Make a breakdown act as an interactive filter

Configure a breakdown on a dashboard to act as an interactive filter for reports on the dashboard.

Before you begin

There must be a dashboard configured with one or more reports and breakdowns, and an interactive filter based on the same table as the breakdown source.

Role required: pa_power_user, pa_admin, or admin

About this task

When you select a breakdown and breakdown element on a dashboard, that element can be used to filter reports on the dashboard based on the filtering rules defined in an interactive filter.

Procedure

  1. Navigate to Performance Analytics > Dashboards.
  2. Select a dashboard with one or more breakdowns.
  3. Click Edit to modify the dashboard.
  4. Click the dashboard settings icon (cog icon) and select Modify.
  5. In the Breakdown sources related list, click the reference icon (reference icon) next to the breakdown source you want to make into an interactive filter.
  6. In the Act as filter field, select the interactive filter you want this breakdown source to act as.
    The breakdown source Facts table must match the table that the interactive filter is based on.

    For example, for the breakdown source HR.Groups.Active, use a reference field interactive filter for the Groups [sys_user_group] table. Breakdown elements from the HR.Groups.Active breakdown source are not valid selections for interactive filters on other tables, such as interactive filters based on a choice or date field.

  7. Click Update.