Multilevel pivot tables
Multilevel pivot tables display aggregate data broken down by multiple dimensions in a single table. They display separate cells for each row and column value combination, as well as a column subtotal for each first-level row. Aggregate information is presented in the top left of the chart.
You can also create multilevel pivot tables with columns and rows containing variables. See Use service catalog variables in a report.
You can expand and collapse the rows in the table to show the chart details, or only the subtotals. The top row of a multilevel pivot report is always visible.
- This topic refers to Reporting in the Core UI. For instances migrated to Platform Analytics experience and new Australia instances, see Create a pivot table data visualization in the Visualization Designer.
- Some row configurations prevent the chart from displaying subtotal information, such as when a string column has the same text value but with different character cases.
- You can only schedule this report type as a PDF.
Create a multilevel pivot report
Create a multilevel pivot report to display aggregate data broken down by multiple metrics in a single table.
Before you begin
Role required: report_admin
Procedure
-
Select the applicable source for the report.
Option Description Data source Also called a report source, a data source is a table with filters applied to provide a single source of information for all users. For more information, see Report sources. Note:If you select a data source used by existing reports, a notification prompts you to view them.Table The raw data from a table with no filters applied. When you select a table, its short description appears below the table name. For trend reporting, you can also select a remote table, which aggregates, in memory, data retrieved from an external source. Then select a Trend by field option to aggregate its data. To learn more about remote tables, see Retrieving external data using remote tables and scripts
External import Choose an existing imported report source, or select the Upload icon ( 
) to import a new file. See Create a Core UI report from an imported Microsoft Excel document.MetricBase MetricBase enables you to collect, retain, analyze, and visualize custom time series data on the ServiceNow AI Platform. For more information, see MetricBase. -
On the Configure tab, fill in the
following fields and select Next.
Table 1. Configure tab Field Description Select columns One or more fields to use as chart columns. The chart displays data broken down by a combination of row and column values. You can select up to three columns. Select the info icon
for descriptions of the selected fields
Note:It is not possible to group by the Tags field.Select rows One or more fields to use as chart rows. The chart displays data broken down by a combination of row and column values. You can select up to five rows. Select the info icon for descriptions of the selected fields
Note:The Tags field is not supported for multilevel pivot reports.Configure function field Configure fields based on calculation of multiple inputs including arithmetic functions. For more information, see Report on function fields. Function field results are calculated when the report is run. You can use the results for aggregations and grouping. You have to save the report before you can configure function fields. Configured function fields appear in the Group by and Additional group by lists after you save the report.
Aggregation Mathematical calculation to perform on the data. The default is Count, which shows the number of records selected. To show only unique records, select Count Distinct.
Select Average, Sum, or Count Distinct, to show a list of fields from the selected Table. Select a field to Aggregate by from this list.
If you group the report by a field and select an Average aggregate, you get the average of each group. If a Total value is shown, it is the average of these group averages, not of the individual field values.
Select Minimum or Maximum to show the maximum or minimum value for each segment of the report.
For more information on aggregation options, see Aggregation in reporting.
If you choose Average,Sum, Count Distinct, Minimum, or Maximum, you may be able to aggregate on fields from extended tables. See How to report on extended tables.
For information about aggregating on FX currency values, see FX Currency values in reporting.
Set Value Formatting Enables you to configure how to show numerical values in reports, including decimal precision, rounding, minimum and maximum duration units, and abbreviations for duration units. See Value formatting in reports.
Note:Decimal precision does not work on currency fields.Max number of groups Maximum number of groups that the Group by condition returns. The groups with highest values are shown first. Any groups beyond the limit are combined into the single group Other. If you select Show all, all groups up to a limit of 50 are displayed. The rest of the results are grouped as Other.
Show Other Check box to include the Other group in the report. The Other group contains data for all groups that exceed the number specified in Max number of groups. Note:Currency fields default to two decimal places. With the Set Value Formatting option, you can configure decimal precision for 0-4 decimal places. - Optional:
Select Default expanded to display the report with the
rows expanded.
Otherwise, the report will display with all rows collapsed.
Figure 2. Multilevel pivot report with collapsed and expanded rows - Optional:
Check Display row lines and Display column
lines to show the lines that separate the cells in the
report.
- Optional:
Configure the sort order of the applicable fields in the report (column, row,
Group by, Stack by or Trend by depending on the report type).
Select the filter icon (
) and choose Add Sort.- In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.
The list contains all possible fields from the report's source and fields on extended, or related, tables. The only effective values, however, are the fields chosen for the current report (column, row, Group by, Stack by, or Trend by depending on the report type).
Note:On fields from dot-walked (extended) tables, you can only sort on date fields. - Select the sort plus icon (
) to configure additional sorting order conditions. (Select the sort minus icon ( 
) to delete configured sorting order conditions.) - Select Save.
For fields of the type Choice list, sort order is not determined alphabetically based on Label, it is sorted based on the Value of the choice field. For multi-level pivot table and heatmap reports, sort order is determined by the sequence of the choices in the list.
- In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.
- Optional:
To limit the information displayed in the report, select the filter icon () and specify conditions to filter the report data.
To learn how to construct conditions, see Condition builder.Note:In aggregated and list reports, language-dependent filter conditions may return zero results on localized instances.
What to do next
- Select the Report info icon (
) and add a description of the report. - Select the sharing icon (
) to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. - Search the Community site for more insight or help with multi-level pivot reports.
Create a multilevel pivot report with variable columns and rows
You can create a multilevel pivot report with variables columns and rows based on a data source or table that has variables associated with it. Variables are descriptions of catalog items.
Before you begin
Roles required: report_admin
Procedure
-
Select the applicable source for the report.
Option Description Data source Also called a report source, a data source is a table with filters applied to provide a single source of information for all users. For more information, see Report sources. Note:If you select a data source used by existing reports, a notification prompts you to view them.Table The raw data from a table with no filters applied. When you select a table, its short description appears below the table name. For trend reporting, you can also select a remote table, which aggregates, in memory, data retrieved from an external source. Then select a Trend by field option to aggregate its data. To learn more about remote tables, see Retrieving external data using remote tables and scripts
External import Choose an existing imported report source, or select the Upload icon ( ) to import a new file. See Create a Core UI report from an imported Microsoft Excel document.MetricBase MetricBase enables you to collect, retain, analyze, and visualize custom time series data on the ServiceNow AI Platform. For more information, see MetricBase. -
Select variables to use as columns:
-
Select Variables [+] and click the structure
icon (
) to choose an item.
-
Select a Catalog item from the pop-up
window.
The variables associated with the item appear in the Columns window.
-
Move the selected variables to the Selected column and click OK. Select the info icon for descriptions of the selected fields
-
Select Variables [+] and click the structure
icon (
-
Click Select rows to select one or more fields to use as
report rows.
You select rows similarly to how you select columns. Select the info icon
The report visualization displays data broken down by a combination of row and column values. You can select up to five rows including the variables. for descriptions of the selected fields.Note:It is not possible to group or stack reports by the Tags field, or by certain field types, such as MEDIUMTEXT. - Optional:
Check Display row lines and Display column
lines to show the lines that separate the cells in the
report.
- Optional:
Configure the sort order of the applicable fields in the report (column, row,
Group by, Stack by or Trend by depending on the report type).
Select the filter icon () and choose Add Sort.
- In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.
The list contains all possible fields from the report's source and fields on extended, or related, tables. The only effective values, however, are the fields chosen for the current report (column, row, Group by, Stack by, or Trend by depending on the report type).
Note:On fields from dot-walked (extended) tables, you can only sort on date fields. - Select the sort plus icon () to configure additional sorting order conditions. (Select the sort minus icon ( ) to delete configured sorting order conditions.)
- Select Save.
For fields of the type Choice list, sort order is not determined alphabetically based on Label, it is sorted based on the Value of the choice field. For multi-level pivot table and heatmap reports, sort order is determined by the sequence of the choices in the list.
- In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.
- Optional:
To limit the information displayed in the report, select the filter icon () and specify conditions to filter the report data.
To learn how to construct conditions, see Condition builder.Note:In aggregated and list reports, language-dependent filter conditions may return zero results on localized instances.
What to do next
- Select the Report info icon () and add a description of the report.
- Select the sharing icon () to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules.
- Search the Community site for more insight or help with multi-level pivot reports.
Multilevel pivot report style options
Change the look of your multi-level pivot chart.
When you create or edit a report, click the Style tab for options to configure the look of your report. The options are organized under two or more of the following tabs: General, Title, Legend, and Axis. To see how the report looks with the changed settings, click Save.
| Field | Description |
|---|---|
| General | |
| Display Zero | Check this box to display the number 0 when the value of a cell is 0. Clear this check box to display an empty cell when the value of the cell is 0. Applicable when Aggregation is Count or Count Distinct. |
| Default expanded | Check this box to expand all rows when the report is displayed. Clear this check book to collapse all rows when the report is displayed. |
| Display row lines | Check this box to display lines between rows in the report. |
| Display column lines | Check this box to display lines between columns in the report. |
| Drilldown view | List view to show when a user selects a segment of a report for which no
drilldown report type is specified. This view is also used when the user reaches
the lowest drilldown level of a report. See Configure the list
layout
. If you specify a Report
drilldown, Drilldown view is
ignored. For more information, see Define a report drilldown. |
| Edit coloring rules | Click this hyperlink to configure how cells and cell text with numerical
values are colored in the report. You can create rules to define which colors are
used based on operators and values. For example, you can specify that any value
greater than 5 displays in red. See Create coloring rules for multilevel pivot reports. Note: It is not possible
to apply coloring rules to the Total cells in multilevel pivot
reports. |
| Decimal precision | Number of decimal places to show. You can show
from zero to four decimal places. Default value: 2. To change the default value,
create the system property glide.chart.decimal.precision and specify the value.
Note:
Percentage labels do not change accordingly with the decimal precision
specified. |
| Title | |
| Show chart title | When the chart title is shown for the report.
|
| Chart title | The chart title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field appears when Report only or Always is selected from the Show chart title list. |
| Size of the chart title | Size of the chart title in pixels. This field appears when Report only or Always is selected from the Show chart title list. |
| Chart title color | Color of the chart title. This field appears when Report only or Always is selected from the Show chart title list. |
| Title horizontal alignment | How the chart title is aligned horizontally. This field is available when the Custom chart title position option is cleared. |
| Title vertical alignment | How the chart title is aligned vertically. This field appears when Custom chart title position is cleared. |