Performance Analytics Help

luv2learn702
Tera Expert

‎02-28-2025 03:44 PM

I have not created any PA Reports previously and only familiar with regular reports.  I completed the PA Fundamentals and just need more guidance.

 

I have been tasked to show a time series trend that shows the percentage of successful changes each month.  How do I go about creating this (close codes for successful change = Successful and Successful with Issues).

 

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TUMMALA DIVYA S
Tera Contributor

‎02-28-2025 08:31 PM

Hi luv2learn702

I  hope the below process help you!

 

Step 1: Understand the Requirements

  • Goal: Show the percentage of successful changes (close codes = Successful and Successful with Issues) each month.

  • Data Source: Change Request table (change_request).

  • Key Fields:

    • Close code: To filter successful changes.

    • Closed at: To group changes by month.

Step 2: Create a Regular Report (Optional but Helpful)

Before diving into PA, you can create a regular report to understand the data:

  1. Go to Reports > Create New.

  2. Select the Change Request table.

  3. Set the report type to Trend over time.

  4. Add a filter:

    • Close code is one of Successful, Successful with Issues.

  5. Group by Closed at (monthly).

  6. Aggregate by Count to get the number of successful changes per month.

This will give you a baseline understanding of the data.

 

Step 3: Set Up Performance Analytics (PA)

Since you’ve completed PA Fundamentals, you can use PA to create a more dynamic and automated solution.

Step 3.1: Create a Data Source

  1. Go to Performance Analytics > Administration > Data Sources.

  2. Click New to create a new data source.

  3. Set the following:

    • Table: Change Request (change_request).

    • Filter: Close code is one of Successful, Successful with Issues.

    • Aggregate: Count (to count successful changes).

  4. Save the data source.

Step 3.2: Create a Metric Definition

  1. Go to Performance Analytics > Administration > Metric Definitions.

  2. Click New to create a new metric.

  3. Set the following:

    • Name: Percentage of Successful Changes.

    • Data Source: Select the data source you created in Step 3.1.

    • Type: Percentage (since you want to calculate a percentage).

    • Denominator: Create another data source for the total number of changes closed (without filtering by close code).

  4. Save the metric definition.

Step 3.3: Create an Indicator

  1. Go to Performance Analytics > Administration > Indicators.

  2. Click New to create a new indicator.

  3. Set the following:

    • Metric: Select the metric you created in Step 3.2.

    • Time Series: Enable this to show the trend over time.

    • Group by: Closed at (monthly).

  4. Save the indicator.

Step 4: Visualize the Data

  1. Go to Performance Analytics > Dashboards.

  2. Create a new dashboard or edit an existing one.

  3. Add a widget:

    • Select the indicator you created in Step 3.3.

    • Choose a visualization type (e.g., line chart or bar chart).

  4. Save and view the dashboard to see the monthly trend of successful changes.

Step 5: Refine and Automate

  • Refine Filters: Add additional filters if needed (e.g., by category, assignment group, etc.).

  • Schedule Updates: PA automatically updates data, but you can configure the update frequency in the data source settings.

  • Share the Dashboard: Share the dashboard with stakeholders for real-time insights.

 

Thank you!

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