Select an indicator data source for a data visualization

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Select a Performance Analytics indicator (KPI) to display in your data visualization. You can filter the indicator scores by breakdowns.

    Before you begin

    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. 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

    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.

    Figure 1. Adding an indicator data source to a data visualization
    An Add data source form for an indicator data source, in the process of selecting a breakdown.

    Procedure

    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 chart type, select Add data source from the main panel.
      • If you have selected the chart type, select Add data source from the Data sources section of the configuration panel.
    3. To select an indicator data source, choose one of the following:
      • Enter the indicator name or the first few letters of the name in the Search sources field.
      • Locate the indicator in the Suggested list. Indicators are marked by an indicator icon. Indicator icon
      • Expand the Indicators list and navigate down to the desired indicator.
      When you select an indicator, the breakdown selector and the preview list become available.
    4. Optional: Select one or more breakdowns, each with an operator and one or more elements.
      The number of breakdowns and elements may be limited. For more information, see Indicator breakdowns.
    5. Review the indicator properties and the score.
    6. 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 chart type.