K20 Course | Visualize Hierarchical Data in your Dashboards with Performance Analytics
[Music] welcome to lab one one two three visualizing hierarchical data in performance analytics dashboards so what we're talking about today is utilizing data structures that already have hierarchical structures within your system for example user records our user has a manager that manager is also a user who has a manager that manager is a user who has a manager and so forth that's one of the types of data structures or hierarchical structures that you have in your environment and we'll talk about how to leverage that to get multiple levels of breakdowns in your dashboards I am Dan cane and I am a senior product manager in the now intelligence business unit with ServiceNow I've been with the ServiceNow for about seven and a half years prior to that I was a service IT Service Management practitioner in various roles for about 20 years IT management director trainer all across the board and was also the product champion for ServiceNow as a customer the agenda for this session is we're going to take a look at first the breakdown matrix that's going to be a critical piece to help us create the foundation for working with hierarchies in the in the performance analytics environment then we'll take a look at breakdown relations another way to achieve multiple layers of breakdowns within the performance analytics we'll take a look at the ability to use scripting and roll up scripts to create hierarchical structures or to sorry to leverage the hierarchical structures in your dashboards and then take a look at alternative approaches because scripts are usually we consider scripting to be kind of a last resort when it comes to performance analytics so we'll talk about some of the alternative approaches and then finally we will have wrap up with a lab on break down security so how you can create security around the various breakdowns so different users only see the breakdown options let's say you only see the groups that they belong to or some other thing like that what we would like you to walk away with from with from this session is a first multiple techniques for displaying your hierarchical data secondly the ability to use break down relations for the bigger picture so I can see that you know for example as if I'm logged in as a specific manager I might be able to see breakdowns that include just the employees that report to me and then third are reporting on n levels of hierarchy one of the limitations of the scores storage for performance analytics is that it only stores two layers of breakdown so what we'll talk about in this in this section is how to achieve multiple levels of breakdown within you're using hierarchies just to provide some context in so we're talking about two using breakdown hierarchies we're saying using the breakdown context that already exists in performance analytics this is a 300 level course so hopefully we already understand what breakdowns are pretty well but then knowing that breakdowns can only be applied at it at two different levels performance analytics gives you the ability to leverage hierarchies that you have already defined in your instance to present that right level of information and it's important to understand how your users use the information that's being displayed to them so do they need to see it from a perspective of a location hierarchy a user hierarchy a business unit hierarchy and so forth you [Music]
https://www.youtube.com/watch?v=EZac0ylq8ro