Create a list visualization with variable columns
You can create a list visualization with variables columns based on a data source or table that has variables associated with it. For example, if an item has a variable called Storage, you can create a list report that has a column for the values in this variable.
Before you begin
Role required: Anyone with access to data can create a visualization of that data on any dashboard that they can edit. Users with the itil, report_user, admin, or viz_creator role can create a visualization in the Visualization Designer. When 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
In the Zurich release, this List replaces the simple list visualization. On migration, all simple lists are migrated to the new List.
Note:
- You can include Spotlight information in a list visualization. Configure the list to display information from the Spotlight [spotlight] table. For more information, see Spotlights on Platform Analytics dashboards. For general information about the Spotlight feature, see Ranking records with Spotlight.
- It is not possible to configure auto refresh on the List visualization. To refresh a List visualization on a dashboard, select the More Options icon
Context menu icon and choose **Refresh**.
- The option to show the total number of records is not available in the new List visualization.
Procedure
Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.
Select Create data visualization.
Select the List (
List visualization icon\) visualization type from the category labeled **Other**.
The application shows a preliminary version of the report. To view the updated report at any time, select **Run**.
Select Add data source.
Select a report source that has variables associated with it.
There are two kinds of report sources. For list reports with variables, the report source is usually the service catalog table.
| Report source | Description |
|---|---|
| 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 will display prompting you to view them. |
| Table | The raw data from a table with no filters applied. |
In the Presentation section, select +Addand select the arrow next to Variables at the bottom of the available fields.
Depending on system configuration, you can add fields from tables that extend the selected table.
The Choose fields dialog with Variables option highlighted and the pointer on the the Open item: Variables arrow.
In the Variables column select the boxes next to the variables you want to add to the visualization.
The variables you check are added to the list of selected columns.
The Choose fields dialogue with three variables checked that are also highlighted in the Selected column.
Select Apply.
Configure the rest of the visualization. Header and border options are the same for all data sources.
| Header and border fields | Description |
|---|---|
| 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. |
| Title alignment | Choose Start to align the title with the start of line, End to align it with the end of the line, or Center for center alignment. |
| Description | A short overview about the visualization that the end user sees. Descriptions help users find the visualization. |
| Wrap title | Option to wrap long titles onto a second line. If false, displays an ellipsis to truncate long titles. |
| Line of truncation | Specify where to truncate long labels with an ellipsis. Options are 1, 2, and 3. |
| 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. |
| Header background color | Specify the color behind the title of the visualization. |
| Title color | Specify the text color. The default title color is black, but you can choose a color that contrasts better with the header background. |
| Group by | |
| Group by \(optional\) | The field to group by. For example, in a visualization of incident data grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups. If the table contains variables or question fields, you have the option to group by one of them at the end of the list of fields.Note:
|
| Add alternative group by | This selection opens a dialog in which you select additional items that the data in the visualization may be grouped by. The viewer of the visualization can then select which of these items to group the data by. The viewer toggles the visibility of the selector in the visualization's More actions menu. In the additional items dialog, you can set whether this selector is visible by default by toggling Selector visible by default.If you select a value in Group by, that is the default group-by value. You do not have to select a Group by value to specify alternative group-by values. In this case, no default group-by value is used. For more information about the viewer experience selecting from alternative group-by values, see Select a group-by value in a data visualization as a viewer. Important:
|
| Data update | |
| Follow filters | Follow filters set for a page. When enabled, the visualization displays on a workspace with the filters set by the page. Toggle off to disable a visualization from accepting any filter input. |
| Show filter icon | Option to show the filter icon and the number of filters impacting the visualization. If a filter is not selected to apply to a visualization, the icon does not show. Toggle off to hide the filter icon and number of filters applied. |
| Info messages | |
| Set custom message when no data | Option to configure a custom message that displays when no data is returned. |
| Illustration | An illustration to include in the message. |
| Heading | Header text of the message that describes why no data was returned. |
| Heading level | Header text size for the message that describes why no data was returned. |
| Content | Secondary text of the message that provides additional detail. |
| Alignment | The alignment of the illustration and text in the message. |
| Presentation | |
| Columns and rows | |
| Columns | Select the columns from the table that you want to display in the visualization |
| Maximum rows | Specify the maximum number of rows to show. When there are more rows in the visualization, it will be divided into pages (if Allow list pagination is selected in display settings). |
| Number of displayed columns | For a view with too many columns, you can set the maximum number that are displayed. |
| Maximum characters | Specify the number of characters to show in a cell before it is truncated. |
| Show option to personalize columns | Enable the ability to add, remove, and change the order of columns in the list at runtime. |
| Disable dotwalk | Disable the dotwalk capability in personalized lists. Available only if Show option to personalize columns is selected. |
| Show option to drag-and-drop columns | Enable users to reorder the columns at runtime. |
| Show option to group records | Enable users to group the list by column entries at runtime. |
| Show column resizing | Enable users to resize column widths at runtime. |
| Show column filtering | Enable users to apply filters from column headings at runtime. |
| Show column sorting | Enable users to sort the column values in ascending or descending order at runtime. |
| Display settings | |
| Show inline editing | Allows users to edit values in the list by double-clicking them. Security restrictions including ACLs apply.Note: Users cannot edit fields of the journal_input type. These fields include the following:
|
| Show links | Select to show all links in the list. When cleared, reference fields and links render as plain text. |
| Wrap cell content | Enable multiple lines of text per cell across the table. Text may still be truncated, based on the value of the Maximum characters option. |
| Show 'view all' footer | Enables the user to view all the rows in the visualization, not just the maximum number specified. |
| Allow list pagination | Enables the list to be divided across multiple pages. When cleared, list pagination is hidden. |
- Select Save.
Parent Topic:Create a list visualization in the Visualization Designer