---
sourceDocument: Zurich Platform Analytics
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/now-intelligence
Release :
- zurich
ft:locale :
- en-US
ft:publication_title :
- Zurich Platform Analytics
ft:clusterId :
- par
bundleId :
- par
workflow :
- Platform
---
# Personalized visuals
# Personalized visuals {#ariaid-title1}
* Release version: Zurich
*
* Updated July 31, 2025
*
*  5 minutes to read
Configure visuals with dynamic elements to show information that applies only to the person looking at the visual on a dashboard, service portal, or Workspace canvas.{#personalized-visuals__ph_hvh_cgc_hjb}
A visual can display only the tickets assigned to a support agent or the number of tasks
assigned to the team of a manager, for example. When you navigate to an Analytics Hub from a personalized visual, the Analytics Hub is
personalized as well.
Use personalized visuals to push Performance Analytics down to the managers and line workers. It
can be particularly useful to add widgets with personalized visuals to service portals. Enable
managers who log in to their portal to see analytics only for records that belong to groups they
own. Enable line workers who log in to their portal to see analytics only for records that belong
to them or to one of their groups. Performance Analytics comes with the "One of my groups," "Groups I
manage," and "Me" element filters to let you create such personalized visuals.
Personalization applies to Time Series, Score, and Breakdown widgets. When you configure
personalized visuals, the personalization applies wherever the widget appears: a dashboard,
landing page, or the Service Portal.
Technically, you personalize a visual by applying an element filter to the widget instead of specifying [breakdown elements](https://www.servicenow.com/docs/zwkjt8wNk53iiqV1IWV_HQ#gloss-breakdown-element "The values for a breakdown. For example, the Priority breakdown may have the elements Critical, High, and Low."). The personalization comes about through using a dynamic condition on the filter, such as \[is (dynamic)\] \[me\].
Note:
Personalized visuals apply only to first-level breakdowns.
## Showing multiple elements {#personalized-visuals__section_ich_fkx_jlb}
When an element filter returns more than one element, the scores for these elements are shown as an aggregated value on Score and Time Series widgets. However, these scores are shown separately on Breakdown widgets. The following example shows a Time Series widget and a Breakdown widget with the same personalized visuals. The logged in viewer is a member of the Technical Services Support, SAP Support, and Marketing Systems Support groups. The Time Series widget, on top, shows an aggregate view of these groups, while the Breakdown widget underneath shows a separate view.Figure 1. Time Series widget and Breakdown widget with personalized visuals
Note:
When you configure a widget to follow the elements on a breakdown dashboard, your choice of an Aggregate or Separate view of multiple elements does not affect personalized visuals. For example, the following time series widget on a breakdown dashboard is configured to show multiple elements separately. This configuration applies to elements of the Category breakdown on the dashboard. However, the widget still shows the elements of Assignment Group from the personalized visual as an aggregate.Figure 2. Widget with personalized visual on breakdown dashboard
For more information, see [Configure widgets for breakdown dashboards](https://www.servicenow.com/docs/uBwDTHUPOpX7Is_qBR8X6Q "Configure each widget that goes on a breakdown dashboard. The configuration determines whether and how the widget follows the elements selected on the dashboard. For some widgets and indicators, you can select whether to show multiple element values separately or as an aggregate.").
## Configure a widget with personalized visuals {#ariaid-title2}
Personalized visuals enable you to share the information that is most relevant to the
person who uses the visual on a dashboard or canvas. You personalize the visuals of a widget
by applying an element filter.
### Before you begin
Note:
Personalized visuals apply only to first-level breakdowns.
Role required: pa_admin, pa_power_user
### Procedure
1. Create one or more [breakdown element filters](https://www.servicenow.com/docs/dGZPaHChfTL6PWwpK0hQoQ#c_BreakdownElementFilters "Element filters enable you to specify or limit the displayed breakdown elements on visualizations.") with a dynamic condition, such as \[is (dynamic)\] \[me\].
Before you create an element filter, verify whether you can use an existing one.
2. Navigate to Performance AnalyticsWidgets.
3. Select the widget that you want to personalize.
4. On the Widget form, select the breakdown that applies to the personalization, such as Assigned To or Assignment Group.
5. On the Element Settings tab, click the magnifier to select the Elements filter that applies to the breakdown and personalizes the widget.
6. Click Update.
### Result
On a dashboard, Service Portal, or canvas that has this widget, the widget shows breakdown elements filtered for the viewer.
## Personalized visuals example {#ariaid-title3}
To personalize a visual, you create an element filter and configure a Performance
Analytics widget with the same filter. In this example, you create a filter to show only the
incidents that belong to the user, then you configure a score widget with the filter you
create.
### Before you begin
Role required: pa_admin, pa_power_user
Element filters are
persistent. Once you create an element filter, you can apply it to multiple
visuals.
### About this task
In this example, you create an element filter that uses
the Users.Active breakdown source to filter on the user viewing a
widget. Then you configure the widget to use the new element filter, and then you view
the widget on a dashboard.
### Procedure
1. Navigate to AllPerformance AnalyticsElements Filters and create a new elements filter with the details in the Element filter fields table.
For more information, see [Create an elements filter](https://www.servicenow.com/docs/dGZPaHChfTL6PWwpK0hQoQ#t_CreateElementFilter "Select the breakdown source and filter conditions to filter breakdown elements from that breakdown source."). {#personalized-visuals-example__table_yvq_m5s_vv__entry__2}
| Field | Description |
|-|-|
| Breakdown source | Click the magnifier and choose Users.Active. The element filter is available for any breakdowns based on this breakdown source. |
| Facts table | Choose the breakdown source facts table. The facts table for Users.Active is Group Member \[sys_user_grmember\]. |
| Filter | Specify the filter conditions to limit the available elements. Only elements that meet these conditions are displayed when you apply this element filter. For this element filter, specify [User][is (dynamic)][Me]. For [Personalized visuals](https://www.servicenow.com/docs/~905QXOBpWKeBpy83syTXg#personalized-visuals "Configure visuals with dynamic elements to show information that applies only to the person looking at the visual on a dashboard, service portal, or Workspace canvas."), the operator in the filter condition must be [is (dynamic)]. |
| Roles | Select any roles that a user must have to select this element filter on a widget form. A user must have at least one of the specified roles. If no roles are specified, all users who can edit a Performance Analytics widget can add this element filter. For this example, we don't want to limit who can select the filter. |
[Table 1. Element filter fields]
{#personalized-visuals-example__table_yvq_m5s_vv}
2. Create a score widget with the details in the widget fields table.
For more information, see [Performance Analytics widgets](https://www.servicenow.com/docs/UzeUmN8pt7fvNskXKWqI_A "Widgets enable you to define visualizations for indicator scores. Widgets are shown on dashboards."). The important thing to know is that the elements filter applies to the indicator's first-level breakdown. {#personalized-visuals-example__table_efk_v41_ljb__entry__2}
| Field | Description |
|-|-|
| Name | My open incidents |
| Indicator | Number of open incidents |
| Breakdown | Select Assigned To. If this breakdown is not available, add it to the indicator. For more information, see [assign and map breakdowns](https://www.servicenow.com/docs/nF0btCdBxw6TpObjnX5ihA#create-breakdown-mapping "Select which breakdowns to assign to an indicator. Map which field on the indicator source references the breakdown source. If no appropriate field is available, specify a script to associate the indicator and breakdown sources."). |
| Type | Score |
| Visualization | Latest Score |
[Table 2. Widget fields]
{#personalized-visuals-example__table_efk_v41_ljb}
3. On the Element Settings tab of the widget, select Me, the Elements filter you created in step 1.
Users who can see the widget My open incidents, see the score only for the incidents assigned to them.
4. Add the My open incidents widget to a dashboard.
### What to do next
Log in as a user who is assigned incidents and open a dashboard with the My open
incidents widget. The My open incidents widget shows the score only for the
incidents assigned to that user.
Click the score to open the Analytics hub for this indicator, filtered on the user
looking at the dashboard.
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