Performance Analytics Breakdown groups

[Blair5]

Question on breakdown groups/buckets. We have a choice list of profit centers which has been created as a breakdown. However, there are 5 profit centers that are technically under one umbrella of a PC. We'd like to have a grouping of these profit centers and one selection in a breakdown. Is this possible? How? Thanks for your help!

[Uncle Rob]

PA Breakdown groups are generally what you use if you want a layer of abstraction between what your breakdown source literally picks, and what you're visualizing.
The best examples are the OOB breakdowns and breakdown groups dealing with age.

Instead of mapping the breakdown to a field, you're going to script your breakdown mapping such that it outputs something that's cross referenced with the Breakdown Group values.

So now lets look at your requirement.   Please let me know if I'm understanding correctly:

The Profit Center breakdown usually works fine on its own, but there's a subset of 5 that you'd prefer to be represented as 1.

That might be workable in a Breakdown Group ... but remember your breakdown group needs an entry for each possibility.   That's 1 Breakdown Group Bucket record for each possibility (except for the 5 you're merging into 1).   That might be palatable if you're dealing with a dozen or so records, but beyond that laborious and fragile.

Hopefully I understood the use case correctly.

[Blair5]

Hi Robert,

First of all, apologies for taking such a long time to reply.

Yes, that is exactly my use case. Since there aren't too many records, would it make sense to do it in this way?

[Uncle Rob]

Can't really make that call.   If it were a couple of dozen records or more, I'd take a swing at solving this via data (like having a property on the Profit Centers for preferred reporting name).

Other factors that would influence my decision
- do any other indicators use the Profit Center breakdown *without* aggregating the "special 5".

- How often do Profit Center records change?

- How often are Profit Centers added or removed

- How many indicators is this a breakdown for

All those answers is basically going to inform your spidey sense for good idea/bad idea.

If you want, I can take a look at it this afternoon.

[Blair5]

Hi Robert,

This breakdown will be used for about 20 indicators. It doesn't change very often. Maybe a handful of time since I've been with the co. (10 years). Same for how often are they added/removed. These indicators may want to use the full list of Profit centers AND the limited list. (if possible)

I also ran into a similar requirement. Was thinking of using buckets but with the info you gave me it may not be the best idea. I have a breakdown on my indicators that breakdown by a field on the associated application table. However, the requirement is to break it down by a related field on this field.

Incident.application.business_capability (<<glide list) .capability type. I can't seem to wrap my head around getting this breakdown.