Help in PA indicators and PA Widget setup

Suz Roque
Tera Expert

Hi, i have very little experience in  Performance Analytics.

We have a requirement to create a 1 PA widget in Dashboard containing KPI in  Idea table checking whether customers A, B, C (Customer is a reference field in Idea table that is populated by user) are creating 4  idea records per month and need to display this in like percent of what is achieved as of the current date

Example. If Customer A created  2 idea records, it should show 50% for customer A, in that same widget, if Customer B created 4 idea records, it should show 100%.  It should display the percentage for customer A, B, and C (bar chart) and when clicked per bar, it should display the daily history like when the ticket is created etc.

 

Please help me in setting this up. 

1 ACCEPTED SOLUTION

Bert_c1
Kilo Patron

1. Create an Indicator source for the Idea table:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/c_In...

Set "Facts table" to 'idea', "Valid for frequency" to "Monthly", and one Condition 'Created', 'on', 'This month' 

 

2. Create a Data Collection job:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/data...

(I haven't found documentation of how to fill out the form, but there are videos available.)

See attached screen shot

PA Data collection job.png

Set the timezone and time as desired.

 

3. create an Indicator:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/auto...

"Unit" can be '%' (On General page), set "Indicator source" to the indicator source created in Step1. Fill out the remaining fields similar to the following screenshot

PA Indicator.png

 

Once that is working the way your want. You can refer to:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/c_Wi...

 

I hope the above helps. Please see:

https://www.youtube.com/results?search_query=servicenow+performance+analytics

for more assistance.

View solution in original post

7 REPLIES 7

Bert_c1
Kilo Patron

1. Create an Indicator source for the Idea table:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/c_In...

Set "Facts table" to 'idea', "Valid for frequency" to "Monthly", and one Condition 'Created', 'on', 'This month' 

 

2. Create a Data Collection job:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/data...

(I haven't found documentation of how to fill out the form, but there are videos available.)

See attached screen shot

PA Data collection job.png

Set the timezone and time as desired.

 

3. create an Indicator:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/auto...

"Unit" can be '%' (On General page), set "Indicator source" to the indicator source created in Step1. Fill out the remaining fields similar to the following screenshot

PA Indicator.png

 

Once that is working the way your want. You can refer to:

https://docs.servicenow.com/bundle/utah-now-intelligence/page/use/performance-analytics/concept/c_Wi...

 

I hope the above helps. Please see:

https://www.youtube.com/results?search_query=servicenow+performance+analytics

for more assistance.

Thank you, Bert! this is a big help.

Bert_c1
Kilo Patron

If you are looking for something like the following:

 

Screenshot_20230223_105544.png

then I have an update set with the components. However, I encourage you to review the links I have provided. There are also resources on developer.servicenow.com (trying to access the available Courses and tutorials is not working for me at this time).  I'll attach the update set here if interested.