Explore and manage dashboards
Summarize
Summary of Explore and manage dashboards
This content explains how ServiceNow customers can explore and manage dashboards within the Performance Analytics module. It emphasizes the ability to quickly identify relationships among dashboards, reports, and indicators, and highlights the use of customized interactive filters on each dashboard tab for refining displayed information.
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Dashboard and Dashboard Groups
Customers can view all dashboards and dashboard groups in their instance through the Admin Console. Dashboard groups categorize dashboards, with ungrouped dashboards falling under an "Other" group. Filters like Visibility help customers control which dashboard groups are shown based on user access. Within dashboard groups, individual dashboards can be expanded, viewed, and edited. Additional filters include dashboard activity status and ownership.
Key Elements Customers Can Manage
- Widgets: Lists all widgets used in dashboards, with filters for widget type and report visualization type, enabling customers to understand and manage dashboard components.
- Indicators: Displays all indicators used, with multiple filters such as indicator table, type, frequency, source, units, direction, scripting, and aggregation. Customers can view and edit indicator details.
- Indicator Sources: Shows all indicator sources filtered by table and frequency, allowing customers to manage data origins for performance metrics.
- Breakdowns and Breakdown Sources: Lists breakdowns and their sources with filtering options, enabling detailed data segmentation and editing capabilities.
- Jobs: Provides a list of jobs with run frequency, duration, and active status, helping customers monitor automated processes related to indicators.
- Reports: Lists reports with filters for report tables and types, allowing customers to access and manage report details linked to dashboards.
- Interactive Filters: Displays configured interactive filters with filtering by related tables, fields, and UI control types, offering customers control over dashboard filtering behavior.
Practical Usage
By navigating through the Admin Console’s Explore and Manage tile, customers can drill down from dashboard groups to specific indicators, widgets, and reports. For example, to view all automated indicators related to the Incident dashboard group, customers select the relevant dashboard group, filter on the Incident table, and choose automated indicators to refine their data view effectively.
Benefits for ServiceNow Customers
- Enhanced visibility into the structure and components of Performance Analytics dashboards.
- Ability to customize and filter dashboard contents for precise data analysis.
- Streamlined management of indicators, widgets, reports, and jobs related to performance metrics.
- Efficient monitoring and editing of dashboard elements to maintain accurate and relevant data presentations.
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
- 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
- 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.