New Breakdown by Location for Performance Analytics reports

Taras1
Tera Contributor

‎01-19-2023 12:11 PM

I have a task to filter data in all PA Incident reports of the responsive dashboard. The data must be separated by the condition in the Location field of the incident Table which contains "Ontario". So the data in the reports illustrate the performance only of these incidents. All the articles I have read recommend adding a breakdown source in Dashboard Properties (https://docs.servicenow.com/en-US/bundle/tokyo-now-intelligence/page/use/performance-analytics/conce...) 

 

I have added a NEW source breakdown to the dashboard where I have applied a filtered all the locations by the keyword "Ontario". Now I need to configure all the widgets and indicators to follow that breakdown source and this is where I have challenges. According to the article:

  • An indicator on the widget uses a breakdown that is based on the selected breakdown source. For formula indicators, all the contributing indicators in the formula must use a breakdown based on this source.

I cannot add a new Breakdown I have created to the indicators in the widgets as it is not in the list. Here is the example from editing "Number of open incidents" indicator:

Taras1_0-1674158626167.png

I am not if I have chosen the right approach to modify that dashboard, but would like to hear any thoughts and ideas. 

Thanks!

 

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DJL2
Kilo Guru

‎01-20-2023 01:41 AM

Hi Taras1,

 

There's a few steps to creating custom Breakdowns.  Check that you've got these:

 

  1. First you create your Breakdown source.  This defines the scope of elements.  It sounds like you've done this, where you reference filtering by Ontario.
  2. Next, you create a new Breakdown record - let's say 'Location (Ontario)' and here, you link to your source (1)  This is what will appear within associated Indicators.
  3. Finally, you need to map the Breakdown.  In your case, you will want to map:
    • Facts Table = Incident
    • Field = Location

An important note: adding a Breakdown to an Indicator doesn't instantly modify the data.  Instead, you would need to run a Historical Job in order to regather and redistribute data points.  But be very careful: this cannot be done against scores which are 'state dependant' eg: "open incidents".  You will not be able to reconstruct that data.

 

I hope this all helps.

 

Thanks,

DJL

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