Create an indicator source

Create an indicator source to define the set of records to evaluate when collecting indicator scores.

Before you begin

Role required: pa_data_collector or admin

Procedure

  1. Navigate to Performance Analytics > Indicator Sources.
  2. Click New.
  3. Enter a name by which you can easily see what the indicator source is used for.
    For example, Incidents.Open.
  4. (Optional) Enter a more detailed description.
    For example, Daily collection open incidents.
  5. In the Valid for Frequency field, select the interval at which the data for the indicator source must be collected, such as Daily, Weekly, or Bi-weekly.
    Indicators based on this indicator source use the Valid for frequency value as the indicator Frequency.
  6. Select the Facts table that the indicator source is based on.
    Note: Do not select a rotated table as the facts table.
    For example, Incident [incident].
  7. Add Conditions that must be fulfilled before data is included in the subset.
    For example, [Active] [is] [true] or [Created] [at or before] [date]. Date fields are often used in conditions for time stamping. Any records that match the conditions are shown immediately.

    Conditions should contain high level criteria here because this is meant to extract a large record set. Use the indicator advanced filters to go deeper into the data. Indicator source conditions on text fields are not case sensitive.

  8. Click Submit.
    Figure 1. Create indicator sources
    Create indicator sources

Example

The following settings create an indicator source that collects new incidents daily:
  • Name: Incidents.New
  • Frequency:Daily
  • Facts table:Incident [incident]
  • Condition:[Opened] [on] [Today]