---
sourceDocument: Yokohama Platform Analytics
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/now-intelligence

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Create an automated breakdown

# Create an automated breakdown {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

To create an automated breakdown, select a breakdown source for it to use and apply access restrictions. Then map which field on the indicator source references the breakdown source. Finally, assign indicators to the breakdown.
{#t_CreatingABreakdownForIndicators__ph_autobkdwn-short}

## Before you begin

Familiarize yourself with the definitions and uses of [breakdowns in
general](https://www.servicenow.com/docs/c7bAQ_hhWpxgKkrsV1ZSxg "Breakdowns enable you to group or filter indicator scores by a qualitative attribute such as Priority, Category, or Assignment Group. You can apply a breakdown on the Analytics Hub, in KPI Details, and on dashboards.") and [automated
breakdowns](https://www.servicenow.com/docs/niypY0P5phsV~JgVW97PMA "An automated breakdown uses a breakdown source to determine selectable elements.") in particular.

Role required: pa_data_collector, pa_power_user,
pa_admin, or admin

## About this task

An automated breakdown uses a breakdown source to determine selectable elements. You can use an existing breakdown source or you can define a new one.  
Note:  
This process allows you to create a fully customized breakdown. To create a simple automated breakdown, see [Create a breakdown from a wizard](https://www.servicenow.com/docs/cvATe6uD95ZnfrO3bHnfiw "Create a breakdown, breakdown source, and breakdown mappings, and associate the breakdown with indicators.").

## Procedure

1. Navigate to AllPerformance AnalyticsAutomated Breakdowns and click New.
2. Specify a meaningful Name.  
   The name of a breakdown is frequently based on the label of the field that is used in the breakdown mappings.
3. In the Automated tab, select the Breakdown source. {#t_CreatingABreakdownForIndicators__step_autobkdwn-source}
{#t_CreatingABreakdownForIndicators__step_autobkdwn-source}
4. **Optional:** Select a Default elements filter.  
   Use element filters to restrict the elements that are visible to a user. For more information, see [Element filters](https://www.servicenow.com/docs/55xFwu4wzQu_bE4m98rdAQ#c_BreakdownElementFilters "Element filters enable you to specify or limit the displayed breakdown elements on visualizations."). {#t_CreatingABreakdownForIndicators__cmd_autobkdwn-default-filter}
5. **Optional:** In the Access control tab, set who can see the breakdown.  
   These restrictions apply in all cases: seeing the breakdown in the list of breakdowns, seeing the breakdown in an Analytics Hub or dashboard, or using the breakdown when creating a widget.

   | Value of Visible to | Further settings |
   | Everyone (default) | You can restrict visibility by roles. Unselect Visible by all roles and select the Roles that are required to access the breakdown. |
   | Groups and Users | Select the Groups and individual Users who can access this breakdown. You can select groups or users from a list, and you can select users by email address. |
   |-|-|

   {#t_CreatingABreakdownForIndicators__choicetable_o52_bvc_pbb} {#t_CreatingABreakdownForIndicators__cmd_autobkdwn-access-ctrl}

## What to do next

Create breakdown mappings and associate indicators with the breakdown. You can do this from the indicator, using a graphical tool
(see [Assign and map breakdowns](https://www.servicenow.com/docs/HauHMTNYZ9HbgFCR1KPSnA#create-breakdown-mapping "Select which breakdowns to assign to an indicator. Map which field on the indicator source references the breakdown source. If no appropriate field is available, specify a script to associate the indicator and breakdown sources.").{#t_CreatingABreakdownForIndicators__ph_autobkdwn-postreq}
**Previous topic:** [Automated breakdowns](https://www.servicenow.com/docs/niypY0P5phsV~JgVW97PMA "An automated breakdown uses a breakdown source to determine selectable elements.")  
**Next topic:** [Create a breakdown mapping on a breakdown record](https://www.servicenow.com/docs/~gGaGuWSGw69qrxCJIabJA "Specify which field on the indicator source references the breakdown source. If no appropriate field is available, specify a script to query the indicator source.")

*[\>]: and then