Create a list visualization in the Visualization Designer
Create a list of table records that can be drilled down to from chart interactions. List visualizations display table data in columns. By default, the columns match the default list view of the table.
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
Warning: If you want to modify the selection of columns, first save the List visualization. Otherwise, the default columns are removed from the List. Ignore this warning if you do not want to keep any of the default columns. If you do not have the latest Platform Analytics bundle installed, you must add the default columns manually instead of just saving the visualization.
In the Zurich release, this List replaces the simple list visualization. Upon migration, all simple lists are migrated to the new List.
Note:
- You can include Spotlight information in a list visualization. Configure the list to display information from the Spotlight [spotlight] table. For more information, see Spotlights on Platform Analytics dashboards. For general information about the Spotlight feature, see Ranking records with Spotlight.
- 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
Context menu icon and choose **Refresh**.
- The option to show the total number of records is not available in the new List visualization.
Procedure
Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.
Select Create data visualization.
Select the List (
List visualization icon\) visualization type from the category labeled **Other**.
Select Add data source.
You can only select Table data sources, such as the Incident [incident] table.
The list appears, populated with a default selection of columns depending on the default view of the selected table. You can change the columns in the Columns and rows section. Save the List before changing the column selection.
Configure the Header and border. 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. 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. 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. Configure the data fields.
| Data fields | Description |
|---|---|
| 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:
|
| 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:
|
| 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. |
- Configure the presentation fields.
| Presentation fields | Description |
|---|---|
| Columns and rows | |
| Columns | Select the columns from the table that you want to display in the visualization.Note: The List shows some columns by default after you select the data source. These columns are not included as selected columns in the configuration panel. If you're working on a new List visualization and have the latest Platform Analytics bundle installed, save the visualization to mark these columns as selected. Otherwise, manually select any default columns that you want to keep. Any columns that are not marked as selected are removed when you apply your changes to the columns. |
| 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:
|
| 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. |
- 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.
Parent Topic:Creating data visualizations