Bar and horizontal bar charts

Use bar charts to compare two or more values. You can create bar and horizontal bar chart reports. Bar chart columns originate on the x axis and horizontal bar chart columns originate on the y axis.

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 may 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 report below is an 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
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
Stacked bar chart

Create a bar chart

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.
    Field Description
    Name Enter a unique and descriptive name for your report.
    Description Click 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 or Horizontal bar.

    Style your chart Click 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 that is grouped by Assignment group, all incidents belonging to Software, Service Desk, Network, and so on, are placed in separate groups. Make sure you give the report a name that reflects the field you select.
    Stacked by Select the field used to show the relationship of individual items from the selected field to the whole.

    For example, you might create a bar chart of incidents by Category and stack by Priority, enabling a manager to determine at a glance the proportion of high, medium, and low priority issues for each category. Select stacked fields carefully to avoid cluttering the report. In some cases, it is a better practice to create another report to show 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 column or as a group of columns.

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

    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 homepages, display a table of report data when the glide.ui.section508 system property is set to true, even if Display Grid is cleared.

    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, a list of fields from the selected Table appears. 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.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    Percentages
    Select a computational method used for calculating percentages for each element (selected record) in a data set.
    • Use Aggregation: default method. Computes percentages for each element using the sum of all elements in the data set.
    • Use Record Count: computes percentages for each element using the total number (count) of elements in the data set.

    This field is available when Aggregation is set to Average, Sum, or Count Distinct.

    No. groups

    Select the maximum number of bars that can be displayed in the chart. If the number of values from the selected data exceeds this limit, only the largest values are represented by the bars. By default, up to the 12 of the largest values from the selected data can be represented. Remaining values are grouped into an Other bar.

    If you select Show all, all bars up to a limit of 50 bars are displayed. The rest of the results are stacked on the Other bar. If you select Remove Other, the Other bar is hidden.

    Show Other Select this check box to display the Other bar for values that exceed the No. groups limit. This check box is not available when Show all or Remove Other is selected from the No. groups list. Select Yes from this list to display the Other bar.
    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.

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 (Cogwheel) 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 1. 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 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. See Define a report drilldown.
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.
Decimal Precision Enter an integer from 0 to 4 to specify the number of decimal places to display. Currency values always have two decimal places.
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, 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 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.
Left align legend text Select to left-align the legend text. By default, legend text is centered.
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.