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Create a heatmap report in the Report Designer

Create a heatmap report in the Report Designer

Create a heatmap report to show aggregate data with ranges of values highlighted in different colors.

Create a heatmap report in the Report Designer

Create a heatmap report to display aggregate data visually using colors to represent different values on a matrix.

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 Designer in the Kingston release. If you are using the Report Builder (Classic UI) in Kingston 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. 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.
    Note: If you select a data source used by existing reports, a notification displays prompting you to view them.
    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.
    MetricBase MetricBase enables you to collect, retain, analyze, and visualize custom time series data on the Now Platform. For more information, see MetricBase .
  4. Click Next.
  5. On the Type tab, select Heatmap in the Multidimensional reports section and click Next.

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

  6. Fill in the fields, as appropriate (see table).
    Table 1. Fields
    Field Description
    Row Field used as the source of the data for the rows in the heatmap.
    Note: Label names longer than 20 characters may show or print a truncated view.
    Column Field used as the source of the data for the columns in the heatmap.
    Note: Label names longer than 20 characters may show or print a truncated view.
    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 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.
    Max number of groups Maximum number of groups to display in the report. Groups with highest values are included first. Any excluded groups are combined into the single group Other.

    If you select Show all, all groups up to a limit of 50 are displayed. The rest of the results are grouped as Other.

    Show Other Check box to include the Other group in the report. The Other group contains data for all groups that exceed the number specified in Max number of groups.
  7. (Optional) Configure the sort order of the applicable fields in the report (column, row, Group by, Stack by or Trend by depending on the report type). Click the filter icon (filter icon) and select Add Sort.
    1. In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.

      The list contains all possible fields from the report's source. The only effective values, however, are the fields chosen for the current report (column, row, Group by, Stack by, or Trend by depending on the report type). Add sort cannot be applied to dot-walked fields.

    2. Click Add sort plus icon to configure additional sorting order conditions. (Click Add sort minus icon to delete configured sorting order conditions.)
    3. Click Save.
    For fields of the type Choice list, the sort order is determined by the sequence of the choices in the choice list, not alphabetically or numerically. For example, a priority choice list is often indexed from Critical to Planning as shown in the following figure. Report sorted by priority choice list
  8. (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.
    Note: Keywords is a special field used for text searches across all fields. Its use in a filter or condition, in combination with other conditions, may return inconsistent results.
  9. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
  10. 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.

Heatmap report style options - Report Designer

Change the look of your heatmap chart.

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 report looks with the changed settings, click Save.

Table 2. Heatmap chart style options
General
Use heatmap colors Check box to use different colors to indicate different values.
Color for high scores Color used to indicate a high value on the chart.
Color for low scores Color used to indicate a low value on the chart.
Display data labels Check box to show the value for each data point.
Display Zero Select this check box to display the number 0 when the value of a cell is 0. Clear this check box to display an empty cell when the value of the cell is 0.
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 show 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 show the chart.
Drilldown view List view to show 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 are able to view report visualizations, such as pie charts and column reports. However, the last level of a report drilldown 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 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.
Title
Show chart title When the chart title is shown for the report.
  • Never: Never show the chart title.
  • Report only: Shows the chart title on reports.
  • Always: Shows the chart title on reports, 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.
Legend
Show legend Check box to show a chart legend. This check box appears when a Group by field is selected on the report form.
Legend horizontal alignment How the legend is aligned horizontally. This field appears when Show legend is selected.
Legend vertical alignment How the legend is aligned vertically. This field appears when Show legend is selected.
Show legend border Check box to show a border around the legend. This check box appears when Show legend is selected.
Left align legend text Check box to left-align the legend text when the report is viewed in a browser. By default, the legend text is centered. When the report is exported to PDF, PNG, or JPG, the legend remains centered. This check box appears when Show legend is selected.