With Performance Analytics Premium you can define your own key metrics, breakdowns,
and visualizations to present exactly the data you want for any process.
After Performance Analytics Premium has been activated, complete the following steps
to configure Performance Analytics and begin collecting scores.
Clearly define the data you want to present. Before creating any records,
identify what you want to measure and how you want to present that data.
Ensure the data is actionable. Changes in scores should provide usable
feedback into the performance of individuals, groups, or processes.
Tip: It can be helpful to create a sketch of your planned scorecards
and dashboards to help identify your key metrics and
Review the configuration records such as indicators, breakdowns, data
collection jobs, widgets, and dashboards that are provided by default. Review
the optional content packs as well. Use the provided configuration records
whenever possible, or use them as a template to create your own
Configuration records that allow you to analyze many common processes, such as
Incident Management or HR Management, are provided by default.
If the provided configuration records do not meet your needs, create your own
configuration by completing the following steps.
Define indicator sources for the tables you want to
Indicator sources form the basis of the data that is collected and can
be reused for multiple indicators.
An indicator source can specify a
filter to include a subset of table data, such as to include only
Create automated indicators to define the key metrics you
want to analyze.
Automated indicators track scores collected regularly and
automatically from the instance.
Create breakdown sources to define which breakdown elements
are available to group and filter scores for further analysis.
A breakdown element is a single possible value for a field, such as
the Hardware assignment group or the Critical priority. A breakdown
source defines the set of available breakdown elements from a table,
such as the assignment groups that you can group and filter scores by.
A breakdown source can define a filtered set of elements. For
example, you can add the filter condition [Active][is][true] to a
breakdown source on the Groups table to include only active
assignment groups as breakdown elements.
Create breakdowns to define how you want to group and filter
Breakdowns organize data and allow you to analyze or compare subsets
of the indicator data. Breakdowns associate indicator scores with
elements from a breakdown source, such as to organize incident scores
based on the value of the Assignment group
using elements from a breakdown source on the Groups table.
example, you can break down incident data by priority or by
assignment group, such as to show scores only for incidents with a
certain priority, or to compare scores across assignment
After you have defined the data you want to collect and any breakdowns you want
to apply, set up and run data collection jobs to populate the scores.
Create and schedule
data collection jobs to collect data and populate indicator
You can manually run historical data collection to collect scores for
existing records. Run a historical data collection job once after
defining new indicators, then use a scheduled data collection job to
keep the scores updated.
Check the job log to see if the data collection jobs have
After you have confirmed that the data collection jobs ran successfully, view
the collected scores and create widgets to visualize the data.
the scorecards for your indicators to ensure the scores were
populated as expected.
Scorecards display a detailed view of data for a single
Create widgets to define
how to visualize the collected scores and add the widgets to a
Widgets allow for additional visualization and formatting options that
are not available from scorecards. You can create any number of widgets
for your indicators. Widgets only display scores and do not modify the
underlying indicator data.
After successfully implementing a simple Performance Analytics configuration,
consider taking advantage of these advanced options to refine your data:
- Define bucket groups to break down data in user-defined ranges.
- Create scripts to do more advanced data collection, or to organize scores
into bucket groups.
- Apply time series to view aggregate data over different time ranges.
- Apply multi-level breakdowns to group and filter data by multiple
- Create indicator groups to organize indicators, and to use with widgets that
display multiple indicators such as a scorecard list widget.
- Define improvement goals by creating targets and thresholds.
- Create formula indicators to generate scores based on a formula, or manual
indicators to manually enter scores.