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Platform Analytics - Is it possible to create cascading filters and filter on a text field?

PraveenaS
Tera Expert

Hello All

I used to create cascading filters in older UI using interactive filters. I was wondering if we have that functionality available in Platform Analytics filters. I also wanted to check if we can create a filter on a text field. Please let me know your findings. 

 

Thank you 

Praveena

 

3 REPLIES 3

kaushal_snow
Mega Sage

Hi @PraveenaS ,

 

ServiceNow Supported Cascading Filters:

 

Reference Fields: Filters can cascade when there's a defined relationship, such as a reference field linking two tables.

 

>> Example: A filter on the Company field can cascade to a filter on the Assignment Group field if there's a reference relationship between them.....


Many-to-Many (M2M) Relationships: Filters can also cascade through M2M relationships, allowing for more complex filtering scenarios....

 

Limitations:

 

No Direct Cascading Without Defined Relations: If there's no reference or M2M relationship between fields, cascading is not supported.

 

>> Example: Attempting to cascade filters between unrelated fields, like "VP" and "Manager" on the same table without a defined relationship, will not work.

 

 

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community.

 

 

Thanks and Regards,
Kaushal Kumar Jha - ServiceNow Consultant - Lets connect on Linkedin: https://www.linkedin.com/in/kaushalkrjha/

Hello Kaushal

Thank you for your response. I do not see a cascading filter type in Platform Analytics. Can you please share a screenshot of an example cascade filter you created in Platform Analytics?

It's not a separate filter type but a way to configure a Single or Multiple Select filter.  Please see https://www.servicenow.com/docs/bundle/yokohama-now-intelligence/page/use/par-for-workspace/task/cre...

Apologies in advance for the confusing way I wrote the example.  I have improved it somewhat,  but the improvements won't be published until mid-September.