To create an automated breakdown, first select a breakdown source for it to use and
apply access restrictions.
An automated breakdown uses a breakdown source to
determine selectable elements. You can use an existing breakdown source or you can define a new one.
Create breakdown mappings and associate indicators with the breakdown.
Navigate to New.
Specify a meaningful Name.
The name of a breakdown is frequently based on the label of the field that is
used in the breakdown mappings.
In the Automated tab, select the Breakdown
Select a Default elements filter.
Use element filters to restrict the elements that are visible to a user. For
more information, see Breakdown element filters
In the Access control tab, set who can see the
These restrictions apply in all cases: seeing the breakdown in the list of
breakdowns, seeing the breakdown in a scorecard or dashboard, or using the
breakdown when creating a widget.
|Value of Visible to||Further settings|
||You can restrict visibility by roles. Unselect Visible by
all roles and select the Roles
that are required to access the breakdown.
|Groups and Users
||Select the Groups and individual
Users who can access this breakdown. You can
select groups or users from a list, and you can select users by email