Bubble reports

Bubble reports plot data points on X and Y axes and use a third aggregate dimension to define bubble size.

Bubble reports can use numeric values to define the X and Y axes, and an aggregate value to determine the size of each bubble.

For example, when using Demand Management you can create a bubble report on the Demand table to compare risk and reward for various demands. Each bubble represents one demand. The risk and financial return determine the position of each bubble, while the total financial benefit for the demand determines the bubble size. You can quickly identify demands with low risk and high reward using the large bubbles in the top left of the report.

Create a bubble report

Create a bubble report to display multiple separate metrics on a 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 (see table).
    Table 1. 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 Select Bubble.
    Style your chart Click the gear icon (Cogwheel) after the Type field to configure the Bubble report style options for the look and layout of the chart.
    Group by Select a field to group data by. Each value is represented by a unique bubble color on the chart.
    Note: It is not possible to group or stack reports by the Tags field.
    Row Select a numeric field to use as the chart Y axis.
    Columns Select a numeric field to use as the chart X axis.
    Aggregation Select a computational method for aggregating report data. The size of each bubble depends on the aggregate value. 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 will be separated by the comma, and the aggregation will not be performed accurately.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    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.
    Add Sort Field Define the order of values on either axis, such as to display higher values on top or on the right side of the chart. You can sort both axes by setting the sort order for both axis fields.
  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. For more information, see Distribute reports.

Bubble report style options

Change the look of your bubble report.

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
Custom chart size Check box to specify the width and height of the report in pixels.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Chart size Chart size. This field is available when Custom chart size is cleared. Options are Small, Medium, and Large.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Chart width Width of the report in pixels. The default value is 600.

This field is available when Custom chart size is selected.

Chart height Height of the report in pixels. The default value is 450.

This field appears when Custom chart size is selected.

Drilldown view List view to display when a user selects a segment of a report for which no drilldown report type is specified. This view is also used when the user reaches the lowest drilldown level of a report. See Configure the list layout . If you specify a Report drilldown, Drilldown view is ignored.
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.

For more information, see Define a report drilldown.

Title
Show chart title When the chart title is displayed for the report.
  • 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 The chart title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field appears when Report only or Always is selected from the Show chart title list.
Size of the chart title Size of the chart title in pixels. This field appears when Report only or Always is selected from the Show chart title list.
Chart title color Color of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Custom chart title position Check box to specify X and Y coordinates for the position of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Title horizontal alignment How the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment How the chart title is aligned vertically. This field appears when Custom chart title position is cleared.
Chart title X position Number of pixels to adjust the chart title position right or left. By default the title appears at the center top of the chart. To move the chart title to the right, enter a positive value. To move the title to the left, enter a negative value.

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

Chart title Y position Number of pixels to adjust the chart title position up or down. By default the title appears at the center top of the chart. To move up the chart title, enter a positive value. To move the chart title down, enter a negative value.

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