Explore and manage dashboards
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Summary of Explore and manage dashboards
This guide helps ServiceNow customers efficiently explore and manage Performance Analytics dashboards and related elements such as reports, indicators, widgets, and interactive filters. It enables quick identification of relationships among these elements and supports refining dashboard data using customized interactive filters.
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Key Features
- Dashboard Groups and Dashboards: View and manage all dashboard groups and individual dashboards in your instance. Dashboards without a specified group fall under the "Other" group. Use visibility filters to control access visibility.
- Widgets: Access all widgets used across dashboards, with filters by widget type and visualization type.
- Indicators and Indicator Sources: Explore all indicators used, filtering by properties like table, type (e.g., automated), frequency, source, and more. View and edit indicator details.
- Breakdowns and Breakdown Sources: Manage all breakdowns and their sources, filtering by relevant breakdown tables. Edit details as needed.
- Jobs: Monitor jobs including their run frequency, duration, and activation status. View detailed job information.
- Reports: Access all reports with filtering by report tables and types. View report details for management and editing.
- Interactive Filters: Manage all configured interactive filters, filtering by underlying tables, fields, and UI control types. Edit filter configurations to refine dashboard data views.
- Example Use Case: Quickly identify automated indicators related to the Incident dashboard by filtering on dashboard groups, indicators, and indicator types, streamlining analysis and management.
Practical Benefits
- Enables comprehensive visibility and control over your Performance Analytics dashboards and their components.
- Improves dashboard data relevance through interactive filters, allowing end-users to refine displayed information.
- Facilitates efficient organization and maintenance of dashboards by grouping and filtering options.
- Supports monitoring and management of jobs and reports critical to Performance Analytics operations.
- Enhances understanding of relationships among dashboards, reports, indicators, and widgets for better analytics governance.
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.