Review the indicator sources

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Determine which fields contain the data you are looking for in each application you are enabling for Performance Analytics.

    시작하기 전에

    You have enabled Performance Analytics according to your entitlement. You have also installed the relevant Analytics and Reporting solutions, and run diagnostics.

    Role required: pa_admin, admin

    이 태스크 정보

    Ensure that the indicator sources that Platform Analytics Solutions contain point at the correct fields for you to measure the performance of your processes.

    프로시저

    1. Navigate to All > Performance Analytics > Administration Console.
    2. Click the Dashboards link in the Explore and Manage tile.
      The Performance Analytics admin console with the Dashboards link highlighted
    3. Verify the names of the dashboards that have been installed with this Platform Analytics Solution.
    4. Open the Indicator Sources tab.
    5. For each dashboard included in this Platform Analytics Solution:
      1. Filter the indicator sources on the dashboard name.
        This screenshot shows the indicator sources filtered on the Self-Service Analytics dashboard from the Self-Service Analytics for CSM Platform Analytics Solution. The Indicator sources tab of the PA Admin Console showing the indicator sources for the Self-Service Analytics dashboard
      2. Review the facts table, conditions, and frequency of the indicator sources compared to the data structure on your own instance.
        중요사항:
        Pay particular attention to time stamp fields such as Resolved, Opened, or Created in the Conditions. You may need to use different time stamp fields.
      3. If necessary, open an indicator source and make corrections.
      4. If you are editing an indicator source record, go to the Indicators related list and review the Conditions field for each indicator.
        Changing the indicator source can also affect the additional conditions on the individual indicators.
      5. Click Update to save your changes.