Technical Editor Dashboard

[ShivangiC]

Hello,

How can I implement Making report for Total Expenses Cost Center wise, drilldown to-> Sub Cost center Total Expenses , drilldown to-> Expense Type wise Total Expenses. In such case sum of Total Expense Amount must remain on Y-axis whereas only X-axis must change i.e. Cost centre, sub cost centre, Expense Type

Please share steps for the same

[f27891334f]

It provides editors with real-time access to documents, version control, editorial comments, and workflow tracking. Key features typically include submission status indicators Noob win, assigned tasks, deadline alerts, and integration with tools like grammar checkers or code linters.

[TarunNagar]

To implement a Cost Center-wise Expense Report with drilldowns in tools like Power BI or Tableau, start by placing "Total Expense Amount" on the Y-axis. Set the X-axis to "Cost Center" and enable drilldown. Next, add "Sub Cost Center" and "Expense Type" hierarchically under "Cost Center." Ensure drilldown mode is active so users can click to navigate from Cost Center → Sub Cost Center → Expense Type. The Y-axis (Total Expenses) remains constant, showing values based on the current X-axis level. Use filters or slicers as needed for interactivity. Validate data to ensure accurate hierarchical aggregation.

[ShivangiC]

In serviceNow I want, not any other tool

[Roshnee Dash]

Step 1: Create the Base Report (Cost Center Level)

1. Go to Reports > Create New.
2. Choose:
   • Table: Your Expense Table (e.g., u_expense)
   • Type: Bar Chart or Pie Chart
3. Under Configure:
   • Group by: Cost Center
   • Aggregation: Sum of Amount
4. Save the report as "Total Expenses by Cost Center"

Step 2: Create Drilldown Report (Sub Cost Center Level)

1. Create a new report.
2. Use the same table.
3. Group by: Sub Cost Center
4. Aggregation: Sum of Amount
5. Add a filter:
   • Cost Center = [drilldown value] (use dynamic filter if possible)
6. Save as "Sub Cost Center Drilldown"

Step 3: Create Final Drilldown (Expense Type Level)

1. Create another report.
2. Group by: Expense Type
3. Aggregation: Sum of Amount
4. Filter:
   • Cost Center = [value]
   • Sub Cost Center = [value]
5. Save as "Expense Type Drilldown"

Step 4: Link Drilldowns

1. Go back to the "Total Expenses by Cost Center" report.
2. In the Drilldown tab:
   • Set Type: Report
   • Link to "Sub Cost Center Drilldown"
3. In "Sub Cost Center Drilldown", set its drilldown to "Expense Type Drilldown"

• You can’t explicitly set X/Y axes, but Group by acts like the X-axis and Aggregation like the Y-axis.
• Use dynamic filters or interactive filters on dashboards to simulate passing values between drilldowns.
• For more advanced visualizations, consider exporting data to Power BI or Tableau via ServiceNow’s OData connector.