Explore and manage dashboards
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Summary of Explore and Manage Dashboards
This guide provides a comprehensive approach to exploring and managing dashboards within ServiceNow's Performance Analytics. It enables customers to identify relationships between various Performance Analytics elements such as dashboards, reports, and indicators, utilizing customized interactive filters for tailored insights.
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Key Features
- Dashboard Exploration: Navigate through all dashboards and dashboard groups to view and edit their information.
- Filtering Options: Apply filters for Active status, Dashboard ownership, Widget types, Indicator attributes, and more to refine displayed data.
- Indicator Management: Access lists of indicators, including automated indicators, and view or edit their details.
- Job Monitoring: Review job performance metrics, including frequency and duration, for jobs created within the instance.
- Interactive Filters: Manage interactive filters to enhance dashboard interactivity based on specific tables and UI controls.
Key Outcomes
By utilizing the dashboard management features, ServiceNow customers can efficiently visualize and interact with data, ensuring that relevant information is easily accessible and actionable. This leads to improved data-driven decision-making and enhanced performance tracking across various operational areas.
Quickly identify the relationships between Performance Analytics elements, such as dashboards, reports, and indicators. Each dashboard tab has customized interactive filters that enable you to refine the information that the dashboard shows.
Explore dashboards example
To see all the automated indicators related to the Incident dashboard group based on the Incident table:
- Navigate to
- Select Dashboards in the Explore and Manage tile.
- Select Dashboard Groups and Incident from the first two lists.
- Select the Indicators tab.
- From the Indicator — Table list, select Incident to see only the indicators on the Incident table.
- From the Type list, select Automated to see only the automated indicators on the Incident table.
Dashboard and Dashboard Groups
Click Dashboard or Dashboard Groups to view a dashboard that provides information about all the in your instance:
- Dashboard groups
- A list of all the dashboard groups in your instance. This tab has focus if you select Dashboard Groups on the Admin Console. Dashboards that do not have a group specified fall under the group
Other.
Use the Visibility filter to show all dashboard groups, dashboard groups that are visible to everyone, or dashboard groups limited to specified groups and users.
- Dashboards
- A list of all the dashboards in your instance sorted by group. Expand the group to view the individual dashboards. Click the dashboard name to view and edit its details. This tab has focus if you select
Dashboards on the Admin Console.Filters:
- Active — Choose All, Active=True, or Active=False.
- Dashboard owner — Choose All or select one or more owners from a list.
- Widgets
- A list of all widgets used in your instance's dashboards. Filters:
- Type — Choose All or filter on one or more widget types. See Performance Analytics widgets.
- Visualization — Choose All or filter on one or more report visualization types from a list.
- Indicators
- A list of all indicators used in your instance's dashboards. Filters: You can filter the list on Indicator Table, Type, Frequency, Indicator Source, Units, Direction, Scripted, and Aggregation Type. Click the name of the Indicator or Indicator Source to view and edit its details. For more information, see Performance Analytics indicators.
- Indicator Sources
- A list of all indicator sources in your instance. You can filter the list on Indicator Table and Frequency. Click the name of the Indicator Source to view and edit its details. For more information, see Indicator sources.
- Breakdowns
- A list of all breakdowns in your instance. You can filter the list on one or more Breakdown Tables. Click the names of the breakdown and the breakdown source to view and edit their details. For more information, see Performance Analytics breakdowns.
- Breakdown Sources
- A list of all breakdown sources in your instance. You can filter the list on one or more Breakdown Tables. Click the name of the breakdown source to view and edit its details. For more information, see Define a breakdown source.
- Jobs
- A list of all jobs created in your instance. The Run column shows how often the job runs. The Time column shows how long the job took the last time it ran. The list also shows whether the job is Active. Click the name of the job to view its details. For more information, see Configure a job indicator.
- Reports
- A list of all reports created on your instance. You can filter the list on one or more Report Tables and one or more Report Types. Click the title of a report to view its details. For more information, see Create a report visualization.
- Interactive Filters
- A list of all interactive filters configured on your instance. You can filter on what tables and fields the interactive filter is based on and one or more UI control types. Click the Look up name to view and edit the details of the interactive filter. For more information, see Interactive Filters.