How can I change the levels of hierarchy in the filter of a New UX Dashboard?

dalimeon
Occasional Contributor

How can I change the levels of hierarchy in the filter of a New UX Dashboard?

Hi all,

 

I am wondering if there is the possibility to change the amounts of hierarchy levels which can be selected by my users.

The best thing would be if only level 1 to level 3 are shown so that an enduser will only choose a team level.

The grids should then synchronise and show all employees on those teams.

dalimeon_0-1626378201362.png

 

I found a workaround to just publish another grid on the same page that has level 3 as a dimension and use that filter only for the other grids too.

But then there is always one random grid at the bottom which makes no sense.

 

I would be happy if there is a better solution.

 

Thankful for any help!

Dalim

3 REPLIES 3
luke_e
Certified Master Anaplanner

Re: How can I change the levels of hierarchy in the filter of a New UX Dashboard?

You should be able to see a cog next to the list on the left (in edit mode), which then leads to the following options.

luke_e_0-1626380149263.png

Click 'Show / Hide' and the right pane should pop up and let you select levels/individual items.

 

dalimeon
Occasional Contributor

Re: How can I change the levels of hierarchy in the filter of a New UX Dashboard?

Hi @luke_e 

thanks for the quick reply.

This option does not show for me:

dalimeon_0-1626442424224.png

 

When I hover over the i I see the following:

dalimeon_1-1626442504585.png

 

I dont understand why the level filter option wont appear

 

JaredDolich
Moderator

Re: How can I change the levels of hierarchy in the filter of a New UX Dashboard?

@dalimeon 

@luke_e is correct; however, I believe that option only works if there are no filters on. To get the selector the way you want it you may have to remove the filters or any other level restrictions you may have placed. Also, I don't think it works with saved views, only custom views. 

If you're using a board then just go into the designer, select the cog wheel and change the levels.

Here's the same request on the idea exchange. Recommend you give it an upvote.


Jared Dolich