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How to Build an Incident Management Dashboard for ServiceNow Formatting Tips in Power BI Report Builder

Last modified: November 26, 2019
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Estimated reading time: 3 min


How to Build an Incident Management Dashboard for ServiceNow Formatting Tips in Power BI Report Builder


In this article, we will be showing off some of the useful capabilities of building a chart in Power BI Report Builder. This report can be built in SSRS or Power BI Report Builder. We use Power BI Report Builder, which you can download here. It is free and utilizes cloud databases.

To learn more about Northcraft, take a look at our Resources page.

This video provides step-by-step instruction, or you can follow the steps listed here.

Or you can follow these steps:

Step 1: To begin, select ‘Black Report’

Step 2: Right click on ‘Data Sources’

Step 3: Select ‘Add Data Source…’

Step 3: Select the dropdown arrow under ‘Select connection type…’

Step 4: Select ‘Microsoft SQL Server Analysis Services’

Step 5: Now select the ‘Build…’ button

Step 6: Select the text field under ‘Server name:’ and type in your SaaS server name (ex: https://public.xxxxxxxxx.com)

Step 7: Select the dropdown arrow under ‘Select or enter a database name:’

Step 8: Select a database to use. For this example, we’ll use ‘AMITSM – Service Now – PublicDemo’

Step 9: Now select the ‘OK’ button

Step 10: Now select ‘OK’

Step 11: Now right-click on ‘Datasets’

Step 12: Select ‘Add Dataset…’

Step 13: Now select the dropdown arrow under ‘Data source’

Step 14: Now select ‘DataSource1’

Step 15: Select the ‘Query Designer…’ button

Step 16: Type in ‘state’ to the search bar, then click and drag ‘State’ over into the main query area on the right

 Step 17: Now after deleting the last query, type ‘subcategory’ into the search field, then click and drag ‘Subcategory’ over into the main query area on the right

Step 18: After deleting the last query, type ‘incidents priority critical’ into the search field, then click and drag ‘Incidents Priority Critical’ into the main query area on the right

Step 19: Now select the ‘OK’ button

Step 20: Select ‘OK’ again

Chart

Step 21: Now select the ‘Insert’ tab at the top of the page

Step 22: Select the ‘Chart’ button

Step 23: Select the ‘Insert Chart’ option

Step 24: Click anywhere in the dashboard area to add the chart

Step 25: Select whichever chart type best suits your needs. We’re just going to stick with the ‘Column’ option

Step 26: Now select the ‘OK’ button

Step 27: Now drag on the edges to resize the chart

Step 28: Click and hold on the ‘State’ field

Step 29: Drag the field over to the bottom of the chart

Step 30: Now click and hold on the ‘Incidents Priority Critical’ field

Step 31: Drag the selection over to the y-axis of the chart

Step 32: Now right-click the legend so we can move it

Step 33: Now select the ‘Legend Properties…’ option

Step 34: Now select the middle-top button

Step 35: Select the ‘OK’ button

Step 36: Now click on the ‘Chart Title’ section and type in ‘Critical Incidents by State’

Step 37: Now click on the area where it says ‘Click to add title’, and add an appropriate title. We’ll use ‘Critical Incidents by Type & Product’

Step 38: Now right click on one of the bars in the chart

Step 39: Select the ‘Show Data Labels…’ option

Step 40: Now right click on one of the data bars again

Step 41: Select ‘Scale Properties…’

 Step 42: Now click on the dropdown arrow under ‘Tooltip:’ so we can add labels to the bars in the chart

Step 43: Now, all we have here are counts and sums, so, unfortunately, we don’t have a way here to label the bars. Try selecting the dropdown arrow under ‘Category field:’

Step 44: We can see another option that’s not a count or a sum, so let’s go back to the Tooltip option to use ‘[State]’

Step 45: Now go back to the tooltip text field and type in ‘[State]’

Step 46: Now select the ‘OK’ button

Step 47: Now let’s check on the new addition by selecting the ‘Run’ option

Step 48: By hovering over one of the bars, we can see the label pop up

Step 49: Select ‘Design’ to keep editing the chart

Step 50: We need to make use of the ‘Properties’ tab, so select the ‘View’ tab at the top of the page

Step 51: Click on the ‘Properties’ checkbox

Step 52: Select the ‘Palette’ option in the properties tab

Step 53: You can try out a few different palettes to select one, but we’ll use ‘SeaGreen’

Step 54: Now select the ‘Home’ tab at the top of the page

Step 55: Select ‘Run’ so we can see the finished product

Step 56: Now we can see the finished chart, and we’ve got the ability to change the theme and hover over the bars to see the labels 

 


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