Create a reference field interactive filter

A reference field interactive filter allows users to filter report widgets based on the value of a reference field.

Before you begin

Role required: hp_publisher_admin and report_admin

You must have Performance Analytics premium to create new interactive filters.

Procedure

  1. Navigate to Homepage Admin > Interactive filters
  2. Click New.
  3. In the Filter based on choice list, select Reference.
  4. In the Reference table choice list, select the table that stores the referenced records you want to filter on.
  5. Set the following fields.
    Name Description
    Name Enter a name for the filter. This name appears on the homepage widget for the filter.
    Look up name Enter a lookup name for the filter. This name appears in the Add content menu for users adding a filter to a homepage or dashboard. Use this name to help organize your filters. If you do not specify a lookup name, the Name value is used instead.
    Description Enter a description of the filter.
    UI control type Select how the available filtering options for this filter appear on the homepage widget. See Available interactive filter UI control types.
    Note: For choice list interactive filters, you can exclude specific elements from appearing on the filter using the Exclusion list. However, data for excluded choices is included when you select All on the interactive filter.
  6. Right-click on the form header and select Save.
  7. In the Interactive filter references related list, click New.
  8. In the Reference table field, select a table that has reports you want to filter.
  9. Select the Reference field to filter on.

    The field must reference the table specified in the parent filter Reference table field.

    You can dot-walk from fields that reference other tables. For example, if the parent filter Reference table is Department [cmn_department], you can select Incident as the reference Reference table, then select Caller Department as the Reference field.

  10. Click Submit.

What to do next

Repeat steps 7-10 as needed for each reference field you want to filter on. After you create the filter, add it to a homepage or dashboard.