Create a pivot table visualization to summarize large data sets by breaking them down by multiple dimensions in a single table. Cells show each row and column value combination and can also show subtotals.

Before you begin

Role required: Anyone with access to data can create a visualization of that data on a dashboard that they own. Users with the itil, report_user, admin, or viz_creator role can create a visualization in the Visualization Designer. If you create a visualization in the Visualization Designer, it is saved to the Library. For more information on access, see Report_view access control and Platform Analytics roles.

About this task

For information about the use of a Pivot visualization in a dashboard, see the Developer Site. This site gives information about Pivot data visualization components in the UI Builder, and some configuration options may differ from the Visualization Designer.

Procedure

  1. Navigate to All > Platform Analytics > Library > Data Visualizations.
  2. Select New.
  3. Select the Pivot Table (Pivot table icon) visualization type.
  4. Configure the Header and border. Header and border options are the same for all data sources.
    Header and border fieldsDescription
    Show header The visualization header, including title and icons.
    Show header separator Option to display a line separating the header from the rest of the component.
    Chart title Title of the visualization.
    Description A short overview about the visualization that the end user sees.
    Wrap title Option to wrap long titles onto a second line. If false, displays an ellipsis to truncate long titles.
    Wrap labels Select to wrap long elements labels on the axis.
    Max label size, px Specify the maximum label size for element names on the axis. Default=100 px.
    Truncation type Specify where to truncate long labels with an ellipsis. Options are Beginning, Middle, and End.
    Show border Option to display a line around the component.
    Bare Option to remove padding around data visualization to provide more compact positioning on the page. Only available when Show border is turned off.
  5. Choose a data source.
    For general descriptions of the data sources, see Data sources for data visualizations.

    • Table (available in the base system). When you select a table, you can filter it by custom or preconfigured conditions. Custom conditions can include questions or Service Catalog variables.

      Configured report sources appear in the Predefined conditions list. For more information, see Report sources.

      To help you create a custom filter, there is a preview list of records that would be included in the visualization. You can change which fields are shown as columns and the width of columns in the list actions.
      Preview record list for table source data visualization with list actions shown.
    • Indicator (available in the base system). When you select an indicator as a data source, you can select a breakdown and one or several elements for filtering the results. If an element filter is set on the breakdown source, that element filter is available in the elements field. However, data visualizations support element filters only for automated indicators with the Count, Minimize, or Maximize aggregations. For more information, see Element filters.
    • User Experience Analytics (available with the User Experience PAR Integration application, to users with a required role). Choose one of up to three KPIs included with this application, depending on the visualization type. For more information, see User Experience Analytics data sources for data visualizations.
    Note: You can choose multiple data sources for this visualization. However, all data sources must be of the same type: table, indicator, or User Experience Analytics. For more information, see Multiple data sources.
  6. Select the options for your data source.
  7. Under Presentation, provide display and color information.
    Field Description

    Display settings
    Freeze row header Allows users to keep the header visible while scrolling to another area in the visualization.
    Freeze row footer Allows users to keep the footer visible while scrolling to another area in the visualization.
    Freeze first column Keeps the first column visible while scrolling.
    Show alternative row colors Toggles a background color for alternative rows to make reading the visualization easier.
    Show alternative column colors Toggles a background color for alternative columns to make reading the visualization easier.
    Display row lines Displays border lines to separate rows.
    Display column lines Displays border lines to separate columns.
    Table size settings

    Truncate first column [truncateFirstColumn]

    When true, limits the width of the first column. First column contents beyond this width are truncated. First column headers are not truncated. Specify this width limit in First Column max width, in px.
    First Column max width, in px The maximum width of the first column, beyond which its contents are truncated. This maximum width cannot be less than the width of the first column header, which is never truncated. Values lower than the header width are ignored.

    Only takes effect when Truncate first column is active. Default value is 200px.
    Wrap column headers Breaks header text into lines matching content width, with a minimum limit of 100px. Does not apply to first column.

    You cannot both wrap and truncate column headers.
    Truncate column headers Truncates header text into lines matching content width, with a minimum limit of 100px. Does not apply to first column.

    You cannot both wrap and truncate column headers.

    Colors
    Set color type
    • Default: A color or set of colors that come from the UX Theme that is applied to the instance. For more information, see Working with themes in Next Experience.
    • Single color/Colors per metric: Select a single color in the Set value color field. Interacting with that field opens a selector where you can choose the color from either a set of icons or from a list. You can also search for a color. Entering a search value has the selector show you a list of colors filtered by that search value.

      If the visualization has more than one metric, you see the Colors per metric option instead. This option lets you select a single color for each metric.

      Alternatively, you can add a rule to define a dynamic color. For more information, see Create coloring rules for data visualizations.
  8. Under Chart interaction, set what if anything happens when a viewer clicks a chart or a chart segment on the visualization.
    Field Description
    Allow chart interaction Enable an event to occur when a user clicks in a chart or one of its segments.
    Action
    Choose the event that occurs when a user clicks in a chart or one of its segments. Choices depend on the visualization type and data source. Applies only when Allow chart interaction is on. For more information, see Chart interactions in a data visualization.
    • Go to data view opens the records view in a Core UI list or KPI Details relevant to the associated segment or visualization. Records do not open in Workspace embedded lists.

      Not supported for User Experience Analytics data sources.

    • Go to URL opens the specified URL, which can be on the instance or external. You have the option of specifying a page name to appear in the tooltip, for those visualizations with tooltips.
    • Drill down to chart (Visualization Designer only) Opens a different data visualization that is filtered by the selected data. You can add a drill-down visualization for each metric on the parent visualization.
      Note: The last level of drill down in the Platform Analytics experience is always a Core UI list. Records do not open in Workspace embedded lists.

      Drill down to chart supports only table data sources.
  9. Select Save.
    Navigate to All > Platform Analytics > Library > Data Visualizations to return to the Data Visualization list.

Example: Pivot table with multiple data sources

Consider a case where you want to present the following information, split up for each assignment group:
  • Number of assigned open incidents
  • The average age of the assigned open incidents
  • The average number of times an incident was reassigned
You can present this information in a single pivot table. Each set of information is going to come from a different data source. You have to find either three tables or three Performance Analytics indicators with this information. You cannot mix and match different types of data sources! Fortunately, you find three appropriate indicators already defined in your instance. You select them as your data sources for a pivot table.
Data sources selected in pivot table visualization config panel
You want to see these indicator scores broken down by assignment group. Therefore, you select Assignment Group under Group By. Your three data sources are going to show as three columns, so you skip the Column field and select Assignment Group as a row.
Assignment Group selected as a breakdown to group by in pivot table config panel
Now you are done. Save the data visualization and use it in a dashboard.
Completed pivot table on a dashboard

What to do next