Define a breakdown source

A breakdown source defines what elements the breakdown should contain.

Before you begin

Roles required: pa_data_collector or admin

About this task

Breakdown sources are based on a facts table that provides breakdown elements, which are the individual components of the breakdown. For example, a breakdown source might specify the choices from the Priority choice list as the breakdown elements. Scores broken down based on this breakdown source are then organized based on the Priority value of each record. A breakdown source can be shared by multiple breakdowns and indicators.

Procedure

  1. Navigate to Performance Analytics > Data Collector > Breakdown Sources.
  2. Click New.
  3. Fill in the fields, as appropriate.
    Table 1. Breakdown source fields
    Security type Whether to exclude (Blacklist) or include (WhiteList) breakdown source elements by role based on element security lists.
    Facts table The facts table the breakdown source is based on. For example, if it is based on a choice list, select Choice [sys_choice].
    Field Select a field for the facts table. Usually the Sys ID.
    Conditions Conditions for filtering the element list. For example:

    [Table] [is] [Incident] and

    [Element] [is] [Category] and

    [Language] [is] [en] and

    [Inactive] [is] [false] or

    [Inactive] [is] [empty]

    Label for unmatched The label to use if an empty value is collected during data collection. The default label is Unmatched.
    DC active Whether to collect breakdown elements for this breakdown source during data collection. This field is selected and hidden by default.

    This field is cleared and displayed automatically if data collection for this breakdown source fails, such as if there are more breakdown elements than allowed by the property com.snc.pa.dc.max_breakdown_elements_limit.

    To reenable the breakdown source, add Conditions to limit the number of breakdown elements and select the DC active check box before running another data collection job.

  4. Click Submit.

Result

Any records that match the conditions are shown immediately after you submit the form. If you click a matching record, the result should look like this:
Matching records breakdown source

Example

Example of a breakdown source:
Creating breakdown source example