Create a breakdown with breakdown mappings for an automated indicator

Create a breakdown with mappings to define a relationship between an indicator source table and the breakdown source table.

Before you begin

Role required: pa_admin, pa_power_user, or pa_data_collector

Procedure

  1. Select the Breakdown source for the breakdown.
  2. (Optional) Select or create a Default elements filter for selecting the correct breakdown values. For example, if you created a default filter with assignment group Service Desk based on the sys_user_group table, this filter is automatically applied when you select assignment group on the scorecard breakdown tab. The filter needs to be based on the same table the breakdown is based on. You can also create an elements filter by navigating to Performance Analytics > Indicators > Elements Filters
  3. Right-click the form header and select Save.
  4. In the Breakdown Mapping related list, click New.
  5. Select the Facts table used to collect relevant values for the breakdown. Usually this is the indicator source table.
  6. Select the Scripted check box to use a script for the breakdown values. Clear this check box to use a fixed field for the breakdown values.
  7. Select the Script or Field to use to determine how the breakdown groups data.
  8. Click Submit.
  9. Repeat steps 4-8 as needed to define additional mappings.