Hello Community,
I have a (seems to be) very simple report in excel about financial informations of a portfolio for a given fiscal year: Portfolio Target (budget) and Actuals spent so far. It looks something like this:
In theory, this should be very easy to reproduce as a single list/table view and maybe a bar chart within ServiceNow. However, the financial informations are on different tables - in this case I would need to fetch data from the "project_funding" and the "cost_plan" tables, and filter down to a specific portfolio and fiscal period.
I've checked multiple options, but this doesn't seem to be possible via standard reporting functionalities in ServiceNow, as multiple tables cannot be used as source.
- Building a database view is also not an option, as the visualiation will not be correct due to duplicated rows.
- Building a dashboard, where each column of my table is a separate widget could be an option, but then the result is not a table nor a list. I would not be able to export it, and the bar chart will be different too.
- Building a brand new complex widget from scratch could be an option, but that seems to be too much development for such a simple case.
Is there any other way where I can get this information in a simple table/list, so that it can be exported and also the bar chart looks nice?
