Add breakdown sources to a dashboard

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

    • To enable dashboard users to filter visualizations on a dashboard by breakdown element, add breakdown sources to the dashboard.

    Before you begin

    Role required: pa_admin, pa_power_user, or admin

    About this task

    Procedure

    1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.
    2. Open the relevant dashboard.
    3. From the context menu, select Dashboard Properties.
      Dashboard context menu
      The dashboard record opens.
    4. Click Edit in the Breakdown Source related list.
      The Edit button on the Breakdown Source related list
      A dialog opens where you can move breakdown sources into and out of the list.
    5. Move the breakdown sources you want to apply to the Breakdown Source List.
    6. Click Save.

    Result

    The breakdown sources are available on the dashboard. Users can group the dashboard on the selected elements.

    What to do next

    • You can configure the entries in the Breakdown Source related list so that reports on the dashboard can use the breakdown sources as interactive filters. You first create interactive filters that are based on the same tables as the breakdown sources. For more information, see Make a breakdown act as an interactive filter.

    • Configure the Performance Analytics widgets on the dashboard so that users can filter them by selecting breakdown elements on the dashboard. For more information, see Configure widgets for breakdown dashboards.