Visualization categories

HarryG · 3 weeks ago

Hi,

Within ServiceNow Platform Analytics, categorisation is currently only possible within dashboards. Is there a way, or will there be a way, to categorise visualizations as well? Ideally, the same categories used in dashboards should also be applied to visualizations.

This would make it easier to organise visualizations and ensure they can be easily located.

Sahil Chaudhary · 3 weeks ago

Hi,

First solution: Use Groups You can create visualization groups (similar to widget groups) and organize related visualizations together. Then when you're adding them to dashboards, they're already grouped logically.

Second Solution:

Custom Field If you really want proper categorization, you could add a custom field to the par_visualizations table:

Go to the table definition
Add a choice field called "category" or "visualization_category"
Define your categories (same ones you use for dashboards)
Use it in list views and filters

View solution in original post

Sahil Chaudhary · 3 weeks ago

Hi,

First solution: Use Groups You can create visualization groups (similar to widget groups) and organize related visualizations together. Then when you're adding them to dashboards, they're already grouped logically.

Second Solution:

Custom Field If you really want proper categorization, you could add a custom field to the par_visualizations table:

Go to the table definition
Add a choice field called "category" or "visualization_category"
Define your categories (same ones you use for dashboards)
Use it in list views and filters

HarryG · 3 weeks ago

Thanks Sahil, the second solution is the more suitable solution for us. I hope ServiceNow will in the future make this a generic solution.