Spotlight groups

Spotlight groups define the data to evaluate and the weight threshold needed to create a spotlight.

Spotlight groups specify a set of data to evaluate, and a threshold. If the score of a record in the data set exceeds the threshold, a spotlight is created for that record. The score of a record is the total weight from all applicable spotlight criteria in the spotlight group.

The data set to evaluate is defined in an Performance Analytics indicator.

Create a Spotlight group

Create a Spotlight group to define the indicator records to evaluate. The Spotlight group also defines the threshold that an indicator record must exceed to create a spotlight.

Before you begin

Role required: pa_spotlight and pa_viewer

Procedure

  1. Navigate to Spotlight > Spotlight Groups and create a new record (see table for field descriptions).
    Table 1. Spotlight Group fields
    Field Description
    Threshold Specify the Spotlight score that an indicator record must exceed to create a spotlight. This score is equal to the sum of weights of all Spotlight criteria that the indicator record meets.
    Main Indicator Select an indicator to specify the data set of records to evaluate.

    All criteria associated with this group must use the same table as the selected main indicator.

    Breakdown Optionally select a breakdown to limit the data to evaluate.
    Element If you select a breakdown, select the breakdown element to limit the included records to only those with the specified breakdown element value.
    Active Select this check box to automatically collect scores for the specified main indicator. The Spotlight job must also be activated. For more information, see Collect Spotlight scores.
    Use Snapshot Select this check box for indicator-type criteria to use the most recently collected snapshot of records for the selected main indicator. Clear this check box to use real-time data.
    Note: Using real-time data requires additional system resources to query the indicator data.

    When using real-time data, certain conditions are not available, such as those based on an indicator that uses a bucket group. Use conditions based on a query instead when using real-time data. For example, to check for incidents that are 30-90 days old, instead of using an indicator for incident age, use the query conditions [Opened][relative][on or before][30][days][ago] and [Opened][relative][on or after][90][days][ago].

    Only indicator-type Spotlight criteria can evaluate snapshot data. Query-type criteria always evaluate real-time data, even if Use Snapshot is selected.

  2. Save the Spotlight group and add Spotlight criteria to the related list that appears.