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Indicator sources

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Indicator sources

Indicator sources define filtered sets of records to evaluate when collecting indicator scores.

An indicator source configuration specifies a table, such as Incident [incident], and it specifies the frequency with which to collect data from that table. An indicator source cannot specify a rotated table. Multiple indicators can use the same indicator source.

Typically, an indicator tracks the situation on a certain date. The indicator source conditions should include a date-related filter, such as [Opened][on][Today]. Indicators collected less frequently might specify a larger date range, such as [Closed][on][This month].

Create indicator sources carefully. Since multiple indicators may be linked to an indicator source, it is not easy to change the indicator source after you created it. Furthermore, changing an indicator source can cause a disjoint with scores that you have already collected.

Note: Indicator sources must be created before you can create an indicator.

Create an indicator source

Create an indicator source to define the set of records to evaluate when collecting indicator scores.

Before you begin

Role required: pa_data_collector or admin


  1. Navigate to Performance Analytics > Indicator Sources and click New.
  2. Enter a Name by which you can easily see what the indicator source is used for, such as Incidents.Open.
  3. In the Valid for Frequency field, select how often to collect the scores for the indicator source, such as Daily, Weekly, or Bi-weekly.
    Indicators based on this indicator source use the Valid for frequency value as the indicator Frequency. The frequency of the data collection job for the indicator should match this value.

    If you are uncertain about the frequency to set, base the frequency on your business cycle.

  4. Select a facts table, either directly or by reusing a report source:
    Facts table Specify the facts table and any conditions for filtering the records of that table. You can specify a database view as the facts table.
    Report source Specify an existing report source to reuse. A report source specifies a facts table and filtering conditions.

    If the report source changes, a warning appears when you view the indicator source to inform you about the change. To update the indicator source, click the refresh button next to the Report source field.

    Warning: Performance Analytics does not support rotated tables. If you select a rotated table as your facts table, data collection will not be accurate. For more information about rotated tables in general, see Table Rotation.
    Warning: Do not change the facts table for a source after you have started collecting data. If you change the facts table, all historical scores for the associated indicators are lost.
  5. If you select a facts table directly, add Conditions that must be fulfilled before data is included in the subset.
    For example, set the conditions [Active] [is] [true] or [Created] [at or before] [date]. Date fields are often used in conditions for time stamping. Any records that match the conditions are shown immediately.

    Due to the reusability of indicator sources, use only high-level criteria to define indicator source conditions. Use the advanced filters on individual indicators to go deeper into the data. Indicator source conditions on text fields are not case-sensitive. Conditions set on indicator sources and indicators all apply. For an indicator to display real-time scores, a condition must be set either on the indicator or the indicator source.

  6. Click Submit.

Example: Simple indicator source

The following settings create an indicator source that collects new incidents daily:
  • Name: Incidents.New
  • Frequency:Daily
  • Facts table:Incident [incident]
  • Condition:[Opened] [on] [Today]
Figure 1. Create indicator sources
Create indicator sources

What to do next

After you save or submit an indicator source, a related list is available in which you can define Performance Analytics text index configurations. These configurations are used for creating text widgets with word clouds. For more information, see Set up text analytics.

If you are reusing a report source and the report source changes, a warning appears when you view the indicator source to inform you about the change. You can update the indicator source to match by clicking the Update report source related link or the refresh button next to the Report source field on the Indicator Source form.

The read-only Report source updated at field displays the last time the report source was updated. This date and time always appear in the UTC timezone.

Use a database view in an indicator source

You can select a database view as the facts table in an indicator source. Database views enable you to combine data from tables in your ServiceNow instance that are not connected by default.

About this task

By joining tables in a database view, you can easily access them by calling up the view, and then select fields from any of the tables included in the view. For example, if you want to report on the number of SLAs breached, you need fields from both the SLA and the Incident tables.


If you select a database view as the facts table for an indicator source, provide additional configuration in the Records view section of the Indicator Source form.
View Table Select the table to collect records from, for example, incident.
List View Select the list view used to display collected record sets. Default view is suggested, but you can select any defined view, such as Self Service or Mobile.