Create a pareto bar visualization

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 7 minutes to read

    • Use a pareto bar visualization to Identify the most important dimension in a large set of dimensions. Pareto bar visualization columns show data in descending order. A line shows the cumulative percentage.

    Before you begin

    Role required: Anyone with access to data can create a visualization of that data on a dashboard that they own. 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 and Platform Analytics roles.

    About this task

    For information about the use of a Pareto bar visualization in a dashboard, see the Developer Site. This site gives information about Pareto bar data visualization components in the UI Builder, and some configuration options may differ from the Visualization Designer.

    Procedure

    1. Navigate to All > Platform Analytics > Library > Data Visualizations.
    2. Select New.
    3. Select the Pareto bar visualization (Data visualization pareto type - icon) visualization type.
    4. Configure the Header and border. Header and border options are the same for all data sources.
      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.
    5. Choose a data source.
      For general descriptions of the data sources, see Data sources for data visualizations.

      • 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.

        Configured report sources appear in the Predefined conditions list. For more information, see Report sources.

        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.
        Preview record list for table source data visualization with list actions shown.
      • Indicator (available in the base system). When you select an indicator as a data source, you can select a breakdown and one or several elements for filtering the results. If an element filter is set on the breakdown source, that element filter is available in the elements field. However, data visualizations support element filters only for automated indicators with the Count, Minimize, or Maximize aggregations. For more information, see Element filters.
      • Usage Insights (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.
      Note:
      You can choose multiple data sources for this visualization. However, all data sources must be of the same type: table, indicator, or Usage Insights. For more information, see Multiple data sources.
    6. Select the options for your data source.
    7. Under Presentation, provide display and color information.

      Under Display settings, you can show the data table. This table shows graph and chart data for easier screen reader access. You can also select whether hovering on a data value opens a tooltip with all the data values or only the details of the selected data value. The option to show data tables is available in the latest Data Visualizations application from the ServiceNow® Store.

      Table 1. X-axis options
      Field [Property] Description
      Hide axis Hides both the bar metric Y-axis and the pareto Y-axis.
      Axis style Style of the X axis.
      • Clean clean: Adds a straight line to the X axis.
      • No tick lines noTicks: Option to remove all marks from the X axis.
      • Standard default: Adds a line and tick marks to the X axis.
      Note:
      Only available when Show grid is true for vertical bar charts.
      Axis title (for X axis) Title to display on the horizontal axis of the visualization.
      Show grid Option to add grid lines to the chart. This option applies only to the Y-axis.
      Wrap labels Wraps long labels in the horizontal axis.
      Max label size, px Maximum label size for the horizontal axis, in pixels.
      Table 2. Y-axis options
      Field [Property] Description
      Hide axis Hides both the bar metric Y-axis and the pareto Y-axis.
      Axis title (for Y axis) Only affects the bar axis and not the Pareto axis.
      Show grid Adds grid lines to the chart. This option applies only to the Y axis.
      Axis style Style of the Y axis.
      • Clean clean: Adds a straight line to the Y axis.
      • No tick lines noTicks: Option to remove all marks from the Y axis.
      • Standard default: Adds a line and tick marks to the Y axis.
      Note:
      Only available when Show grid is true for vertical bar charts.
      Table 3. Legend options
      Field Description
      Show legend Option to display the legend.
      Show legend value Option to display the value corresponding to the area of the chart you hover on. The value displays as a tooltip and in the chart legend.
      Legend position Legend location relative to the chart: Above, Below, Right, or Left

      Horizontal alignment

      Horizontal alignment of elements in the legend: Start, Center, or End

      Max legend item width, px

      Number of pixels after which the item in the legend is truncated.

      Expand legend vertically

      When turned on, the legend contents take as much space as needed to fit the legend without scrolling, instead of the maximum 2 lines.
      Table 4. Data label options
      Field Description
      Show data labels Option to display the score for each data point.
      Data label position Location of data labels: at the top, middle, or bottom of the bars.
      Note:
      Only available when Show data labels is true.
      Show overlapping labels Option to display values that overlap.
      Note:
      Only available when Show data labels is true.
      Table 5. Color options
      Field Description
      Set color type Type of color scheme to apply to the component. Options include:
      • 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.
      • Single color/Colors per metric: Select a single color in the Set value color field. You can select the color from a set of icons, from a list of colors including their icons, or by searching for the color name or hexadecimal value. The colors are taken from the Color Definition [sys_report_color] table.

        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.

        Alternatively, you can add a rule to define a dynamic color. For more information, see Create coloring rules for data visualizations.

        Note:
        Color icons and colors per metric are included in the latest Data Visualizations application from the ServiceNow® Store.
    8. Under Chart interaction, set what if anything happens when a viewer clicks a chart or a chart segment on the visualization.
      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.
      • 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 Usage Insights 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. It requires the latest Platform Analytics application from the ServiceNow® Store.
    9. Select Save.
      All > Platform Analytics > Library > Data Visualizations to return to the Data Visualization list.

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