Create a speedometer or a dial visualization for a score widget

  • Release version: Xanadu
  • Updated August 1, 2024
  • 4 minutes to read

    • To show the latest score of an indicator compared to the range of scores, use a speedometer or dial visualization in a score widget. A speedometer also shows the indicator target.

    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 speedometer visualization shows the latest score with a needle on a speedometer. A dial visualization shows the latest score with a colored in section of a half-circle. By default, the speedometer or dial shows the range of possible scores, but you can create your own range.

    The speedometer is particularly useful when a target is set on the indicator. If a direction is set on the indicator (minimize or maximize), the visualization reproduces the target and the 3- or 5-color traffic light set on the indicator. For example, the following speedometer shows the Average age open incidents indicator with a Minimize direction, a target of 10, and a 3-color traffic light.

    To create a target color scheme, see Performance Analytics targets.

    Figure 1. Speedometer visualization - score widget
    Speedometer of the average age of open incidents with a target of 10 and a three color traffic light. Ten to 11 is yellow and more than11 is red.
    The dial visualization does not show the indicator target.
    Figure 2. Dial visualization - score widget
    Dial visualization of the latest score of average age of open incidents

    Procedure

    1. Navigate to All > Performance Analytics > Widgets and click New.
    2. In the Name field, give the widget a name that reflects the information being displayed.
    3. In the Type field, select Score.
      If you change the value of Type after you fill in other fields, those fields are cleared.
    4. In the Visualization field, select Speedometer or Dial.
    5. In the Indicator field, select the indicator for which you want to show scores.
    6. 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.
    7. To have the widget follow the breakdown elements that are selected on a breakdown dashboard, follow these steps:
      1. Select Follow element.

        Selecting this option removes the ability to set a second breakdown and element on the widget.

      2. 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.

      For more information, see Configure widgets for breakdown dashboards.

    8. Optional: In the Speedometer/Dial Settings tab, either select Auto scale, which shows the range of actual scores on the speedometer, or specify another scale.
    9. 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.
    10. Click Submit.

    What to do next

    To view the widget, add it to a dashboard or a portal.