Table and Graph Widgets

Widgets display information in a compact and accessible format. They offer real-time insights into data without requiring users to navigate between modules.

ServiceDesk Plus Cloud allows you to customize your Home page dashboards with graph and table widgets. This makes information available at a glance.

Role Required: Technicians can create table and graph widgets.

Supported Modules:

Table Widget: Requests, Changes, Problems, Projects, Solutions, Releases, Assets, Task, CMDB, and Custom Modules

Graph Widget: Requests, Changes, Problems, Projects, Releases, Assets, Task, CMDB, and Custom Modules

Table vs. Graph Widget

Table Widget: Displays module data in a table format.
Graph Widget: Presents module data in charts and graphs.

Go to the Activities Dashboard under Home > Dashboard to view a predefined dashboard with graph and table widgets.

Create a Table Widget

Go to Home > Dashboard, and click the Edit icon against a dashboard.
Click Customize on the top right.
In the Customize slider, click New beside Select Widgets, and choose Table Widget.

On the New Table Widget slider, enter a name for the widget.

Select the access level as Private or Public.
- Private: Only the creator of this widget can view it.
- Public: All users can view this widget.

Select how the table data should be displayed: List or Template.

Select the module for which you want to create a widget. For Assets, CMDB, and Solutions modules, you can select the asset type, CMDB type, and solution topics.
Select data filters for the module. The widget will display data scoped with these filters.
- Choose from predefined data filters, or click New Custom Filter to create your own data filter.
- In the New Custom Filter pop-up, provide a name for the custom filter, and select the column, operator, and value to scope the data.
- Use the icons to add/remove criteria.
- Switch between AND/OR conditions for multiple criteria.
- Click the icon and drag the criteria horizontally to add it as a subcriteria to the preceding one. You can also use this icon to reorder the criteria.
- Click Save to save this filter under the Data Filter drop-down, or click Apply to only scope data with this filter.
- Add multiple data filters to the widget by using the icons.

Only 10 data filters can be added.

When multiple data filters are added to the widget, navigate between each data by using the drop-down icon on the widget.

Configure header and row actions to be performed on the data in the table widgets.
- Select the Enable Header Actions/Enable Row Actions check box and choose the operations to be displayed on the widget.
After configuring the widget, select Preview displayed at the bottom to see a real-time preview of the widget with the module data populated. If you make further changes to the configurations, click Refresh to update the changes in the preview.

Finally, click Add Table Widget to save the widget.

The newly created widget will be added as a table widget in the Customize slider. You can hover over the widget name to edit or delete it using the or icons.

Select the widget from the section and click Update Layout to add the widget to the dashboard.

Create a Graph Widget

Go to Home > Dashboard, and click the Edit icon against a dashboard.
Click Customize on the top right.
In the Customize slider, click New beside Select Widgets, and choose Graph Widget.

On the New Graph Widget slider, enter a name for the widget.

Select the access level as either Private or Public.
- Private: Only the creator of this widget can view it.
- Public: All users can view this widget.
Select the module for which you want to create a widget.
Select data filters for the module. The widget will display data scoped with these filters.
- Choose from predefined data filters, or click New Custom Filter to create your own data filter.
- In the New Custom Filter pop-up, provide a name for the custom filter, and select the column, operator, and value to scope the data.
- Use the icons to add/remove criteria.
- Switch between AND/OR conditions for multiple criteria.
- Click the icon and drag the criteria horizontally to add it as a subcriteria to the preceding one. You can also use this icon to reorder criteria.
- Click Save to save this filter under the Data Filter drop-down, or click Apply to scope data with this filter once.
- Add multiple data filters to the widget using the icons.

Only 10 data filters can be added.

You can navigate between each data filter using the drop-down on the top left of the widget.

Under Graph Settings, select a graph type from the drop-down. Refer here to learn more about the different graph types available.
Choose how to group the data in the graph from the available options (X-axis, Y-axis).
Choose to display graph values as numbers or percentages.
Finally, click Add Graph Widget to save the widget.

The newly created widget will be added as a graph widget to the Customize slider. You can hover over the widget name to edit or delete it using the or icons.

Select the widget from the section and click Update Layout to add the widget to the dashboard.

Time Filter for Graph Widgets

Graph widgets with a date column on the X-axis will include a time filter in dashboards. This filter allows you to sort data by a specified time range.

Hover over a graph widget and click the icon.
In the pop-up, select the time interval (Year, Month, Day, Hour) and duration.

To define a custom time range, select Custom Duration.

Click Apply to save the changes.

Graph Types

Graph Type	Explanation	Example
Pie Chart	A circular graphic that represents data as slices of the circle.
Doughnut	A pie chart with a hole in the center.
Bar Chart	Uses rectangular bars to compare values.
Line Chart	Shows data in a line with connected data points.
Area Chart	A line chart with the area below the line filled out.
Dial	A speedometer used for performance metrics.
Pyramid	A triangular chart showing hierarchical data.
Stacked Area	A line chart with the area between the lines filled out.
Stacked Bar	A bar chart where data segments are stacked within bars.
Summary	A high-level data overview represented in numbers.