Managing indicators from the Platform Analytics library
The indicator library lists all the Performance Analytics indicators or KPIs to which you have access. Users who can create or edit indicators or Performance Analytics collection jobs have additional information.
Open the list of indicators at . The configuration of the Indicators page and the data access depends on your roles. All users with at least read access to an indicator get the basic indicator management functionality that is included in the default view.
You can also access the Indicators using the left navigation pane.
The left navigation pane provides direct access to the Dashboards, Data Visualizations, Indicators, Filters, and Scheduled exports from the Platform Analytics library and the Usage Insights page. You can view this navigation pane throughout the Platform Analytics library. You can navigate between the library artifacts without losing the workflow.
Basic indicator management
You can see any automated, formula, external, or manual indicator that has Show in library enabled on its indicator record and to which you have access, including benchmark indicators. Select the name of an indicator to open it in KPI Details, in a new tab.
- Under Filter by, you have the option to filter on bookmarked indicators. If you have the right to create indicators, you can also filter on the indicators that you have created.
- Use the Search field to search by indicator name or description.
- Expand the Filter list
and add conditions for filtering the indicators. Under Saved
filters, you can save the filters you currently have open and
reopen them later. You can also toggle the labels on the filter fields on and
off. - Open the Edit columns
dialog, and select which indicator
parameters appear as columns in the list.
Sort the records according to a column's values by selecting the column label. Repeatedly select the label to switch between forward and reverse sorting. The type of sorting depends on the type of data in the column, such as alphanumeric sorting for text or date sorting for dates.
Indicator management for users who can edit indicators or collection jobs
- Creating indicators: Press Create indicator to open a blank Indicator form. For more information, see Create an automated indicator or Create a formula indicator.
- Editing indicators: Select the pencil icon next to an indicator to open that indicator's record. Security restrictions may apply.
- Deleting indicators: Select one or more indicators by ticking the box in its row, then press Delete. The Delete button shows you how many indicators are selected for deletion.
- Indicator health: A row of tiles shows you useful statistics about the health of
your indicators, such as how many automated and formula indicators do not have
active collection jobs. The No active data collection job, Not viewed in 6 months,
and Not viewed in one year tiles suggest how many indicators you may be able to
delete. Conversely, Updated in the last 30 days gives you an idea how many
indicators are truly active. Press a tile to filter the indicator list by that
statistic.주:Filters on the list of indicators do not currently filter the tiles.
- Indicators you created: You have an additional Filter by option, to see only the indicators you have created.
- The indicator source for each automated indicator
- The state of the data collection job
- The last time the indicator was viewed
- How many times in total it was viewed in the last year
Indicator management for admin users with Data snapshots enabled
Press Check instance eligibility to see if your instance is eligible for Data snapshots and, if not, why. For more information, see Activate Data snapshots.