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List Chart Calculations

How to use a list chart to make calculations

Kseniya Verenich avatar
Written by Kseniya Verenich
Updated over a week ago

List chart calculations allow you to perform basic calculations utilizing values from different columns in the same row. Data types that can be used are Integers, Durations, and Currencies.

Before utilizing list chart calculations, the first step is to Create a List Chart.

To create a column calculation, make sure that you have selected the list chart that you would like to add the column calculation to and click on DATA in the top left-hand corner.

With the data panel open, you will be able to add columns to your list chart by clicking + ADD COLUMN FIELDS

This will open a modal that will let you define which columns are populated on your list chart. Click + ADD FIELDS to begin.

Each additional field will add an additional column on your list chart. The dropdown menu allows you to select which ServiceNow field to add to your list chart. Technically you can add as many columns as you’d like, but when creating a column calculation we will need at least 3 columns. 2 columns will contain the 2 values that we will be performing the calculations against. The third column will contain the calculation.

In this case, we are looking at using the ‘Total planned cost’ and the ‘Actual’ cost from the Project table. We will leave one column unselected. This is where we will populate the derived value from the other 2 fields. Click save to close the Fields modal. Next, click save on the Chart Options panel to close it.

Notice the column with the unselected field does not appear on the list chart. Making sure that the list chart is still selected, open the Style menu by clicking STYLE in the upper left corner.

Open the Column calculations sub menu. This is where we will set up our calculation.

Selecting the Empty column option will provide you with a list of empty columns available to insert a calculated value. After selecting the empty column, enter the column header name in the Title input field.

The next 3 options are where the magic happens. Using the 3 dropdowns in the “Search for a column to make a calculation” section select the 2 column fields and the mathematical operator which you would like to compare the columns. In this case, we are finding the difference between the “Total planned cost” and the “Actual cost”. From here, we can Save and exit, or add another calculation to another empty column.

Clicking Save will add the calculated column to the list chart. Here we can see the column with the header “Difference” and the data populated is a derived value from the values in the other columns.

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