Managing indicators from the Platform Analytics library
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Summary of Managing indicators from the Platform Analytics library
The Platform Analytics library provides a centralized list of all Performance Analytics indicators and KPIs accessible to you. Access and management capabilities vary based on user roles, enabling users to view, create, edit, or delete indicators according to their permissions. The indicator library is accessible via Platform Analytics > Library > Indicators.
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Basic Indicator Management
All users with read access can view indicators that are marked to show in the library, including automated, formula, external, manual, and benchmark indicators. Key functionalities include:
- Filtering indicators by bookmarks, creator, or custom conditions.
- Searching indicators by name or description.
- Saving and reusing filter configurations.
- Customizing visible columns to show relevant indicator parameters.
- Sorting indicators by column values using alphanumeric or date sorting.
- Opening indicator details in a new tab by selecting the indicator name.
Indicator Management for Privileged Users
Users with papoweruser or padatacollector roles have additional capabilities beyond basic viewing:
- Create new indicators via a dedicated form.
- Edit existing indicators with access to indicator records, subject to security restrictions.
- Delete one or multiple indicators with a clear count of selected items.
- Access indicator health metrics displayed as tiles, highlighting indicators without active collection jobs, those not viewed recently, and those updated recently, aiding in indicator lifecycle management.
- Filter the list to show only indicators created by the user.
- View additional default columns such as indicator source, collection job state, last viewed time, and view counts over the past year.
Indicator Management for Admins with Data Snapshots Enabled
Administrators can enable and manage data snapshots to enhance indicator data tracking:
- Check instance eligibility for data snapshots directly from the KPI Details page.
- Enable data snapshots on eligible indicators, with the ability to select multiple indicators at once.
- View data snapshot status in the indicator list via a dedicated column.
- Receive banner notifications about eligibility and activation status.
Practical Benefits for ServiceNow Customers
This functionality allows you to efficiently manage your Performance Analytics indicators, ensuring you can monitor indicator health, maintain relevant KPIs, and leverage data snapshots for enhanced historical data analysis. Role-based access ensures users have the appropriate level of control, improving data governance and operational efficiency within your ServiceNow environment.
The indicator library lists all the Performance Analytics indicators/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.
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.Note: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.