Manual breakdowns

In a manual breakdown, you define the breakdown elements and the indicator scores for each element manually instead of using records from a breakdown source.

Unlike an automated breakdown, a manual breakdown does not map to any fields on the indicator source table. Instead, users must populate the broken-down scores manually.

Create a manual breakdown

Create a breakdown for an indicator where you add scores manually.

Before you begin

Roles required: pa_data_collector, pa_power_user, pa_admin, or admin

Procedure

1. Navigate to All > Performance Analytics > Manual Breakdowns.
2. Click New.
   The Type is set to Manual automatically.
3. Enter a descriptive Name.
4. Right-click the form header and select Save.
5. In the Manual section, double-click Insert a new row to add a new breakdown element.
6. Press Enter or click the green check mark to save the entry.
7. Optional: Change the Order value.
   Elements with a lower Order value appear higher in the list of elements, such as on the Analytics Hub and dashboards.
8. Repeat steps 5-7 to add additional breakdown elements.
9. Click Submit.

What to do next

Associate manual indicators with this breakdown and populate scores using the scoresheet.

Assign a manual indicator to a manual breakdown

Associate a manual indicator with a manual breakdown to enable users to enter broken-down scores for the indicator.

Before you begin

Role required: pa_data_collector, pa_power_user, pa_admin, or admin

About this task

Note:

You can break down manual indicator scores by only one breakdown at a time. You cannot apply a 2nd-level breakdown to a manual indicator.

Procedure

1. Navigate to All > Performance Analytics > Manual Breakdowns.
2. Select a breakdown record.
3. In the Indicators related list, click Edit.
4. Use the slushbucket to select the indicators you want to assign to this breakdown.
5. Click Save.
6. Optional: In the Indicator Breakdowns related list, set the Display value to false to hide the breakdown on the Analytics Hub and dashboard widgets.
   If the Display field is false, broken-down scores are still populated during data collection, but the breakdown is not selectable on the Analytics Hub or on dashboard widgets.

What to do next

Populate broken-down scores for the indicators using the scoresheet.