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Create a dial or speedometer report in the Report Builder

Create a dial or speedometer report in the Report Builder

Create a report that shows counts for an indicator with colors to indicate value ranges.

Create a dial or speedometer report in the Report Builder

Create a dial or speedometer to provide a real-time count for an indicator.

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.

About this task

This task refers to Report Builder in the Jakarta release under UI15 and UI16. If you are using the Report Designer in Jakarta for creating reports, select the applicable report from Creating reports to see instructions. If you are using an earlier UI or the Classic UI for creating reports in an earlier release, follow the instructions in the Helsinki documentation: Report types and creation details.
Report Designer UI Report Builder UI
Report designer UI example Report builder UI example

Procedure

  1. Navigate to Reports > Create New.
  2. Fill in the fields, as appropriate.
    Table 1. Speedometer report fields
    Field Description
    Name Enter a unique and descriptive name for the report.
    Description Click the information icon (Detailed description) 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.
    Note: If you select a data source used by existing reports, a notification will display prompting you to view them.
    Type

    Select Speedometer or Dial.

    Style your chart Click the gear icon (Cogwheel) after the Type field to configure the chart style options for the look and layout of the chart.
    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 an integer field, such as the Priority field, the data is expressed as a number.

    Note: Dial and speedometer charts do not support aggregating duration field values. Duration fields do not appear in the list of available aggregation fields.
    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 donut 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.
  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.

Dial and speedometer report style options – Report Builder

Change the look of your dial or speedometer report.

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 report. Report options are automatically saved when you click Close. To see how the report looks with the saved settings, click Save.

Table 2. Dial report style options
Field Description
General
Chart color (dial chart only) Select a single predefined system color.
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.
Direction Select Minimize if lower numbers in the dial are better. Select Maximize if larger numbers in the dial are better. This setting works in combination with Lower Limit and Upper Limit, as the colors for the areas in the dial are determined by it. In general, green means the figures are acceptable, orange means the figures have changed, they may have become better or worse but are still within the acceptable range, red means a the figures are not acceptable.
Lower Limit Enter the number that is still an acceptable score for this the dial.
Upper Limit The upper threshold for color change on the dial or speedometer. If it uses only two colors, specify the same number for both lower and upper limits.

For example, a dial contains a current score of 50 and Dial Autoscale is selected. The Lower Limit is set to 50 and Upper Limit is set to 100 and the direction is Minimize. The dial displays the area 0–50 in green, the area 50–100 in orange, and the area above 100 in red.

If Lower Limit is set to 50, Upper Limit is set to 100 and the direction is Maximize, the colors are reversed.

If no upper and lower limits have been set, no colors are used in the visualization. If you want to have only two section or colors, you can set the upper and lower limits to the same number.

Dial Autoscale Select this check box to automatically set the start and end values for the dial scale.
From Enter the start value for the dial scale. This field is available when Dial Autoscale is cleared.
To Enter the end value for the dial scale. This field is available when Dial Autoscale 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 in the Report Designer.
Decimal precision Number of decimal places to show. You can show from zero to four decimal places. Default value: 2. To change the default value, create the system property glide.chart.decimal.precision and specify the value.
Note: Percentage labels do not change accordingly with the decimal precision specified.
Decimal precision - Bar reportDecimal precision - Donut report
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 homepage gauges.
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.