Need Help with Hierarchical Group Breakdown Filter in PA

[Richard Moreau]

Hi all,

We’re working on a Performance Analytics solution where we need to filter data (like active incidents) based on parent assignment groups, but still include all child groups under that hierarchy. We’ve attempted to implement this using a custom table to flatten the group hierarchy and create a breakdown, but the filter doesn’t behave as expected in dashboards or Analytics Hub.

Use Case

We want to use a parent assignment group as a breakdown filter in Performance Analytics, and have it include data from all its child groups (recursive hierarchy) for metrics like active incidents or tasks.

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What We’ve Done

• Created a custom table u_group_hierarchy_flat with:

  • parent, child, manager, and level

• Populated the table with a recursive script from sys_user_group based on some conditions

• Set up a Breakdown Source on this table (child)

• Created a Breakdown for the incident table (mapping to assignment_group)

• Linked it to an indicator and ran the collection job

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Issue

When applying the breakdown filter using a parent group, no data is returned — even though the child groups exist and match incidents.

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Help Needed

• What’s the correct way to implement this kind of hierarchical breakdown?

• Is there a specific best practice or config step we're missing to make the filter apply correctly?

Thanks for any type of help you can bring