Custom page filter based on team hierarchy

Hi!

I have a JSM project where the same agent is the assignee throughout the whole life cycle in 99% of cases. I have a dashboard where the department can see its overall performance in various KPIs, like SLAs, etc.

What I hope to achieve is to have the same dashboard view filtered down to levels of team hierarchy, so everyone can check their aggregated or individual figures relevant to their role based on the assignee dimension.

Such a hierarchy would be:

Department managers - view for all aggregated data
|- Team leaders - view their team members' aggregated data
  |- Squad leaders - view their squad members' data
    |- Agents - view their individual KPIs

Can I do this without defining custom measures and recreating the dashboards for every Team and Squad? Regarding individual views for agents, I’m aware I can use the currentUser function.

What I hope for is that I can define some custom hierarchy listing the names of team members and use it like a page filter, and people can just quickly select the level of hierarchy they’re interested in on the same dashboard (or save a few views of dashboards). It would be much less hassle than maintaining many calculated members with the list of names over time.

Thanks!

Hi @pingween,

We had an internal conversation. I will share my answer with the rest of the community:

Unfortunately, eazyBI doesn’t offer a multi-level hierarchy in dimensions other than Issues and Time. There is an option to import additional data into the Assignee dimension members and build a two-level hierarchy on top of that. In addition to that, you can create aggregates of the second level and create a third level. A fourth level, unfortunately, is not easily available. It can be another aggregate, but in a page selection or in a report, it would be on the same level as the third level.

Please look at our documentation page for more information on custom hierarchies in other dimensions - Custom hierarchies.

Best,
Roberts // support@eazybi.com