Using breakdowns on dashboards

Dashboards can have breakdowns added to them. Users can select a breakdown element to filter data in Performance Analytics widgets that have been added to the dashboard.

For example, the breakdown Category enables users to select a category from the list. After this selection the entire dashboard shows the data of indicators for that specific category, provided Follow element is selected for the widget that is used to render the chart or list in the widget configuration.

Figure 1. Breakdown dashboard
Dashboard with a breakdown applied

Add a breakdown to a dashboard

Add a breakdown to a dashboard to enable the ability to filter by breakdown element for all Performance Analytics widgets.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

If you selected Follow element for a widget, that widget can follow the breakdown by showing values for the indicators based on the selected breakdown instance. To change this setting while editing the dashboard, click the pencil at the top right of the widget. The Widget Configuration form appears and you can change the setting.

If you did not select Follow element for a widget, that widget does not follow a breakdown applied to the dashboard.

Procedure

  1. Navigate to Performance Analytics > Dashboard Admin.
  2. Open the dashboard that you want to add a breakdown to.
  3. Click Edit in the Breakdown Source related list.
  4. Move the breakdown you want to apply to the Breakdown Source List.
  5. click Save.

Result

The breakdown is applied to the dashboard. Users can select breakdown