Create a breakdown relation

Breakdown relations define how two Performance Analytics breakdowns relate to each other and provide an additional way to navigate dashboards and scorecards. Create a breakdown relation to view related metrics on scorecards and widgets.

Before you begin

Role required: pa_admin

About this task

For example, on a scorecard broken down by the Database assignment group, breakdown relations enable you to view the scorecard for a child group of the Database group such as Database Atlanta, or for a specific member of the Database group.

Procedure

  1. Navigate to Performance Analytics > Breakdowns.
  2. Select a breakdown.
  3. In the Breakdown Relations related list, click New.
  4. Fill in the fields on the form, as appropriate.
    Table 1. Breakdown relation fields
    Field Description
    Breakdown Select the breakdown that this relationship belongs to. You can access related breakdowns from this breakdown only.
    Note: Breakdown relations are one-way relationships. Define multiple breakdown relations to create a bi-directional relationship.
    Related breakdown Select the breakdown you want to associate with the first breakdown.

    For hierarchical relationships, such as associating parent and child groups, you can select the same breakdown as in the Breakdown field. For non-hierarchical breakdown relationships, such as users in a group, the Related breakdown may be different.

    Table Select the table that defines the relationship between the breakdowns.

    For hierarchical relationships select the same table as the breakdown source facts table. For example, select Group [sys_user_group] when relating a parent group to child groups.

    For many-to-many relationships, select the many-to-many table. For example, select Group User [sys_user_grmember] when relating groups to group members.

    Breakdown field Select the field from the specified Table that identifies the breakdown element you can navigate from.

    For example, when creating a breakdown relation from groups to group members, select the Group field from the Group User [sys_user_grmember] table.

    Related breakdown field Select the field from the specified Table that identifies the breakdown element values you can navigate to when viewing this relation.

    For example, when creating a breakdown relation from groups to group members, select the User field from the Group User [sys_user_grmember] table.

    Common field When the Breakdown field and Related breakdown field specify the same field, select which field to use to identify related records. When Breakdown field and Related breakdown field have different values, do not set a Common field value.

    For example, in a breakdown relation associating Group [sys_user_group] records that have the same Parent, both the Breakdown field and Related breakdown field values are Sys ID. In this example, set the Common field value to Parent. When viewing a scorecard broken down by a group, you can view the scorecard broken down by other groups with the same parent group.

    Conditions Define any further conditions that a record must fulfill to appear as a related breakdown for this relationship. For example, when when relating a parent group to child groups, use the condition [Active] [is] [true] to include only active child groups.
  5. Click Submit.