Create a latest score visualization for a score widget
Release version: Xanadu
Updated August 1, 2024
4 minutes to read
To see the change between the latest score and a previous score, use a latest score
visualization in a score widget. You can also show a trend line of scores.
Before you begin
Role required: pa_power_user or admin
About this task
Note:
This feature is part of the Core UI front end. It is not supported on Platform Analytics dashboards or UI Builder pages, except to a limited extent when migrated in compatibility mode. To build Platform Analytics components, see Data visualizations in Platform Analytics or Filters in Platform Analytics.
This feature is in maintenance mode and is no longer being augmented or changed. Only security fixes to this feature will be addressed.
A latest score visualization shows the latest score and both the absolute and percentage change between this score and a previous score. This visualization is similar to a Chart view in an Analytics Hub. You can choose how many scores back to compare to the latest score. You can also display a trend line of absolute or percentage changes in scores.
Navigate to All > Performance Analytics > Widgets and click New.
In the Name and Subtitle fields,
give the widget a name and subtitle that reflect the information being
displayed.
In the Type field, select
Score.
If you change the value of Type after you fill in other
fields, those fields are cleared.
In the Visualization field, select Latest
score.
In the Indicator field, select the indicator for which
you want to show scores.
Optional: Fill in any of the following fields:
Field
Description
Breakdown and Element
Only the scores that
match the specified element of this breakdown are shown.
Select values for both Breakdown
and Element. Otherwise, only
scores that are not associated with any element of the
breakdown are shown.
Note:
Instead of specifying an
element for the first-level breakdown, you can specify
an elements filter in the Elements
Settings tab. Use elements filters for
creating personal visualizations. For more information,
see Additional settings for time series widgets.
Important:
If the widget is for a formula
indicator, all contributing indicators in the
formula must support the breakdown. Otherwise an
error message instead of a value appears in the
widget on a dashboard.
2nd Breakdown and Element
Drill down to a second level of breakdown and element, if
a first-level breakdown and element have been specified.
Note:
Second-level breakdowns must be enabled on the
indicator record, in the Collect
breakdown matrix tab.
Follow element must be
disabled. Dashboard breakdowns count as one
breakdown level of the two that are possible.
Time series
Runs a function on the indicator scores for a specific
time period, such as a 7-day sum or average. For more
information, see Applying time series aggregations.
Note:
Business and fiscal calendars do not support time
series aggregations. You cannot set a time series
aggregation on a widget for an indicator that uses
such a calendar.
To have the widget follow the breakdown elements that are selected on a breakdown dashboard, follow these steps:
Select Follow element.
Selecting this option removes the ability to set a second breakdown and element on the widget.
Optional: Set which of the available breakdowns to follow in Followed breakdown.
Breakdown dashboards let you select a breakdown source and elements. However, an indicator can use more than one breakdown that is based on the same breakdown source. Use this setting to determine which of these
breakdowns to apply in a breakdown dashboard.
For example, the indicator Number of open incidents uses two breakdowns: Assigned to, and Opened by. Both breakdowns are based on the Users.Active breakdown source.
Consider the case where you create a widget for this indicator and you have the widget follow elements on breakdown dashboards. You want the widget to display separate values for the elements of the Assigned to
breakdown. Therefore, you select Assigned to in the field Followed breakdown.
Note:
If multiple elements are selected on the breakdown dashboard, only the aggregate value of the elements can be shown.
Formula
indicators that return a percentage value use Template 2 by default.
Other indicators use Template 1 by default.
In the Latest score settings tab, select which previous
score to compare against the latest score in the Compare score
with field:
Previous score
The score from the previous data collection. This setting
is the default.
Periods back
Specify the number of data collection periods back from
which you want the score to compare against the latest
score.
In the Element Settings tab, you can select an element
filter instead of selecting a specific element in the
Element field.
Use this approach to personalize which breakdowns are shown depending on the
viewer. For more information about using element filters to personalize widgets,
see Personalized visuals.
Click Submit.
What to do next
To view the widget, add it to a dashboard or a portal.
