Assign an indicator to an automated breakdown

Associate automated or formula indicators with a breakdown to enable the collection of broken down scores for those indicators.

Before you begin

The breakdown must have a breakdown mapping for the indicator source table.

Role required: pa_data_collector, pa_power_user, pa_admin, or admin

Procedure

  1. Navigate to Performance Analytics > Automated Breakdowns.
  2. Select a breakdown record.
  3. In the Indicators related list, click Edit.
  4. Use the slushbucket to select the indicators you want to assign to this breakdown.
  5. Click Save.
  6. (Optional) In the Indicator Breakdowns related list, set the Display value to false to hide the breakdown on the scorecard and dashboard widgets.
    If the Display field is false, broken-down scores are still populated during data collection, but the breakdown is not selectable on the scorecard or on dashboard widgets.