Refine Dynamic Visuals to Support Hierarchical Filtering
Improve the dynamic visuals: Many organisations use filtered data fields — for example, choosing a centre should limit the available team options to those within that centre. At the moment, the dynamic visuals don’t respect these filters. Instead of narrowing the list to relevant teams, they display every team from all centres. A more precise way to filter visuals would be valuable for many organisations.
Ingrid Norrman
shared this idea
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you please provide a detailed use case and ideally some screen shots to help us understand the scenario and fields you are referencing.
-
Ingrid Norrman
commented
When adding projects to the system, we select a lead centre first, followed by the lead organisational unit associated with that centre (see screenshot).
In our portfolio views, we can filter by lead centre without issue (see screenshot). However, when we try to filter by lead organisational unit in the backup environment, the system displays the entire list of units rather than only those linked to the selected centre. This makes the list difficult to navigate, and several units share identical names across different centres (e.g., “Management”, “Communication”), which adds further confusion.
We would like the lead organisational unit filter to show only the units that belong to the chosen centre.
