Add additional datasets to a report

Add an extra dataset to a report to visualize data from multiple sources in a single report.

Before you begin

Role required: itil

Performance Analytics Premium must be enabled to use multiple datasets.

The property glide.ui.doctype must be enabled.

You can add additional datasets to bar, horizontal bar, line, column, area, and spline reports.

About this task

The following limitations apply to specific report types.

  • All datasets must be the same type. For example, if the base report uses a time series chart, other datasets added to the report must also use a time series chart.
  • If using time series charts, all datasets must have the same Per field value to ensure that the frequency interval is the same for all data.
  • If using bar or horizontal bar charts, all data must have the same Group by value. For example, the data must have the same reference table or the same column name.
  • Legends are always visible on reports with multiple datasets, even if the Show legend option is disabled in the Style Options of the primary report.

Procedure

  1. Navigate to Reports > View / Run.
  2. Select a report with a type that supports multiple datasets.
  3. Select Multiple dataset from the report options list on the top right of the report form.
  4. Configure the datasets the same way that you would configure a standalone report. The following options are specific to multiple datasets:
    Field Value
    Series name A custom name for the extra dataset.
    Group by For bar and horizontal bar reports, the Group by value must have the same reference table or the same column name as specified in the base report.
    Show in yAxis Add an extra Y axis on the right side of the report for this data.
    Title Specify the Y-axis label in the Title field.
    From and To fields Specify custom start and end values for the additional Y axis.
    Warning: When using multiple datasets with separate Y axes, the Y axes may show a greater range than specified in the From and To fields. This greater range depends on the actual Y values for all datasets. The From and To field values from the parent report may also be overridden. This behavior ensures that all data can be accurately displayed on the chart.
  5. Click Save.