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Multi-level filter in Platform Analytics dashboard

sizzleMcFace
Tera Guru

Ever needed to create hierarchical filters in your Platform Analytics dashboards that dynamically reflect parent-child relationships within a single table (like Groups)?

 

Here’s how you can do it 👇

 

1️⃣Parent Group Filter

  • Source: Group [sys_user_group] table

  • Condition: Use related list conditions to include only groups that are referenced as the Parent of at least one other group.

  • Data to filter: Group.Parent and any other relevant tables (e.g., Incident.Assignment group.Parent).

sizzleMcFace_0-1760795233801.png

sizzleMcFace_2-1760795372562.png

 

 

 

2️⃣Child Group Filter

  • Source: Same table (Group [sys_user_group]), but without related list conditions.

  • (Optional) Add a condition to include only groups where Parent is not empty.

  • Data to filter: Group and other tables, such as Incident.Assignment group.

  • Check "Follow Parent Group" to link this filter to the Parent Group filter.

sizzleMcFace_1-1760795256493.png

 

 

Result

When a parent group is selected:

  • Only incidents where Incident.Assignment group.Parent matches that parent are shown.

  • The Child Group filter dynamically updates to show only the child groups of the selected parent.

Selecting a child group then further refines the dashboard to show only incidents assigned to that specific child group.

group_filters(1).gif

 

1 REPLY 1

BhanutejaRD
Tera Contributor

Hi everyone,

I’m working with a 3‑level hierarchy and need some help configuring it correctly.

  • Assignment Group (AG)
  • AG.Parent → Chapter
  • AG.Parent.Parent → Cluster

Currently, I’m able to achieve the following:

  • When I select a Chapter, I can successfully filter and display the related Assignment Groups.

But the problem is with Cluster → Chapter.

When a Cluster (AG.Parent.Parent) is selected, I want the system to show only the Chapters (AG.Parent records) that belong to that Cluster. However, this part isn’t working as expected.

Can someone guide me on how to configure this filtering so that selecting a Cluster displays the relevant Chapters?
And with below link i did two level hierarchy
https://www.servicenow.com/community/platform-analytics-forum/multi-level-filter-in-platform-analyti... 
for reference attached hierarchy. 

Thank you.