Create a breakdown widget

Create a breakdown widget to display a filtered subset of indicator data. For example, a breakdown widget might display open incidents filtered by priority.

Before you begin

Role required: pa_power_user

Procedure

Define the breakdown widget by filling in the following fields.
Note: Some choices vary according to the selected Visualization.
Table 1. Breakdown widget fields
Field Description
Indicator Select the indicator you want to display in the widget, such as Number of open incidents.
Breakdown Select a breakdown to filter the data by, such as Priority.

Scores displayed in the widget are filtered based on this value, such as to show only records with a specific priority.

Element Select the default breakdown element to apply. If specified, only records with the selected breakdown value are displayed in the widget.

For example, with the Priority breakdown, select the element 1 - Critical to display only records with a critical priority.

If you select a breakdown but do not select an element, the widget uses the unmatched breakdown element.

2nd Breakdown Select a 2nd-level breakdown to further filter the data by, such as Assignment Group.
Element Select the default 2nd-level breakdown element to display. If specified, only records with both the selected breakdown element and 2nd-level breakdown element are included in the widget.

If you select a 2nd breakdown but do not select a 2nd element, the widget uses the unmatched breakdown element.

Time Series Apply a mathematical aggregation to the widget data for a specific time period.

For example, you can display the average yearly score or a weekly sum. You can select only time series that are available for the widget's indicator. A plus sign (+) at the end of the time series indicates that scores for a partially completed period will be included.

Type Select Breakdown.
Visualization Select the visualization to use to display the indicator scores. Certain configuration options are available only for specific visualizations.
Color Select a color to use to display the main indicator when there are multiple indicators, such as for the Relative Compare visualization. This color overrides the selected Color scheme.
Sort on Define the sort order based on values from the breakdown elements, such as Value or Name, or based on computed metrics, such as Change% or Gap
Sort direction Select if the sort order should display higher values first (Descending) or lower values first (Ascending).
Color scheme Select a chart color scheme to use in the widget.
Follow element Select this check box to make the widget respond to the selected breakdown on a dashboard.
Followed breakdown If Follow element is selected, specify the breakdown to apply. Data in the widget is filtered based on this breakdown and the element selected on the dashboard.
Color based on When the Visualization is Treemap, select the value to use to determine the color of each cell.

The choices Score, Change, and Change % color cells based on the indicator direction, values moving in the desired direction show a more positive color. The Target choice colors cells based on how close to the defined target the current score is.

You can select the positive and negative colors using the Positive color and Negative color fields in the Display settings tab.

Date Settings
Period Select the date range to display in the widget. Several options are available.
  • Select a specific time range. The default is 3m (3 months).
  • Select max to use scores up to the current date.
  • Select between and then fill in the From and To fields to define a time period.
The Period field is available only if you select Column, Line, Column and Total, or Stacked Column as the Visualization
Show date range selector Display a date range selector on the widget that allows users to change the selected period from a dashboard.
Note: Selecting a date range on a widget does not update the trend line.
Display Settings
Show data labels Display the score for each portion of the chart, such as for each slice of a pie chart.
Show visualization selector Display a choice list on the widget that allows users to change the selected visualizaion from a dashboard.
Note: You cannot select the Pivot Scorecard visualization from a dashbord. You must configure the widget record to use this visualization.
Show breakdown selector Display a choice list on the widget that allows users to change the selected breakdown from a dashboard. There must be more than 1 breakdown available for the widget for the breakdown choice list to appear.
Positive color When the Visualization is Treemap, select the color used to indicate a score moving in the desired direction, based on the indicator Direction value. If Color based on is set to Target, the positive color indicates values closer to the target.
Negative color When the Visualization is Treemap, select the color used to indicate a score moving in the wrong direction, based on the indicator Direction value. If Color based on is set to Target, the negative color indicates values further away from the target. This field is not available when Color based on is Score.
Show legend When the Visualization is Treemap, select this option to display a legend for the positive and negative colors.
Breakdown Settings
Elements filter Specify if only a certain subset of breakdown elements are available for this widget. By default all elements are available.

For example, elements of the breakdown Priority can be: Critical, High, Moderate, Low or Planning.

Breakdown on Y axis Pivot scorecard breakdown widgets display breakdown elements as the X axis and indicators as the Y axis by default. Select this check box to display breakdown elements as the Y axis and indicators as the X axis.
Manual elements Breakdown elements can be selected automatically or manually. Select the Manual elements check box to display the Widget Elements related list for adding elements. Clear the Manual elements check box to automatically use the elements that belong to the breakdown.
Show top x If there are many breakdown instances, the breakdown chart may become too large. Enter a number to show only the top x of the instances. The maximum Number of elements in the breakdown charts can also be specified at System > Properties. The top x for a widget cannot be higher than the property maximum.
Percentages If you select No percentages, no score percentages are shown for the instances. If you select Percentage of elements, a score percentage is shown for each instance. For example, 6.4% of the total incidents are Critical, 11.8% are High, and so on.
Show total If you selected Scorecard in the Visualization field, an extra row can be included in the breakdown chart showing the totals of all selected breakdowns.
Show bar The score for each instance is represented by a bar.
Column Settings
Current score Display the score from the latest data collection.
Trend Shows the direction the indicator is moving. The trend is shown in a mini-chart on the dashboard.
Multiple scores Adds additonal scores to the scorecard. Select the number of additional scores to display in Number of periods. Select the length of each period in Period step. If Current Score is also selected, the Score column is counted as the most recent period and N-1 periods are added.
Change Displays the change from the previous score.
Change % Displays the percentage change from the previous score.
Target Displays the target for the indicator if a target has been defined.
Gap Displays the difference between the current and the target scores. Gap can be either positive (moving towards the target) or negative (moving away from the target).
Gap % Displays the percentage difference between the current and target scores. Gap % can be either positive (moving towards the target) or negative (moving away from the target).

What to do next

After creating a widget, navigate to Performance Analytics > Dashboards to add the widget to a dashboard.