Servicenow - Interactive Filter and it's uses in Dashboard

 Development / Customization of Dashboard with Interactive Filters

 

Dashboard and Interactive Filters

This blog describes how we can create the dashboard, add reports on it and add the OOTB Interactive Filters on the it along with custom Interactive filter.

Dashboard with Interactive Filters

 

Development / Customization of Dashboard and Interactive Filters

 

 

Author – Ganesh Chindhalore.

Wednesday, November 22, 2023

 

 

 

Contents

Dashboard and Interactive Filters. 2

Create Dashboard. 2

Add Report to the Dashboard. 4

Add OOTB Interactive Filter. 8

Create And Add custom interactive Filter. 11

Create Custom Interactive Filter. 11

Add Custom Interactive Filter to the dashboard. 14

Follow Interactive Filter. 16

 

 

 

 

 

Dashboard and Interactive Filters

This document describes how we can create the dashboard, add reports on it and add the OOTB Interactive Filters on the it along with custom Interactive filter.

 

Create Dashboard

 

Login to servicenow instance and search for the – Dashboards

 

Click on Dashboard under Performance   Analytics

It will open up the Dashboard page as shown below

Now in order to create the new dasboard , click on Create Dashboard button. PFB Screenshot FYR.

This will open new PA dashboard page as below. We need to provide the Name of the dashboard which is only mandatory field.

Submit the dashboard.

Now we can see that the dashboard is ready/created, and we can add widget as per requirements.

 

 

Add Report to the Dashboard

 

We can create the report as per the requirement, this document will not go deep into how we can create the report, instead this document is more focusing on the development, customization of dashboard and how we can add widget mainly reports and Interactive filter.

 

To add the report -

Click on ‘+’ sign to open Add widget window and from the Widget category select ‘Report’ as shown below.

 

 

We have report created which will be listed in the report list as shown and highlighted below.

 

We can optionally filter out the report and choose the filtered report from the dropdown.

Select the report which want to add to the dashboard.

 

Once we select the report this will open the report and we need to click on ‘Add’ button as shown in the below screenshot.

This will add the report in the screen as below, we can adjust as per our requirements.

 

 

Now we want to add a second report to the dashboard.

Click on the add button, this will add the report on top of the existing report.

 

Since, we want first report on top we can adjust the report in the UI per requirements.

In this way we can add multiple report and adjust as per the requirements.

Add OOTB Interactive Filter

 

ServiceNow provides some out of the box filter which we can make use to filter the results of report in the dashboard.

Click on ‘+’ sign to open Add widget window and from the Widget category select ‘Interactive Filter’ as shown below.

We have multiple options to add Interactive filter of Type.

Example, Filter cab be Checklist, Boolean, Date range, Reference.

Here we will make use of the Reference Interactive Filter.

Click on the Reference as shown in the above screenshot. This will open a list of all reference interactive filters available in the instance. Here in this case, we are looking for the ‘Manager’ hence we typed ‘Manager’ to filter out the result in the list.

Note – ‘Project Manager’ Interactive filter listed is the custom interactive filter in this list. This we will cover in the custom interactive filter section of this document.

 Now, We want to add both

 ‘PPM Program Manager’

And

‘PPM Portfolio Manager’

 filter in the dashboard

 

 

 

 

 

 

 

PPM Portffolio Manager Filter added to the Dashboard. Now , Repeat this for PPM Program manager.

Both the filter now added and we have adjusted the reports and Interactive filter as below.

 

 

Create And Add custom interactive Filter.

 

In this section, We will be covering how we can create and add custom Interactive to the dashboard.

 

Create Custom Interactive Filter

 

Login to the servicenow instance and search for Interactive Filter in the navigation.

Under Report section you can see the Interactive Filter.

 

Click on it, it will open up list view. Click on Create.

 

Select Reference from the drop-down menu of ‘filter based on’

Provide Name, Description and Lookup Name.

Since, This is Reference filter we need to provide the reference table name from where we need the data.

In this case we want o know the all the user who is Active.

 

Now we need to add the reference as below.

 

This means all the active users in ‘sys_user’ which is reference to the project Manager in ‘pm_project’ table.

 

In this way we have created the custom Interactive filter with the name ‘Project Manager’.

 

 

 

 

 

 

 

 

 

 

 

 

Add Custom Interactive Filter to the dashboard.

 

Now we can add the custom reference interactive filter to the dashboard.

 

Click on the ‘Project Manager’ 

Add the filter to the dashboard. We can see the Project Manager Interactive filter added

Adjust the Filter in the dashboard.

 

 

 

Follow Interactive Filter

 

Now it’s our choice which report should follow, the Interactive Filter and which not.

Now we want the ‘Project with Filter’ Report to follow the Interactive Filter.

Go To Edit widget (Report) and click on edit report Gear icon, to open the setting.

This will open the setting as below, where we need to check for ‘Follow Interactive Filter’ checkbox.

Now, you can filter out based on the Interactive Filter available on the dashboard.

 

 

Here, We have filtered for ‘Abhishek’,’Puneet’ and ‘Abel’

Since this is multiselect we can select multiple Manager as filter qualifications.

PFB.

Earlier the count was 95 and now it is filtered based on the filter and count you can see reduced to 70.

Whereas we can see the first report which is there in the top of dashboard is unchanged, since this is not following the interactive filters.

Cascading Interactive Filters

 

https://docs.servicenow.com/bundle/xanadu-now-intelligence/page/use/dashboards/task/create-cascading-filter.html