Define a breakdown source

A breakdown source defines what elements the breakdown should contain.

Before you begin

Roles required: pa_data_collector, pa_admin, or admin

About this task

Breakdown sources are based on a facts table that provides breakdown elements, which are the groups that broken-down scores are organized by. For example, a breakdown source might specify the choices from the Priority choice list as the breakdown elements. Scores broken down based on this breakdown source are then organized based on the Priority value of each record. A breakdown source can be shared by multiple breakdowns and indicators.

Procedure

  1. Navigate to Performance Analytics > Breakdown Sources.
  2. Click New.
  3. Fill in the fields, as appropriate.
    Table 1. Breakdown source fields
    Field Description
    Facts table The table that the breakdown source gets elements from.

    For example, if the breakdown source should specify user groups as elements, select Group [sys_user_group].

    Field Select a field from the facts table. This field should contain the values that records in an indicator source reference, such as in a reference field or choice list. Usually the Sys ID.
    Conditions Conditions for filtering the element list. For example:

    [Table] [is] [Incident] and

    [Element] [is] [Category] and

    [Language] [is] [en] and

    [Inactive] [is] [false] or

    [Inactive] [is] [empty]

    Note: You can view the list of records that match the selected conditions by clicking the <#> records match condition link.
    Label for unmatched The label to use if an empty value is collected during data collection. The default label is Unmatched.
    Security type Whether to exclude (Blacklist) or include (WhiteList) breakdown source elements by role based on element security lists.
    DC active Whether to collect breakdown elements for this breakdown source during data collection. This field is selected and hidden by default.

    This field is cleared and displayed automatically if data collection for this breakdown source fails, such as if there are more breakdown elements than allowed by the property com.snc.pa.dc.max_breakdown_elements_limit.

    To reenable the breakdown source, add Conditions to limit the number of breakdown elements and select the DC active check box before running another data collection job.

  4. Click Submit.

Example

Example of a breakdown source:
Creating breakdown source example