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Filter Report Data by Organizational Hierarchy (Beta)

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Filter Report Data by Organizational Hierarchy (Beta)

Add an organizational filter to a Semantic Data Model report to scope the data by a role or manager hierarchy defined on the underlying semantic model. Select whether to see your team's records or all records in the hierarchy tree.

Required Editions

Available in: Lightning Experience
Available in: Data 360 in Developer, Enterprise, Performance, and Unlimited Editions
Note
Note Organizational Hierarchies in Data 360 Reports is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.

Before you begin, complete these steps.

  • Make sure that the User and User Role DMOs are present in Data 360.
  • In the Semantic Data Model authoring page, define an organizational hierarchy on the semantic model that the report is based on. Select role or manager as the hierarchy type. The Semantic Data Model authoring page uses the User and User Role DMOs to build the hierarchy.
  • Turn on Enable Organizational Hierarchy in Data Cloud Reports (Beta) in the Reports and Dashboards settings.
  1. Create or open a Data 360 report based on a Semantic Data Model.
  2. In the report edit mode, click the Filters tab and select Add Organizational Filter from the dropdown.
    If you don't see the Add Organizational Filter option, confirm that the underlying semantic model defines a role or manager hierarchy.
    Selecting the Add Organizational Filter option
  3. Select the hierarchy type to filter by.
    Available hierarchy types depend on the hierarchies defined in the semantic model, such as Role hierarchy or Manager hierarchy.
    Selecting the hierarchy type and scope for organizational hierarchy filter
  4. Select how to filter records:
    • My Team's Records - shows your records and all your team members' records below you in the selected hierarchy.
    • All Records - no organizational filter applies.

The report shows data for the selected hierarchy type and filter option. If the report data doesn't contain a matching field with the hierarchy, or if you have no data in the hierarchy, the report shows no records.

 
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