Create a list visualization with variable columns

You can create a list visualization with variables columns based on a data source or table that has variables associated with it. For example, if an item has a variable called Storage, you can create a list report that has a column for the values in this variable.

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.

About this task

In the Zurich release, this List replaces the simple list visualization. Upon migration, all simple lists are migrated to the new List.

Note:

• It is not possible to configure auto refresh on the List visualization. To refresh a List visualization on a dashboard, select the More Options icon and choose Refresh.
• The option to show the total number of records is not available in the new List visualization.

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 List () visualization type from the category labeled Other.

   The application shows a preliminary version of the report. To view the updated report at any time, select Run.

4. Select Add data source.
5. Select a report source that has variables associated with it.
   There are two kinds of report sources. For list reports with variables, the report source is usually the service catalog table.

   Report source	Description
   Data source	A table with filters applied to provide a single source of information for all users. Note: If you select a data source used by existing reports, a notification will display prompting you to view them.
   Table	The raw data from a table with no filters applied.

6. In the Presentation section, select +Addand select the arrow next to Variables at the bottom of the available fields.
   Depending on system configuration, you can add fields from tables that extend the selected table.
7. In the Variables column select the boxes next to the variables you want to add to the visualization.
   The variables you check are added to the list of selected columns.
8. Select Apply.
9. Configure the rest of the visualization. Header and border options are the same for all data sources.

   Header and border fields	Description
   Show header	The visualization header, including title and icons.
   Show header separator	Option to display a line separating the header from the rest of the component.
   Chart title	Title of the visualization.
   Title alignment	Choose Start to align the title with the start of line, End to align it with the end of the line, or Center for center alignment.
   Description	A short overview about the visualization that the end user sees. Descriptions help users find the visualization.
   Wrap title	Option to wrap long titles onto a second line. If false, displays an ellipsis to truncate long titles.
   Line of truncation	Specify where to truncate long labels with an ellipsis. Options are 1, 2, and 3.
   Show border	Option to display a line around the component.
   Bare	Option to remove padding around data visualization to provide more compact positioning on the page. Only available when Show border is turned off.
   Header background color	Specify the color behind the title of the visualization.
   Title color	Specify the text color. The default title color is black, but you can choose a color that contrasts better with the header background.
   Group by
   Group by (optional)	The field to group by. For example, in a visualization of incident data grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups. If the table contains variables or question fields, you have the option to group by one of them at the end of the list of fields. Note: It is not possible to group or stack data by the Tags field, or by certain field types, such as MEDIUMTEXT. If you want to group by a field with continuous values, such as date or integer, the values are automatically grouped according to any report ranges that are defined for the data. For more information, see Report ranges.
   Add alternative group by	This selection opens a dialog in which you select additional items that the data in the visualization may be grouped by. The viewer of the visualization can then select which of these items to group the data by. The viewer toggles the visibility of the selector in the visualization's More actions menu. In the additional items dialog, you can set whether this selector is visible by default by toggling Selector visible by default. If you select a value in Group by, that is the default group-by value. You do not have to select a Group by value to specify alternative group-by values. In this case, no default group-by value is used. For more information about the viewer experience selecting from alternative group-by values, see Select a group-by value in a data visualization as a viewer. Important: Only up to three metrics on one visualization support alternative group-by. Alternative group-by does not support data binding on the data source
   Data update
   Follow filters	Follow filters set for a page. When enabled, the visualization displays on a workspace with the filters set by the page. Toggle off to disable a visualization from accepting any filter input.
   Show filter icon	Option to show the filter icon and the number of filters impacting the visualization. If a filter is not selected to apply to a visualization, the icon does not show. Toggle off to hide the filter icon and number of filters applied.
   Info messages
   Set custom message when no data	Option to configure a custom message that displays when no data is returned.
   Illustration	An illustration to include in the message.
   Heading	Header text of the message that describes why no data was returned.
   Heading level	Header text size for the message that describes why no data was returned.
   Content	Secondary text of the message that provides additional detail.
   Alignment	The alignment of the illustration and text in the message.
   Presentation
   Columns and rows
   Columns	Select the columns from the table that you want to display in the visualization
   Maximum rows	Specify the maximum number of rows to show. When there are more rows in the visualization, it will be divided into pages (if Allow list pagination is selected in display settings).
   Number of displayed columns	For a view with too many columns, you can set the maximum number that are displayed.
   Maximum characters	Specify the number of characters to show in a cell before it is truncated.
   Show option to personalize columns	Enable the ability to add, remove, and change the order of columns in the list at runtime.
   Disable dotwalk	Disable the dotwalk capability in personalized lists. Available only if Show option to personalize columns is selected.
   Show option to drag-and-drop columns	Enable users to reorder the columns at runtime.
   Show option to group records	Enable users to group the list by column entries at runtime.
   Show column resizing	Enable users to resize column widths at runtime.
   Show column filtering	Enable users to apply filters from column headings at runtime.
   Show column sorting	Enable users to sort the column values in ascending or descending order at runtime.
   Display settings
   Show inline editing	Allows users to edit values in the list by double-clicking them. Security restrictions including ACLs apply. Note: Users cannot edit fields of the journal_input type. These fields include the following: Work Notes Additional Comments Approval Comments Change request notes Problem Notes
   Show links	Select to show all links in the list. When cleared, reference fields and links render as plain text.
   Wrap cell content	Enable multiple lines of text per cell across the table. Text may still be truncated, based on the value of the Maximum characters option.
   Show 'view all' footer	Enables the user to view all the rows in the visualization, not just the maximum number specified.
   Allow list pagination	Enables the list to be divided across multiple pages. When cleared, list pagination is hidden.

10. Select Save.