Interactive Filters

kerrsol1972
Tera Contributor

3 weeks ago

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 😁).

 

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Community Alums
Not applicable

3 weeks ago

Hello @kerrsol1972,  

I tried to configure a similar report, and here’s what worked for me: 

  

In your Goals configuration, make sure that: 

  • The Assigned entity type is set to Portfolio. 
  • The Assigned entity field points to your desired Portfolio record. 
  • The Portfolio field is also populated in the Goal record. 
MIftikhar_1-1760459518459.png

 

Then, you can build a Platform Analytics report where you can filter by portfolio as follows: 
Target Report.gif


If my response helped, please mark it as the accepted solution so others can benefit as well. 

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