Please help - Create Interactive Filters on Dashboard for Assignment Group Manager, and Assignment Group Class

[JR42]

Thanks for taking time to review this question!

Background: I have a dashboard full of score widgets and would like to create an Interactive Filter to filter the widgets by Assignment group.User Group Class.  I would also like to create a separate Interactive Filter to filter the widgets by Assignment group.Manager.  I would only use one of these Interactive Filters on a dashboard, but would like the option.

Note: The widgets on the dashboard use different tables (Incident, Problem, and Project)

Requirement:  Create an interactive filter on the dashboard that will filter all of the reports to the selected Assignment Group Manager or User Group Class.

Interactive Filter by Assignment group.User Group Class:
I need help in creating an Interactive Filter, specifically, for filtering by Assignment group.User Group Class, so that when the User Group Class is selected in the filter, all of the score widgets will filter down to records that fall under the selected Group Class.

Interactive Filter by Assignment group.Manager:
I need help in creating an Interactive Filter, specifically, for filtering by Assignment group.Manager, so that when the Assignment Group manager is selected in the filter, all of the score widgets will filter down to records that are in Assignment Groups managed by the selected manager.

Note: This is my first Interactive Filter.

Thank you!

[arielgritti · Accepted solution]

Hi Justin

For the interactive filter: by Assignment group.Manager

1. Create an interactive filter on the sys_user table

2. In the Interactive Filter References related list create a reference for each table (incident, problem, etc.) using dot walking to select Incident.assigment_group.manager

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Thanks
Ariel

[arielgritti]

Hi Justin

I tested in my PDI and works fine:

I have 39 incidents when Manager is "All".

If a select a "Manager" the widget is filtered. For instance, "Bow Ruggeri"

Remember to configure the widget to "Follow the filter"

Please mark helpful or correct if I helped you.
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Thanks
Ariel

[JR42]

arielgritti, thank you so much!  This is working great.

I am beginning to realize, as I build this out, that some of my Assignment Group Managers cover multiple areas, increasing the need for this Interactive Filter to be based on the Group Class, such as Network, Windows, Unix, etc.  Do you know if this is possible?

[arielgritti]

Hi Justin,

What do you mean whit Group Class? The Group Type field?

Ariel