Using breakdowns on dashboards

You can add breakdown sources to a dashboard. Users then can select a breakdown element to filter data in the Performance Analytics widgets that have been added to the dashboard.

For example, a dashboard that uses the breakdown source Incident.Category enables users to select a category from the list. After this selection, all the Performance Analytics widgets on the dashboard that are configured to follow dashboard elements are filtered by that category value.
Note: For the element to apply to a Performance Analytics widget on the dashboard, the Follow element option must be selected in that widget configuration.
Figure 1. Breakdown dashboard
Dashboard with a breakdown applied

Add a breakdown to a dashboard

To enable users to filter Performance Analytics widgets on a dashboard by breakdown element, add breakdown sources to the dashboard.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

After you add breakdown sources to a dashboard, all enabled Performance Analytics widgets can be filtered by the elements of those breakdown sources. To enable a widget, selected Follow element in that widget configuration. To change this setting while editing the dashboard, click the pencil at the top right of the widget. The Widget Configuration form appears and you can change the setting.

If you did not select Follow element for a widget, that widget does not follow a breakdown applied to the dashboard.

If the dashboard uses a breakdown source which is used by more than one breakdown, set Follow breakdown in the widget configurations and specify which breakdown the widget will use. For example, the breakdowns Opened by, Requested by, Requested for, and Assigned to use the Users.Active breakdown source. If you add the Users.Active source to a dashboard, set Follow breakdown and select the relevant breakdown for each of the widgets that you have on that dashboard. This option does not affect the ability to filter by elements of any of the other breakdown sources you have configured the dashboard to use.

Procedure

  1. Navigate to the relevant list of dashboards.
  2. Open the dashboard that you want to add a breakdown source to.
  3. Click Edit in the Breakdown Source related list.
  4. Move the breakdown sources you want to apply to the Breakdown Source List.
  5. Click Save.

Result

The breakdown sources are applied to the dashboard. Users can select elements from these sources on the dashboard.

Showing breakdown relations

A breakdown widget with the Scorecard visualization can display related breakdown information. The widget must be on a breakdown dashboard, and that dashboard must include the breakdown sources of the related breakdowns.

Consider an indicator such as Number of open incidents. This indicator uses the Assignment Group breakdown. The Assignment Group breakdown has three breakdown relations between its own elements. For an element of Assignment Group, these relations are:
  • A Parent Group, whose Sys ID value is in the Parent field of the selected element.
  • Child Groups, consisting of other Assignment Group elements whose Parent field value is the Sys ID value of the selected element.
  • Sibling Groups, consisting of other Assignment Group elements who share the same value in the Parent field.
Figure 2. Breakdown relations of Assignment Group
The three breakdown relations of the Assignment Group breakdown
Now consider a widget that displays the Number of open incidents indicator scores grouped by Assignment Group. You set the widget to follow an element selected in a breakdown dashboard. Now you must select which of the breakdown relations to follow.
Figure 3. Setting up widget to show elements by breakdown relation
Form for creating a breakdown widget with a scorecard visualization showing the choice of breakdown relations to follow

You select Child Groups. Now you put the widget in a breakdown dashboard that uses the Groups breakdown source. Groups is the breakdown source of the Assignment Group breakdown, so on the dashboard you can select any of the elements of Assignment Group. You select ACME Support, and the widget shows the groups that have ACME Support as a parent.

Figure 4. A widget on a breakdown dashboard showing a breakdown relation
A widget on a breakdown dashboard showing the child groups of the ACME Support group
If you edit the widget to display the Sibling Groups instead of the Child Group and select ACME Support on the dashboard again, you see the Assignment Groups with the same parent as ACME Support.
Figure 5. A widget on a breakdown dashboard showing another breakdown relation
A widget on a breakdown dashboard showing the sibling groups of the ACME Support group