Multilevel pivot charts

Multilevel pivot tables allow you to display aggregate data broken down by multiple metrics in a single chart.

Multilevel pivot tables display separate cells for each row and column value combination, as well as a column subtotal for each first-level row. You can expand and collapse these rows to show the chart details, or only the subtotals. Aggregate information is presented in the top-left of the chart.

Note: Some row configurations may prevent the chart from displaying subtotal information, such as when a string column has the same text value but with different character cases.
Figure 1. A multilevel pivot chart with subtotals and expanded rows

Create a multilevel pivot table report

Create a multilevel pivot table to display aggregate data broken down by multiple metrics in a single chart.

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. Multilevel pivot table fields
    Field Description
    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 Table or Report source. Then select the specific table or predefined data set from the second choice list.
    Type Multilevel Pivot
    Style your chart Click the gear icon (The gear icon) after the Type field to see the following style options:
    • Display Zero: Select this check box to display the number 0 when the value of a cell is 0. Clear this check box to display an empty cell when the value of the cell is 0. Applicable when Aggregation is Count or Count Distinct.
    • 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 charts with drill-down capabilities. If you select a view that bears no relation to the table that the report is based on, the default view is used.
    Columns Select one or more fields to use as chart columns. The chart displays data broken down by a combination of row and column values. You can select 3 columns maximum.
    Note: It is not possible to group or stack reports by the Tags field.
    Rows Select one or more fields to use as chart rows. The chart displays data broken down by a combination of row and column values. You can select 5 rows maximum.
    Note: It is not possible to group or stack reports by the Tags field.
    Aggregation Select a computational method for aggregating report data. The default is Count, which displays the number of records selected.

    If you select Count Distinct, only unique records are counted. For example, if 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, these users would be counted twice unless you use count distinct.

    If you select Average, Sum, or Count Distinct, this displays an additional list of fields from the selected Table. From this list, select a field to aggregate by. For example, if you select a duration field, such as the Business duration field on the Incident table, the aggregated data is expressed in days, hours, and minutes. If you select an integer field, such as the Priority field, the data is expressed as a number. If a value in a column being aggregated has a comma, the value is separated by the comma, and the aggregation is not performed accurately.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    No. groups Select the maximum number of individual values that can be represented as columns. By default, Pivot charts display up to 12 of the largest values from the selected data. Remaining values are grouped into an Other category. If you select Show all, all values up to a limit of 50 bars are displayed. The rest of the results are stacked on the Other column. If you select Remove Other, the Other column is hidden.
    Show Other Select this check box to display the Other column. This check box is not available when Show all or Remove Other are selected from the No. 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].
    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.
  3. Click Save. The report is generated.

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.

Multi-level pivot chart style options

Change the look of your box chart.

When you create or edit a report, click the gear icon (The gear icon) after the Type field. Use the options in the Style your chart dialog box to configure the look of your chart. 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
Display Zero Select this check box to display the number 0 when the value of a cell is 0. Clear this check box to display an empty cell when the value of the cell is 0.Applicable when Aggregation is Count or Count Distinct.
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 charts with 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.
Note: All users can view report visualizations, such as pie charts and column reports. However, the last level of a drilldown is always a list. Platform access control lists determine user access to list information. Users who do not have rights to any part of the list data see the message "Number of rows removed from this list by Security constraints:" followed by the number. See Access control rules.
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 dashboards and homepages.
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 X and Y coordinates for the position of the chart title. This field is available when Report only or Always is selected from the Show chart title list.
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.
Chart title X position The number of pixels to adjust the chart title position. By default the title appears at the center top of the chart. Set a value greater than 0 to move the chart title down.

This field appears only if Custom chart title position is selected.

Chart title Y position The number of pixels to adjust the chart title position. By default the title appears at the center top of the chart. Set a value greater than 0 to move the chart title to the right.

This field appears only if Custom chart title position is selected.

Create a coloring rule for a multilevel pivot table

Create coloring rules to change the color of a table cell of a multilevel pivot table based on its value.

Before you begin

Role required: admin

Before starting this procedure, create a multilevel pivot table report.

Procedure

  1. Navigate to Reports > View / Run.
  2. Select a report with a Type value of Multilevel Pivot.
  3. Click the Style your chart icon (The style your chart icon).
  4. Click Edit coloring rules.
  5. Click New rule.
  6. Fill in the fields on the form.
    Table 3. Multilevel pivot rule fields
    Field Description
    Operator The operator used when evaluating values in cells, such as greater than or between. For example, to style cells with a value less than 5, select lower than and specify a Value 1 value of 5.
    Value 1 The number to evaluate cell values against. When the Operator value is between, enter the lower value in the Value 1 field.
    Note: When creating rules based on a duration value, specify the duration in seconds.
    Value 2 The maximum value a cell can contain to match this rule. This field only appears when the Operator value is between.
    Font color The font color to apply to cells that match this rule.
    Background color The background color to apply to cells that match this rule.
    Rule order A numerical value that determines the order that rules apply in. Rules with a higher rule order apply later and override lower-order rules.

    For example, if one rule matches cells with a value greater than 140, and another rule matches cells with a value less than 150, the rule with the higher order applies to cells with values between 141 and 149.

  7. Click Submit.
  8. Click Close.
  9. Click Run to generate the report using the rules.