Create an Indicator Scorecard

task brazil Updated Sep 10, 2026 8 min read create-dv-indicator-scorecard.md
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The Indicator Scorecard component enables users to visualize and compare data between multiple Performance Analytics indicators. It highlights the information regarding the last score collected, the change from the previous data point, the trend over time, and the value of the target to achieve.​

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

For information about the use of an Indicator Scorecard in a dashboard, see the Developer Site. This site gives information about Indicator Scorecard components in the UI Builder, and some configuration options may differ from the Visualization Designer.

Note: You aren’t able to sort by previous scores in UI Builder.

Procedure

  1. Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.

  2. Select Create data visualization.

  3. Select the Indicator Scorecard ([Omitted image "inline-data-vis-scorecard.png"] Alt text: Indicator Scorecard icon) visualization type.

  4. Configure the Header and border.

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.

Use large font size

Renders the header title in a large font

Title alignment

Choose Start to align the title with the start of line, End to align it with the end of the line, or Center for center alignment.

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.

Line of truncation

Specify where to truncate long labels with an ellipsis. Options are 1, 2, and 3.

Show border

Option to display a line around the component.

Header background color

A header background color to align with your theme, branding, or design preferences. The selected color applies only to the header of this visualization. For better accessibility, ensure sufficient contrast between the header background and title text. Use the contrast ratio checker within the color picker to verify. Note that themes are not supported when selecting a custom color.

Title background color

A color for the chart title to align it with your dashboard theme, branding, or design preferences. The chosen color will apply only to the title of the visualization. For better accessibility, ensure sufficient contrast between the header background and title text. You can verify this by checking the contrast ratio within the color picker. Note that themes are not supported when selecting a custom color.

5. Configure the filtering and sorting capabilities of the Indicator Scorecard.

Field

Description

Scorecard Type

List to select from scorecard types. Options include:- List: Shows the list of indicators and metrics as columns.

  • Pivot: Shows indicators as rows and breakdown as columns or vice versa.

Show Header

Toggle to show or hide header.

Title

Component title.

Description

Component description displayed in the info icon during runtime.

Source definition

Select how to set which indicators to show. Options include:- Condition based: Allows you to set a condition to determine which indicators to display.

  • Manually selected: Allows you to manually add indicators through the Add data source pane.

You can select a breakdown and element to filter the indicator for each indicator you manually select.

If you select only one indicator, you can set Show only breakdowns to show the elements of that indicator without the indicator score.

  • Indicator group: Sets an indicator group as the source.

Filter

Encoded query string for filtering which indicators to show. To create a filter statically, use the condition builder that is provided.Note: Only available if Source definition is Condition based.

Indicator group

Filter the table based on an indicator group from the list.Note: Only available if Source definition is Indicator group.

Breakdown

Select the breakdowns that you want to display. You can drag breakdown tiles to reorder them.

Follow breakdown relation

Turn on to apply breakdown relations if any are defined for the selected breakdown. This option is available only when only one indicator has been selected for the indicator scorecard. After turning this option on, select the breakdown relation from a list that opens. When you add this indicator scorecard to a dashboard, also add a filter with the breakdown source as its filter source. Set the filter to filter indicators with this breakdown. For more information, see Navigating breakdown elements with breakdown relations.

Max number of groups

The maximum number of elements to show for a breakdown. If you do not select the elements to show in Filter elements, the elements that are shown depend on the breakdown source and the value of Sort direction. For example, consider the Assignment Group breakdown, which uses the Name field from the Group [sys_group] table. If the Max number of groups is the default 5, you show either the first 5 group names or the last 5 group names alphabetically, depending on whether the sort direction is ascending or descending. In such cases, consider selecting the elements in the Filter elements field.Default: 5

Filter elements

Select the elements to show for the relevant breakdown. If you don’t select any elements, all elements up to the max number of groups are shown.

Show breakdowns as columns

When true, breakdown elements are shown as columns on the pivot table. When false, breakdown elements are shown as rows. Supports only one breakdown and applies only to Pivot scorecards.Default: false

Show only breakdowns

If set to true, hides indicator total and shows only breakdown elements and the metrics selected. Available only on List scorecards when Source Definition is Manually Selected and only one indicator is selected.Default: false

Allow change breakdown

When true, the viewer can change the breakdown that is displayed. Available only when Show only breakdowns is true.Default: false

Breakdown visibility selector

When true, the breakdown selector is visible to viewers of the scorecard. When false, the breakdown selector has to be opened from the More options menu. Only available when Allow change breakdown is true.

Default: false

Metrics

Select analytics to show in the indicator list. You can drag and drop metrics tiles to reorder them.Default: lastScore, changeAndChangePercent, target, trend

Time series aggregation

Time series aggregation to apply to all Indicators selected. To learn more about time series aggregations, see Applying time series aggregations.

Sort by

The column to sort the indicators by. Values: Name, Latest Score, Target, Change, changePercent, indicator_group

Note: You cannot sort by previous scores.

Default: Name

Sort Direction

The sorting direction for the indicators or breakdown elements. The effect on breakdown elements varies depending on the breakdown source. For example, breakdown elements from the Choice [sys_choice] table are sorted according to the value of the Sequence field, whereas breakdown elements from Group [sys_group] are sorted alphabetically according to the Name field.Values: Ascending (Asc) or Descending (Desc)

Default: Asc

Additional settings

Follow filters

Turn on to have filters set on the dashboard apply to the Indicator Scorecard.Default: true

Show filter icon

Show the filter icon and the number of dashboard filters impacting the visualization. If a filter isn’t selected to apply to a visualization, the icon doesn’t show. Toggle off to hide the filter icon and number of filters applied.Default: true

Enable drilldown

Redirects user to underlying data when they select a data point. Toggle off to prevent this interaction.Default: true

Show filter element

Option to show the applied filter elements next to the indicator name. If a filter cannot apply to a visualization, the element(s) do not show. Toggle off to hide the filter elements and show only the indicator name.Default: true

Show bookmark

Toggle to show or hide a column of bookmarks. When on, users can bookmark indicators and breakdowns for themselves.Default: true

Show indicator info

Toggle to show or hide the indicator information icon. When shown, indicator information includes information about the last collection date, frequency of collection, and direction.Default: true

Show bookmarked items only

Toggle on to show only bookmarked indicators or breakdown elements.Default: false

Display settings

Max elements per page

The page size as determined by the maximum number of indicators or breakdown elements that the page can show. The increments are 10, 20, 50, and 100 indicators/elements. Default: 10

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Target color scheme

Select a target color scheme. By default, the value defined in the Default indicator target color scheme property on the Performance Analytics Properties page is applied.

Show alternate row colors

Alternates colors of rows.

Show row lines

Adds dividers between rows.

Show column lines

Adds dividers between columns.

Chart interaction

Allow chart interaction

Enable navigation to the KPI Details page of an indicator when that indicator's name is selected.

Action

Only the Go to data view interaction is available. This action opens the indicator in KPI Details.

6. Select **Save**.
Navigate to **All** > **Platform Analytics** > **Library** > **Data Visualizations** to return to the data visualization list.

What to do next

Parent Topic:Creating data visualizations

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