Help in PA indicators and PA Widget setup

Suz Roque · ‎02-22-2023

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.

Bert_c1 · ‎02-22-2023

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

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

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.

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Bert_c1 · ‎02-23-2023

Let me know if you want the update set, it is a start. The included widget needs to be added to a PA Dashboard. The Data collection job may need adjusting for your requirements. I have tested it in a San Diego and Rome instance. it was developed on Utah.

Suz Roque · ‎02-23-2023

Yes please! Kindly send me the attachments. thank you!

Bert_c1 · ‎02-23-2023

Here it is, it does not change anything existing. and can be backed out cleanly if desired. the widget is a PA Breakdown widget, easy to add to a PA Dashboard. Tweak what is present as needed.