Create a dial or speedometer report in the Report Designer

Dial and speedometer reports

Dials and speedometers provide a real-time count for an indicator. These charts cannot contain comparison or historical data. You can configure colors in these reports to display at a glance values that are within acceptable ranges.

For example, red indicates unacceptable value ranges. A low value for monthly sales is worse than a high value, but a low value for incident resolution times is better than a high value. So you would configure red for low values in the report for monthly sales and red for high values in the report for incident resolution times.

Dials and speedometers also have different appearances:
  • A speedometer shows numbers in the form of a round meter with a defined range.
  • A dial shows where a score falls across ranges on a half-circle dial.
Figure 1. Angular speedometer report
Angular report
Figure 2. Solid dial report
Solid dial report

Create a dial or speedometer report in the Report Designer

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 the Jakarta release under UI15 and UI16. If you are using an earlier UI or the Classic UI for creating reports, follow the instructions in the Helsinki documentation instead: Report types and creation details.

Procedure

  1. Navigate to Reports > Create New.
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select the source for the report:
    OptionDescription
    Data source A table with filters applied to provide a single source of information for all users.
    Table The raw data from a table with no filters applied.
    External import Choose an existing imported report source, or click the Upload icon (Upload icon) to import a new file. See Create a report from an imported Microsoft Excel document
  4. Click Next.
  5. On the Type tab, select Speedometer or Dial in the Scores section and click Next.

    A preliminary version of the report is displayed. To view the updated report at any time, click Run.

  6. On the Configure tab, fill in the following fields and click Next.
    Table 1. Configure tab
    Field Description
    Aggregation Mathematical calculation to perform on the data. The default is Count, which displays the number of records selected.

    To display only unique records, select Count Distinct. For example, if you want a report on the distinct number of users who have one or more of the roles in a given list of roles. Users with more than one role would be counted twice unless you use Count Distinct.

    Select Average, Sum, or Count Distinct, to display a list of fields from the selected Table. Select a field to aggregate by from this list. For example, if you select a duration field, such as Business duration on the Incident table, the aggregated data is expressed in days, hours, and minutes. If you select an integer field, such as Priority, the data is expressed as a decimal value number.

    If you choose Sum or Average, select Show related fields to aggregate on dot-walked fields. See Dot-walking

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
  7. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    For more details on how conditions are constructed, see Condition builder.
  8. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
  9. Click Save.
    The report is generated.

What to do next

  • Click the Report info icon (Report info icon) and add a description of the report.
  • Click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. For more information, see Share a report – Report Designer.

Dial and speedometer report style options – Report Designer

Change the look of your dial or speedometer report.

When you create or edit a report, click the Style tab for options to configure the look of your report. The options are organized under two or more of the following tabs: General, Title, Legend, and Axis. To see how the chart looks with the changed settings, click Save.

Table 2. Dial chart style options
Field Description
General
Chart color (dial chart only) A predefined system color for the dial.
Set color Color used in the report. This field displays when you select Use one color from the Chart color list. Click the search icon (Search icon) to choose from the Chart color schemes or Color Definitions list.
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 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.

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.
Direction Choose whether lower or larger numbers are better. Select Minimize if lower numbers are better. Select Maximize if larger numbers are better. This setting works with Lower Limit and Upper Limit, which determine the colors for the areas in the dial or speedometer.
  • Green indicates that the figures are acceptable.
  • Orange indicates that the figures have changed, but are still within the acceptable range.
  • Red indicates that the figures are not acceptable.
Lower limit The lower 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.
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 Check box to automatically generate start and end values for the dial or speedometer based on the selected data.
From Custom minimum value to display on the left side of the dial or speedometer. This field is available when Dial Autoscale is cleared.
To Custom maximum value to display on the right side of the dial or speedometer. This field is available when Dial Autoscale is cleared.
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 drill down 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 in the Report Designer.

Decimal precision Number of decimal places to display. You can display 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.
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.
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.

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.