Setting Performance Analytics target (YTD)

[PB3]

How can I set an yearly target to an Incident KPI. I have a requirement that the number of Critical-High Incidents in the year must ideally fall below a number 'x'. What i have in place already are the indicator source - indicator - score and timeseries widgets. Just wanted to key in the target. The idea is to have a YTD target so if yearly target is 'x', then YTD is x/365*number of days

[Mahesh Krishna2]

The technical answer to your question is to create a Yearly Time Series for that Indicator, as I do not believe there is one OOB.

You would then set the target at that time series level by selecting it on the top left dropdown of the detailed scorecard (assuming you are not in Madrid yet).

The issue is that the target created as stated above will only be viewable when that time series is selected; from what you describe it appears that you want a yearly target displayed on a monthly, or even a weekly view of the data correct?  I do not think that is possible, unless you set a target in the monthly or weekly view with the common understanding that it is a yearly target.  Then you can see the trend line either creeping up toward it or creeping down.

Of course, I assume the indicator you are charting is recording the cumulative sum of Critical Incidents over the year.

[PB3]

Thanks for your response.

So you are absolutely right that I want a yearly target displayed on a monthly, or even a weekly view of the data. What I get from your approach is that assuming my yearly target is 120 and given that the target will appear only for the time series selected, i should create another record for monthly time series, i.e (120/12). Did I get that right?

[Mahesh Krishna2]

No.  What I am suggesting is just set a target at 120 in the Monthly time series view.  That will always be visible to everyone and folks can keep track of how the data is trending cumulatively each month toward that target. 

Now you got some of my juices flowing.

This can work in a time series widget.  I would trend the cumulative no. of critical incidents month over month as a line graph, and then have a bar graph of the number of critical incidents open each month.  So folks get a monthly view and a cumulative view.  Then set the target at 200; that is it.  I really do not see a need to set a monthly target but then again there is no limit of how many targets you can set.  You can set both.

[Aaron Munoz]

I would suggest using the "Year to date SUM" time series for your target definition as described here

https://community.servicenow.com/community?id=community_blog&sys_id=675c5793dbbc63c85129a851ca96191c

If you don't want to base your target on this time series but the raw data, you can base your indicator on an indicator source with a condition like this:

Created on This Year AND
Created before Today

This way, the score will be a total sum of the incidents created since January 1st of the current year and before today.

To only focus on critical incidents, either add an additional condition to the indicator or enable a breakdown on the Priority field of your incidents.