Check a breakdown source

Verify that the sample breakdown sources match your instance configuration.

  1. Navigate to Performance Analytics > Breakdown Sources.
  2. Open one of the sample breakdown sources.
  3. Go to the Source section.
  4. Change the Facts table, if needed.
  5. Change the Conditions, if needed.

    A good indication to see if the conditions are set up correctly is the number of matching records found. Click the matching records link to view the results in a new tab. Check to see if these are the expected records based on the conditions.

  6. Change the Security type, if needed.
  7. Add breakdown elements to the Elements Security List.
  8. Click Update.
  9. Repeat this procedure for each sample breakdown source.