Navigating breakdown elements with breakdown relations
Summarize
Summary of Navigating breakdown elements with breakdown relations
Breakdown relations in Platform Analytics provide a way to navigate between hierarchical elements within the same breakdown, such as moving from a parent element to a child element or between sibling elements. These relations enable enhanced navigation of breakdown scores in indicator scorecards, particularly on Analytics Hub and Core UI breakdown widgets. They are especially useful for exploring hierarchical data structures like locations or assignment groups.
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Important: Breakdown relations are supported only on indicator scorecards and require the latest Data Visualizations application from the ServiceNow® Store. Other Platform Analytics features do not support them.
Key Features
- Hierarchical navigation: Move between parent, child, and sibling elements within a single breakdown hierarchy (e.g., country to city).
- Indicator scorecard integration: Breakdown relations apply to indicator scorecards on Analytics Hub and Next Experience dashboards.
- Filter and relation mapping: On Next Experience dashboards, breakdown relations link a dashboard filter (source table) to the scorecard breakdown (target) via a relation record that maps element-level fields.
- Breakdown-to-breakdown relations: Enable navigation between elements of two different but related breakdowns at the same hierarchical level, using a relation table referencing both breakdowns.
- Core UI support: Breakdown widgets can display parent, child, or sibling elements based on the chosen breakdown element, enhancing dashboard interactivity.
Practical Application
To implement breakdown relations, you must create relation records defining how elements in the breakdown hierarchy connect, either within the same breakdown or between two breakdowns. This enables users to:
- Navigate seamlessly through hierarchical data within dashboards and widgets.
- Filter indicators effectively based on hierarchical or breakdown-to-breakdown relationships.
- Enhance data exploration by moving up, down, or across related breakdown elements without leaving the dashboard context.
Requirements and Considerations
- Use the latest Data Visualizations app from the ServiceNow Store.
- Applicable only on indicator scorecards and related dashboard filters.
- The filter source table must match the breakdown source for hierarchical element navigation.
- Relation records must specify field mappings to link filter elements to scorecard breakdown elements.
Next Steps
- Create or configure indicator scorecards and inline dashboard filters aligned with breakdown sources.
- Define breakdown relation records to establish navigation paths between elements.
- Utilize Core UI breakdown widgets to visualize and navigate hierarchical or related breakdown elements on dashboards.
Breakdown relations open a new navigation path for viewing breakdown scores, by moving from one breakdown element to another element of the same breakdown. The elements should be in an hierarchical relationship.
You can use breakdown relations to navigate between the elements of a single breakdown that are in a hierarchical relationship. For example, the Location breakdown has a hierarchy of 'parent' and 'child' elements, where a country can be the parent of cities. Breakdown relations let an Analytics Hub viewer navigate from a country down into a city, from a city to the country, or between cities in the same country.
In Platform Analytics, breakdown relations can be applied only on indicator scorecards. The latest version of the Data Visualizations application from the ServiceNow® Store is required. In the Core UI, breakdown relations affect navigation on the Analytics Hub and in breakdown widgets.
Breakdown relations on Next Experience dashboards
An indicator scorecard on a Next Experience dashboard can show hierarchical or breakdown-to-breakdown relations. You must pair the indicator scorecard with a filter on the dashboard. The filter source is the table that is the breakdown source, and the filter applies to indicators with that breakdown. The filter acts as the source, and the scorecard breakdown acts as the target. The relation record defines how these two are connected. Within that connection, the breakdown elements from the filter are mapped to fields on the target scorecard's breakdown elements. That mapping is what the breakdown relation record defines. In short: filter → breakdown relation → scorecard breakdown, with element-level field mappings in between.
For a hierarchy of elements on the same breakdown, the filter source must be the same as the breakdown source. For example, if the indicator scorecard shows indicators with the Assignment Group breakdown, the dashboard filter must filter on the Group table. It also must filter indicators with the Assignment Group breakdown.