Combined Platform Analytics experience release notes for upgrades from Yokohama to Australia

Consolidated page of all release notes for Platform Analytics experience from Yokohama to Australia.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Platform Analytics experience release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Australia.

Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says “No updates for this release.”

Important information for upgrading Platform Analytics experience to Australia

Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

• Upgrade information

If you had previously migrated your analytics assets to Platform Analytics, assets that were in compatibility mode but are newly supported in Yokohama are migrated automatically.

</td></tr><tr><td>

Zurich

</td><td>

• Upgrade information

On upgrade, any homepages on your instance that have been opened are migrated to Core UI dashboards, which are visible in the dashboard library. For more information, see Homepage deprecation.

Simple lists are all converted to the new List element on upgrade.

</td></tr><tr><td>

Australia

</td><td>

• Upgrade information

When upgrading, all Core UI reports and dashboards are identified as such in the library under the UI version column. Users can edit these legacy artifacts in the Report Builder and Dashboard Builder applications.

Note: Users who have not migrated their instances to Platform Analytics experience have the option to create dashboards and data visualizations in either Core UI or Next Experience. Next Experience is recommended.

All Core UI public reports are unpublished after upgrading. Report administrators can make these reports available to logged-in users.

After upgrading, the Analytics Hub isn’t available. Links to the Analytics Hub are redirected to KPI Details.

</td></tr></tbody> </table>## New features

Between your current release family and Australia, new features were introduced for Platform Analytics experience.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

• Generate data visualizations conversationally

Generate Platform Analytics artifacts from conversational interactions using Analytics Generation. Analytics Generation is part of the ServiceNow Otto for Creator application.

• Implement filters in groups

Create filter groups with shared apply, clear, and reset buttons. Filters in a group appear in their own container. Grouping filters reduces the number of calls and improves performance compared to cascading filters for big data use cases.

• Apply multiple levels of breakdown to an indicator

Migrate indicators from traditional Performance Analytics architecture to change data capture (CDC)-based data snapshots. This new architecture allows for more than two levels of breakdown to apply to an indicator. RaptorDB Professional is required, and not all indicators qualify for migration.

• Show the distribution of data in box plot data visualizations

Show the median and lower and upper quartiles of numeric data along with outliers by using box plots. You can also compare the distribution of different groups of this data.

• Target suggestion cards

Be notified of missing target values and review dates for indicators. If you have target Insights active for your dashboard, Target suggestion cards alert you to the missing values and provide an easy way to fix them.

</td></tr><tr><td>

Zurich

</td><td>

• View, share, and export table records in the List component

Take advantage of the improved list capabilities of the List element, which replaces List - Simple. The List supports pagination, export from dashboards, export to comma-separated values, and alternative group by. It also provides a consistent configuration experience with other data visualizations.

• Create indicators and migrate to data snapshots in the indicator library

  • Manage indicators from the indicator library, including links to create and edit indicators.

  • Activate data snapshots conveniently, opening up the possibilities of applying multiple levels of breakdown to your indicators. See statistics on recent views and updates in tiles.

  • If data snapshots are activated for the instance, see how many indicators are eligible and have already had data snapshots enabled.

  • Show columns for any field on indicator records, as well as usage information.

• Drill down to application overviews for Usage Insights

Navigate to individual application overviews for Usage Insights from data visualizations. The Go to data view chart interaction is now supported for Usage Insights data and takes the viewer to these overview pages by default.

• Filter data in Usage Insights

Filter Usage Insights data on default and custom Usage Insights properties.

</td></tr><tr><td>

Australia

</td><td>

• Use new UI Builder templates for Dashboards and Data visualization libraries

Create Dashboard and Data Visualization library pages within your workspaces in UI Builder by using new page templates.

• View usage information in the data visualization library

As an analytics manager, view usage statistics in the data visualization library. Those statistics include the number of reports, data visualizations that aren’t used in any dashboards, and the number of data visualizations not viewed for more than six months.

• Get recommendations to review problematic analytics resources

As an analytics manager, view recommendations for which artifacts you should fix or delete in the Dashboard, Data Visualization, and Indicator libraries.

• Executive dashboards

Use the new Executive Dashboards, which have been rebuilt using the Platform Analytics in-line dashboard capabilities.

• View data snapshot indicators in data visualizations

Add indicators that are built from data snapshots sources to data visualizations.

</td></tr></tbody> </table>## Changes

Between your current release family and Australia, some changes were made to existing Platform Analytics experience features.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

• Migration center flow UX improved

  • A confirmation modal is displayed when Start moving or Activate is selected.

  • Bulk migration can be retriggered after source artifacts are changed.

  • The creation of new analytics artifacts can be blocked when bulk migration starts.

• Percent information added to tooltips

Tooltips in geomap, vertical and horizontal bar, heatmap, and bubble visualizations now include percentages when applicable.

• Migrate more features to Platform Analytics from the Core UI

Migration scripts are improved to support more features. All migration script improvements are applied automatically on upgrade to content that was previously migrated in compatibility mode.

-   Data table configurations are migrated from the Core UI to Platform Analytics data visualizations.
-   Dashboard groups are migrated to dashboard categories.
-   Pareto charts are migrated.
-   List component border changes are migrated.
-   Follow/unfollow filter settings are migrated for Lists.

• Use more Core UI features in Platform Analytics

Several data visualizations have been enhanced to match the capacities in Core UI reports and widgets. The migration script supports these enhancements. Each of these enhancements has an entry in the release notes with links to the product documentation.

-   Use the new Box plot data visualization.
-   Configure **Follow filters** per metric on bar or time series visualizations with multiple metrics.
-   Sort values by name, report range, and element order on time series visualizations of table data.
-   Choose an aggregate or separate view of breakdown elements on time series visualizations of indicator data.
-   Select dates from business calendars on time series visualizations.

• Trend by Business calendars in time series data visualizations

Business calendars are a Trend by option for table data sources on time series visualizations. (Core UI feature gap)

• Use a Fiscal calendar in date filters

If your instance has Fiscal calendars installed, you can choose relative data ranges from that calendar.

• Export dashboards and data visualizations to PDF and PPT

Export dashboards and data visualizations to PDF or Microsoft PowerPoint files at will or in scheduled emails.

• Show breakdown elements separately on time series visualizations of indicators

Show multiple elements in the chart separately rather than as an aggregate value by turning on the Show filter as separate series option. (Core UI feature gap)

• Lock editing on dashboards

Ensure that only one person can have a dashboard open for editing at one time through the edit lock on dashboards. If you are locked out of editing a dashboard, you see who the current editor is.

• Access indicator record or scoresheet

Navigate either to the record of the indicator you are exploring or its scoresheet through KPI Details. Appropriate roles are required.

• Export records that underlie an indicator from KPI Details

With Show records activated in KPI Details, you can export the list of records in one of several formats, either as a local download or as an email attachment.

• Hide axes for bar visualizations

Control the display of axes on bar charts. On horizontal bar charts, you can hide the y-axis. On vertical bar charts, you can hide the x-axis.

• Cache indicator scorecard data

Indicator scorecards now support data caching.

• Group by elements more efficiently in data visualizations

Specify the maximum number of elements in a Group By you want to retrieve through the Max number of groups option. Previously, all elements from the database were retrieved and then sorted.

• Prefetch dashboard layout

If you have a dashboard component on a page in your own workspace, improve performance by using a preset to configure a data broker that pre-fetches static JavaScript, such as layout.

• Call multiple visualizations together

For a technical dashboard, if you have multiple data visualizations of the same type calling the same data source, configure a data resource to make a single call for all of them.

• Improvements to time-series visualizations

  • Simplify identifying specific values on line, spline, area, or step charts through the Show markers option, which displays a symbol at each data point.

  • Sort by name, report range, group bucket, and element order. (Core UI feature gap)

• Improvements for visualizations that show multiple metrics

  • In time series visualizations, provide viewers an alternative group by, where the viewer chooses the group-by value at runtime, for up to 3 data sources. (Core UI feature gap)

  • Set whether individual metrics follow filter components on the page or dashboard in both bar and time series visualizations. (Core UI feature gap)

</td></tr><tr><td>

Zurich

</td><td>

• Coral theme

Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences.

• Consistent header and border configuration

Dashboard components now have header and border configuration options that are consistent with data visualizations and each other.

Component icons have consistent coloring for improved contrast and accessibility and are consolidated in the same corner.

• Select whether to drill down to Platform Analytics or Core UI lists

Decide whether data view chart interactions for data visualizations on an instance drill down to Platform Analytics or Core UI record lists. This choice applies only on the Platform Analytics experience.

• View usage information in the dashboards library

For analytics managers, the dashboard library now contains usage statistics, such as the number of dashboards not viewed in one year and the number of dashboards deactivated for more than three months.

• Export data visualizations from dashboards to PNG and JPEG

Export individual data visualizations as a viewer to a graphic file.

• Platform Analytics experience is supported even when Next Experience UI is disabled

You can migrate to Platform Analytics even if Next Experience isn’t enabled. Core UI dashboards are embedded in iframes.

• Migration Center changes

  • Dashboard owners can perform partial migration on their own dashboards.

  • Geomap migration supported.

  • Interactive filter check box option.

  • Export to CSV from lists is supported.

• Data visualizations and filters support Workflow Data Fabric tables

Perform data analysis on external data fabric sources.

</td></tr><tr><td>

Australia

</td><td>

• Use simplified navigation

When you are moved to Next Experience navigation:

-   The Analytics Overview page and all library pages now contain their own Platform Analytics navigation tree.
-   The navigation path **Self-Service** > **Dashboards** redirects to **Platform Analytics** > **Library** > **Dashboards**.
-   The navigation path **Reports** > **View / Run** redirects to **Platform Analytics** > **Library** > **Data Visualizations**.

• Sort library records by column values

Select the header of any column in a library page to sort the library by that column.

• New settings in Single Score data visualizations

Configure new color settings for Single Score data visualizations. You can also change the relative position of both the score and the title header.

• Manage Platform Analytics in the improved Analytics Overview page

Quickly discover artifacts, access relevant information and key metrics, and take actions to manage the health of the library. The Analytics Overview page (formerly Analytics Center) acts as a one-stop shop and entry point for role-specific access to all important information related to Platform Analytics.

• Platform Analytics experience is enabled by default for all users on upgrade to Australia

Create content entirely within Platform Analytics.

• Take role-based tours

Role-based guided tours are added to the Platform Analytics Migration Center and the Dashboards and Data Visualizations library pages.

• Filter dashboards by string field values

Filter data by the contents of string-type fields with a single-select or multiple-select filter.

• View the percentage each data segment contributes to the total

Enable the Show % of total in tooltip option to show the percentage each data point contributes to the total alongside absolute values in the tooltip. Applies to time series, bar, bubble, donut, geomap, and heatmap visualizations.

• Publish report functionality replaced with Read-only link option in Report Designer

It is no longer possible to publish a report. The Read-only option provides a URL that authenticated users can follow to view a report.

• Explore native data snapshots indicators in KPI Details

  • Employ intraday analysis with granularity based on work shifts.

  • Customize score formatting options.

  • Adjust breakdowns, calendar, and aggregation periods while exploring an indicator.

  • Set up subscriptions for alerts on targets and thresholds directly from the targets and thresholds panels.

  • Define hierarchical breakdowns with scores rolled up to parent elements.

• Create hierarchical filters for Industrial Connected Workforce indicators

Create multilevel filters with roll-up aggregation across nested organizational structures, which moves from site, to plan, to department, to functional location.

• Download data visualizations as CSV or Excel files

As a viewer, you now can download any data visualization, not only a List, as a CSV or XLS file.

• Automatically set the aggregation period of data snapshots indicator trend lines

Set the Aggregation period field in the Trend by settings to Auto so ****, the system automatically selects the aggregation period of data snapshot indicator trend lines based on the date range and business calendar.

• Automatic aggregation of date-filtered data based on date range

Filter dashboards by business calendar and have the system infer the appropriate aggregation level at runtime. If you put a time series data visualization on a dashboard with a date filter, the aggregation of shown data adjusts automatically depending on the selected date range. This adjustment applies to both table and data snapshots indicator data.

• Create custom data visualization filters with an improved condition builder

When creating a data visualization for table data, you can create a custom filter when you specify the data source. The condition builder for the custom filter now has menus of fields, operators, values, and related tables.

• Hide the Refresh action on data visualizations

In the Headers and Borders section of data visualizations, use the Show refresh option check box to hide the Refresh icon [Omitted image “image.refresh-icon”] Alt text: in the Configuration settings of data visualizations. Data visualizations on cached dashboards never have the Refresh icon.

• Migration Center enhancements

  • As an analytics manager, migrate any Core UI dashboard to Platform Analytics in the Dashboard library.

  • Edit migrated content before activating it in the Platform Analytics experience.

  • Activate content selectively.

  • Total views of Core UI reports and other widgets are now migrated along with the Core UI content.

• Dashboard element enhancements

Moving and resizing dashboard elements no longer opens the configuration panel.

• Enhanced scheduled exports

When scheduling the email of dashboards or data visualizations, limit recipients based on reference qualifiers.

• Public reports are unpublished

On upgrade, all public Core UI reports are unpublished to enhance security control. Report administrators can find the unpublished reports on the Reports Public [sys_report_public] table. They can then make the reports available through the Sharing UI in the Report Designer.

</td></tr></tbody> </table>## Removed

Between your current release family and Australia, some Platform Analytics experience features or functionality were removed.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Deprecations

Between your current release family and Australia, some Platform Analytics experience features or functionality were deprecated.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Activation information

Review information on how to activate Platform Analytics experience.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

• Activation information

The Platform Analytics experience is active by default. However, some additional steps might be required.

-   To use indicator data sources, you might need to activate Performance Analytics.
-   To use Process Mining with the Platform Analytics experience, you might need to activate Process Mining.

</td></tr><tr><td>

Zurich

</td><td>

• Activation information

Platform Analytics experience is a ServiceNow AI Platform feature that is active by default.

</td></tr><tr><td>

Australia

</td><td>

• Activation information

Platform Analytics experience is a ServiceNow AI Platform feature that is active by default.

</td></tr></tbody> </table>## Additional requirements

If any additional requirements were introduced or changed for Platform Analytics experience we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Browser requirements

If any specific browser requirements were introduced or changed for Platform Analytics experience we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Accessibility information

Review details on accessibility information for Platform Analytics experience, such as specific requirements or compliance levels.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

• Accessibility information

Dashboard overview and Filter components now support Reflow at 400% zoom.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Localization information

If there are specific localization considerations for Platform Analytics experience we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Highlight information

If there are specific highlight considerations for Platform Analytics experience we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Yokohama

</td><td>

• Effortlessly create bold, meaningful data graphics by and refining the results in an AI-powered conversational interface.

• Speed up the process of turning insights into actions with dynamic new features like suggested performance targets and more powerful data filtering.

• Share data insights more broadly with enhanced Microsoft PowerPoint support.

See Platform Analytics experience for more information.

</td></tr><tr><td>

Zurich

</td><td>

• Collaborate on data-informed decisions through an AI-assisted, interactive explorer that serves as a centralized workspace, where you can create and share data visualizations on the fly.

• Manage Performance Analytics indicators more conveniently, with access to editing, creation, and migration from within the Platform Analytics experience.

See Platform Analytics experience for more information.

</td></tr><tr><td>

Australia

</td><td>

• Embed dashboards and visualizations directly in workspaces to see relevant KPIs where they act.

• Use a single, consistent visualization and filter model for table data, Performance Analytics indicators, Workflow Data Fabric, and UX analytics.

• Author and adjust layouts within the dashboard, which enables business owners to make changes without heavy developer involvement.

• Use performance enhancements, such as dashboard caching and UX improvements, to help shorten load times and improve day-to-day usability for high-traffic dashboards.

See Platform Analytics experience for more information.

</td></tr></tbody> </table>Parent Topic:Products combined by family