---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Filter KPI Details by breakdown elements

# Filter KPI Details by breakdown elements {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read

In KPI Details, you apply breakdowns and elements to the indicator in
the Filters sidebar.

## Before you begin

Role required: None. However, upgraded instances may require pa_viewer.

## About this task

You can select as many breakdowns as the indicator supports. With [breakdown matrix collection](https://servicenow-prod.fluidtopics.net/jXxTCHkjK7gdN5raXGngNw#configure-breakdown-matrix "Collect a matrix of the two-breakdown combinations for an indicator. Exclude unnecessary or meaningless combinations of breakdowns from being collected.") enabled on the indicator, you can select up to two levels of breakdown. You can select multiple elements on the first breakdown. If the indicator is a
formula indicator, breakdown matrix collection must be enabled on the contributing automated indicators.  
Important:  
Filter conditions do not persist between KPI Details page refreshes.

## Procedure

1. In the sidebar of KPI Details, select the Filter icon. ![Filter icon highlighted on sidebar.]()  
   You see a list of the breakdowns for this indicator.
2. Expand a breakdown.  
   You see a list of the elements of the breakdown.
3. If an elements filter exists for the breakdown, you can use it to refine the list of elements.
   1. Expand the Refine by list to see the available element filters.  
      This image shows the "Groups I manage" and "One of my groups" elements filters, which are available for the Assignment Group breakdown in the base system.

   2. Select an elements filter.  
      In this image, the "One of my groups" is selected. The list of elements now includes only the assignment groups to which the logged-on user belongs.

   {#apply-brkdowns-element-kpi-details__substeps_acd_h3z_4pb}
4. In the Sort by menu, sort the elements by name, by the score for the selected date, or by the change from the previous date.  
   If real-time scores are turned on, only sorting by name is available.
5. Select one or more elements.  
   If the elements are sorted by score, the filter panel shows you the score for each breakdown element for the selected date. If the elements are sorted by change, the filter panel shows you the percent change since the previous collection period for the selected date. When real-time scores are turned on, no previews are available.
6. **Optional:** Select a second-level breakdown.
   1. Expand a second breakdown.
   2. Select only one element.
   {#apply-brkdowns-element-kpi-details__substeps_kbz_wk1_n4b}
7. If you have selected multiple elements, select how to display the elements.  
   By default, the aggregate score is displayed. Select Display as separate time series to show each element separately. You can make a selection only in cases where both aggregate and separate score displays are possible. For more information, see [Aggregate score of multiple elements](https://servicenow-prod.fluidtopics.net/L63Ek_h72TIyKPv8Re~j_A#filtering-multi-breakdown-elements "When you filter an indicator by multiple breakdown elements, you can either view a single aggregate score of all elements or a separate score for each element. However, not all indicators support an aggregate score of multiple elements.").
8. Click Apply
{#apply-brkdowns-element-kpi-details__steps_ums_jk1_n4b}

## Selecting elements to filter by {#apply-brkdowns-element-kpi-details__example_v3q_nl1_n4b}

In this
example, the filter sidebar has been opened. You expand the Priority breakdown and
select the 1 - Critical, 2 - High, and 3 - Moderate elements. You are about to click
Apply. You will see the values of these elements as a
single aggregate, because you did not select Display as separate time series.
**Related concepts**   

* [View contributing indicators to a formula in KPI Details](https://servicenow-prod.fluidtopics.net/xTDrw_Omqu_STbJ2zUofHQ "If you’re viewing a formula indicator in KPI Details, you can list the contributing indicators to that formula. Depending on the KPI Details configuration, you can open the contributing indicators in KPI Details.")
* [Show, compare, and edit records in KPI Details](https://servicenow-prod.fluidtopics.net/rDkWdd_yj6mty48Dbd31bw#show-compare-edit-records "You can view the list of records underlying an indicator score. You can edit individual records or compare records.")  
**Related tasks**   

* [Select time aggregation in KPI Details](https://servicenow-prod.fluidtopics.net/bIK6nVWYSttgHvDiIvllMg "You can aggregate changes in indicators into discrete time intervals. A time aggregation consists of an AVG or SUM function combined with a time series, such as By quarter.")  
**Related reference**   

* [Chart options in KPI Details](https://servicenow-prod.fluidtopics.net/b4Yj~mIEjvTwIbZzBXDEkw "The KPI Details Chart options menu enables you to show, hide, or change aspects of an indicator visualization. Selected chart options persist per user for each indicator. Chart options are divided into analysis, time series, and chart type options.")

## Aggregate score of multiple elements {#ariaid-title2}

When you filter an indicator by multiple breakdown elements, you can either view a
single aggregate score of all elements or a separate score for each element. However, not
all indicators support an aggregate score of multiple elements.  
The following indicators support an aggregate score of multiple elements:

* Automated indicators that aggregate data as a Count, Sum, Minimum, or Maximum value  
  Note:  
  The word "aggregate" is used for two different things here: the aggregate view of multiple indicator scores, and the data aggregation that is set on an indicator.
* Manual indicators
* External indicators that do not use `SQL AVG()` or `SQL COUNT(DISTINCT...)` in their SQL statement
* Formula indicators that have aggregate element views enabled on their indicator records. For more information, see the entry on the Allow aggregation of multiple breakdown element scores field on the Other tab in [Create a formula indicator](https://servicenow-prod.fluidtopics.net/pYgFpM6BB3XdUgPM_9DgPQ "Create a formula indicator to produce a new computed score from one or more other indicators. Besides indicator scores, the formula can include calculations such as the gap between an indicator score and the indicator target.").

{#filtering-multi-breakdown-elements__ul_uq5_5bb_l4b}  
Note:  
When you navigate to KPI Details from a Performance Analytics widget on a Workspace Experience, and this widget uses an element filter that returns more than one element, only the first element is applied.  
If the indicator supports a view of multiple elements, KPI Details shows the Display as separate time series control in the Filters sidebar. The behavior of this control depends on which views of multiple elements are supported:

* If an indicator supports both aggregate and separate views, you see the aggregate view by default. To show a separate line for each element of a breakdown, select Display as separate time series.
* If an indicator supports only the view of multiple elements as separate lines, Display as separate time series is selected and the choice is inactive.

{#filtering-multi-breakdown-elements__ul_l1v_dz1_l4b}  
Note:  
The Display as separate time series control is not enabled until you select multiple elements.  

### Aggregate compared to separate view of multiple elements {#filtering-multi-breakdown-elements__example_j5k_p31_n4b}

In this example, the Number of open incidents indicator aggregates by Count and
therefore supports an aggregate view of multiple elements. Both aggregate and
separate views are shown.
Figure 1. Aggregate view of multiple elements Figure 2. Separate view of multiple elements  
The following formula indicator does not have aggregate views of multiple elements enabled. The Display as separate time series option is selected automatically and you cannot change it.Figure 3. Filter sidebar of indicator that does not support aggregate view
**Related concepts**   

* [Performance Analytics breakdowns](https://servicenow-prod.fluidtopics.net/ciWrAtnnJax70VEh2d80gQ "Breakdowns enable you to group or filter indicator scores by a qualitative attribute such as Priority, Category, or Assignment Group. You can apply a breakdown on the Analytics Hub, in KPI Details, and on dashboards.")

