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Create an indicator and related records

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Create an indicator and related records

You can quickly create a Performance Analytics indicator and breakdowns, widgets, and data collection jobs for that indicator.

Before you begin

Role required: pa_contributor, pa_data_collector, pa_power_user, or pa_admin

Ensure that there is at least one indicator source and a data collection job for the indicator source facts table.

About this task

These instructions are for using a wizard to create a simple automated indicator quickly. If you need access to the full range of indicator parameters, see Create an automated indicator.


  1. Navigate to Performance Analytics > Indicators > Create New.
  2. Enter an Indicator name.
  3. (Optional) Specify any other descriptive values for the indicator, such as the Direction of the chart, the Unit of measurement for numerical values, or the indicator Group.
  4. Click Next.
  5. Select an Indicator source.
  6. Select an Aggregate, such as Count or Average.
    If you select an aggregate other than Count, you must specify a Field or Script to use when performing aggregate calculations. You can perform aggregate operations using fields from the indicator source facts table.
  7. (Optional) Select any additional filtering conditions to filter the indicator data. This filter is applied in addition to any filter defined on the indicator source record.
  8. Click Next.
  9. Select the breakdowns you want to apply to this indicator. Clear the check box for any breakdowns you do not want to apply.
  10. Click Next.
  11. (Optional) Select the data collection Job you want to use to populate the indicator data.
    Indicator data is populated only by data collection jobs. If an indicator has no associated collection job, the indicator will not contain any data.
  12. (Optional) Select Collect data from the past and a date range to collect historical data.
    If you choose to collect historical data, a new collection job is created and run once to populate the historical data.
  13. Click Next.
  14. (Optional) Select any widgets you want to create to display the indicator data.
    You can specify widget values such as the Time Series or add the widget to a dashboard tab.
  15. Click Next.
  16. Review the changes, then click Apply.
    The indicator is created and linked to the selected indicator source, breakdowns, and data collection job. Any widgets associated with the indicator are created and added to the specified dashboard tab.
  17. (Optional) Click Create another indicator to restart the process with a new indicator.

What to do next

If the data collection job is configured to collect historical data, a temporary data collection job with a Run value of Once is created. You can delete this job record after the job runs.

Indicator creation widget options

There are several options for creating widgets to display the indicator data when creating an indicator and related records.

Table 1. Widget options
Field Description
Time series widget Select this check box to create a time series widget to display the indicator data.
Time series Select the time series to use when determining what data to display.
Visualization Select the chart type to use to display the data, such as Line or Column.
Put the widgets on a new tab on dashboard Select a dashboard you want to add this widget to. If you do not select a dashboard, a widget record is created but is not added to any dashboard.
New tab name Enter a name for the new tab created to display this widget. This field is required if you select a dashboard.
Latest score widget Select the check box to create a score widget with a Visualization value of Latest Score to display the indicator data.
Time series Select the time series to use when determining the score.
Periods back Select the number of periods to compare the score with. For example, if the Time series is By week SUM, enter a Periods back value of 4 to compare the current score with scores from the past 4 weeks.
Breakdown widgets Select this check box to create a breakdown scorecard widget for each breakdown applied to this indicator.