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Bar charts

Use bar charts to compare two or more values.

Bar charts display data in either a horizontal or vertical bar format with each bar representing a specific category of data. Depending on the glide.ui.chart.use_full_color_palette property setting, a bar chart can use a single color to represent all categories of data or a different color for each category. Bar charts can be placed on homepages where users can quickly interpret the information displayed.

The following figure shows example of a bar chart that displays discrete categories of data. It includes data from the Incident [incident] table for all incidents recorded up until the time that the report is generated.

To see the difference between the total of different priority levels assigned to the incidents in each category, select Priority from the Stacked by list.

Figure 1. Bar chart

You can manipulate the bar chart display by stacking data or by changing the measurement units of the bars. Stacked bar charts show the parts that contribute to the total.

Figure 2. Stacked bar chart

Create a bar chart report

Create a bar chart that compares two or more values.

Before you begin

Role required: itil, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

Procedure

  1. Navigate to Reports > Create New.
  2. Fill in the fields, as appropriate.
    Table 1. New report
    Field Description
    Name Enter a unique and descriptive name for your report.
    Description Click the information icon ( The information icon) to enter a more detailed description of what the report does and its purpose.
    Data Specify the table or report source containing the data set that you want to include in the report. From the first choice list, select the Table or Report source. Then select the specific table or predefined data set from the second choice list.
    Type

    Select Bar.

    Alternatively, click the question mark icon (The question mark icon) to use the report type selector.

    Note: The chart type Horizontal bar has been merged into the chart type Bar. Existing horizontal bar charts are automatically converted into a regular bar chart when they are opened.
    Style your chart Click the gear icon (The gear icon) after the Type field to configure chart style options for the look of your chart.
    Group by Select a field to organize data into groups from the selected table. For example, in an incident report grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups.
    Note: It is not possible to group or stack reports by the Tags field.
    Stack by Select the field used to show the relationship of individual items from the selected field to the whole.
    Note: It is not possible to group or stack reports by the Tags field.

    On a bar chart of incidents by Category and stack by Priority, a user sees the proportion of high, medium, and low priority issues for each category. Select stacked fields carefully to avoid cluttering the report. Sometimes it is a better practice to create another report that shows these relationships rather than stack too much data. Bar charts display a legend only when a stacked field is selected. Boolean, reference, and choice lists can be used as stacked fields. Date, date/time, integer, long, string, and text fields cannot be used as stacked fields. Date types are not allowed starting with the introduction of the Report Charting v2 plugin.

    You can choose to display the stacked field either in a single bar or as a group of bars.

    If you select a Group by field on the report form, you can choose to visualize the bars as Grouped bars. In this case, bars are displayed next to one another per the Group by field (for example, the state of the incident), instead of stacked.

    If you choose fields with Additional group by, these fields are also available in a Stacked by control at the bottom of the report.

    Display Grid Select this check box to display details of the report data in a table below the chart.

    All reports that use charts, including reports that are used on dashboards, display the table of report data when the glide.ui.section508 system property is set to true. The glide.ui.section508 property overrides the Display data table field.

    Aggregation Select a computational method for aggregating report data. The default is Count, which displays the number of records selected.

    Select Count Distinct to display only unique records. For example, you want to generate a report with a distinct number of users who have one or more of the roles in a given list of roles. Users with more than role would be counted twice unless you use count distinct.

    If you select Average, Sum, or Count Distinct, a list of fields from the selected Table appears. Select a field to aggregate by from this list. For example, if you select a duration field, such as Business duration on the Incident table, the aggregated data is expressed in days, hours, and minutes. If you select an integer field, such as Priority, the data is expressed as a decimal value number.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    Percentages

    Select a method used for calculating percentages. The percentage appears when you point to a report segment, such as a bar on a bar report. This field is available when Aggregation is set to Average, Sum, or Count Distinct.

    • Use Aggregation: Calculate percentage using the aggregation that you selected in the Aggregation field. Only data that is displayed in the report is used to calculate percentage. This method is most often used.

      For example, a report shows assets by department with the Aggregation set to Sum and the percentage calculated using aggregation. If the total cost of assets is $100,000 and the cost of assets for Customer Support is $10,000, the percentage for Customer Support is 10%.

    • Use Record Count: Calculate percentage using the total number of records in the data set.

      For example, create a report that displays incidents by priority. Out of 500 incident records, 200 have low priority. The percentage for the Low priority section is 40%.

    No. groups

    Select the maximum number of groups such as bars, sections, or columns, that can be displayed in the chart. If the number of values from the selected data exceeds this limit, only groups for the largest values appear. By default, up to 12 of the largest values from the selected data are represented. Remaining values can be grouped on the Other bar.

    If you select Show all, all groups up to a limit of 50 are displayed. The rest of the results are grouped as Other. If you select Remove Other, the Other group is hidden.

    Show Other Select this check box to display the Other group for values that exceed the No. groups limit. This check box is not available when Show all or Remove Other is selected from the Max number of groups list.
    Add Filter Condition

    Create conditions for filtering data to include in the report. For example, to include only records with priorities of 2- High and 1 - Critical, select [Priority] [less than] [3 - Moderate].

    Note: Applying a string filter with other filters to pie and bar charts is not supported.
    Add "OR" Clause Select a second condition that must be met if the first condition is invalid. For example, select [Assignment Group] [is] [Database], to include records that are assigned to the Database group if the first condition is false. This field is only available after at least one filter condition has been created.
    Add Sort Field Select fields to sort data by. For example, to sort results from lowest to highest priority, select [Priority] [z to a].
  3. Click Save. The report is generated.
    Bar chart configuration

What to do next

Add reports to homepages or dashboards, publish to the internet, schedule email distribution of PDFs or URLs of published reports, and share reports with others. See Distribute reports.

Bar chart style options

Change the look of your bar chart.

When you create or edit a report, click the gear icon (The gear icon) after the Type field to open the Style your chart dialog box with options to configure the look of your chart. The options are organized under the General, Title, Legend, and Axis tabs. Chart options are automatically saved when you click Close. To see how the chart looks with the saved settings, click Save.

Table 2. Chart style options
Field Description
General
Chart color If no group by or stack by is used, Use one color is automatically selected. Select a single predefined system color.
If a group by or stack by is used, select one of the following options:
  • Use color palette: Select a color palette from the predefined system color palettes.
  • Use several colors: Define a custom set of Colors using hex codes. You can add any number of colors.
  • Use chart colors: Use the colors defined in Reports > Chart Colors.
Display data labels Select this check box to display the current value for each bar. This field is available when you select None from the Stacked by list.
Custom chart size Select this check box to specify the chart's width and height in pixels.
Chart size Select a chart size. This field is available when Custom chart size is cleared.
Drilldown View Select a view that determines how detailed records are shown when a specific part of the chart is clicked. This option is available for all charts that have drill-down capabilities. If you select a view that has no fields in common to link to the table that the report is based on, the default view is used.
Title
Show chart title Select when the chart title is displayed.
  • Never: never displays the chart title.
  • Report only: displays the chart title on reports.
  • Always: displays the chart title on reports and homepage gauges.
Chart title Enter a title for this chart. The title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field is available when Report only or Always is selected from the Show chart title list.
Chart title size Enter the size of the chart title in pixels. This field is available when Report only or Always is selected from the Show chart title list.
Chart title color Select the color for the chart title. This field is available when Report only or Always is selected from the Show chart title list.
Custom chart title position Select this check box to specify the X and Y coordinates for the position of the chart title.
Title horizontal alignment Select how the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment Select how the chart title is aligned vertically. This field is available when Custom chart title position is cleared.
Legend
Show legend Select this check box to display the legend. This field is available when a Stacked by option is selected on the report form.
Legend horizontal alignment Select how the legend is aligned horizontally. This field is available when Show legend is selected.
Legend vertical alignment Select how the legend is aligned vertically. This field is available when Show legend is selected.
Show legend border Select this check box to display a border around the legend. This field is available when Show legend is selected.
Axis
Axis button Configure the titles, appearance, and labels of the X and Y axis. For the Y axis, you can also specify a From and To range. If you select an aggregation field that is not of the type number, such as an average or a sum with a business duration, the From and To fields are not available.