Interactive Filters

[kerrsol1972]

First, please note that I am not a developer, but an active user who is trying to self-teach due to low dev support resources.  Appreciate any insights.  Thank you!

Question: Is there a way to show all goals and targets and filter that list by portfolio and then goal using Platform Analytics in SPM (or another source in ServiceNow)?

I believe that the field I want to filter on must be related to the same data table for the interaction to work on related tables. However, I want to check if there are any options for my scenario that I am not aware of. 

• I need to be able to show and report on data at the Target level and am able to see all goals and targets in a simple list view using the Target table.
• For planning purposes, I next need to be able to filter the target table by Portfolio and then see the associated goals.

Issues I am running into:

• The target table does not have the Portfolio field.
• I tried the Goal/Target relationship table, but that will not work because the linking entity is Program and will not allow me to show/report at the target level (even if I associate all my goals to a program, which I tried in staging 😁).

[M Iftikhar]

Hello @kerrsol1972,  

I tried to configure a similar report, and here’s what worked for me: 

In your Goals configuration, make sure that: 

• The Assigned entity type is set to Portfolio. 
• The Assigned entity field points to your desired Portfolio record. 
• The Portfolio field is also populated in the Goal record. 

Then, you can build a Platform Analytics report where you can filter by portfolio as follows: 

If my response helped, please mark it as the accepted solution so others can benefit as well.