Visualization using only one out of multiple filters
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3 weeks ago
Hi,
I have a PA dashboard with several visualization reporting on the Incident and Task (task) tables and currently having 2 filters on it:
- Assignement groups
- Assigned to > Manager
The issue is that visualization either follow none or both filters, and I have a few that only needs to follow one of the two, for example: Unassigned incidents in the assignement group filtered. The assigned to filter breaks it.
If I select Not to follow filters, it means I have to hardcode all queues into the visualization.
Is there a better or other way to achieve what I need without hardcoding the Data sources to keep updating the dashboard backend easy?
My current solution is to make the visualization that needs both filters to use the Task as data source but that creates other issues sometimes since some fields are missing in task (open by etc)
thanks!
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3 weeks ago
Hi Adrian,
That's a very common challenge with Performance Analytics (PA) dashboards. You're right, the default behavior can be restrictive. You don't have to hardcode filters, there is a better way.
The best approach is to use Dashboard Filter Overrides. This feature allows you to selectively apply or ignore specific filters for each widget on your dashboard.
How to use Dashboard Filter Overrides:
Open the PA Dashboard you're working on.
Click the "Edit" button (pencil icon) in the top right corner.
Go to the widget that you want to apply a specific filter to (e.g., your "Unassigned Incidents" widget).
Hover over the widget and click the "Edit" button (pencil icon) that appears on the widget itself.
In the widget configuration window, click the "Filter" tab.
Look for the "Dashboard Filter" section. Here, you'll see the option to "Override dashboard filters". Check this box.
Once checked, a list of all available dashboard filters will appear. You can then specify which filters the widget should follow and which ones it should ignore.
For your "Unassigned Incidents" widget, you would select the 'Assignment group' filter to be followed and de-select the 'Assigned to > Manager' filter.
Save the widget.
Save the dashboard.
By doing this, your "Unassigned Incidents" visualization will only follow the Assignment group filter, and the "Assigned to" filter will be completely ignored for that specific widget.
This method is much more flexible and avoids the need for hardcoding or creating separate data sources, which simplifies maintenance and ensures your visualizations are accurate.
I hope this helps!
Thanks & Regards,
Muhammad Iftikhar,
If my response helped, please mark it as the accepted solution so others can benefit as well.
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3 weeks ago
Hi thanks for the reply, my dashboard is currently in Platform analytics. But I'll check if some visualization can be made within performance analytics and solve the issue
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3 weeks ago
Go to the Dashboard in Edit mode and click on the widget/data visualization you do not want to use both filters. Uncheck Follow filters option from data update section
Follow the Filters - Enabled
Follow the Filters - Disabled
Refer below link for more information
I hope you appreciate the efforts to provide you with detailed information. If my response helped to guide you or answer your query, please mark it helpful & accept the solution.
Thanks,
Bhuvan
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3 weeks ago
Yes that's how it currently works, unfortunately I need some Visualization to follow only 1 of the two filters