To compare the elements of one breakdown applied to one indicator, use a column
visualization.
Before you begin
Role required: pa_power_user or admin
About this task
Note: This feature is part of the Core UI front end. It is not supported on Platform Analytics dashboards or UI Builder pages, except to a limited extent when migrated in compatibility mode. To build Platform Analytics components, see Data visualizations in Platform Analytics or Filters in Platform Analytics.
This feature is in maintenance mode and is no longer being augmented or changed. Only security fixes to this feature will be addressed.
If you want to compare the relative proportion of
indicator scores by breakdown elements, and a pie visualization is not appropriate,
use a column visualization. Column visualizations are clearer when there are many
elements, when several elements are much smaller than others, or when several elements
are close to each other in value. Figure 1. Column visualization - breakdown
Procedure
Navigate to All > Performance Analytics > Widgets and click New.
In the Name field, give the widget a name that reflects
the information being displayed.
In the Type field, select
Breakdown.
If you change the value of Type after you fill in other
fields, those fields are cleared.
In the Visualization field, select
Column.
You can let the user switch between visualizations. Select Show
visualization selector in the Display
settings tab.
In the Indicator field, select the main indicator which
you want to break down.
Select the breakdown to group the scores.
You may also set a breakdown and element to filter the scores.
For the widget to show scores grouped by the elements of a breakdown,
select a breakdown in the Breakdown field. Do not
select an element or a second breakdown.
You can have the widget show different elements depending on
characteristics of the viewer. To do so, specify an elements filter in the
Element Settings tab. Do not specify an element
in the Element field. You can personalize only the
first-level breakdown elements. For more information, see Personalized visuals.
For the widget to show scores filtered by an element of one breakdown
then grouped by the elements of another breakdown, select the filtering
breakdown and element in the Breakdown and
Element fields. Then select the grouping
breakdown in the 2nd Breakdown field. The widget
shows scores for each element of the 2nd Breakdown
but only if they match the first Breakdown and
Element.
Note:
Second-level breakdowns must be enabled on the indicator record,
in the Collect breakdown matrix tab.
To have a second breakdown, Follow
element must be disabled. Dashboard breakdowns
count as one breakdown level of the two that are possible.
The widget can also show scores grouped by one breakdown and filtered by
an element that the user selects on a breakdown dashboard. Select the
grouping breakdown in the Breakdown field. Then
select Follow element as described in a later
step.
Important: If the widget is for a formula indicator, all
contributing indicators in the formula must support the breakdown. Otherwise
an error message instead of a value appears in the widget on a
dashboard.
To have the widget follow the breakdown elements that
are selected on a breakdown dashboard, follow these steps:
Select Follow element.
Selecting this option removes the ability to set a filtering
breakdown on the widget. Scores are grouped by the elements of the
first breakdown and filtered by the elements that the user selects
on the dashboard.
(Optional)
Set which of the available breakdowns to follow in Followed
breakdown.
Breakdown dashboards let you select a breakdown source and elements.
However, an indicator can use more than one breakdown that is based on
the same breakdown source. Use this setting to determine which of these
breakdowns to apply in a breakdown dashboard.
For example, the
indicator Number of open incidents uses two breakdowns: Assigned to,
and Opened by. Both breakdowns are based on the Users.Active
breakdown source. Consider the case where you create a widget for
this indicator and you have the widget follow elements on breakdown
dashboards. You want the widget to show separate values for the
elements of the breakdown Assigned to. Therefore, you select
Assigned to in the field
Followed breakdown.
In Show multiple elements as, only the
Aggregated view is possible.
Note: The Followed breakdown relation menu
works only with Scorecard visualizations. Also, multiple element selection
on a breakdown dashboard is not supported on the widget when you set a
breakdown relation to follow.
(Optional)
Fill in any of the following fields:
Field
Description
Time series
Run a function on the scores for a specific time period, such as
applying a 7-day sum or average. from being applied to the
indicator. For more information, see Applying time series aggregations.
Note: Business and fiscal calendars do not support time
series aggregations. You cannot set a time series
aggregation on a widget for an indicator that uses
such a calendar.
Sort on
Sort direction
Sort the data on the Sort on attribute.
Then select whether to sort in ascending or descending
order.
Note: The system attempts to sort the data based
on the scores from the latest collection job. If the
latest job did not collect any scores, the
Sort on setting is
ignored.
Color scheme
A spectrum of colors for the scores for all breakdowns.
If only one breakdown is shown, only the first color is
used.
If you do not specify a color scheme, the colors
defined in the system property
glide.ui.chart.default.colors
apply.
You can create your own color scheme
instead of using a provided color scheme. For more
information, see Create a color scheme.
(Optional)
Review the Settings tabs and change settings as desired.
You can edit the contents of a dashboard, including Performance Analytics widgets, reports, and tabs. Because dashboards are shared, any modifications you make are applied globally.
In breakdown widgets, breakdowns either group or filter indicator scores. When you create a widget, this dual purpose of breakdowns affects the function of the breakdown fields.
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