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Self-referencing interactive filters

DLitvack
Kilo Contributor

HELP!  I am new to ServiceNow having devolped dashboards in both PowerBI and Tableau for many, many years (8+).  I know that, in these other platforms, what I am trying to do is simple but, in ServiceNow it is either a) very complex and/or b) I am misunderstanding things.  Here is my simple scenario (keeping it simple):

 

  • I have access to a small table/list with many columns, one being a column that is a "ID".  I can not modify this table (add columns, etc.).  I can only read the data.
  • I have created a small report that shows this data as a list (selected columns, including the ID coumn).
  • I have placed this small report on a dashboard (and it shows up beautifully).
  • I now want the user to be able to filter this report (list) based on the ID column shown.
    • I have tried adding an interactive filter as a Choice List but it says that the selected field (ID) is NOT a Choice List
    • I tried adding an interactive filter as a Reference, but then read that "You can't (be default) apply an interactive filter on the table that the filter is based on."
    • I've tried reading online how to create a "self-referencing interactive filter", but many of these talk about adding a column to your table that you want to filter...something I can not do.

Is it really that difficult in ServiceNow to add a table/list to a dashboard and allow the user of the dashboard to filter the table on one or more of the displayed columns?  Am I missing something?  Can ANYONE point me in the right direction?  Documentation? Videos?  ANYTHING?!

 

Signed, 

Frustrated New ServiceNow User

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