Performance Analytics widgets

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read
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    Summary of Performance Analytics widgets

    Performance Analytics widgets in ServiceNow enable you to visualize indicator scores through various chart types and visualizations on dashboards. These widgets are part of the Core UI front end and are not fully supported on Platform Analytics dashboards or UI Builder pages, except in limited compatibility mode. This feature is currently in maintenance mode, receiving only security fixes without new enhancements.

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    Widgets link indicators to visual formats like trend lines, pie charts, and columns, allowing filtering and grouping by breakdown elements and applying time series functions such as 7-day sums. Users with the paadmin or papoweruser roles can create, edit, and add widgets to dashboards, while any user can view widgets once added.

    Key Features

    • Widget Interaction: Clicking a score in a widget opens the Analytics Hub focused on that indicator, though time series aggregations are only validated in the Analytics Hub and KPI Details, not within widgets.
    • Value Rounding: Numeric values are abbreviated for readability (e.g., 11,234 as 11K, 1,200,000 as 1M, and 1,500,000,000 as 1G), with minor rounding errors possible in averages.
    • Widget Types and Purposes:
      • Time Series: Displays indicator score changes over time, mostly using line charts but also supporting various other visualizations like columns and areas.
      • Breakdown: Groups scores by breakdown elements with charts like scorecards, pie charts, funnels, and treemaps.
      • Score: Shows aggregated indicator scores and comparisons against targets using scorecards or speedometers.
      • List: Lists metrics for multiple indicators, using scorecards or spider web charts.
      • Pivot: Groups scores of one indicator by two breakdowns, visualized as heatmaps.
      • Text Analytics: Visualizes word frequencies from user-entered text via word clouds.
      • Workbench: Monitors multiple indicators and their relationships to track workflows or processes.
    • Security and Access Control: Starting with the Quebec release, widgets adhere to indicator and breakdown access control lists (ACLs). Viewing widgets generally requires no roles beyond ACL compliance, but upgraded instances from earlier releases may still follow older rules, sometimes requiring the paviewer role for list, text, and parts of workbench widgets.
    • Accessibility Options: Enabling Accessibility > Enable data table for charts and graphs replaces graphical charts with tables for all Performance Analytics widgets except Workbench widgets, which show both formats. Additional options include replacing colors with patterns to improve accessibility.

    Practical Considerations for ServiceNow Customers

    • Use Performance Analytics widgets to create tailored visual insights on dashboards, facilitating monitoring and decision-making based on indicator scores.
    • Assign paadmin or papoweruser roles to users responsible for creating or managing widgets and dashboards.
    • Be aware that some widget types and features have limited support or are in maintenance mode, so plan accordingly, especially if considering Platform Analytics alternatives.
    • Configure access controls carefully to comply with security requirements introduced in Quebec and ensure users see only authorized data.
    • Leverage accessibility features to ensure widget data is usable by all users, including those requiring table views or non-color cues.

    Widgets enable you to define visualizations for indicator scores. Widgets are shown on dashboards.

    Note:
    This feature is part of the Core UI front end. It is not supported on Platform Analytics dashboards or UI Builder pages, except to a limited extent when migrated in compatibility mode. To build Platform Analytics components, see Data visualizations in Platform Analytics or Filters in Platform Analytics.

    This feature is in maintenance mode and is no longer being augmented or changed. Only security fixes to this feature will be addressed.

    A Performance Analytics widget ties an indicator to a visualization, such as a trend line, a set of columns, or a pie chart. Within the widget, you can filter or group indicator scores by breakdowns. You can also apply time series functions, such as 7-day sums, to the scores.

    To create or edit a Performance Analytics widget, the user must have the pa_admin or pa_power_user role. These roles are also required to add widgets to a dashboard. However, any user can view a widget that has been added to a dashboard.
    Note:
    If a user is prevented from viewing a visualization, a warning message prompts the user to contact the administrator.
    If the dashboard is so configured, you can select breakdown elements on the dashboard that apply to all the widgets on the dashboard. If you click a score in a widget on a dashboard, you open the Analytics Hub focused on that indicator.
    Note:
    Time series aggregations are validated on the Analytics Hub and in KPI Details but not in widgets. Therefore, you might navigate from a working widget to the Analytics Hub and get a warning that the indicator has an invalid aggregation.

    Rounding off

    Values between 10,000 and 999,999 are rounded off to the nearest thousand and abbreviated with a K, such as 11K for 11,234. Values between 1 million and 999,999,999 are rounded off to the nearest million and abbreviated with an M. Values of 1 billion and higher are rounded off to the nearest billion and abbreviated with a G.

    Rounded calculations based on averages may be off by a small amount due to rounding errors.

    Widget types and creation details

    The first step in creating a widget is to select the type of widget to create. Base this decision on the business goals you are trying to achieve with the widget.

    Widget type Purpose Typical Visualizations
    Time Series widget Shows changes over time in indicator scores. Line visualization is the most usual. Other visualizations are: spline, step, column, stacked column, area, and relative compare.
    Breakdown widget Groups indicator scores by the elements of a breakdown. Scorecard, pie and similar charts, funnel and pyramid, column and similar charts, relative compare, line, Pareto, pivot scorecard, and treemap.
    Score widget Shows aggregate indicator scores. Can show an indicator score against a target. Latest score, speedometer, real-time score.
    List widget Lists the metrics for several indicators. Scorecard, spider web.
    Pivot widget Groups the scores of one indicator by the elements of two breakdowns. Heatmap
    Text analytics Visualizes word frequencies and groupings in the text that users enter in forms Word cloud
    Workbench widget Shows multiple indicators and their relations, to monitor a workflow or other process. Workbench

    Security requirements for viewing widgets

    Starting with Quebec, widgets follow indicator and breakdown access control lists (ACLs). Outside of ACLs, no roles are required for viewing widgets.

    However, if you upgrade an instance from a version earlier than Quebec, by default the rules from before Quebec still apply. Indicator and breakdown ACLs are followed only in these areas:
    • List widgets follow indicator ACLs.
    • When viewing breakdowns, breakdown ACLs apply.
    Furthermore, on an upgraded instance, the following widgets may require users to have the pa_viewer role:
    • List widgets
    • Text widgets
    • The Breakdowns section of Workbench widgets

    Upgraded instances cannot automatically follow the rules introduced in Quebec because of the variation in how ACLs are configured.

    Data tables for widget accessibility

    If under Preferences you have enabled Accessibility > Enable data table for charts and graphs, tables replace the graphical charts for all Performance Analytics widgets on your instance. Workspace widgets are an exception, as they show both charts and tables. For more information about accessibility and widgets, including how to replace colors with patterns, see Accessibility options on dashboards.

    Workbench widget with the Data tables accessibility preference activated, showing both a chart and a table.