Creating and Customizing ServiceNow Dashboards
Summary
This tutorial demonstrates how to create and customize dashboards in ServiceNow, including adding
widgets, using interactive filters, embedding external content, and sharing dashboards. It covers
essential steps for building effective dashboards for incident tracking and data visualization.
Key Takeaways
Creating and configuring dashboards in ServiceNow.
Adding various widgets like reports and iframes.
Using interactive filters for dynamic data views.
Sharing dashboards with different user groups.
Main Content
Creating a Dashboard
1. Navigate: Type "dashboard" in the filter navigator and select "Dashboards" under "Self
Service".
2. Dashboard Menu: This displays a list of accessible dashboards. Tabs include "Recent,"
"Owned by me," "Shared with me," and "All."
3. Create New Dashboard: Click the "New" button.
4. Dashboard Details:
Name: Provide a name (e.g., "Incident Tracking Dashboard").
Owner: Select the owner; defaults to the user.
Active: Ensure the dashboard is active.
Roles (Optional): Restrict access using the pencil icon to assign specific security roles.
5. Submit: Click "Submit" to create the dashboard.
Adding Widgets to the Dashboard
1. Add Widgets: Click the "Add widgets" button.
2. Widget Categories: Select from categories like "Reports," "Performance Analytics," or
"Content Blocks."
3. Reports: Choose and add reports to the dashboard.
4. Back Button: Use the back button to add more widgets.
Configuring Dashboard Layout
1. Configuration Button: Click the configuration button to open the layout configuration menu.
2. Quick Layouts: Use pre-built layouts (e.g., 4x4, 3x3 grids) for automatic rearrangement.
3. Dashboard Background: Customize the background color.
4. Rearranging Elements: Drag and drop elements to customize the layout.
5. Resizing Widgets: Resize widgets by dragging their edges.
Widget Settings
1. Edit Widget: Click the gear icon to edit widget settings.
2. Appearance: Customize appearance options like borders, headers, and titles.
3. Title Alignment: Adjust the title alignment (left, center, right).
4. Interactivity:
Act as interactive filter: Makes the widget an interactive filter.
Follow interactive filter: Makes the widget respond to interactive filters.
Show when following filter: Display the report as following the interactive filter.
Interactive Filters
Interactive filters allow widgets to filter other widgets dynamically.
Clicking an option in one widget (e.g., a pie chart) filters other widgets based on that
selection.
Adding an Iframe Widget
1. Add Iframe: Use the "Content Blocks" category to add an iframe widget.
2. Configure Iframe:
Name: Give the iframe a name.
URL: Paste the URL of the external website.
Sizing: Set the size (fixed or expand).
3. Submit: Click submit.
Adding Tabs to a Dashboard
1. Configuration Menu: Click into the configuration menu.
2. Create Tab: Click the "Create tab" option.
3. Rename Tabs: Edit the tab titles as needed.
Sharing a Dashboard
1. Sharing Button: Click the "Sharing" button.
2. Share Menu:
Add Recipient: Share with individual users, groups, or roles.
Permissions: Set permissions to "View" (read-only) or "Edit" (modify).
3. Access Control: Users inherit access based on group or role membership.
4. Report Visibility: Ensure reports are set to public for all users to see them on the dashboard.
