Add an additional dataset to a report — Report Builder

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

Before you begin

Role required: itil. The property glide.ui.doctype must be enabled.

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.

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

  3. Click the arrow next to the Save button and select Multiple dataset.
    Save menu with Multiple dataset selected
  4. In the Add extra data series to the chart dialog box, specify the following fields the same way that you would configure a standalone report.
    Field Value
    Series name A custom name for the additional dataset.
    Data Specify Table or Report source and the name of the data source.
    Type Select the report type.
    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.
    Stacked by For bar and horizontal bar reports, the Stacked by value must have the same reference table or the same column name as specified in the base report.
    List view Click the magnifier icon to select a list view. For more information, see View management.
    Chart color Colors used in the report.

    If you do not group or stack the report, Use one color is automatically selected. Select a single predefined system color.

    If you group or stack the report, 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.
    Set color Color used in the report. This field shows 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.
    Aggregation Mathematical calculation to perform on the data. The default is Count, which shows the number of records selected.

    To show 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 show 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 number.

    Note: For duration values, the unit of measurement displayed in the aggregation axis cannot be customized.
    Display data labels Check this box to show the value for each data point.
    Show in Y axis [Optional] Add an extra Y axis on the right side of the report for this data.
  5. Click Save.

Result

The report is generated with the information from the additional dataset.