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Scorecard Breakdown tab

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Scorecard Breakdown tab

Beside the Chart tab, there is a Breakdowns tab with breakdown information and records for the indicator. If no breakdowns are configured for an indicator, the Breakdowns tab is unavailable.

On the Breakdowns tab, you can choose the breakdown and optionally the element, known as the breakdown instance, for which a chart is drawn. Choose one of the following chart types from the choice list above the chart.

  • Scorecard (default)
  • Column
  • Pareto
  • Line
  • Columns & Total
  • Stacked Column
  • Relative Compare
  • Breakdown Matrix
Figure 1. Breakdowns tab
Breakdowns tab

In the default Scorecard view, a table is displayed of the breakdown elements. This table contains the following data for each element:

  1. The score for the period that you selected. The most recent period is the default.
  2. The change in the score from the previous collection period.
  3. The trend in the score. The period for which the trend is calculated depends on the indicator frequency and how far back the data goes. For example, a 3 month average is shown for a daily indicator unless there is not 3 months worth of data, in which case the trend is shown for the longest period for which there is data.
  4. The score for the selected period, same as the first column, but represented as a bar. This bar graph is provided to help you see the distribution of scores across the breakdown elements.

If the Collect breakdown matrix option has been activated for an indicator, you can select which one of these breakdowns you want to see and click to view its details. From the details of one breakdown, for example, Priority, navigate to the Breakdowns tab to view the second breakdown, for example, Category. After selecting a breakdown element from that second breakdown, for example Network, you can dot-walk one level up by clicking the first breakdown from the title bar, for example, Priority, to return to the first breakdown level.

If you want to get a hierarchical view of the breakdowns, select Breakdown matrix. This enables you to choose a second breakdown level that is shown indented below the first breakdown. For example, all incidents can by listed by Category (Software), and then by Priority (Critical, High, Moderate, Low, or Planning), or vice versa. Any combinations of breakdowns that result in zero scores are suppressed. This option is not available when viewing the real-time score.

To mark favorites in the breakdown list, click the star icon () before the breakdown element. If favorites have been marked in the breakdown list, these are shown by default. Click the filter icon () beside the Name field to switch between showing only favorite breakdown elements and showing all breakdown elements.

Note: Favorites are user-specific. The system stores the state of the breakdown list as a user preference. If you are showing only favorites in the breakdowns list when you log out, the breakdowns list shows only favorites when you log back in.

A Records tab is available only for automated indicators. By default, it shows the records that were used at data collection time to calculate the indicator. For example, the Records tab for the Number of Open Incidents indicator shows the incidents that matched the criteria at the collection date.

Use the record information in combination with the Zoom into date option on the chart, to view records for every single collection date. For example, if you click a specific date in the chart, a horizontal bar appears in the chart 'locking' the date and the breakdowns and records are displayed for that date. If you want to see the whole date range again, click Reset selected date.

Note: Access control rules (ACLs) may apply that prevent showing records for the Records tab.

A Comments tab is available if comments have been added for data points in the chart.

A More Info tab is available with information on the chart's description, update frequency, last updated, direction, and formula (if applicable).

You can save the chart as a JPG or PNG file by clicking the context menu icon (Context menu icon).