Indicator data options for pivot table data visualizations

reference australia Updated Sep 10, 2026 6 min read config-dv-pivot-ind-data.md
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When you select an indicator data source for a pivot table visualization, the following Data configuration options are available.

Note: Fields that apply to Data snapshots indicators apply only to native Data snapshots indicators, not classic indicators with Data snapshots enabled.

The data source for a native Data snapshots indicator has the indicator type Automated - Data Snapshots or Formula - Data Snapshots.

[Omitted image "ds-source-native.png"] Alt text: Data source properties for a native Data snapshots indicator

The data source for a classic indicator with Data snapshots enabled has the indicator type of either Automated or Formula.

[Omitted image "ds-source-enabled.png"] Alt text: Data source properties for an enabled Data snapshots indicator

Field

Description

Data

Data source

You have selected an Indicator data source in Create a pivot table data visualization in the Visualization Designer.

Metric

Label

Label of the metric. By default it is the same as the name of the data source.

Time aggregation

Time aggregation to apply to the metric, such as 7-day running SUM or By-month AVG. Default is the same as the indicator period. For more information, see Applying time series aggregations.

Select an aggregation (Data snapshots indicators only)

The aggregation is based on the Data snapshots indicator's configuration. You can't change it in the context of creating a data visualization. Count counts the number of records. Count distinct counts the number of unique values rather than the total number of records. For example, if the name of a user appears more than once in a list, the user is only counted once. Other choices perform the specified aggregate operation, such as summing the values in a field across records.

Field (Data snapshots indicators only)

The field on the Data snapshot's source to which the aggregate is applied. Required for all aggregates except Count.

Show incomplete periods (Data snapshots indicators only)

Select to display values from the period in progress. Clear this check box to show only the values for completed periods.

Format values

Select to open the Formatting values dialog. For more information, see Value formatting in reports.

Formatting values

Use custom formatting

Option to use custom formatting on the component.

Decimal precision

Number of decimals to show in the metric. This field is available only when the Use custom formatting option is activated.

Rounding

Type of rounding to use to reach the number of decimals in the Decimal precision field. Options include:- Up UP

  • Down DOWN
  • Ceiling CEILING
  • Floor FLOOR
  • Half up HALF_UP
  • Half down HALF_DOWN
  • Half even HALF_EVEN

Note: Only available when Use custom formatting is true.

Use the thousands group separator

Option to use a comma to separate groups of thousands.Note: Only available when Use custom formatting is true.

Enable abbreviation

Option to use an alphabetical abbreviation. For example, M to represent million. Note: Only available when Use custom formatting is true.

Example

Example of the final value to show in the component. Note: Only available when Use custom formatting is true

Group by

Breakdown

List of breakdowns to choose from for grouping indicator scores.Important:

  • Scripted breakdowns aren't supported in dashboard filters.
  • Only two levels of breakdown are supported in total, including data visualization and dashboard filters.

Each breakdown element is shown separately in the visualization. If a multiple select filter for that breakdown is also applied to the visualization, only the selected elements are shown. If you do not specify a breakdown in this field and apply a multiple select filter, the aggregate score of all selected breakdown elements is shown. For more information, see Viewing multiple breakdown elements.

Data snapshots indicators support only reference, Boolean, and choice fields for group bys.

Note: For Data snapshots indicators, breakdowns are specified on the indicator source. For classic Performance Analytics indicators, breakdowns are specified on the indicator record.

Max number of groups

The maximum number of breakdown elements to display in columns. This property does not apply to rows.

Sorting

Sort by

Sorting options of the main and alternative groups set in Group by. Options include:- Name: Sorts the values alphabetically by field or element name.

  • Value: Sorts the values numerically or by count.
  • Element order: Sorts the groups according to the value of the Sequence field. Available when grouping by records on the Choice [sys_choice] table, either directly or through a breakdown.
  • Group bucket: Sorts the elements by bucket group, when applicable. Only available for indicator data sources and when the breakdown used for the Group by is based on a bucket group.
  • Report range: Sorts the table field values by range. Only available for table data sources and when the table field used for the Group by has a report range associated with it.

Note:

  • The choices of what to sort by are based on the main, default Group by, if one is defined. This sorting applies to any alternative group-bys if possible. If the sorting criterion selected for the main group-by can't apply to an alternative group-by, sorting defaults to Value. For example, sorting by Element order when the alternative group-by is not on the Choice table.
  • If no main Group by has been set, but alternative group-bys are defined, you can sort only by Name or Value.
  • Sorting is not available for Pareto bar visualizations. Pareto charts are always sorted by value in descending order.

Sort by order

Ascending or descending.

Additional settings

Show 0 when no data is available

When toggled on, shows empty (NULL) values as zero (0). Default is true.

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.

Refresh after being away for X min.

Triggered when you navigate away from the dashboard that contains the data visualization to another page in the same workspace, includingPlatform Analytics experience. Sets how many minutes you will be on another page before the visualization automatically refreshes when you navigate back.Do not confuse this property with the Scheduled repetition setting on inline dashboards. This latter property refreshes the entire dashboard, and applies only while that dashboard is open.

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.

**Parent Topic:**[Create a pivot table data visualization in the Visualization Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/now-intelligence/create-dv-pivot-ac.md)
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