Exclude a breakdown from the breakdown matrix

Exclude certain combinations of first and second-level breakdowns by defining a breakdown exclusion matrix.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

Sometimes, not all breakdown combinations give useful information. For example, the combination [Country, Region] will give the same scores as the breakdown Country. You can prevent the instance from collecting data for these invalid combinations with breakdown matrix exclusions. These exclusions are not shown in the detailed scorecard or in the scoresheet and cannot be selected when creating widgets.
Figure 1. Exclude breakdown
Exclude breakdown

Procedure

  1. Open an existing automated indicator.
  2. In the Breakdown matrix exclusion related list, click New.
  3. In the Breakdown field, select the breakdown you want to exclude.
  4. In the 2nd Breakdown field, select the second-level breakdown you want to exclude. Both fields are mandatory.
    Note: Scores are not collected for any combination of the two breakdowns. The order you select the breakdowns does not impact the final behavior.

    For example, if you select Customer as the Breakdown and Vendor as the 2nd Breakdown, then the combination of Vendor as the first-level breakdown and Customer as the 2nd-level breakdown is also excluded.

  5. Click Submit.