---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Create a pivot table visualization

# Create a pivot table visualization in the Visualization Designer {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 minutes to read

Create a pivot table visualization to summarize large data sets by breaking them down by multiple dimensions in a single table. Cells show each row and column value combination and can also show subtotals.

## 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. If you create a visualization in the Visualization Designer, it is saved to the Library. For more information on access, see [Report_view access control](https://www.servicenow.com/docs/17aJiqgCUPOrv8FkFCAkpA "The report_view operation is a record type access control list (ACL) that restricts access to reports. Only users who have one of the required roles can view reports that contain the restricted resource.") and [Platform Analytics roles](https://www.servicenow.com/docs/8TGffADoM40mPhdhdpuM8g "Platform Analytics has both unique roles and roles from other applications that apply to it.").

## About this task

For information about the use of a Pivot visualization in a dashboard, see [the Developer Site](https://developer.servicenow.com/dev.do#!/reference/now-experience/xanadu/now-components/sn-multipivot/usage). This site gives information about Pivot data visualization components in the UI Builder, and some configuration options may differ from the Visualization Designer.

## Procedure

1. Navigate to AllPlatform AnalyticsLibraryData Visualizations. {#create-dv-pivot-ac__ph_yvn_xvt_4tb}
2. Select New. {#create-dv-pivot-ac__ph_mdy_zvt_4tb}
3. Select the Pivot Table (![Pivot table icon]()) visualization type.
4. Configure the Header and border. Header and border options are the same for all data sources.  
   {#create-dv-pivot-ac__table_ly5_djk_c5b__entry__2}{#create-dv-pivot-ac__ac-dv-showheader}{#create-dv-pivot-ac__ac-dv-showheadersep}{#create-dv-pivot-ac__ac-dv-charttitle}{#create-dv-pivot-ac__ac-dv-chartdesc}{#create-dv-pivot-ac__ac-dv-wraptitle}{#create-dv-pivot-ac__ac-dv-showborder}{#create-dv-pivot-ac__ac-dv-bare}

   | 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. |
   | Description | A short overview about the visualization that the end user sees. |
   | Wrap title | Option to wrap long titles onto a second line. If false, displays an ellipsis to truncate long titles. |
   | 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. |
   [ ]

   {#create-dv-pivot-ac__table_ly5_djk_c5b} {#create-dv-pivot-ac__ph_m1w_vwt_4tb}
5. Choose a data source.  
   For general descriptions of the data sources, see [Data sources for data visualizations](https://www.servicenow.com/docs/diBlFzydCCBvbZFdoeAo6w "Each workspace data visualization references a specific data source.").
   * Table (available in the base system). When you select a table, you can filter it by custom or preconfigured conditions. Custom conditions can include questions or Service Catalog variables.{#create-dv-pivot-ac__table-data-source}

     Configured report sources appear in the Predefined conditions list. For more information, see [Report sources](https://www.servicenow.com/docs/QQ9qR_HtMUisYy~f~8Kt0w#c_ReportSources "Report sources are predefined data sets for creating reports.").  
     To help you create a custom filter, there is a preview list of records that would be included in the visualization. You can change which fields are shown as columns and the width of columns in the list actions.  

   * Indicator (available in the base system). You can filter the indicator scores by breakdowns and elements.  
     Note:  
     Benchmark indicators are not supported.

     <br />

     Note:  
     You might have a multiple select (is one of) or dynamic (is (dynamic)) operator on the breakdown element filter. These operators require the indicator and breakdown to support them. For more information about the
     configurations that support these operators, see ["Is one of" and "Is (Dynamic)" operators on breakdown conditions in data visualizations](https://www.servicenow.com/docs/IFlZK855mAGJVwM1MlD49w#condition-operators-ind-bkdowns__section_breakdown-operators).
   * User Experience Analytics (available with the User Experience PAR Integration application, to users with a required role). Choose one of up to three KPIs included with this application, depending on the visualization type. For more information, see [User Experience Analytics data sources for visualizations](https://www.servicenow.com/docs/hD0Xs3~bPK5Hz6vN8ZQEXQ "You can show metrics related to User Experience Analytics in a data visualization component. The available metrics depend on the visualization type.").

   {#create-dv-pivot-ac__choices_t-i-uxa}  
   Note:  
   You can choose multiple data sources for this visualization. However, all data sources must be of the same type: table, indicator, or User Experience Analytics. For more information, see [Multiple data sources](https://www.servicenow.com/docs/vkp6hdojbWIPOtXBx6fAEA "Some visualization types support multiple data sources, while others do not. If your data visualization supports multiple data sources, the data sources must all be of the same type: all tables, all indicators, or all another type.").
6. Select the options for your data source.  
   * If your visualization represents table data, go to [Table data options for pivot table visualizations](https://www.servicenow.com/docs/k27DMano9DIYJte0YBXTKQ "When you select a table data source for a pivot table visualization, the following Data configuration options are available.").
   * If your visualization represents indicator data, go to [Indicator data options for pivot table visualizations](https://www.servicenow.com/docs/MvRNidmJz8V5B16L5l76ig "When you select an indicator data source for a pivot table visualization, the following Data configuration options are available.").
   * If your visualization represents User Experience Analytics data, go to [User Experience Analytics data options for pivot table visualizations](https://www.servicenow.com/docs/FWZ5ncb1ExEIVVAtwzq9QQ "When you select a User Experience Analytics data source for a pivot table visualization, the following Data configuration options are available.").
   {#create-dv-pivot-ac__ul_zcw_w5s_qtb}
7. Under Presentation, provide display and color information.  
   {#create-dv-pivot-ac__table_gvk_2mr_qtb__entry__2}

   | Field | Description |
   |-|-|
   | Display settings ||
   | Freeze row header | Allows users to keep the header visible while scrolling to another area in the visualization. |
   | Freeze row footer | Allows users to keep the footer visible while scrolling to another area in the visualization. |
   | Freeze first column | Keeps the first column visible while scrolling. |
   | Show alternative row colors | Toggles a background color for alternative rows to make reading the visualization easier. |
   | Show alternative column colors | Toggles a background color for alternative columns to make reading the visualization easier. |
   | Display row lines | Displays border lines to separate rows. |
   | Display column lines | Displays border lines to separate columns. |
   | Table size settings ||
   | Truncate first column \[truncateFirstColumn\] | When true, limits the width of the first column. First column contents beyond this width are truncated. First column headers are not truncated. Specify this width limit in First Column max width, in px. |
   | First Column max width, in px | The maximum width of the first column, beyond which its contents are truncated. This maximum width cannot be less than the width of the first column header, which is never truncated. Values lower than the header width are ignored. Only takes effect when Truncate first column is active. Default value is 200px. |
   | Wrap column headers | Breaks header text into lines matching content width, with a minimum limit of 100px. Does not apply to first column. You cannot both wrap and truncate column headers. |
   | Truncate column headers | Truncates header text into lines matching content width, with a minimum limit of 100px. Does not apply to first column. You cannot both wrap and truncate column headers. |
   | Colors ||
   | Set color type | * Default: A color or set of colors that come from the UX Theme that is applied to the instance. For more information, see [Working with themes in Next Experience](https://www.servicenow.com/docs/access?context=next-experience-theming&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US). * Single color/Colors per metric: Select a single color in the Set value color field. Interacting with that field opens a selector where you can choose the color from either a set of icons or from a list. You can also search for a color. Entering a search value has the selector show you a list of colors filtered by that search value. If the visualization has more than one metric, you see the Colors per metric option instead. This option lets you select a single color for each metric.{#create-dv-pivot-ac__ph_color-per-metric} Alternatively, you can add a rule to define a dynamic color. For more information, see [Create coloring rules for data visualizations](https://www.servicenow.com/docs/C8RPKagr71GH0N2arYVDAA#dv-coloring-rules "Configure rules for how numerical values are displayed, to easily highlight why a value is important."). {#create-dv-pivot-ac__p_select-color} {#create-dv-pivot-ac__ul_nnq_mf3_dwb} |
   [ ]

   {#create-dv-pivot-ac__table_gvk_2mr_qtb}
8. Under Chart interaction, set what if anything happens when a viewer clicks a chart or a chart segment on the visualization.  
   {#create-dv-pivot-ac__table_qnp_d2d_b1c__entry__2}

   | Field | Description |
   |-|-|
   | Allow chart interaction | Enable an event to occur when a user clicks in a chart or one of its segments. |
   | Action | Choose the event that occurs when a user clicks in a chart or one of its segments. Choices depend on the visualization type and data source. Applies only when Allow chart interaction is on. For more information, see [Chart interactions in a data visualization](https://www.servicenow.com/docs/yGWWEWTqYeAHuGDmdBgpgw "You can set what occurs when a user interacts with a chart, such as by selecting a bar column. Possibilities include navigating to a URL, opening another data visualization, and filtering all visualizations on the dashboard by the selected value."). * Go to data view opens the records view in a Core UI list or KPI Details relevant to the associated segment or visualization. Records do not open in Workspace embedded lists. Not supported for User Experience Analytics data sources. * Go to URL opens the specified URL, which can be on the instance or external. You have the option of specifying a page name to appear in the tooltip, for those visualizations with tooltips. * Drill down to chart (Visualization Designer only) Opens a different data visualization that is filtered by the selected data. You can add a drill-down visualization for each metric on the parent visualization. Note: The last level of drill down in the Platform Analytics experience is always a Core UI list. Records do not open in Workspace embedded lists. Drill down to chart supports only table data sources. |
   [ ]

   {#create-dv-pivot-ac__table_qnp_d2d_b1c}
9. Select Save.  
   Navigate to AllPlatform AnalyticsLibraryData Visualizations to return to the Data Visualization list.
{#create-dv-pivot-ac__steps_gj3_4ry_5r}

## Pivot table with multiple data sources {#create-dv-pivot-ac__example_vdr_2zq_bwb}

Consider a case where you want to present the following information, split up for each assignment group:

* Number of assigned open incidents
* The average age of the assigned open incidents
* The average number of times an incident was reassigned
{#create-dv-pivot-ac__ul_cr4_lzq_bwb}  
You can present this information in a single pivot table. Each set of information is going to come from a different data source. You have to find either three tables or three Performance Analytics indicators with this information. You cannot mix and match different types of data sources! Fortunately, you find three appropriate indicators already defined in your instance. You select them as your data sources for a pivot table.  

You want to see these indicator scores broken down by assignment group. Therefore, you select Assignment Group under Group By. Your three data sources are going to show as three columns, so you skip the Column field and select Assignment Group as a row.  

Now you are done. Save the data visualization and use it in a dashboard.  

## What to do next

* [Add a visualization to a dashboard from the Visualization Designer](https://www.servicenow.com/docs/egiLldOAJ0Rkqk3sTKQ4Lw "Add a visualization from the Visualization Designer to a new dashboard or to an existing dashboard.")
* [Share a data visualization in the Visualization Designer](https://www.servicenow.com/docs/B~~wYpU7PNDElS0NvWvlxQ#share-dv-ac "Share a visualization to provide view or edit permissions to users, groups, or roles. A user can access a shared visualization in any workspace on the original instance.")
* [Bookmark a visualization in the Visualization Designer](https://www.servicenow.com/docs/PtIix17O5PhaUlRmVA6_7A "Bookmark a visualization so that you can find it easily in the Data Visualizations library.")
{#create-dv-pivot-ac__ul_bz5_byk_qtb}

*[\>]: and then