of Washington, there is a migration tool for this). The date select filter option will have a 'start and end date' option: 

MarkManders_0-1717501701559.png

 

 


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

Sorry, I chose "Accept Solution" by mistake. Thank you for your response, we do use Performance Analytics, where is this filter located or how do we create it?

  1. (Optional) Check the existing interactive filters on the same table.
    1. Navigate to All > Reports > Administration > Interactive filters and select an interactive filter based on the same table you want to filter.
    2. Under Related Links, select Other filters on Table.
    3. Review the other filters that are available on the same table to see if the filter you want already exists.
  2. Navigate to All > Reports > Administration > Interactive filters.
  3. Select New.
  4. In the Filter based on list, select Date.
    DavidHepburn_0-1732321960806.png

     

  5. Set the following fields:
     
    Name Description
    NameEnter a name for the filter. This name appears on the dashboard widget for the filter.
    Look up nameEnter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
    DescriptionEnter a description of the filter.
    UI control typeSelect how the available filtering options for this filter appear on the dashboard widget. See Available interactive filter UI control types.
  6. (Optional) Select Apply to all tables in hierarchy to apply the filter to parent, child, and sibling tables of an extended table.
  7. (Optional) Select Apply filter to database views and tables to apply the filter to widgets based on both database views and tables.
    Note: It is not possible to apply filters to tables that extend the database view’s tables. For more information, see Interactive filters on database views and table hierarchies.
  8. In the Date section, use the slushbucket to select one or more date ranges that users can filter on.
    Available date filters are defined in the Get Date Filter options for Date Filters business rule. Customize this business rule to add or remove filter options.
  9. (Optional) Select a Default value for the filter.
    This default is applied automatically for all users. Values that a user selects override the global default for that user. You can specify more than one default value when using a UI control type that enables multiple selections, such as Select Multiple Input.
    Note: To pass more than 50 default values, or if you see the error This is exceeding the GET call limitation, create multiple interactive filters.
  10. Right-click on the form header and select Save.
  11. In the Interactive filter Dates related list, select New.
  12. In the Table field, select a table that has reports you want to filter.
  13. In the Field field, select a date field to filter on.
  14. Click Submit.

What to do next

Repeat steps 8-11 as needed for each date field you want to filter on. After you create the filter, add it to a dashboard.

 

c/o SN Docs: https://www.servicenow.com/docs/bundle/washingtondc-now-intelligence/page/use/dashboards/task/t_Crea... 

David Hepburn, III (he / him) | Paramedic
CSA, Senior Enterprise Application Analyst
ServiceNow DevOps
Children’s Health System of Texas
Dallas, Texas, USA

Simran321
Tera Expert

@Rohit Sharman - Were you able to implement custom interactive filter for dates?