Create a breakdown, breakdown source, and breakdown mappings, and associate the
breakdown with indicators.
Create a simple breakdown based on an existing indicator. To create more advanced
breakdowns or breakdown sources, such as to limit data sets with complex filters, create
or update breakdown and breakdown source records directly.
Role required: pa_power_user, pa_data_collector, or admin
Note: Users with only the pa_power_user role cannot create breakdown sources.
Select the Indicator that you want to create the
The Table field is automatically populated based on the
indicator source table. You can apply the new breakdown to other indicators with
the same source table on the Link to indicators
Select the Field to base the breakdown on.
The breakdown uses values from this field as breakdown elements and breaks
down collected data based on the value of this field in each record.
The Define the breakdown tab displays different
data depending on if a breakdown, breakdown source, or breakdown mapping exist
for the specified indicator, table, and field.
Perform one of the following actions.
|Create a breakdown, breakdown source, and mapping
||If no breakdown or breakdown source exists for the specified table,
enter a name for the new breakdown. A breakdown source and mapping for
the selected table and field are created automatically. Click
Show filter to make adjustments to filter the
data included in the breakdown source.
|Create a mapping using an existing breakdown source
||If at least one breakdown source exists for the specified table and
there are one or more breakdowns using the source, select the breakdown
to create a mapping for.
If a mapping exists between a breakdown with
the selected source and a field on a parent of the indicator table,
you can only select an existing breakdown to create the mapping for.
If no such mapping exists for a parent table, you can select an
existing breakdown or create a new breakdown.
|Review existing records
||If a breakdown and breakdown source exist for the specified table,
and a breakdown mapping exists for the specified breakdown and field,
review the settings. You do not need to make any changes.
On the Link to indicators tab, select any additional
indicators that you want to apply the breakdown to.
You can apply the breakdown to other indicators with the same source table as
the indicator you selected first. If the breakdown already applies to an
indicator, that indicator is not displayed.
On the Data Collection tab, select how many days of
historical, broken-down scores and snapshots to collect, or clear the
Collect data from the past to skip historical data
Review the settings and confirm that the correct records will be created, then
A check mark appears next to each record after it is created. When all
records are created the Create another breakdown button