Create an Indicator Scorecard
The Indicator Scorecard component enables users to visualize and compare data between multiple Performance Analytics indicators. It highlights the information regarding the last score collected, the change from the previous data point, the trend over time, and the value of the target to achieve.
Vorbereitungen
Role required: Anyone with access to data can create a visualization of that data on any dashboard that they can edit. Users with the itil, report_user, admin, or viz_creator role can create a visualization in the Visualization Designer. When you create a visualization in the Visualization Designer, it is saved to the Library. For more information on access, see Report_view access control and Platform Analytics roles.
Warum und wann dieser Vorgang ausgeführt wird
For information about the use of an Indicator Scorecard in a dashboard, see the Developer Site. This site gives information about Indicator Scorecard components in the UI Builder, and some configuration options may differ from the Visualization Designer.
Prozedur
-
Select the Indicator Scorecard (
) visualization type.
Nächste Maßnahme
Indicator Scorecard visualization examples
The Indicator Scorecard component enables you to visualize and compare data between multiple Performance Analytics indicators.
Use this visualization type to show lists of indicators with their scores. You can also show up to two levels of breakdown for each indicator, and you can show this information in a pivot table instead of a list.
List of indicators with two breakdowns
In this example, you want a list of all indicators related to open incidents. Under each indicator, you want the viewer to be able to expand the Priority and view the scores for each element. You intend to have this data visualization available for use on multiple dashboards.
- You navigate to . The data visualization library opens. If you wanted the indicator scorecard only on a specific dashboard, you could have opened that dashboard instead.
- By default, a List scorecard type is selected, which is what you want.
- Skipping Header and description for now, you go to the Data area. You need to select your indicators, so you first expand the Source definition list. Because you that think there is already an indicator
group defined for open incidents, you select Indicator group.
- Now you search for an indicator group that includes only open incidents. And you are in luck! The "incident open" group exists, which spares you the work of building a filter condition or manually selecting your indicators.
As soon as you select "incident open," the visualization updates to show you the 13 indicators in the group.
- Now it is time to select the first breakdown. In the Breakdown section, you select + Add and a dialog opens for selecting your breakdown.
- You scroll down through the list to Priority. Unfortunately, there are two breakdowns named Priority, and the list doesn't show the breakdown sources, so you don't know which is right. You try the first one and select
Apply to see what happens. The visualization does not change at all, so you suspect that this is the wrong breakdown. You edit the selected breakdown, now choosing the second Priority breakdown.
- According to the Max number of groups field, you show a default maximum of five breakdown elements. Is this OK? You click in the Filter elements field to see how many elements you have. Exactly five! So you leave the default values and select
Apply.This time, after you select Apply, the visualization updates with the Priority breakdown expandable under each relevant indicator.
- You repeat Steps 5 and 6, adding the Category breakdown.
- You decide that people do not want to see the incident category per priority, but the priority per category. So you drag Category above Priority in the Configuration panel.
- You go back to the Header and description section and title the visualization "Open incidents by priority" and a brief description so that non-technical users will understand what they are looking at.
- You are done! Select Save and give the visualization a descriptive name so that other users with access to the library know what it is for and can use it in their dashboards.
Breakdown scorecard for an indicator
In this example, you want to let viewers select the breakdown they view for the Number of open incidents indicator.
- You navigate to . The data visualization library opens. If you wanted the indicator scorecard only on a specific dashboard, you could have opened that dashboard instead.
- By default, a List scorecard type is selected, which is what you want.
- You need to set the indicator in the section. You have one specific indicator in mind, so you expand the Source definition list and select Manually selected.
- Still in the Indicator section, you select + Add to open the Add Data Source page.
- You select Number of open incidents and then Add this source.
- Now it is time to select the breakdown. In the Breakdown section, you select + Add and a dialog opens for selecting your breakdown.
- You decide that Priority is a good default breakdown to show.
- Now you have a chart that shows the score for the Number of open incidents indicator. A viewer can expand the indicator and see the elements of the Priority breakdown.
- However, your stakeholders want to be able to see any breakdown for the Number of open incidents. First, you have to change the visualization to show only breakdown elements, so you toggle on Show only
breakdowns.
- Now you have the option to allow the viewers to change the breakdown they see. You also want the viewers to see the breakdown selector by default, so you turn that on.
- Testing the selector, you feel that when the Assignment Group breakdown is selected, not enough elements are being shown.To fix this issue, you edit the Priority breakdown card and toggle on Show all groups. The settings for this breakdown affect whichever breakdown the viewer selects. Note that if you add a second breakdown, the settings for the first breakdown affect the first-level breakdowns and those for the second affect the second-level breakdowns.
- Now you have a chart that shows the Priority breakdown element values for the Number of open incidents indicator. But how will the viewer know that this is what they are looking at? You go back to the Header and border section
and title the visualization "Breakdowns of open incidents" You also add a brief description.
- You now have the breakdown scorecard you want! Select Save and give the visualization a meaningful name for internal reference, so other dashboard designers can easily find and use it.