In PA Dashbaord how can make the interactive filter so that manager select the user

[ManishKumaP6104]

I am building a Performance Analytics dashboard and need a interactive filter that shows only the members of the "TA Partner" assignment group.

The requirement is:

• The dropdown should display only TA Partner group members, not all users from sys_user.
• When a manager selects a TA Partner member, all PA widgets/charts should refresh and display data only for that selected user.
• The dashboard uses PA breakdowns based on Assigned To.

What is the recommended approach to restrict the PA dashboard filter/breakdown filter to only users belonging to the TA Partner group?

[AndersBGS]

Hi @ManishKumaP6104 

You should utilize breakdown and breakdown source for performance analytics dashboard - not interactive filter.

[vaishali231]

Hey @ManishKumaP6104 

I would recommend using the Performance Analytics Breakdown configuration rather than using a standard Reference Interactive Filter to control the PA widgets.

The key is to restrict the available elements of the Assigned To breakdown to users who are members of the TA Partner group.

1. Configure the Assigned To Breakdown

Use the existing Assigned To breakdown based on the User (sys_user) table.

The breakdown should represent the same user dimension that your PA indicators use for Assigned To.

2. Restrict the Breakdown Elements

Configure an Element Filter on the breakdown source.

The filter should restrict the users based on the group membership stored in sys_user_grmember.

The condition should be conceptually:

Active = true

Related List Condition:

    Group Members

        Group = TA Partner

This allows the breakdown to return only users who are members of the TA Partner group.

I would avoid manually maintaining a list such as:

User is one of

User A

User B

User C

because the list would need to be updated whenever group membership changes.

Using sys_user_grmember makes the solution dynamic.

3. Add the Breakdown to the PA Dashboard

Add the Assigned To breakdown as the dashboard breakdown control.

The available elements should now contain only TA Partner members.

When the manager selects a user, for example, User A, the Assigned To breakdown selection will be applied to the applicable PA widgets.

4. Configure the PA Widgets

Make sure the PA widgets that should respond to the selection are configured to Follow element.

If the indicator contains multiple breakdowns using the same breakdown source, also verify that the widget is following the correct Assigned To breakdown.

This is important because simply restricting the values shown in the selector does not guarantee that every PA widget will respond to the selection.

5. Why I Would Not Use the Current Reference Interactive Filter

The current Reference Interactive Filter on sys_user can identify the required users, but I would not use it as the primary filtering mechanism for the PA widgets.

For Performance Analytics, the recommended approach is to use the PA breakdown/dashboard filtering mechanism.

Interactive Filters are more appropriate when you also need to filter standard reports on the dashboard.

Therefore, I would separate the requirements:

Restrict available users: Element Filter on the Assigned To breakdown.

Filter PA widgets: PA Dashboard Breakdown.

Filter standard reports, if required: Interactive Filter.

6. When to Use a Breakdown Relation

A Breakdown Relation would make sense if the requirement is to allow the manager to select an Assignment Group first, and then dynamically show the members of that selected group under Assigned To.

For example, if the dashboard needs to support:

Assignment Group = TA Partner

Assigned To = members of TA Partner

then a Group-to-User breakdown relation using sys_user_grmember can be considered.

However, if the requirement is simply that the Assigned To selector should always contain only TA Partner members, an Element Filter on the Assigned To breakdown is simpler.

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If this response helps, please mark it as Accept as Solution and Helpful.

Doing so helps others in the community and encourages me to keep contributing.

Regards

Vaishali Singh

Servicenow Developer
Linkedin - https://www.linkedin.com/in/vaishali-singh-2273361bb