Interactive filter using parent/child relationships

[Nicolas17]

Dear community,

I'm building a dashboard to display information on Requested Items.

In our organization, users are part of a department which has a parent department. It's not rocket science.

However, some departments stand alone. They are independent and don't have a parent department.

Our need is to pick a parent department in an interactive filter and display all requested items which request.requested_fo.department.parent = selected department. But also, request.requested_fo.department= selected department for departments with no parent.

Is this possible?

Thanks in advance,

Nicolas

[Waleska]

If you have Performance Analytics Premium, you should have the ability to create a custom interactive filter. You will want to create a new one and set the "Filter based on" to Reference and choose the table that houses your department data.

The important part here is when you define the Interactive Filter References, which will appear after you save the new interactive filter. You can basically define which field in Request form you want to look at. This is where you will define to look at Request.requested_for.department.parent and request.requested_for.department.

Let me know if you have any questions.

[Nicolas17]

Hello Waleska,

Thanks a lot for your very fast answer!

I came up with this with what I understood whith your suggestion:

Is it what you meant? If I'm wrong, more precision would be appreciated.

I added it on my dashboard and removed any other filter in place (just to be sure).

But whatever department I select, all reports indicate No data to display...

If I remove one Interactive Filter Reference or the other, one scenario out of two works just fine! So it's still one or the other

This helped me finding a workaround:

I build two Reference interactive filters and placed both of them on the dashboard:

The user would need to use one or the other depending on the scenario he runs. and he would need to swap one to All before using the other.

However, it would be nice to provide only one filter that would be smart enough to display the correct data...

[Waleska]

My apologies. I didn't do testing before providing you with the answer. I only used the Parent group option myself with success. 

There is a way to make a custom interactive filter with coding: (https://docs.servicenow.com/bundle/madrid-performance-analytics-and-reporting/page/use/dashboards/re...) 

Off the top of my head, I am not sure if this will work for you, but I can try to see what I can build in my test instance.

[Nicolas17]

Hi Waleska,

Again, thanks a lot for your answer. I'll be on holliday in a few hours and will take back my work in July. 😉

I will definitely have a look into building custom interactive filter when I return... But of course, if you try on your side and are willing to share, it would be highly appreciated!

In the meantime, this topic brought us into regorganizing parent departments into Business Units as our actual parent departments don't host any users. Hopefully, modifying our data model will help us getting a more clear vision of the reporting technics.

Again, thanks a lot for your support.

Nicolas