Create a pie report in the Report Builder

Pie charts

Pies charts show the proportions that make up a whole.

You can use a pie chart to show things like open incidents by priority. For example, suppose that an organization has a policy that critical incidents can never exceed 40% of all open incidents. Given that there are always open incidents of various priority levels, you can quickly see with a pie chart when incident counts exceed acceptable ranges. This figure shows that 14.61% of the open incidents are critical.

Figure 1. Pie chart
Pie chart

Create a pie chart in the Report Builder

Create a pie chart to compare the size of a individual categories to the whole.

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).
  3. Click Save or Insert.
    Table 1. Creating Reports
    Field Description
    Name 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 Table or Report source. Then select the specific table or predefined data set from the second choice list.
    Type Select Pie. Alternatively, click the question mark icon to use the report type selector.
    Style your chart Click the gear icon after the Type field to configure chart style options for the look and layout of the chart.
    Group by Select a field to organize data into groups from the selected table. In an incident report grouped by Assignment group, all incidents belonging to Software, Service Desk, Network, and so on, are placed in separate groups. Make sure that you give the report a name that reflects the field you select.

    Click plus icon to select additional group by fields. When you select Additional group by fields, a control is added to the bottom of the report that groups the report by any one of the additional fields.

    Note: It is not possible to group or stack reports by the Tags field.
    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 if the glide.ui.section508system 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.
    No. groups Select the maximum number of individual values that can be represented as slices. If the number of values from the selected data exceeds this limit, only the largest values are represented by the slices. By default, pie charts can display up to 12 slices. Remaining values are grouped into an Other slice. If you select Show all, all slices up to a limit of 50 slices can be displayed. The rest of the results are stacked in the Other slice. If you select Remove Other, the Other slice is hidden.
    Show Other Select this check box to display the Other slice. This check box is not available when Show all or Remove Other is selected from the No. groups list.
    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.
    Add Sort Field Select fields to sort data by. For example, to sort results from lowest to highest priority, select [Priority] [z to a].

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.

Pie report style options – Report Builder

Change the look of your pie chart.

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. Chart style options
Field Description
General
Chart color If no group by is used, Use one color is automatically selected. Select a single predefined system color.
If a group by is used, select one of the following options:
  • Use color palette: Select a color palette from the predefined system color palettes.
  • Use several colors: Define a custom set of Colors using hex codes. You can add any number of colors.
  • Use chart colors: Use the colors defined in Reports > Chart Colors.
Display data labels Select this check box to display the value for each slice. By default, data labels can be displayed for pie charts with up to 8 slices. To change this limit, edit the glide.ui.chart.pie.labels.max_items system property.
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.
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 all charts that have 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.
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 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, dashboards, and homepages.
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. This field is available when Report only or Always is selected from the Show chart title list.
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.
Legend
Show legend Select this check box to display the chart legend. This check box is available when the Group by field is selected in the visualization fields.
Legend horizontal alignment Select how the legend is aligned horizontally. This field is available when Show legend is selected.
Legend vertical alignment Select how the legend is aligned vertically. This field is available when Show legend is selected.
Left align legend text Select to left-align the legend text. By default, legend text is centered.
Show legend border Select this check box to display a border around the legend. This field is available when Show legend is selected.
Axis
Axis tab Configure the titles, appearance, and labels of the X and Y axes. For the Y axis, you can also specify a From and To range. If you select an aggregation field that is not of the type Number, the From and To fields are not available.