[Music] for Wednesday April 3rd 2024 we want to welcome you to our bi-weekly platform analytics Academy and uh so just so you're in the right place just remembering that just a couple of quick housekeeping things first this is for you uh today even more so than usual I mean they're always for you but today this is your session uh because we are an open you open Forum today no specific set topic so it's for you we want to get a better we want you to get you know new ideas of how to use things better understanding practical guidance we do record so if there's any issues if anyone has any issues with going with uh with anything that there you with talking on a recorded session or anything of that sort keep that in mind is we are reporting and they are posted in the the reportings are posted in the community so it will be public so if there's any issues with that either drop off or do not say anything um and then we do want still want to use the Q&A window uh I know it could be tempting just to jump in the chat we want to keep the chat more of just like you know a little more casual conversation like we were asking for where you from and those sorts of things or if you have any more of feedback rather than a question the chat is good for that but if you have questions specifically we do ask you that ask you to put them in the Q&A panel and uh and because of the format today we will likely bring you off mute and have you ask your question more directly but we'll try to do them as much as POS as many as possible as usual we may have some safe uh uh we have the Safe Harbor for some possible forward-looking statements uh I would bet that there's going to be at least a question or two about what do I do when X occurs when when release X occurs when release Z occurs so just keep in mind we have the the Safe Harbor things can and do change between now and when releases actually happen uh our our group today we have include in addition to myself we have an All-Star crew of Marta penzo Robert Jan Olga and Adam um representing both are inbound and outbound is really the the a lot of the folks from our product management team so hopefully we can address most if not all of the questions that you will have today this is an ask the experts session so this is purely you this is a question and answer session uh so already one or two questions in there great to see so that you that that is our format for today specifically on specifically is Q&A so what that means is do we have questions so our first question is from Marsh what advice do you have for creating indicators and breakdowns from database views so uh I will that was Marsha I let's bring you Mara C I'll bring you off off mute as well so yeah so we're going to answer so Adam do you want to start on the answer of course I'll always start with all these things um so I I will start with this with database views I generally see database views overused and I think we have an academy session um uh on this on this in the past with joining some data that comes through but before we do the indicator on database views let's make sure we need a database View and the um I believe there might be three never say how many you're going to do them but I know there's at least two use cases that we we need a database view one if we have a document ID field a table and document ID which is uh metrics are done that way spotlights done that way slas are done that way surveys we need a database view because there's not a reference field we also need database views if we're doing multiple MTM tables and M to M to M if I only have an a single MTM relationship like um if I'm doing incidents to problems and I have multiple incidents to multiple problems if I build my indicator on the MTM table I don't need a database view if I um say and so I want to make sure I need a database view before I do it I see database views over um overused so this just first of all we want to make sure we can avoid it if we can just because we don't want to have extra stuff to maintain extra Tech debt and in SQL land we can do data Transformations and database views and in service now we don't we're just joining data so then we're going to go ahead and assume now that we do need it that that we're going to do a database view on metrics incredibly valuable useful um we have a lab I I need to make sure I take my notes to go find some of the the uh Academy series we've done on this but I know we have an academy on indicators on metrics which goes through uh how to how to do that your breakdowns are going to be the same um there shouldn't be anything special with breakdowns we can break down on a view just like we break down on a table um I I unless somebody the reason we have lots of experts on here is is when I get something wrong um but indicator everything is normal um and again metrics are going to be like that I'm going to find the the academy Ser the academy and that has the PDF that talks about doing metrics on it but that walks through how to do it there's nothing really special other than if I can avoid the view let's avoid the view the big trick you you need to make sure you focus in on though is if we're collecting if we are collecting records the way collect records works is by saving the CIS ID singular the CIS ID of the record in a database view there is not a singular CIS ID and somebody can correct me because there actually is but it's a different type of thing so we want a single 32 character CIS ID and uh and so the way that we handle that in performance analytics is that we pick which one do you want so if I'm doing metrics um if I'm doing incident uh I want to do duration of incident State uh how long incident was in each Stak because I want to see the the breakdowns for each group how long stuff was sitting in pending is stuff sitting in pending more this month compared to last month compared to the month before I have to pick which record I'm going to keep am I going to keep the metric record or am I going to keep the incident record the metric record or the incident record um and then when you when you show records you're going to see all of the metrics or all the incidents um it's not always ideal there's not always a great choice but you have to choose if I'm doing metrics and incidents I'm probably going to do the incident and I say these incidents were on hold well they were um if I need to see the duration of how long they were then I'll do um uh the metric but I'm generally going to choose if met if it's metric in metric an incident I'm gonna CH this incident if I'm doing slas and so I have every incident with every SLA that was going through I'll probably do the SLA um because there's a little bit more information in there but you have to choose which one's more important if you're doing collect records if you're not collecting records then there's no impact you just treat it like a table there's nothing special um but again I go back to it you really need a database view because I I generally see them where dot walking will do uh oh I do want to add something to that if you're building database views by default it's going to include every column on all the tables that you add to that so you can actually save a lot of performance a lot of horsepower if you go and limit it to the columns you need so because if you're joining task to something for example that's a lot of columns that most of the time you don't care about absolutely and and then go in and um I think in the database uh view lab Academy that we did um so I need to go find the metrics one and the database one uh in those we talk about how to label the fields too uh because the the labels are pretty not helpful a lot um like number you might have three numbers because you have three tables that you're joining or task incident problem and they both have number um but there's a very quick way to label those fields very helpful make sure you include the fields that you want to report on and you must include the fields that are in the joins you must include the fields that are in the joins don't ask me how I know that but let me tell you you need to do that um and and uh as Josh said what I do is I I create it I get all my joins right and then I go into each table and make sure that I I reduce it down to what is reasonable you don't need if you're if you're doing something with like incidents and problems which you probably don't need a database view for but if you did that can be you can have hundreds of fields and it's not it's not performant it's not usable and it's not needed so you definitely want to prune The Columns all right we got lots of things so I need to answer yeah yeah we got a bunch here so let's go on next one here so that uh Paul is I want to change I want to change my breakdown Source ah that will ultimately provide the same result but with a different table and condition so it's not even just the conditions it's the actual table self that is your breakdown Source however there are scores stored using this breakdown source and is preventing me from changing the source is there a way to do this while preserving the data uh the the only way I would think of is it you know the old insert and stay and making it a technically a new breakdown Source well the the question the key question I have here is is the CIS IDs the is the CIS ID are the are the CIS IDs the same um because that's what's stored in the in the breakdown is what's stored in the scores table are are the the CIS ID so just because it has the same values or displays the same doesn't mean it's the same but if it is uh uh that's a good example there are examples where the Cs are the same particularly if I'm doing an extension of a table um so one verify you need to do it where the cids because maybe I if I was I was using task as a breakdown which does not seem like a good idea and I I went down to um uh just incidents also not a good idea but if I was doing that for some reason hey the cities are the same just put a condition on um and and you filter by class but if i' I have done it I'm not above it where I've moved the data I have a new table because I moved to a scoped app but I in when I moved the Legacy data I retain the CIS IDs requires a little bit of uh Ingenuity but you can do that um if you need to do this and and I have done it um it won't let you do it it blocks it right the way that you said because there's data in there there's scores in there and the moving CIS IDs in in different tables is unlikely I mean you'd have to go out of your way to do it so you're normally going to screw something up however here's a secret um we're all friends here when you do an XML upload it we don't revalidate that those business roles in there so the options on how to do it are one you disable the business rule that checks that and you can load it in I do not recommend it because to to disable a business rule temporarily is very problematic for other things because you need another update set to change that and it just scares me but what I might do if I know that this is right and I've tested this in my in my I did it in Dev I tested it in test I tested it in stage I'm ready to go and prod if you get the XML file you manually change you export it you manually change the breakdown to the right CIS ID and then you can uh load it back up and load it back in I think you can do that with the script as well if you because the script can turn up business rules that's probably fine um but you're going to do something in the background to just replace it in the to replace it and bypass the business rule the script can turn off the business rule an XML upload will bypass the business rule both of those work um high risk very high risk um don't you know you're not just going to do it but it's why you can't you know only admins can do XML uploads and why um uh you scripts can only run by admins as well so uh there are ways to do it just make sure you really test it it is definitely highrisk um but it is doable and and it is needed in certain cases right particularly I I've seen it and I hope some of us are going through this where I have a bunch of global stuff that I'm gonna scope um so that's that's where that's where I go with it so be careful um and test test test all right thank you um Robert John were you gonna Robert John and Josh I know Josh you had kind of put the question out there I also promoted Josh to panelist so if you wanted to quick just got to discuss what it is yeah um basically we've been so in my area especially I've been demoing a lot of now assist stuff uh one of the things that we demo or have been demoing is like the the vision slide I think from that shows being able to run that natural language query from within the now assist dropdown panel and have it respond with charts like you know I want to see the you know incidents from the last 30 days that were caused by a change um Broken Out by category and so I was gonna say I know we get a lot of interest from customers on that do we have any kind of like a timeline rough estimate I know it's all Safe Harbor but yeah Josh back to your question the natural language querying um specifically in now assist or or as we have it currently within the uh uh within the analytic Center uh we are working on that we are working that in um of course in the context of uh now assist and AI uh using um more information more uh contextual information to support your chart building uh chart configuration or maybe later you can see it as as road map wise it's uh where Ai and now assist can help you building the chart and building the analytics insights but it's also helping you with uh maybe building the dashboards but also maybe in how you could best consume the dashboard so actually getting the insights out of dashboard by using contextual information that the system has um that is the um so we are looking at that we are working on that um there is with that Safe Harbor applied um work uh coming that is using the now assist AI for chart building um and with that Safe Harbor applied I can say like the Yokohama release currently if you are at like Josh if you would be and you might be at knowledge you might already see some things uh because we are already in the in the works of finishing that um and I I think that's also a nice topic to soon show maybe in a what's next in or or road map type of session that we do here in the academy to actually sh Show some um uh actual live demo work of of how that is working how we're thinking about it is um I I love the nlq indeed like you mentioned um I want to chart all incidents in last 30-day by category I I do think that that is already a prompt in a way that it's almost like a query itself and i' expect the new version to be smarter and to be to understand more context around it to be able to more easily generate some analytics chart or Insight based on on less information or at least more more normally spoken I would say than excellent thank you sir all right uh question about the Migra and actually a couple of questions about migration centers so I figured there would be so uh between Marta and Robert John you might be able to take a look at these but it's how the first question is how often are you upgrading the migration center with the latest updates and are the upgrades part of a normal release or a patch my company upgraded to a lower Environ a lower environment to the Washington release a month or two ago I see a warning in the migration Center to upgrade it for the latest update so that's a really good question hi um yes so we um are trying to do quarterly um releases so to in the store as well we might have some changes that are tied to our code that is part of the family so as well as then they're going to go into the uh two uh yearly release Cycles um at this point a lot of like everything that it might be a def effect might be more frequen as a as a patch that is released um and then everything that is instead the story like a new product announcement than usually they are quarterly based or in the family releases sounds good and there was a not the exact same but a somewhat related question saying just asking if you if we have any additional information regarding reports and dashboard migration process yeah Robert what did you want to say about that because absolutely a couple of thoughts on there so yeah also on that one in particular we've we've done some sessions in the past if you go through the academy uh uh previous recordings you'll see some some sessions around the specific value like the value proposition why should you move into this new environment what's what's better what's different all those kind of things H there are specific sessions also around the migration that that Marta just talked about the migration process I think we did we've done one late last year we've done one two weeks ago um we've did one of the academy academy session that was specifically around enablement H so on this question like how do I learn more what are necessary action how do I think about it absolutely um re rewatch that one um just to answer now in briefly and I I will actually put a in the chat I will put a link which is a short link that you can use which will bring you into what we call the enablement toolkit the platform analytics enablement toolkit that has a lot of information on that same value proposition but also things like what's different uh what's what's not yet out there um and small Snippets of videos how to use certain features in the new platform analytics um so that can absolutely help you in uh on boarding and and getting into that um getting enabled and getting adopted into the new platform analytics world uh not only videos there are actually also PowerPoint decks there so those PowerPoint decks are for you to download as we very much understand that you are um also looking into creating your own enablement materials so use those PowerPoint decks already as a starting point they have a lot of information on the features itself um and and use those uh for your own enablement material in general um one thing and and uh we we always mentioned and and Adam and Dan know it that during the Tokyo Utah and Vancouver release our messaging around platform analytics uh workspace back then was very much on um there's this new platform analytics environment a lot of the new tools and capabilities are are over there um get familiar with it try if there's a new dashboard that you want to build maybe consider building it over there um maybe um put your toe in the water see what it does and everything and now moving into Washington are messaging more changes into hey consider moving this is your your for first release Washington was your first release that you can actually opt in using the migration Center to get into the new environment now we do understand that that's not what you would immediately do but so you got to start that enablement um uh and I would say whether you choose to migrate in Washington in zanadu or maybe in Yokohama or wait until it runs automatically in Zurich um enablement you should start already that's something that you should already be thinking about um other tips being things like getting your stakeholders involved maybe your power users um of course already test in in test or uh any other subpro environment how the migration runs uh but let also your stakeholder your main power users of dashboards and analytics let them already try it out there uh let them share their thoughts and everything um checking on training of course what there's a lot of content as I mentioned through the academy but also on training on this uh this thing um and yeah those those I think are sort of the the first things to think about uh when when considering the the journey into platform analytics I'm not sure if Marta or Adam if you have any other comments to add there and this is the community site so there's videos there's if you scroll further down we have the uh the subgroups as in how how to how do you do certain things what is what will happen there are before and afters like before we had the analytics up and now we have kpi details those those type of things and we're adding more and more data or more and more content to this community webs and say I'll just add to that too don't forget about the you know within the comments it's certainly you know if you have any feedback if you have any thoughts of you know additional pieces that you would like to see or what is especially useful that would be we'll certainly take that as well we appreciate it the it to be a community is because we want it to be a community just as this group always uh many of this group always comes together for this Academy session which is great um this is also another uh opportunity there like have have conversations there ask for certain things there uh we'll we'll have a look at it and uh and respond great thank you okay let's see now we're getting some specific questions I looking for other migration ones but here's a couple of specific ones um business we use a business rule query to show TI cases based on who should see each service type however we've noticed that analytic Center does not respect those business rules and shows all cases to all agents whereas I think we're saying is in the classic UI classic in analytics C UI uh works in the classic list view what I'm say I guess what you're saying there and you can I believe is that saying that uh the classic list view is respecting the business rule and the new list view is not I believe that's what the question is um that uh or that that sounds unexpected to me I'd put a case in um I mean all the business rules are are in this case are Customs so I don't know if there's some issue with that or some some part that's coming in but uh I wouldn't expect that I will say that whenever I use a a before query business rule to suppress data which I do use that's fine um I use an ACL as well if I if if I if it matters then I'm going to use an ACL as well um and it could be in this case that it doesn't matter it's just a preference that's fine um although you could you could filter the data with a dynamic filter to get the same effect in the workspace um but I I don't expect different behaviors in the data return between a list in a configurable workspace and a classic list and nobody's telling me that of course there is so I I think I'm saying that i' probably put a case in to have somebody take a look at it right I would agree with that uh next question is can a custom column or columns be created in a database view to separate two sets of data available within the same table but not easily filterable otherwise no yeah that's a database database views so unlike SQL database views we can't do calculated fields in the database view um which I think this is probably what this is and we cannot add fields to come through um and I I know there are valid use cases for this um but as you go through it's can wewalk can we have a relationship um some sometimes it I mean there normally is a real relationship between those things again even if it's through an MTM um and then I can dot walk and you can do function Fields with DOT walks um to to come through and function somebody correct if I get the wrong thing I believe it is function fields are correct those can be done in in the classic report view they can they without I'm not sure if they could be dot locked there I know that when an admin adds a a function field they can include dotw walked Fields I think they canot do that in a report view in a in the report designer but you can do it um if your admin is defining a field to do those calculated Fields um but database views do not create data they they are just yeah joins they're they're joins without references if you have I'll say if you have your use case that's a good one to put into the community if you if you can share the DAT the setup that you have for your database View and how do you do it um if you put in I have these two tables and here's the setup include some screenshots and what you're trying to do and and um tag some of us tag Thomas he's he's good at answering that stuff when he's not on vacation um and well you know we'll see if we can give you some pointers okay good had a couple of one another questions had a couple of line managers ask how to report on incidents by ass signed on day to the agent so I want to report I'm a manager and I want to see when what day the assignment was actually made to either the current agent or a given it seems not to be available unless metric is set up and non-admins cannot access metrics with outof the-box acl's uh that's their better way to have them pull this in their reports so I mean the one way to go about it would be just you know to actually have a field a custom field in but then I S your admin to create it in the table you're looking for that would say this it actually holds that information this is the date of the last um assigned to was made but that's you're using much the logic just a business rule that would do that um but otherwise flow flow I'm sorry thank you thank you a a work a a flow flow designer flow that would do that for you thank you um uh do you have other thoughts on that Adam or you have other it depends how important it is I mean when it comes down to it like is this a real valid question or not what are you gonna do with that um if it is valid and and I can see that this is a valid use case that I want to look at some workload or something um and and ad hoc uh to come through then then I would look at um I probably would add a field on the assign assigned date last assign date right because what happens when you reassign it you have to think about some of that stuff um but assign to in the current thing you put in a small flow um it actually might be a PR four business rule to set it as well um you don't be afraid to to do that but you put it in there a little bit of code and then that report becomes really really easy on what comes in and you might be able to even do some trending indicators about how much I'm getting each day um that's probably how I do it you could do some type of dynamic filter as well that did look go look at metrics or you can add an ACL that lets them look at that very specific metric but if I'm trying to do a report the met you know metrics in a different table has you'd have to have database view it's kind of a mess so I probably would go with what Dan said about adding a field and a before update business rule um or a flow and I was just going to add a lot of customers I've seen will do this kind of like it's it's the similar problem a slightly different perspective on it is having a separate response SLA that shows how long it takes to get assigned so then you kind of you kind of back into it that way and you can capture you know then you're then you're looking at slas which are a little bit easier to look at than metrics little bit easier to access yeah and I mean an assigned to SLA is is common it's very common you would get that exactly and you would get business you get business time right how long is it actually taking you that's why it's important as we started like what are you doing with this why do you care yeah and and once you understand why we care well now we may have a better solution um but if I am just looking if I have the question about how much am I dumping on each agent each day um regardless of how long it takes them then maybe you need a field but it's really really important to understand the motivation all right excellent thank you uh let's see next question is what is what are the panel's recommended approach to simplifying survey reporting data is spread across multiple tables I typically run with task assessment details so that the ticket and Survey data fields are all available and it's simple to report one of the responses to one question but there never seems to be a simple way to present a clean view of all the questions and answers without multiple click-throughs um that's a little bigger question because I mean there are some approaches to take there I know I've done some things with similar and actually there another next question there on time cards it's actually there's some there are some similarities in that but uh that's um these to simplifying the survey reporting I think I the approach you're taking is that saying I'm starting from the task assessment details and go and kind of running from there so you can kind of you know get to all the dot walked fields from that as a as the core as the the core record starting point um but there still is the report of responses to one also I want to report on all answers to one single question or that what are other thoughts on some other thought from the panel's perspective I mean I would think we we we just did or just sorry it's been a few years ago we did an academy session on this uh about how you build a DAT um so I I i' definitely go look at that if you want to report on surveys um the the survey tool itself has some built-in views which of course are good to use but if you need to change your report um generally what we end up doing is creating a view to build it um and uh I believe it's Thomas did an academy on this a few years ago still pretty solid because you're going to create a database View and it just walked you through how to create that database view which is scriptable as well you can actually just script it to create that database for Vi for you but then you'll have a database view for that reporting um it is the the we have how to do that I believe it's in the backlog like the way same way we improved catalog variables um I think we I'd like to report the same thing for surveys but I it hasn't gotten scheduled yet but we have a bunch of our inbound team who's hearing that request and that's what they just asked for simplify reporting on database on the surveys think Steve also mentioned the chat about assessment metric results and that's again kind of depends upon which table is being used but that's a same same answers yeah same thing yeah same thing there really uh next question is about time cards reporting on time cards uh our time cards table is enormous so performance is often bad and users often want to combine the reporting with reporting on resource plans Etc uh that uh it definitely can be that absolutely can be a concern um with time I think we've ALS we also did some things on time cards in the past too I can't remember if we had an academy or just some kind of like some uh some good practices on working with time cards uh time cards are not going to be the easiest because you are going to multiple locations at once uh but uh that's the issues or time card table so the tables being large the first question is always going to be how can I modify what could I do with the query to limit the number of records and particularly with the query that you're doing are they are they fields that are being indexed at the back end on the backend database um that can help a lot so if you have specific fields that you're using in queries of the time cards frequently check with your admin team to see if those fields are index fields on the the tables in question and and that can help immensely in performance uh and but then also if the other big thing would be you know just general query performance and that is you know avoid things like contains queries or you know really it's best if you have direct references rather than trying to do like a uh I want there to be I'm looking for a queer result to be for this manager or this manager or this manager or this as you know as five different conditions in your query that that's going to be problematic too we have some and we had do have some previous sessions specifically on uh query best practices you know to to really help with that as well when so there any other specific thoughts in regards to time cards um the other thing I would say is this might be a good one I like who owns time card would that be itsm I turn remember other panelists SPM that part of strategic portfolio SPM so just all connected to uh um the ability to lck your uh task related records um when whenever in in a certain State like when is a certain task could be a project or could be something else um in a certain State and then report on it so of course you can still report in it from a platform point of view uh directly on the tables and there's the I think it's literally called something like time card dashboard or time card U management that comes with strategic portfolio management yeah I might also and it's always um the question like does that one fulfill all the the use case needs or are there additional ways to maybe look at the data that you want through your dashboards or through your report ways so it might also be useful to check in with our SPM product team to see because they may have some ideas either already in place that we are not aware of because we're just looking at reporting we not we're not looking at best case reporting using the given tables for the different applications they may have some insights in that but they also may have some uh some road map considerations too for uh making that a lot easier and and if they don't that'd be great product feedback to say hey this is something that we really really need uh and they can and and they can approach that from the way that they're structuring their tables and their data yeah and and I I'm I'm looking at the chat and I see also Quinton relate to what you mentioned before as in um if if you're your full um task or time card database is so enormous the only way out is probably to see what you can do with those record maybe archiving them or reducing the number of Records on the table being being your your querying the thing that you do on the on the actual table so yeah I think that makes uh makes sense the Josh you're actually in the process of typing an answer from Maggie um so in PA is there I was I can unmute and answer it since we jumped on that one um the question was essentially like can you fill in targets from another table on service now and I was like yeah but um it's probably not worth doing essentially you could create that separate table or have that reference to that separate table every everything in service now is essentially a table right so it would just be a matter of using like a flow or a business rule that whenever that's created updates the target table um it would it would be a significant amount of work for not much gain maybe but but yeah that's it's possible to do for sure right let's see so yeah if you can wrap that one Josh uh David inance analytics is their way to get a Time series widget to Trend in an order other than when the record was created or closed uh so I I would like to create widget showing survey results trended by when the underlying ticket uh for which the survey was created was closed rather than when the survey was completed you should be able to specify that now that's a scenario that might require a database you kind of talking about the scenarios we we we talked about earlier on when you do and don't want to use a database view um but in general you know you sh anytime you you'd have to have that field that you want to use as the sort or as as the sort option for the the you know for for the diff for the time series that field would need to be available within the data within that immediate data set so either dot walked from the original table or in a or available via a database view where you where you joined where where you you join the tables together that's all I could really think of that is but it should be available to on performance analytics to dotw walk from the metric Josh did you have another thought on that yeah um so you're it's kind of that same thing that we've hit on a couple of times here which is that it's just really hard to report on survey results and assessments but yeah I mean you can essentially you can a recurring theme actually there is a way to build a databas a database view that will connect all those things together and then it just becomes like you can Trend by any date field whenever you do the dashboard um but yeah it's going to be a bit of work to try to build what that database view should look like how to connect those things uh is question is there a confirmed release we will no long the a confirmed release we will no longer be able to use dashboards so I know what Marta is here Marta is that Marta and Robert Jan or Olga I would say indeed yes uh is Zurich is uh the release in which we're planning to deprecate the coreui dashboards uh and also to make sure that everybody has done the migration um of course uh we are here to get any feedback and U any feedback is always useful so um based on everything that we are going to hear and how the uh process is going to go uh then things might change but as of now Z is the confirmed release and it kind of goes along somewhat with the next question on the question on that Marty you identified as answering but they're going to be sessions on migration Center at knowledge so the answer is yes Dan and I really know um like we we are going to have uh definitely a lab on the platform analytics experience as well as the migration itself um so be on the lookout for that one um and we are also few of us will be at knowledge at the boots at theat also doing um more presentation regarding the migration and open for answering any question thank you Marta so yep I'm gonna come back to the question on what's fees or no fees for Feature Feature pa pa features because that's there's some complexities to that so I'm going to parking L that for the moment and come back to that uh um for scheduling reports in platform analytics pae or paw the only file type options are Excel and PDF for Excel the file is sent as an XLS can CSV be available and couldn't there also be an xlsx so I'm going to leave that to our inbound product managers to have right now there isn't it is not in the shortterm road map as of now but um I think for free to share uh the the use cases that you have and why you need them uh we might want to actually maybe deliver some of the capabilities that you're missing for which you are uh looking to export the data inside the platform itself if it's possible instead of you like exporting the data somewhere else um Rebecca Rebecca had your hand up as well so I'm going to assume these are one and the same but they had a question on is there way to show metrics on how often people with itel licenses are performing actions that require the itel license oh boy that's going to get into some of the licensing um you know the the know the what licenses you know what uh permissions what licenses I have access associate with my account of people with it licenses are performing actions so I gu maybe I will take you off of uh mute there uh Rebecca but because I'm me to see what they what it is you're ultimately trying to accomplish with that uh here I'm going to allow you to talk here Rebecca so um could you expand on that a little more so what is it you're trying you know are you trying to determine whether or not there's appropriate use of the lensing or yes essentially yes um we have a lot of people that are requesting licenses and they're using it maybe if they use it at all they're using it maybe one time and then never again because I know this sounds similar to the uh knowledge session that some some of similarities Adam to the knowledge session we did last year although did Adam already drop off he might have yeah he had a drop we did a session on reviewing uh on how to create a process that would allow a manager or a user to review um you know licens allocations to say you know that are these still the right license allocations for the right people it's not exactly that answer on that because I don't know that there is a way for us to identify that specific you know just proactively say you know there's a a person with an itel license is doing an is an base required exercise I don't know there's uh I mean I suppose there'd have to be a way but it seems like there's just so many different variables involved in what the different license entitlement allow I don't know if I could do a single database view or anything like that that would give me that what I might do is I know we there was again there was a knowledge 23 session where we talked about at least a way it's more the looking from the other perspective of how how to wait to send out um certification requests of managers or from role owners to say you know these are all the people that have that still have this particular role or still have this particular entitlement do they still need them okay um where we look at it from that perspective so I that might be one possibility it's not but I I can't think of any other way specifically to get the I don't know if other guys because I I think there's so many different ways we can look at those entitlements any other thoughts from the rest of the panel hearing none I think I'm going to assume that probably want to look at so uh if we can find that if we can't find it if we can't get to yet in this session I we will put it in the uh we'll put a link in the uh uh in the the Community page for this particular session that give that identifies you know what that uh lab that we did last year at knowledge at knowledge 23 okay because I know past I've been looking at through the event walk yeah it gives you li yeah there's some limitations in what you can get and how long it's there for um yeah I don't know I think that that's a that that's a really good question that I don't have a really good answer to at least to do that proactively it's what we have I think is a solution to look at it reactively from you know do these people does does do these 15 people really need this entitlement sort of thing okay but uh all right thank you give you something uh let's see we're at 10 minutes and we have about nine questions again if you have questions please make sure they are in the Q&A panel and not in the chat panel so some people are putting some suggestions in the uh in the chat and that's great if you have suggestions of how you would answer the questions so like Kathy put in the the vents law um so some things like that but they but if you have questions please make sure that they are in the Q&A panel that way will that way we have them logged so even if we don't answer them today we have the remainder of them to go back because uh Thomas always mentions that he when he formats these after the fact he will actually even put in links to the timestamps of the questions when we have these Q&A sessions so uh if we don't get to your question today we will also have at least we'll have a log of the questions that we didn't get to and that we can follow up in at least on the through the community uh that's if you use the Q&A panel so another question has to identify which features of oh the features of PA is it free or not I'll go back to that again is the is it the same table on the service availability that was a question I think that was a followup to another question um so I don't know who answered that on service availability so I come back to that so Maggie if you haven't already if you could maybe put a little more detail into what you mean about that because I think it was a followup to another question uh is there an option to write scripts on aggregation options for a report to write scripts on aggregation options for a report uh an agregation so you're talking I guess I need a little more information that's an anonymous attendee so I don't know who to unmute so you may want to follow up with another question there potentially um that say I'm not quite sure exactly what options you know aggregation options you're looking for because normally reports do not have aggregations it's they all that's usually that's really what indicators are for is that I want to aggregate this data set and say what is the average amount of time it takes for this for these records to be completed or you know what is the you know you know what is the average duration of something happening within an indicator reports generally are not going to do that uh because reports are really looking at it at a you know at a record level so you know I want to report on what's happening at each individual record but if you have more details on that if you could whoever wrote that question maybe type another question so we can understand what kind of aggregations you're looking for uh the database View use be constructed actually I'm going to go to the one that uh Robert John had the next one so we'll come back to the database use Colette Robert John had they said you were going to answer the question on I see dashboards in the new platform analytics Center but it was just said that dashboards will go away in an upcoming release what does that mean and what do we use instead of dashboards so I have some thoughts but Robert John I think you probably have some similar thoughts to me on that yeah so um I I have to uh learn myself and I I admit and I agree that I uh whenever I talk about platform analytics and I talk about things like dashboards I should probably mention specifically which type of dashboards and where are they located in the in the current world uh what we what I meant or what we meant before with dashboards going away um the whole uh move the whole change into platform analytics um any type of experiences over there whether it's the new visual designer or it's those dashboards uh those live in the platform analytics um the the the new platform analytics World um which you might have in your current instance already as platform analytics workspace as of Washington it will there will be a platform analytics menu item in your left side menu and that's basically the new platform analytics experience where all those improved new features will will be uh so whenever we talk about migration or whenever we talk about dashboards going away it is planned that um over time through that migration you will actually move from your old core ui6 dashboards so that's the one that you would go if you go go to self-service or if you would go to the uh the dashboard overview in coreui 16 those will basically uh migrate or move into the platform analytics dashboard so dashboards as a as a as an entity are absolutely not going away um on the contrary we're actually improving them we're making them better and already added a lot of features to them um but it's just that migration that will bring you from old core UI experience into the new platform analytics experience and that's all part of that whole initiative that whole journey that's platform analytics um on that URL that was shared before on the enablement toolkit actually um there's a lot of information on that in particular for example I think if you would even click on the what will happen I think might just thinking that one yeah yeah there might be one as in what will happen with my dashboards or with my reports or my performance analytics indicators so there's literally a video there if you play that one you'll uh also get the uh small explanation on what will actually happen I know we're coming up short on time but I know Sam had the question about database views being constructed with a in a work space I'm going to throw that out to my inbound team I don't know I I don't know that we'll have an answer to that on because it's kind of followed up with this is the cmdb query Builder being going to be made more Universal and uh I don't know that we have if you guys do have you have any insights or I'm not sure maybe no not sure maybe we can double check but that would be but that's but that's one that we will definitely can you know keep on the the list here so that we can you know because it might be a I think it's a good one to follow up on um I do want to come back to the the paid versus free um question by the anonymous attendee identify which feature generally PA is always PA performance analytics that's really based upon the indicators the dashboards themselves are not a uh are are not a pro we're talking about we're talking about PA paid we're talking about the pro version of a life so HR pro itsm pro uh you know CSM Pro that's when you that's when you get the additional analytics capabilities uh and that's so if it's so the ability to create indicators is generally going to be the big one create indicators or if you're working with out ofthe boox indicators because some of our business units provide indicators out of the box there's a limitation to 180 days worth of data or the ability to be able to you know modify those you could you would not be able to modify an existing indicator without a pro license you would not be able to create new indicators or new indicator sources without a pro version of that application um there's another there's some other stuff coming up in the near future around uh forecasting with a an AI I I I know we could get I don't have a lot of time to talk about that but there's some going to be some really neat stuff that started I think in Washington maybe even sooner uh where we're that the for is available when you have the pro version of the licenses but generally if it's a real-time query or real-time table that does not require any additional licensing if it's an indicator and you you want to create ongoing indicator scores that's what requires a pro license that's the general there's some there are some other cases in there but those are kind of that those are the I guess the two major cases and and then just to just to continue on that there was actually another question that I um answered through chat through the message which was related uh which I think is a good idea for us to the question was on if the difference between PA standard complimentary versus PA premium I think what we can do maybe even as part of this uh Community enablement tool kit but maybe also on the doc just provide some overview of hey how is this within the platform Analytics uh the New World um like you mentioned some things also changed there in the coreui world everything was more of an application that that was performance analytics and came with a set of features right now it's more the the kpi the kpi management the in all the things that you do on an indicator as part of those unified dashboards and unified visual designers that come with a lot of features um so the the features itself the capabilities of performance analytics didn't change they're still there but we're sort of renaming them um I think what might be good and that's one of the uh we mentioned that this enablement toolkit will be ongoing we will keep updating that and one of the entities or one of the documents here could be that overview of hey how how is that uh reporting and analytics in platform analytics uh free versus premium how is that looking on this environment that's something that we can uh pick up uh or that I can pick up with Thomson okay great thank you I know we're at the top of the hour so I know we don't have every we haven't didn't get to every question got to a bunch of them so these are always some of our favorite sessions because we get some s such great such great ideas uh and some great feedback but as I said earlier we do have the list of the questions that are both answered and not yet answered so we will certainly do our best to try to get the unanswered ones answered within the community post that goes along with this uh with this Academy session uh I want to just do the quick I know for those many of those who are you a lot of folks have already gone but I will just do one last reminder of you know some of our come on there we go um you know just some of the follow-ups here our resources that we we talked about a few of these resources already that we have our getting started Community page which talks about FAQs best practices training overviews a lot of the the pieces that we've been talking about today access to that enablement toolkit that uh Robert gianis mentioned there's a lot of work that's gone into that and will continue to go into that so I really strongly recommend that uh that the enablement toolkit is a great resource uh the platform analytics Community page you'll have upcoming sessions but then also all of the recordings of previous sessions including for including timestamps for these Q&A sessions time stamps for each question and where they were answered so those are those that's a fantastic resource um we have you know don't forget about the training and now learning there's a lot that is free and a lot that is paid but there's a lot of great information on now learning that covers a lot of these different topics that we've been talking about today so we have a lot of great resources out there for that uh exploring the end we mentioned the enablement toolkit it's kind of that this is the a great how-to on videos and some guides on how to do things in the new world especially is particularly looking at the new platform analytics experience world as opposed to the old core UI World um for anyone still left we do have a we're also looking for people who are interested in uh in providing feedback on the F some surveys some feedback through surveys so there's a QR code that you can grab here if you're interested in that I'll leave that up here for just a few seconds um you can you know you can uh there there'll be a link in this posted in this in this posted deck and then Al with also the QR code on the screen here right now come back to that and I think that's it and our next session will be on proactive analytics in two weeks on April 17th so we look forward to seeing you all there so thanks for hanging on for the few extra minutes and I appreciate the time everyone and we will speak with you next time thank you everyone