Create an indicator and related records

You can quickly create a Performance Analytics indicator and breakdowns, widgets, and data collection jobs for that indicator..

Before you begin

Role required: pa_contributor, pa_data_collector, pa_power_user, or pa_admin

Ensure there is at least one indicator source and a data collection job for the indicator source facts table.

Procedure

  1. Navigate to Performance Analytics > Indicators > Create New.
  2. Enter an Indicator name.
  3. (Optional) Specify any other descriptive values for the indicator, such as the Direction of the chart, the Unit of measurement for numerical values, or the indicator Group.
  4. Click Next.
  5. Select an Indicator source.
  6. Select an Aggregate, such as Count or Average.
    If you select an aggregate other than Count, you must specify a Field or Script to use when performing aggregate calculations. You can perform aggregate operations using fields from the indicator source facts table.
  7. (Optional) Select any additional filtering conditions to filter the indicator data. This filter is applied in addition to any filter defined on the indicator source record.
  8. Click Next.
  9. Select the breakdowns you want to apply to this indicator. Clear the check box for any breakdowns you do not want to apply.
  10. Click Next.
  11. (Optional) Select the data collection Job you want to use to populate the indicator data.
    Indicator data is populated only by data collection jobs. If an indicator has no associated collection job, the indicator will not contain any data.
  12. (Optional) Select Collect data from the past and a date range to collect historical data.
    If you choose to collect historical data, a new collection job is created and run once to populate the historical data.
  13. Click Next.
  14. (Optional) Select any widgets you want to create to display the indicator data.
    You can specify widget values such as the Time Series or add the widget to a dashboard tab.
  15. Click Finish.
    The indicator is created and linked to the selected indicator source, breakdowns, and data collection job. Any widgets associated with the indicator are created and added to the specified dashboard tab.
  16. (Optional) Click Create another indicator to restart the process with a new indicator.

What to do next

If the data collection job is configured to collect historical data, a temporary data collection job with a Run value of Once is created. You can delete this job record after the job runs.