Manual breakdowns

In a manual breakdown, you define the breakdown elements and the indicator scores for each element manually instead of using records from a breakdown source.

Unlike an automated breakdown, a manual breakdown does not map to any fields on the indicator source table. Instead, users must populate the broken-down scores manually.

Create a manual breakdown

Create a breakdown for an indicator where you add scores manually.

Before you begin

Roles required: pa_data_collector, pa_power_user, pa_admin, or admin

Procedure

  1. Navigate to Performance Analytics > Manual Breakdowns.
  2. Click New.
    The Type is set to Manual automatically.
  3. Enter a descriptive Name.
  4. Right-click the form header and select Save.
  5. In the Manual section, double-click Insert a new row to add a new breakdown element.
  6. Press Enter or click the green check mark to save the entry.
  7. (Optional) Change the Order value.
    Elements with a lower Order value appear higher in the list of elements, such as on scorecards and dashboards.
  8. Repeat steps 5-7 to add additional breakdown elements.
  9. Click Submit.

What to do next

Associate indicators with this breakdown and populate scores using the scoresheet.

Assign a manual indicator to a manual breakdown

Associate a manual indicator with a manual breakdown to enable users to enter broken-down scores for the indicator.

Before you begin

Role required: pa_data_collector, pa_power_user, pa_admin, or admin

Procedure

  1. Navigate to Performance Analytics > Manual 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.

What to do next

Populate broken-down scores for the indicators using the scoresheet.