## Create a formula indicator

# Create a formula indicator

Create a formula indicator to use the historic data of other indicators and analytical functions to produce a computed score.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

- Calculate ratios and percentages.
- Combine data from different applications.
- Build predictive indicators based on historic performance.

Procedure

## Prevent a formula component from following breakdowns

You can prevent certain formula components from being broken down when a user applies a breakdown to the formula indicator.

When you apply a breakdown to a formula indicator, such as on a breakdown dashboard, the selected breakdown applies to all formula components. You prevent certain components from being broken down using the syntax {{Indicator}}. You can also prevent a formula component from following breakdowns by clearing the Allow breakdowns check box in the Browse for an indicator popup.

For example, consider the formula `[[Incidents]] / [[Customers]]`. If you
apply a region breakdown to this indicator, and specify EU as the breakdown element, the formula
indicator returns scores using the formula `[[Incidents > region = eu]] / [[Customers >
region = eu]]`. However, to view the EU incidents divided by the total number of
incidents across all regions, you can write the formula as `[[Incidents]] /
{{Customers}}`. Using the {{Indicator}} format causes the Customers component to
ignore breakdowns. This way, when you apply the region breakdown with the EU breakdown element,
this formula indicator is equivalent to the formula `[[Incidents > region = eu]] /
[[Customers]]`.

You can specify a breakdown within a component itself, such as `[[Incidents]] /
{{Customers > importance = high}}`. In this example, the formula denominator is
always broken down to include only the high-importance customers. Any breakdown applied to the
formula indicator, such as the region breakdown, does not apply to the Customers component.

## Breakdown matrixes in formula indicators

Formula indicators inherit breakdown matrixes from indicators in the formula.

If all the indicators in the formula collect breakdown matrixes, 2nd level breakdowns are available for the formula indicator. If none of the indicators in the formula collect breakdown matrixes, 2nd level breakdowns are not available for the formula indicator. If only some of the indicators in the formula collect breakdown matrixes, only those indicators can be broken down at a 2nd level.

For example, consider a formula indicator with the following formula:

[[Summed age of open incidents]]/[[Number of open incidents]]/24

Both the Summed age of open incidents and the Number of open incidents indicators have breakdown matrixes collected. In the detailed scorecard for the formula indicator, you break down the scores first by Category=Software and second by Priority=High(2). The result is a score of 170.

Now consider the same formula indicator, but the breakdown matrix is not collected for the Number of open incidents indicator. The result is a score of 11.