Navigate scorecards using breakdown relations

Relations defined for a breakdown appear when you view a scorecard Breakdowns tab. You can select a related breakdown to filter the scorecard data.

Before you begin

Role required: pa_viewer or admin

Before starting this procedure, create a breakdown with one or more breakdown relations.

Note: You can use breakdown relations for first-level breakdowns only. For example, when viewing the scorecard Number of resolved incidents > Assignment Group = Database > Priority = 1 - Critical, you can use only those breakdown relations defined for the Assignment Group breakdown. Any breakdown relations defined for the Priority breakdown are not available on this scorecard. Change the scorecard breakdown to Number of resolved incidents > Priority = 1 - Critical > Assignment Group = Database to use Priority breakdown relations.

About this task

For example, when viewing the scorecard Number of resolved incidents > Assignment Group = Database, the Breakdowns tab displays Child Groups related breakdowns. Click on a child breakdown to view the scorecard specific to that child group, such as Database Atlanta.

Procedure

  1. Navigate to Performance Analytics > Scorecards.
  2. Select a scorecard with a breakdown that has one or more breakdown relations.
  3. Click the Breakdowns tab.
  4. In the first choice list, select a breakdown field, such as Assignment Group.
  5. In the list that appears, select a breakdown element, such as Database.
  6. Click the Breakdowns tab again.

    If any breakdown relations exist for the selected breakdown, the first choice list displays the default relation.

  7. In the first choice list, select the related breakdown to apply, such as Child Groups.
  8. Select a related breakdown element, such as Database Atlanta.

    The scorecard now displays data broken down for the Database Atlanta group.