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).

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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.

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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.

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