Select a table data source for a data visualization

Select a table whose records you wish to display. Filter by predefined or custom conditions. Preview a list of records.

시작하기 전에

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.

이 태스크 정보

This procedure assumes you are in the process of creating or editing a data visualization and need more information about selecting the data source. It also assumes you are working in either the Visualization Designer or the inline dashboard editor. More options are available in the UI Builder.

그림 1. Adding a table data source to a data visualization

프로시저

1. Start to create a new data visualization, or open an existing visualization for editing.
   For more information, see Creating data visualizations.
2. Choose one of the following:
   • If you have not yet selected the visualization type, select Add data source from the main panel.
   • If you have selected the visualization type, select Add data source from the Data sources section of the configuration panel.
3. To select a table data source, choose one of the following:
   • Enter the table name or the first few letters of the name in the Search sources field.
   • Locate the table in the Suggested list. Tables are indicated by a table icon.
   • Expand the Tables list and navigate down to the desired table.
   When you select a table, the filters and preview list become available.
4. 옵션: Select a predefined filter.
   Predefined filters are defined on the Report Sources [sys_report_source] table. For more information, see Report sources.
5. 옵션: Select +Add custom conditions and build a filter in the ServiceNow AI Platform Condition builder.
   For more information, see Condition builder.
6. With +Add custom conditions open, add a relationship with a field in another table by expanding Related list condition.
   For information about building a related list condition, see Add related list conditions.
7. Run your filter query or save it as a predefined condition on the Report Sources table.
8. Examine the filtered list of records in the Preview records list.
   You can reorder, sort, or resize the list in the column header row. You can choose which columns to show or restore the original widths in the list actions .
9. Select Cancel or Add this source.
   You return to the data visualization editor. In the configuration panel, you can add Group by fields and set other data properties, depending on the visualization type.

관련 개념

• Usage Insights data sources for data visualizations

관련 태스크

• Select an indicator data source for a data visualization
• Select a Workflow Data Fabric data source for a data visualization

관련 참조

• Multiple data sources