Create an automated indicator

To save scores from a table according to a regular frequency, create an automated indicator.

Before you begin

Role required: pa_admin, pa_power_user, and pa_data_collector

About this task

An automated indicator is based on an indicator source. The indicator source specifies a table and a frequency at which scores from this table are saved. After you select the indicator source and specify other properties, choose scheduled jobs to collect data for the indicator.

This form provides all the many options for creating an automated indicator. To create a simple automated indicator quickly, see Create an indicator and related records.

Note: You must have a license for Performance Analytics to create indicators.

Procedure

  1. Navigate to Performance Analytics > Indicators > Automated Indicators and click New.
  2. In the Name field, give the indicator a descriptive name, such as Number of Critical Incidents.
  3. Select the indicator source.
    1. (Optional) In the Frequency field, filter the selection of indicator sources by their frequency of data collection.
      The frequency of the indicator is set automatically based on the frequency of the selected indicator source, such as Daily, Weekly, or Monthly. Filling in this field limits the list of indicator sources to the ones whose frequency matches the field value. This field is hidden after you select the indicator source.
    2. Scroll to the Source tab and select an Indicator Source.
      Typing a partial name in the field filters the list of available indicator sources accordingly.
  4. In the Aggregate field, select the aggregate function to apply when calculating the indicator on the indicator source.
    Count counts the number of records. Count distinct counts the number of unique values rather than the total number of records. For example, if the name of a user appears more than once in a list, the user is only counted once. Other choices perform the specified aggregate operation, such as summing or averaging the values in a field across records.
  5. If the indicator score is supposed to increase or decrease over time, select Maximize or Minimize, respectively, in the Direction field.
  6. (Optional) Specify any of the remaining indicator properties:
    FieldDescription
    Unit The unit of measurement for the score, such as number, days, or percentages.
    Precision The number of digits behind the decimal separator.

    For indicator scores in the thousands and millions, the score is displayed as the number of thousands or millions with a k or an M, respectively. For example, a score of 612,875 with a precision of 0 is rendered as 613K. A score of 8,546,937 with a precision of 1 is rendered as 8.5M.

    For more information, see Rounding and precision in indicators.

    Key Identifies the indicator as a key indicator. Used only to filter the list of scorecards in Performance Analytics > Scorecards.
  7. (Optional) In the Source tab, complete any remaining fields.
    These fields are available only if Aggregate is not set to Count.
    FieldDescription
    Scripted A check box to indicate if the value should be aggregated based on a script. This option is available only if Aggregate is not set to Count. Clear the Scripted check box to aggregate the values in a field.
    Field The field to perform the aggregate operation on. This field appears only if Aggregate is not Count and Scripted is not selected. You can select only numerical fields, including duration, time, and currency.
    Script Select a script or create a new script for the aggregation. This option is available only if the Scripted check box is selected.

    For more information, see Scripting in Performance Analytics.

    Value when nil The value that is inserted as the score when no value is collected.

    This value applies only to the indicator score. It does not impact scores for breakdown elements.

  8. (Optional) In the Additional Conditions tab, add conditions to limit the set of records that the indicator evaluates.
    The conditions in the indicator apply in addition to the conditions in the indicator source.
  9. In the Access control tab, set whether to publish this indicator to a scorecard, and whether to limit the visibility of the indicator by user, group, or role.
    The scorecard enables analysis of the indicator through graphics.
  10. (Optional) In the Other tab, set various miscellaneous properties.
    FieldDescription
    Default time series A predefined analytical function, like a 7-days running average, to display the indicator instead of showing the actual values of the indicator.
    Live group profile Live group profile that indicates the live group where the indicator scores are published.
    Order Number indicating the order in which scorecards are displayed. Indicators with the lowest value are displayed at the top of the scorecard list. If no values are provided in the Order field, scorecards are displayed from a to z using the Name field. To use the order field, you must enter order numbers for all indicators. If you put in numbers for only a few indicators, the order in which scorecards are displayed reverts to a to z.
    Default chart type Set a default chart type (line, column, spline, or area) for this indicator. When opening the detailed scorecard for the first time, the default chart type is used. If the chart type is changed in the detailed scorecard, that preference is remembered.
    Render continuous lines When selected, scorecards displaying this indicator show unbroken data lines, even when there is no data for a specific date. This behavior may be useful when displaying data sets with varied starting dates or data that is not regularly updated, such as stock information.
    Show real-time score When selected, scorecards displaying this indicator show the score in real time, as well as the current state of associated records. Clear this check box when indicator data is not available in real time, such as in an integration that uses data from a third-party source.
    Show delta When selected, enables reporting of historic records when viewing this indicator on a detailed scorecard. You can filter the data to display only the current data, only the historical data, or the data shared between both sets.
  11. (Optional) In the Collect breakdown matrix fields tab, you can enable second-level breakdowns for the indicator, such as Open Incidents by Category by Priority.
    Enabling second-level breakdowns can significantly impact performance.
  12. (Optional) In the Collection periods tab, override the properties that set the maximum number of periods prior to today for which scores and snapshots are collected and kept.
    To see the properties that you would override, go to Performance Analytics > System > Properties.
  13. (Optional) In the Forecasting tab, set the forecast method, the number of data collection periods to forecast, and the amount of historical data to base the forecast on.
    For more information, see Forecasting Performance Analytics data.