Dial visualization example

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 4 minutes de lecture
  • Dial visualizations show where a single value lies across a range from minimum to maximum expected values. Visually, a "needle" points to the value, and the dial is colored in for values up to the needle.

    Avant de commencer

    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. When 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.

    Pourquoi et quand exécuter cette tâche

    Use the dial visualization when you want to compare a current value to a target or benchmark, such as a company's sales compared to its goal. You can configure the dial visualization with colors to show where the current value lies compared to the goal. In a single score, you can color code the value to show if it's in a positive or negative range. With a dial, you color code the part of the visualization that represents the value.

    Procédure

    1. Follow the first steps to Create a dial data visualization:
      1. Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.
      2. Select New.
      3. Select the dial (Dial visualization icon) visualization type.Animation showing workspace and visualization designer selection, and choosing to create a dial visualization
    2. For the moment, skip the header and border section and move to the data source.
      1. Select Add data source.
      2. Choose the Incident [incident] table.
      3. Because this visualization shows open incidents, let's add the Incidents.Open condition in the Filters section.
        With this filter selected, the visualization only shows the number of active incidents.
      4. Facultatif : Select Run to preview the records that the visualization will be based on.
      5. Select Add this source.
      A dial data visualization with the current value of the selected data appears in the Visualization Designer.
      Animation showing selection of data source, application of filter and result
    3. Now that you can see the visualization, let's add some context for the user.
      1. Expand the Header and border section.
      2. Select Show header and provide the visualization title Open incidents - Dial.
        When Show header is selected, you can add a title and a description. The chart title isn't necessarily the same as the visualization name. The visualization name identifies it in the Visualization Designer and in a list. The chart title appears within the visualization.
      3. Enter a description of the visualization: Number of open incidents of all priorities and categories.
        While the description and title fields aren't required, this information makes the visualization easier to understand on a dashboard and easier to identify in a list.
    4. Skip over the Metric section.
      Some data visualizations support multiple data sources, but the dial visualization doesn’t. Because you only want to see the number of open incidents, you don't need to change the default metric, Count, or its label, Incident.
    5. Under Additional settings, leave Show metric label unselected and select Show Zero.
      Because the name of the visualization is Number of open incidents, the metric label, Incident, is redundant.

      In some cases, a value of zero isn't interesting to the audience of a visualization. In this case, however, you want to show off having zero open incidents.

    6. Under Data update, configure how the audience interacts with the visualization.
      1. Select Follow filters.
        This option enables the visualization to follow interactive filters on the dashboards it's placed on that are based on the same table.
      2. Select Show filter icon to show the number of filters applied to the visualization.
        For example, if dashboard filters limit the value of the visualization, the icon indicates that you're seeing the number of open incidents that match the filters. You can then check to see which filters are in effect.
      3. Select Enable drilldown to let viewers navigate to relevant information by selecting a data point in the chart.
        Some visualizations only drill down to the list of associated data. Table data is generally restricted by access control lists (ACLs) and viewers may not see all of the associated records.

        This control mirrors Allow chart interaction. Under Chart Interaction, you can also select the destination of drilling down.

    7. Under Presentation, configure the sizes of the score and the dial itself, and the visualization's minimum and maximum values.
      1. Under Display settings, change the score size from the default M (medium) to L (large) to emphasize it.
      2. Choose a minimum and maximum value for the dial.
        The default values are 0 and 100. In this case, the minimum is zero if there are no open incidents. Keep the default value for the maximum as well, but consider realistic maximum values when you create your own dial visualizations.
      3. Ignore the inner radius parameter for the purposes of this example.
        The inner radius is the ratio of the visualization's inner radius to the outer. Allowed values are 0.7–0.95.
    8. Configure a color rule for the score.
      Because you want to emphasize the state of open incidents, define a dynamic color rule that changes the dial's color based on its value.
      1. In the Display settings, choose the Single color color type.
      2. Under Color Rules, select + Add rule.
      3. For the first color rule, choose the Operator lower than, enter the Value 6, and choose the color Positive Green for both the color and the icon color, and select Apply.

        The value is up to the specified number but not including it.

        Retain the order 100.
        Color rule options with lower than operator selected, value set to 6, and color options set to Positive Green
      4. To indicate a value that requires more attention, create a second rule with the Operator between, the values 5 and 25, the color and icon color Warning Orange, and the order 50.
      5. To show the values that require the highest attention, create a third rule with the Operator greater than, the value 25, the color and icon color Red, and the order 25.
      You've created three rules to show whether the single score value is in line with what you want to see.
      Dial visualization with Large size and a red arc color that reflects defined coloring rules.

    Résultats

    You've created a dial visualization based on a single metric, open incidents. You've also configured user options regarding filters and drilldowns, and configured the visualization's size and coloring rules.