Define a breakdown source

Breakdown sources specify which unique elements a breakdown contains. A breakdown source is defined as a set of records from a table or database view or as a bucket group. Multiple breakdowns can use the same breakdown source.

Before you begin

Roles required: pa_data_collector, pa_admin, or admin. The breakdown source creator needs access to the table and reference column that the indicator source uses.

About this task

Always use a facts table with a field that has a unique value for every record, usually Sys ID. For example, the Incident.Category breakdown source takes its elements from the Choice table. The elements are identified by the Sys ID field. The breakdown source filters the choices to those that are on the Incident table, in English, and not inactive.
The filled out breakdown source form for Incident.Category, showing facts table, field, and conditions

The breakdown source uses the following records from the Choice table:

Filtered choice table records corresponding to breakdown source example
Note: The Choice table includes every possible choice from every table, which is why it has Table and Element columns. Most other facts tables you would use for a breakdown source are simpler.


  1. Navigate to Performance Analytics > Breakdown Sources and click New.
  2. Give the breakdown source a meaningful Name.
  3. For the Facts Table, select the table that the breakdown source gets elements from.
    For example, for the breakdown source to specify user groups as elements, select Group [sys_user_group].
  4. In the Field table, select a field that contains a unique value for every record.
    This field is usually Sys ID.
  5. Set the Conditions for filtering the element list.
    For example:

    [Table] [is] [Incident] and

    [Element] [is] [Category] and

    [Language] [is] [en] and

    [Inactive] [is] [false] or

    [Inactive] [is] [empty]

  6. To see how many records match the selected conditions, click Preview.
  7. (Optional) In Label for unmatched, write a custom label to use if a record from an indicator source does not contain a valid element value in a mapped field.
    The default label is Unmatched.
  8. In the Security tab, set whether to exclude or include breakdown source elements by role based on element security lists.
    For more information, see Define an elements security list.
  9. Click Submit.