Create a calendar report data visualization

Create calendar report visualizations to show and highlight date-driven events.

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. 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.

For information about the use of the Calendar report visualizations on dashboards, see the Developer Site. This site gives information about Calendar report components in the UI Builder, and some configuration options may differ from the Visualization Designer.

About this task

The calendar visualization is used to show activity over the course of a longer span of time than most data visualizations. Use them when you want to condense date-specific information into a small space.

Note:

Calendar visualizations that are migrated from Core UI require a start time in the Start date field and an end time in the End date field. These fields are not required in Core UI, but are required in Platform Analytics experience.

Procedure

1. Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.
2. Select Create data visualization.
3. Select the Calendar Report () visualization type.
4. Optional: In the configuration panel, configure the Component header.

   Field	Description
   Component title	A title for the calendar report visualization that reflects the information being shared.
   Use large font size	Defines the styles used to render the calendar title. When true, the non-bold Title-tertiary font is used. Otherwise, the bold Header-secondary font is used. Default: false
   Component description	Description you enter for the component. This field has a limit of 250 characters.
   Show description	Adds an information icon () to the visualization. This icon opens the component description in a popup.

5. In the Data section, specify the source table, predefined condition, date range, and filter options.

   Data fields	Description
   Table	Select the table or database view to report calendar events from. Default value: task
   Predefined conditions	Predefined conditions from the Report Source [sys_report_source] table for filtering event records.
   Edit filter table	Conditions for filtering event records. This filter is applied when the end user views the calendar. Users can filter further if a filter component is added to the page. Note: This property adds a filter condition in addition to the table and predefined conditions, if any are applied.
   Start date field	Field from the record to display as the starting event. You must select a date field. Default value: Opened
   End date field	Field to report on as the ending event. You must select a date field. Default value: Closed [closed_at]
   Event display fields	One or more fields you select to appear on all calendar events. Default value: number,short_description

6. In the Additional Settings section you have some miscellaneous options.

   Data fields	Description
   Follow filters	When enabled, the visualization follows all filters in the same dashboard tab or on the whole dashboard.
   Show filter overview	Shows a filter icon that opens a filter panel. This panel shows the configuration filters, such as "Active is true" and any filters followed on the dashboard. Does not show predefined conditions.
   Default view	The calendar view format to apply as the default. Choose from: Day Week Work Week Month Default value: Month

7. Select Save.
   Navigate to All > Platform Analytics > Library > Data Visualizations to return to the Data Visualization list.

What to do next

• Add a visualization to a dashboard from the Visualization Designer
• Share a data visualization in the Visualization Designer
• Bookmark a visualization in the Visualization Designer