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Create a bar chart

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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.
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