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.
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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
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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