Create a breakdown widget

Breakdown widgets are typically used to zoom in on a particular instance of an indicator. For example, a breakdown widget might be a visualization based on the Priority breakdown for open incidents.

About this task

Visualizations based on breakdowns allow users to see a percentage of the total or selected scores. Element filtering in a breakdown widget configuration allows users to display only elements that match a predefined breakdown source filter.

Procedure

  1. In the Type field of the Widget Configuration form, select Breakdown.
  2. In the Visualization field, select the visualization you want to use to display the data.
  3. Select an option in the Sort on field, either by Value or Name.
  4. Select the Sort direction, either Ascending or Descending.
  5. Select an Indicator, for example, Number of open incidents.
  6. Select a Breakdown, for example, Priority.
  7. Select a Time series.

    A Time series applies a mathematical aggregation to the widget's data for a specific time period. For example, you can display the average yearly score or a weekly sum. You can select only time series that are available for the widget's indicator. A plus sign (+) at the end of the time series indicates that scores for a partially completed period will be included.

  8. In the Date Settings section, set the Period.
    • The default is 3m (3 months).
    • Select max to use scores up to the current date.
    • Select between and then fill in the From and To fields to define a time period for which scores are shown.

    The Period field is available only if you select Column, Line, Column and Total, or Stacked Column as the Visualization.

  9. In the Breakdown settings section, select what the breakdown should look like on the dashboard.
    Choices vary according to the selected Visualization, and include:
    Table 1. Breakdown choices for dashboard
    Choice Description
    Elements filter Defaults to Any element. An element is an instance of the breakdown. For example, instances of the breakdown Priority can be: Critical, High, Moderate, Low or Planning.
    Manual elements Breakdown elements can be selected automatically or manually. Select the Manual elements check box to display the Widget Elements related list for adding elements. Clear the Manual elements check box to automatically use the elements that belong to the breakdown.
    Show top x If there are many breakdown instances, the breakdown chart may become too large. Enter a number to show only the top x of the instances. The maximum Number of elements in the breakdown charts can also be specified at System > Properties. The top x cannot be larger than the number entered there.
    Percentages If you select No percentages, no score percentages are shown for the instances. If you select Percentage of elements, a score percentage is shown for each instance. For example, 6.4% of the total incidents are Critical, 11.8% are High, and so on.
    Show total If you selected Scorecard in the Visualization field, an extra row can be included in the breakdown chart showing the totals of all selected breakdowns.
    Show bar The score for each instance is represented by a bar.
    Color scheme Select a color scheme to apply to the breakdown or create your own color scheme

    The Color scheme field is only shown if you selected Pie, Column, Pareto, Line, Column and Total, or Stacked Column in the Visualization field.

  10. Select columns to display.

    The Column Settings section is available only if you selected Scorecard in the Visualization field.

    Table 2. Column Settings Check Box Descriptions
    Column name Description
    Current score The score from the latest data collection.
    Trend Shows the direction the indicator is moving. The trend is shown in a mini-chart on the dashboard.
    Multiple scores Adds additonal scores to the scorecard. Select the number of additional scores to display in Number of periods. Select the length of each period in Period step. If Current Score is also selected, the Score column is counted as the most recent period and N-1 periods are added.
    Change Displays the change from the previous score.
    Change % Displays the percentage change from the previous score.
    Target Displays the target for the indicator if a target has been defined.
    Gap Displays the difference between the current and the target scores. Gap can be either positive (moving towards the target) or negative (moving away from the target).
    Gap % Displays the percentage difference between the current and target scores. Gap % can be either positive (moving towards the target) or negative (moving away from the target).
    After creating widgets, navigate to Performance Analytics > Dashboards to add the widget to a dashboard. You can check if the widget definition works and looks like you intended.