First, please note that I am not a developer, but an active user who is trying to self-teach due to low dev support resources. Appreciate any insights. Thank you!
Question: Is there a way to show all goals and targets and filter that list by portfolio and then goal using Platform Analytics in SPM (or another source in ServiceNow)?
I believe that the field I want to filter on must be related to the same data table for the interaction to work on related tables. However, I want to check if there are any options for my scenario that I am not aware of.
- I need to be able to show and report on data at the Target level and am able to see all goals and targets in a simple list view using the Target table.
- For planning purposes, I next need to be able to filter the target table by Portfolio and then see the associated goals.
Issues I am running into:
- The target table does not have the Portfolio field.
- I tried the Goal/Target relationship table, but that will not work because the linking entity is Program and will not allow me to show/report at the target level (even if I associate all my goals to a program, which I tried in staging 😁).
