To display a hierarchy of breakdown elements, use a treemap visualization.

Before you begin

Role required: pa_power-user or admin

About this task

Note: This feature is part of the Core UI front end. It is not supported on Platform Analytics dashboards or UI Builder pages, except to a limited extent when migrated in compatibility mode. To build Platform Analytics components, see Data visualizations in Platform Analytics or Filters in Platform Analytics.

This feature is in maintenance mode and is no longer being augmented or changed. Only security fixes to this feature will be addressed.

If the elements of a breakdown differ in favorability, or if you want to compare each breakdown element against an indicator target, you can use a treemap. Treemaps use nested rectangles with the size representing the relative proportion of the element and the color representing the favorability.
Figure 1. Treemap visualization
Treemap visualization of open incidents by Priority, with the deeper blue indicating the higher priority

Procedure

  1. Navigate to All > Performance Analytics > Widgets and click New.
  2. In the Name field, give the widget a name that reflects the information being displayed.
  3. In the Type field, select Breakdown.
    If you change the value of Type after you fill in other fields, those fields are cleared.
  4. In the Visualization field, select Treemap.
    You can let the user switch between visualizations. Select Show visualization selector in the Display settings tab.
  5. In the Indicator field, select the main indicator which you want to break down.
  6. Select the breakdown to group the scores.
    You may also set a breakdown and element to filter the scores.
    • For the widget to show scores grouped by the elements of a breakdown, select a breakdown in the Breakdown field. Do not select an element or a second breakdown.
    • You can have the widget show different elements depending on characteristics of the viewer. To do so, specify an elements filter in the Element Settings tab. Do not specify an element in the Element field. You can personalize only the first-level breakdown elements. For more information, see Personalized visuals.
    • For the widget to show scores filtered by an element of one breakdown then grouped by the elements of another breakdown, select the filtering breakdown and element in the Breakdown and Element fields. Then select the grouping breakdown in the 2nd Breakdown field. The widget shows scores for each element of the 2nd Breakdown but only if they match the first Breakdown and Element.
      Note:
      • Second-level breakdowns must be enabled on the indicator record, in the Collect breakdown matrix tab.
      • To have a second breakdown, Follow element must be disabled. Dashboard breakdowns count as one breakdown level of the two that are possible.
    • The widget can also show scores grouped by one breakdown and filtered by an element that the user selects on a breakdown dashboard. Select the grouping breakdown in the Breakdown field. Then select Follow element as described in a later step.
    Important: If the widget is for a formula indicator, all contributing indicators in the formula must support the breakdown. Otherwise an error message instead of a value appears in the widget on a dashboard.
  7. In the Coloring method field, select whether to rank the favorability based on score, change to score, percent of change, or an indicator target.
  8. Select the color that indicates a positive in the Positive color field.
  9. Depending on the Coloring method, you may need to select a Negative color
  10. (Optional) Fill in any of the following fields:
    Field Description
    Time series Run a function on the scores for a specific time period, such as applying a 7-day sum or average. from being applied to the indicator. For more information, see Applying time series aggregations.
    Note: Business and fiscal calendars do not support time series aggregations. You cannot set a time series aggregation on a widget for an indicator that uses such a calendar.
    Sort on

    Sort direction

    		 Sort the data on the Sort on attribute. Then select whether to sort in ascending or descending order.
    Note: The system attempts to sort the data based on the scores from the latest collection job. If the latest job did not collect any scores, the Sort on setting is ignored.
    Color scheme A spectrum of colors for the scores for all breakdowns. If only one breakdown is shown, only the first color is used.

    If you do not specify a color scheme, the colors defined in the system property glide.ui.chart.default.colors apply.

    You can create your own color scheme instead of using a provided color scheme. For more information, see Create a color scheme.
  11. (Optional) Review the Settings tabs and change settings as desired.
    For more information, see Additional settings for breakdown widgets.
  12. Click Submit.

What to do next

To view the widget, add it to a dashboard or a portal.