Please refer to my article about Platform Analytics, which now includes all reporting and analysis capabilities under one roof.
| Table of Contents |
My library Knowledge Sources To Go is very popular, but it was intended mainly as a thematically grouped guide to standard sources and was provided by me as a PDF file. For certain topics, however, there is so much content that I can no longer include it in that document, as it cannot continue to grow forever.
For this reason, I have decided to handle such topics in individual community articles like this one instead.
What are Dashboards & Interactive Filters?
Dashboards are containers for reports and Performance Analytics visualizations illustrating the performance of a process or a service. A well-designed dashboard presents the most relevant indicators, targets specific stakeholders, answers important business questions, and offers actual insights for process improvement. Use dashboards to create a story with data you can share with multiple users.
Objects that have been added to dashboards are called widgets. You can create and manage widgets, and many applications provide their own widgets.
Interactive Filters allow you to filter report widgets directly from a dashboard without modifying the reports. You can create an interactive filter and add it to a dashboard as a widget. Selecting a value in the Interactive Filter widget filters the data in report widgets on the dashboard. Selected filters are saved for each user and applied automatically next time that user views the dashboard.
Entry point to the official product documentation
The most critical activity for a CxO is making decisions. Your decisions determine the direction of the organization, impact its performance and outcomes, and ultimately drive the value you realize. The right dashboard tailored to your specific goals can help you make better decisions that are timely, effective, and based on data-driven insights.
Articles & Blog Posts
2018-11-14 by @Adam Stout
Tracking and Reporting on Dashboard Usage in ServiceNow
Being able to understand your users is critical in order to meet their needs. By leveraging the power of the Now Platform, we can easily track our users' behaviors and adjust our solutions to improve their overall satisfaction. Dashboard views are stored along with other pages viewed in the sys_ui_navigator_history table. While the data is here, it is protected by ACLs which restricts the viewing to the admin role and the user who for whom the history is for. The Navigator History included the URL that was viewed which does contain the sys_id of the dashboard, but not in a reportable form. To make this vital information more accessible, we will create a table to hold just the dashboard views in a very analytic-friendly format. Then we will create a scheduled job to populate this new table daily.
2019-01-08 by @Adam Stout
Showing Dashboards on Wall Mounted Displays
In many support offices, there are areas with large monitors on the wall showing off-key metrics. What better way to demonstrate to visitors that you are on top of your workload and ensure your team is always aware of key information? Below, we will walk through some important considerations prior to setting this up and how to set this up for your organization.
2019-08-16, by ServiceNow Support
How to create a custom date/time filter for use in an Interactive Filter
Although the out-of-box platform includes numerous Date/Time filter options that should suit most Date or Time based Interactive filter requirements, there may arise the need for a specific such filter selection that is not found in the default list of selectable filter options.
2020-04-05, by Ashutosh Munot
Interactive filter and Reports Dependency
Reporting plays an important role in most of the organizations. Many people want their reports to be as dynamic as possible and show only relevant data which they are interested in. To achieve this, ServiceNow has provided many options out of which One is Interactive filters. Where user can filter out the data as per this input. So I thought why don’t I create a simple document which will show how to use interactive filters on dashboard and make report to show data depending upon selection of values in that filters.
2020-05-23, by Adam Stout
What "Apply to all tables in hierarchy" does to an Interactive Filter
I often get asked what the checkbox "Apply to all tables in hierarchy" does to Interactive Filters. There seem to be some misconceptions. Let's take a few minutes to review some examples of what it really does.
2020-06-09, by ServiceNow Support
Custom Interactive Filters basics
A custom interactive filter can be used to filter multiple Reports using different tables. There are two different APIs to publish an interactive filter for a single table or multiple tables.
2021-03-09, by Niklas Engren
An Example of a Custom Interactive Filter for Dashboards
Creating a custom scripted filter to make a dashboard more dynamic, in those cases when out-of-the-box filters just aren't enough.
2021-11-12, by Luke Van Epen
Sync Dashboard sharing permissions with all reports on
A massive frustration of mine, and of many others it seems (see This Idea) is that sharing Reports on a dashboard is a major hassle. I've built a UI action, from the Dashboard Properties page, that will force a sync between the sharing permissions for the dashboard with all reports on that dashboard. It is additive only, so you will not break the sharing permissions of reports that are on multiple dashboards or shared separately.
2021-11-21, by Muhammad
Use Catalog item variables as a interactive filters on Dashboard
Interactive Filters allow you to filter report widgets directly from a homepage or dashboard without modifying the reports. ServiceNow comes up with many filter types, but sometimes it requires applying a filter based on the catalog item/requested item variables, and available interactive filters don't help. Fortunately, as an administrator, you can create scripted filters and add them to the dashboard and homepages. With that being said, we are going to create our own scripted filter based on catalog item variables.
2022-01-22, by Maik Skoddow
Approaches for Interactive Filters on List fields
OOTB ServiceNow does not offer interactive filters for list type fields. However, there are some workarounds I will introduce in this article.
2022-01-22, by Maik Skoddow
Revival of the "System Diagnostics" Homepage
Those readers who have known ServiceNow a little longer and are more in the role of a system administrator may still be familiar with the "System Diagnostics" homepage. I always liked that overview, as it provides a lot of interesting information, especially about the health status of all individual nodes of an ServiceNow instance. And since we all know that homepages starting with the Utah release are no longer supported, I wanted to convert this particular homepage into a dashboard and save it to an update set for further usage in my coming projects.
Videos & Podcasts
2019-08-29, by ServiceNow Now Community
Performance Analytics Office Hours about Custom Interactive Filters.
2019-10-15, by GlideFast Consulting
In this video, we give an overview of Performance Analytics (PA) Interactive Filters in ServiceNow.
2019-10-15, by GlideFast Consulting
In this video, we give a demo of Performance Analytics (PA) Interactive Filters in ServiceNow.
2020-02-27, by Dennis Techies
Creating ServiceNow Dashboard is a very effective way of measuring and displaying metrics from various KPIs such as ticket volumes, baseline, outages, resolution time, service levels, and a lot more. Hope this video teaches you a lot on starting up with Dashboards.
2020-05-10, by Dennis Techies
Dashboard with Interactive Filters
2020-05-27, by GSI, Inc.
Getting Started with ServiceNow Dashboards & Reports
Join this webcast to learn how you can create dashboards & reports to provide clarity on the data collected and take actions in the pursuit of excellence for the products and services your organization offers.
2020-05-28, by Pharicode
How To Use Interactive Analysis + Filter Data in ServiceNow
In this webinar, we dive into the capabilities of Interactive Analysis within ServiceNow. Learn how to:
• Launch Interactive Analysis
• Quickly explore data using visualizations on-the-fly
• Apply Interactive Filters to easily view the data most important to you
2020-05-30, by snowexpertrohit
Interactive Filters for Reports
2020-06-01, by ServiceNow Support
Creating reports and displaying them on dashboards
Demonstrates how to create reports, add them as widgets to a dashboard, and resize and organize them on the dashboard.
2020-07-02, by LearnnowLab
Interactive Filter in 5 minutes
2021-01-11, by AAspenNow Solutions
Create a Module For a Dashboard
Creating a module for a specific dashboard is just as easy as creating a favorite. This video shows how in less than 2 minutes. Enjoy.
2021-05-11, by ServiceNow Adda
Interactive Dashboards with Widgets
2021-12-16, by TechnoMonk
Introduction to Interactive Filters
In this tutorial, we will be looking into :
- What is ServiceNow interactive filter
- How we can implement it out
- How we can add it to dashboard
- How we can make interactive filter communicate with the Reports.
2022-01-20, by Hardit Singh
Interactive Filters in ServiceNow
This video covers the basics of Interactive Filter and we will see how can we create a basic Interactive filter on a Dashboard.
2022-04-06 by ServiceNow Community
In this session we discussed the Homepage deprecation help tool and how it identifies all homepages on an instance and enables you to migrate homepages to dashboards, retire homepages, and restore retired homepages as dashboards.
2022-06-07, by Lui Iacobellis
How To Create A Dashboard In ServiceNow
This ServiceNow tutorial will demonstrate how to create a dashboard in ServiceNow. Specifically, it will demonstrate how to build a dashboard in ServiceNow, it will demonstrate how to add widgets to dashboards in ServiceNow, it will demonstrate how to create a ServiceNow dashboard interactive filter and it will demonstrate how to use ServiceNow dashboard iFrames. This tutorial will also demonstrate how to add tabs to a ServiceNow dashboard.
2022-11-30 by ServiceNow Community
In this Performance Analytics Academy session, we talked through Dashboard Design Strategies and best practices. If you are a seasoned veteran or new to building out Dashboards in Performance Analytics in ServiceNow, this would be a great place to start to better understand how you should create it.
Troubleshooting
Known Error Portal
Pre-configured filter for the respective topic. Remove the query string or modify the filters on the left side if you want to narrow down the search results in a different way.
Selected Articles
PA Responsive Dashboard not displaying when the dashboard is selected from the content page dashboar... (KB0716402)
"Add to dashboard" feature available for users who cannot create dashboards. (KB0754278)
Unable to view shared dashboards - The dashboard with ID <sys_id of dashboard> was not found (KB0789006 🔒)
"Virtual Agent Overview" dashboard is showing the Problem dashboard instead. (KB0781491)
Error log throwing up "null: no thrown error" when loading certain Dashboards (KB0783412)
Dashboards in mobile app (KB0812550 🔒)
Dashboards: "Tab is broken" (KB0813826)
Dashboard is not updating (KB0813943)
Dashboard Recent tab does not show last 9 viewed dashboards (KB0822963)
Exporting dashboard to pdf exports a blank page (KB0997488)
