I am looking at the ITSM Performance Dashboard in BI Analytics and see the Category filter. Is there a way to filter by sub-category in BI Analytics?
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## Filtering by Sub-Category in BI Analytics
Currently, BI Analytics in SysAid provides a **Category filter** by default in dashboards like the ITSM Performance Dashboard. However, filtering by **sub-category** is not directly available as a built-in option in the standard BI Analytics setup. Here are some steps and workarounds you can consider:
---
### 1. **Check for Sub-Category Options in Filters**
- Open the **ITSM Performance Dashboard** in BI Analytics.
- Look for the filter bar at the top of the dashboard.
- Click on the **Category filter** to see if sub-categories are nested or available as part of the filter options.
- If sub-categories are not listed, proceed to the next steps.
---
### 2. **Use Advanced BI Analytics (if available)**
- If your organization has an **Advanced BI license**, you can create custom dashboards or sheets that include sub-category filters.
- Contact your SysAid account manager or administrator to confirm if Advanced BI is enabled for your account.
- With Advanced BI, you can customize the data fields and add sub-category filters to your reports.
---
### 3. **Workaround: Use Custom Filters**
- If sub-categories are not directly available in the filter bar, you can create a **custom filter**:
1. Click on the **funnel icon** or filter options in the dashboard.
2. Manually type the sub-category name or use keywords to filter the data.
3. Save the filter for future use.
---
### 4. **Request Feature Enhancement**
- If filtering by sub-category is critical for your reporting needs, you can request this feature to be added in future updates.
- Submit a feature request through your SysAid account manager or support team.
---
### 5. **Alternative: Export Data**
- If none of the above options work, you can export the data from BI Analytics and use external tools (e.g., Excel or Power BI) to filter and analyze by sub-category.
---
If you need further assistance or encounter any issues while applying these steps, feel free to reach out!
Currently, BI Analytics in SysAid provides a **Category filter** by default in dashboards like the ITSM Performance Dashboard. However, filtering by **sub-category** is not directly available as a built-in option in the standard BI Analytics setup. Here are some steps and workarounds you can consider:
---
### 1. **Check for Sub-Category Options in Filters**
- Open the **ITSM Performance Dashboard** in BI Analytics.
- Look for the filter bar at the top of the dashboard.
- Click on the **Category filter** to see if sub-categories are nested or available as part of the filter options.
- If sub-categories are not listed, proceed to the next steps.
---
### 2. **Use Advanced BI Analytics (if available)**
- If your organization has an **Advanced BI license**, you can create custom dashboards or sheets that include sub-category filters.
- Contact your SysAid account manager or administrator to confirm if Advanced BI is enabled for your account.
- With Advanced BI, you can customize the data fields and add sub-category filters to your reports.
---
### 3. **Workaround: Use Custom Filters**
- If sub-categories are not directly available in the filter bar, you can create a **custom filter**:
1. Click on the **funnel icon** or filter options in the dashboard.
2. Manually type the sub-category name or use keywords to filter the data.
3. Save the filter for future use.
---
### 4. **Request Feature Enhancement**
- If filtering by sub-category is critical for your reporting needs, you can request this feature to be added in future updates.
- Submit a feature request through your SysAid account manager or support team.
---
### 5. **Alternative: Export Data**
- If none of the above options work, you can export the data from BI Analytics and use external tools (e.g., Excel or Power BI) to filter and analyze by sub-category.
---
If you need further assistance or encounter any issues while applying these steps, feel free to reach out!
Love the experience? You can enjoy the full power of SysAid Copilot and reduce your team workload starting today - check it by yourself
Hi Colin,
At the moment, filtering by sub-category is not supported, but we have an open Feature Request to help address this (SYSAID-1956).
Let me know if you have any questions!
I got to digging and by choosing the Selection Tool (upper-right)>checking Show field for App dimensions, then searching for sub allowed me to select sub_category.
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