[Music] okay we're going to go ahead and get started I have way too many there we go way too many windows open all right thank you we are at top of the hour actually a couple minutes after sorry about the late start uh had some video issues and that gave us some time for some other people to come in so all those as well so uh very nice looks like we're getting ready to hit 100 attendees and we have some great panelists on as well so we'll go ahead and get started so welcome to platform analytics Academy on July 10th uh as usual this is always for you um even probably more so today than in other sessions not that all of our sessions aren't but when youever you have asked the experts and we give you all the ability to ask questions and we get to as many of those as we possibly can it is always obviously for you all this is being recorded and um it will be out in the community probably tomorrow tomor uh and of course out in YouTube uh as well and our our playlist there uh I will have all of the questions um timestamp so if you're looking at this in the community later on and there was a specific question that you were trying to remember where it was at or whatnot uh don't fret don't worry about it I'll have a time stamp in that uh directly in the community that'll take you to all of those specific questions uh if there's questions that come in that are typed and we can answer those the panelist can answer those I'll have make sure that I have those uh there as well so uh sit back and enjoy please ask questions if you can put them into the Q&A that is where we prefer you to put them not in the uh chat Q&A gives us the ability to like I said earlier answer them via type but also we can click on uh to answer that live and it also gives us the ability to sort of keep up with them in order and uh we'll get to as many of those as we possibly can so Safe Harbor probably really big in this just because there may be questions about uh road map or forward looking things or um perhaps in a question itself the answer may talk about something that's in the future never know but I think it's always good to make sure that we are talking about this so my name is Thomas Davis and I know that Dan is here I don't know that Adam is here Adam May uh come in at some point I always like to make sure that I put him on there he's a busy guy but he may come in uh but we also have some really great panelists um uh some somebody really close to Dan and I Tara she's back for a little bit we really appreciate that tera's moved on to another team to greater things but she has come back and graced us with her presence so we truly appreciate that we have Olga and RJ and Daniel uh Daniel may have been on some calls before but he is kind of new uh to coming to these calls but he is definitely not new as it relates to platform analytics and um he has offered to come on today so we truly appre appreciate him and of course Olan RJ are Staples as it comes to uh platform analytics so it's always good to have them as well so like I said this is a ask the expert so so this is your opportunity to ask questions and like uh like I said if you can put those in the Q&A we definitely appreciate it if there is a question that comes in that we may be a little just confused with maybe the verbiage or wording or whatnot we will we have the opportunity to bring you off a mute uh as well so with that uh looks like we do have a question but it also looks like no one has grabbed it uh let me see if anybody else has asked any um no so we have just the one so we'll go ahead and read this and then uh hopefully some other questions will start coming in so panelist if you see a question that you want to grab uh please go ahead and click on that to answer it live and I will call on to you and if there's something that you can answer just via type uh that's fine as well so we'll go ahead and get to the first one here and see if somebody can jump in and answer it so let's see regarding analytics Hub predefined filters best worst improved degraded uh understood that these are out of the box and based on performance best wors or Direction improved degraded although it's not obvious on how these can be configured indicators which are added as favorites are not showing under best worst so I guess a questions how can um how these can be used configured based on users own targets versus global targets and how can the default number of indicators in each list be increased currently five but would like to view more example 20 um anybody want to grab that it's kind of confusing to me but yeah I think uh probably a little bit confused too on the second part it's just a platform feature right you just need to update your menu um to show more in your list view that's a platform feature doesn't really have much to do with reporting um and I believe it's when you look at your I don't remember where it's at now but if if you can you can Google that it's like either the three dots on the right or the hamburger icon but you just go and change how many um items you want to see per row it's like a setting um um but on the I I think I was confused about the other one because all out of the box um indicators can be changed and updated as long as you have the proper license right yeah and I guess I'm trying to get a clarification too of what exactly we have them come off me yeah I'm gon want me take what you mean by best worst because I I was wondering if you were talking about thresholds or uh you know uh Leon you can you can if you want maybe you can give us some clarification yeah okay hi there um so uh currently when we uh so basically we are um um supplying uh so s for multiple uh clients so various domains not sure if you can um if the targets are certain Global um or that can be user specific so basically um when so we got best wor improved degraded um we can see um improved and degraded uh based on um the uh what was it the direction or the direction yeah yeah but when we uh looking at best and worst um it's not actually shown anything at all we just want to want to understand that a bit more like how would you configure it so you can see it or how can we actually test it so we can see you know which indicators are shown as best and worst and would that be uh a global level or can users set this for their own um preference so could they see you know their favorite indicators and which ones are perform better or worse I'm not I guess I'm not quite sure where you mean when you say best and worst um I'm looking at you know the analytics Hub um so that's just a single indicator um so yeah so on um I'll actually see if I can yeah so uh it's on some of the train as well uh let me just post this so basically it's on the main uh London page um you can create uh new indicators uh it's at the top um you can see best worst improved degraded all uh you can select each one as your favorite so when you select the star you can see all of here it's at the top and that kind of I'll try one here yeah oh so just go back to analytics Hub just the main yeah that's where I am right now this is analytics Hub yeah if you go back one for the list then for the list of the indicators yeah Dan it's the basically the UI before this with with the whole list of all the indicators that's that's what's meant maybe it's the analytics Hub that's throwing me off but okay yeah yeah oh analytics yeah know if you go to analytics Hub literally type analytics Hub you first get the list no Hub just analytics Hub the core UI so CS yeah one yeah you get into the core UI first list scorecard type of view of all the indicators yeah so if you select best or worst um what what would be displayed and how would you get them to show in that list uh okay now I understand what the question we have the same issue we can't see anything at all I'm not improved integraded do show but these only show up to five items so we would like to show more than that as well I honestly don't know okay yeah so that that's that's why I wanted to clarify where it was talking so okay and the link that I've provided gives information about this view um although it doesn't go into detail about how to configure best and worst so all indicators with a Target that are outperforming their target ordered by Gap percentage Yeah okay so so that's the first thing is they need to have a Target um on it's any indicator with a Target and the target would be a global in that case it would it would okay so it wouldn't be user um Central so I wouldn't be able to set my own Target and see that okay unless Olga RJ if you want if you can correct me on that I think that's but I think it's still based just upon this is based upon Global yeah it's Global and it's not configurable so if it's correct it's it's very much baked in yeah okay and so if it was Global and we have multiple domains um obiously might it would vary for different domains so guess we can't really set that compy well still based upon the indicator but you're right whether the indicator would appear on this list you're thinking good wouldn't that I don't know would that would the domain is you're talkinging about like do a domain separated environment as well yeah that's right so of a company a they might have different I guess targets Company B this is a it will be based on your in the main right the one yeah you seeing it okay and then Dan if you click on the yeah that right there show and then it shows you how many ah okay that's an easy one right good yeah that was that's the easy part yeah that one easy part that's that's one so it's just yeah best and worst how to how to show um indicators in those two uh tabs right and I think to be honest this is a uh since we we've been focusing all development on the platform analytics experience for the last couple of years I don't think there's much been focused this is probably not it may not have been updated since we had uh individual targets I don't know I'm not sure cor and one thing and and then one thing I want to add because we are of course moving into what we call the platform Analytics experience if you look into the kpi list there we haven't actually brought a sort of similar experience there um which has a reason where we I I think we're and I've been not been involved with any decision making around that this particular part but it's uh I think we it's safe to say that we are also looking into okay how can we make that better so one thing that the platform analytics experience does have is the fact that you can just more easily bookmark your kpis and then just basically from from that yeah exactly the left side quick filters jump back to your bookmark or the ones that you created uh to immediately show your view again you can select this one it now shows 10 to be everything um but the reason we haven't shown these quick filters is is mostly because what we just mentioned as in it's it's hardcoded in it follows it always the same logic uh which could be different from how you look into the apis and into the domains and into uh like you mentioned it wouldn't work on personal targets but only on global targets so it's a little bit wonky and and I think this is one of those things that we actually want to bring better okay okay that's good feedback to get too yeah oh absolutely absolutely okay yeah I mean yeah I think it would be good so if if so uh obviously you know Safe Harbor and all that but um if if users have their own specific indicators and they have their own specific targets it would be good for them to be able to see um you know um um are they improving or are they getting worse just have an option for that yeah have like a toggle or something yeah I agree with that that can also be solved with a a dashboard right a dash they can create a dashboard their visualizations how they want to see to compare uh their indicators and show uh their personal targets whatever they have they can have their own personal dashboard that can just basically tailor to what they need to be measured against you know what I mean yes yeah just means everyone having to create their own dashboard but yeah okay got it or you can create one with a filter based off of the user right so if you have a set of metrics that you everyone wants to be measured against but they only want to see theirs then you just put a filter at the top with their whatever that is assigned to or whatever and then it just changes based off of you know that filter okay okay got it all right well thank you very much for your time I'll go back thanks okay RJ you had the next one um will the ability to create Standalone reports and the ability to schedule reports continue to be available or is that going away during the transition to analytics Center uh yeah so absolutely not going away uh things are changing a little bit there are some um previous sessions also within this platform Academy that are specifically on the the migration the new platform analytics experience as well as some of its individual features like the visual designer um holistically you should see it as we are uh changing a few ways of how you look into previously core UI world into PA widgets and reports to be these sort of um isolated Standalone analytics entities that would always be created through their own creation method for example the report designer or that PA widget form um that is changing now that we're moving into the platform analytics experience where we are moving into a single visual designer um reports or uh performance analytics there are more a data source as part of that single visual uh data visualization we call it so a standalone report as you would call it here would be in the new world in the platform analytics experience World a data visualization then using a data source of type uh table or of type uh of type performance analytics indicator or of type usage analytics or metric base uh so that is how it's changing changing um Daniel mentioned also in in another question that was asked I think that's also already in the answer um that you do need need a specific role for that but if you have that role then absolutely that's still available including the schedule reports so the schedule reports that you have are also still available in the new platform analytics experience from that data visualization visual designer you can also then schedule your reports again and we actually increased that one or we expanded on the the features around that capability uh with a a little bit of better uh ways how we embed data visualizations as part as of emails and those kind of things so we're actually expanding it and and and hopefully making it a little bit better okay great and I think you have the next one as well and which release will be will be standard out of the boox dashboard and which release will be standard out of thebox dashboard will be updated to platform so the out of thee box dashboards that are out there when will they all be moved to platform analytics is I think is the question yeah if you mark a release to it it would be zanadu um there it could be that some are already there in Washington uh what we've done here internally is we looked into all the outof the-box dashboards that were created in the past um talked with all the owners of those out of the box dashboards all that analytics value that was created in the past uh some already did the work in Washington the others will do it with zanadu uh one extra comment here is the moment you U modify you can figure the out of the box yourself we actually consider it also your dashboard because we we don't want to make a decision on your dashboard of course so um the moment that you've modified it and we we know from what we heard from from many customers is uh lots of the out of the box are modified we considered one of your dashboards uh which you will basically take within your own migration as well and by the way we we immediately took this opportunity to not just um migrate them into this platform analytics experience dashboard with the the better look and feel and with the more options and everything we immediately took the opportunity to talk with some of those workflow teams to say hey how can this be better um some of these outof the-box dashboards have been um I think eight or nine years ago created uh things change like we we learned from an analytics point of view I bet the workflow and and the uh for example itm learned over time and maybe other indicators are more important now so maybe we can flip something to be different maybe they want to present it in a different way maybe even as part of a workspace and not so much a dashboard anymore so it could be that some that there will be some slight changes the majority is is still the same uh but then in the new sort of platform analytics experience shell okay great go ahead Tara so Tara you're up next So currently on Vancouver and are planning to move to Washington DC in the near future two questions when will the move to PA from dashboards be required and I have looked and cannot find where the tools are to migrate dashboards and other elements um so the last I heard but RJ correct me if I'm wrong was Z right that that that's when it will be because it used to be Yokohama and I think we push it out to Z right right Z will be the the current Target release yeah yeah so Z will be when you don't have a choice anymore so you've got a few releases ahead of you but we always recommend getting started on that right away and the D dashboard migration tool is available in the store it's a store app so you can download that anytime from the store it's uh also out of it's out of the box in Washington and it's not compatible before that so you don't need to download it but we do recommend updating all the plugins um because we've pushed a lot of uh improvements not only just bug fixes but also more widget compatibility so cascading filters and Paro and a couple of other new chart types all come through pivot improvements as well um all come through as a store up update awesome thank you Daniel and I did paste in the um in the chat and and RJ pasted as well I did the our latest Academy session where we actually talk about the migration Center and then uh RJ B it in the uh enablement toolkit that actually shows you how to create stuff in um the new improved platform analytics so those links yeah and and Thomas that migration Center session was the one that we did in March right yeah this is the latest one that we did this year correct right that's perfect and that's also related to some of the comments that Daniel gave on uh of course we're continuously um improving that migration flow itself as well to be maybe some specific charts to be more support or some specific capabil to be to be more supported so that all is also in that information there's lots of information there on enablement and on those tools and the one that I mentioned indeed is more of a community Hub I would say what we call the enablement toolkit also has a lot lots of information on um what is the value like the value proposition of actually moving into this new environment um maybe uh what why should we even move um what's new what's different how can we compare all these kind of things so there's lots of information there I think um yes there there are a lot of links um for the migration in particular it's this one and the previous one that Thomas just shared that that session is amazing yeah and I think the the other thing to highlight especially about the enablement toolkit is is we did it in a fashion that you yourself can also use that to train within your organization so not not only do we have the videos but the Powerpoints are also attached inside of the community as well so it really does give you the ability to to train your people up as well and not have to sort of recreate the wheel so uh really good stuff so okay so Olga you have selected the next one so since the daily collection jobs run in the middle of the night and pick up data for the last day is there a way to make sure that actual widgets especially scores display the values in real time on the dashboards Al so we have one way to do it so if you want to do it for the single score um you can configure in the in the classic uh responsive dashboard in the PA widget there will be a real time single score type of the widget you will select and in the if you in the platform analytics um in the additional uh in the data update settings of the single score you will have toggle um show real time and in this case you can see real time value and then spark line will show for the uh all the previous period based on the snapshots the only thing that it will be supported only for subset of indicators not for all of them it will be supported for the automated indicators um with the count or sum as an aggregation if it's uh an average or any others or if it's formula indicators then we don't support at the moment the real time for the P data in this case if you just need to see the real time data you can only just show the the report and have the performance analytics for the trend uh next to it okay uh Dan looks like you're going to answer the next one um I like this one oh snap so I've got a problem I've been working on my company is an international company and has requirement to show kpis by support region how do I create Dynamic default breakdowns for all PA formula indicators on a dashboard to only show results for the viewer support region we do not use domains today in our instance I like oh snap I wish it could have been in caps and and uh yeah really yep so okay so Allan yeah what we're really talking I think I I may give you a text answer on the the followup and then I and then I said I was going to follow up on this live so the short answer is dynamic filters which are the application of dynamic filters which are created and maintained by System admins so they often are scrip includes or things like that that would autom that would say automatically that would create a I want to show certain values or apply a certain filter based upon the logged in user so I'm going to show you an example of that this is in analytics workspace but uh let's see I'm going to stop who El here here there we go um but you know but it's actually done at the filter level so this is an analytics this is the um platform analytics experience so that the next experience view So within it's within the filter it's not actually at the the widget or the data visualization layer it's at the level of the filter itself I'm saying I don't know you're sharing uh maybe I'm not sharing the right thing said I Shar I know you're sharing at all uh so anyway without being able to do that it's it's a setting on but basically it's u in platform analytics it's at the filter level there is an option within the filter configuration where you where it says you can figure values within that you can specify any kind of conditions that you want but where it really comes in handy is where you can also use a dynamic condition it might be like a if you're saying like assignment group is dynamic and it's a group that I manage um but it's it's based upon you know they're already being created that Dynamic filter at the at the sis admin level and so it could be groups that I manage or it could be incidents that I've been a say incidents assigned to me you know that's that that sort of thing but it's it's a dynamic filter that has to be created and then applied you can do the same thing in core UI as well but that it's that's just a filter that's applied on the widget itself where you can say I want where you say uh you know I I can actually put it in an element filter it's a little bit more complicated but it's still fairly easy where I can put an element filter and uh specify that I want to use my Dynamic filter there with a defined element filter so yeah absolutely can be done and it's it's a fairly fairly common practice I just wish I could show it to you yeah I don't know what's going on with that that's that's that's hey wait wait wait one more one more try here hey there you go now am I showing the right thing okay there we go showing something you're showing something so yeah it should be telling me is showing the uh it okay yeah you are so so on this platform analytics I have you if I select a filter I can then within that filter so I select this filter I can say I want within the source of the filter I select you what table the filter is pulling from but within that I can I can dive a little deeper and say I want to configure the values that will be available on that and one of the things I can do is might say something like the manager of the group is dynamic and the is dynamic is me but that has to be set up so the IDE and there's different options that can be based upon that manager field um agents I manage one of my approvals so but these are all predefined values at the admin level that admin creates for you then you can apply it on the uh on the dashboard at the filter level so yep wanted that's just all I wanted to do is want to show that okay great thank you Dan all right so next we have Daniel so we have teams struggling to create dashboards around project status reports and other similar Concepts and platform analytics because those types of tasks contain Rich Text Fields currently there's no way to display play those fields in PA without it showing the backend HTML tags whether via simple list or any other visualization there had been some conversation with our business and service now about this last year and it was and it was thought there may be potential improvements around this on a release this year has any Headway been made on this or is there anything planned around displaying Rich Tex fields in PA Daniel yes so I've actually got a couple a couple more questions followup questions for Chris um I hold un mute though but the first one is um did you have this problem in classic dashboards and is this specifically rendering these uh Fields inside the list component or are you having this issue inside other data visualization types like a pivot table for example and I have allowed Chris to talk so if he wants to come off mute he can definitely do that Chris you there I think Chris is there but I'm one of his uh Str the the the issue that they're describing um is not an issue in Legacy but that is because they have they've basically gone out and fully customize their own um oh their own like dashboard interface uh using an external tool um but they were that external tool is almost identical to platform analytics except for that one part which is why they are asking for that functionality okay um I so but they specifically wanted displate it inside a list component right but it or any component uh because they could make it work right whether it's it's a a heading on something or anything like that but yeah on a list component would probably be the easiest because then they could just filter to whatever they want and then just show that one field but it's the first um it's the first I've heard about it um and um the problem is is that and the reason I specifically asked about the different kinds of components dashboards now in platform and legs is has a somewhat different philosophy to dashboards that it had than than previous dashboards had in the sense that dashboards now we don't actually own any of the content that's in the dashboard right those are all coming from very from specific component authors so we're no longer in charge of the list component um and I'll then chat to the list team and we can put in a feature request with them for this functionality um and get it for you and then it will come in automatically once they've built it um but if it needs to be in another component for example then I'll chat to that component author and get them to Bullet instead um but it's the first that we've heard of of it I I know exactly what you're talking about but it it's just a case of those components are not trying to render it as HTML yeah if if I were to like perfect world situation this um I I think it would be even if we're ignoring the list component if you were to have the ability to populate the actual Rich text component that exists from a source item that you filter out would probably be like the best case because then they could just narrow it down to one um but the list field would also be the simple list would also be totally fine being able to like set a source in the rich text component for the rich text visualization um might be like the perfect world of that because then you could literally say hey show me populate based off of this off of this criteria Etc yeah so the the rich Tex is like into a stag content block it doesn't really do any kind of rendering but what you can use is if you switch to technical dashboards for this specific dashboard it will uh present as a normal dashboard to your users as a normal platform and LS dashboard to user but on the back end you have full uh scripting capabilities and you can do whatever you want and you have the same comp you have the same component toolbx plus an expanded component tool boox as well as scripting as well as styling as well as uh um everything else that you would get of UI Builder so you can build your your normal dashboard and then just fix this one compon with the component tool box that we have and then just customize this one component uh however you want to um by putting data into a rich text component or by scripting it another way and then to your end users will present as a normal platform analytics dashboard uh and they won't be able to tell the difference if that helps M myself no yeah I appreciate the info I don't know that that would solve the these use cases because the the users are the ones that are are building these things out right they're they're having to use an external vendor that plates on top of service now to do this or today basically and it's kind of it is literally platform analytics but it just interprets that HTML as what they want um so again that's that's good to know I don't know that're I apprciate and get them to do it yeah I'll make a n of it okay great thank you Daniel thank you Chris great okay so uh Terry you got the next one uh I'm currently going through the application specialist certif ification cours workor with the new dashboard migration will I have to retake the training I'm currently taking um yeah the reason I want to answer this live is because it's a bit of a tricky um no you will not have to take retake the training um but if this is a skill like if you're planning on going into a role where you would be an implementor um then you want to know how to do it for people who are um existing service now customers so anyone who has Legacy uh performance analytics and Reporting separate you want know how to do that and that the link that Thomas shared into the academy that we did Focus just on that that's all you need to know but I would learn that if that's a role that you're a a career you're pursuing um for any net new or ZB booot customers they'll never ever have to use that so it's not a tool that's going to be around forever that's why I'm saying it will it won't be in the training but if you're going towards that career path you should know it because it's going to especially in the next couple releases if you're going to be implementing um on behalf of other uh groups that are are existing service now customers you'll need to know how to use that so just watch them the academy that Thomas already shared um and that'll get you all the information you need hope that answered the question okay great thank you Tara Dan um maybe this is a followup or you're actually typing that out actually working out here yeah yeah yeah yeah okay sorry about that and there was uh one at Olga actually I was referring to sent email notifications would that be possible you know what that's in reference to Olga I was trying to look that up um so there's two options so you can check uh if you go to the generic notification settings I think and and search for the signal I think you you should be able to enable it that you receive it through the um through the email you might need to to configure the email template for this in the like General platform not ification uh configuration if by some reason it's not possible because all this um events trigger saved in the table you can also configure yourself like notifications to send to the email but I'm almost sure that the notifications which you see on the qpi details um notification tab you can configure them to be on global as well uh or receive it by the uh VI by the email but just double check this I was not able to check it yet okay great thank you if you do find anything maybe you can paste it in the chat or something and I'll make sure that it gets attached with the question okay so uh Daniel what is the difference between the setting property uh com. glide. par. UniFi analytics. enabled to true and running a migration Center full I understand the result will be the same uh yes so the result is not the same uh that's why I want to answer it live so that system property only tells the is used as a flag in all of our code to say that the user has completed that this instance has completed the migration which means that we enable all the redirects we remove all the old menu items um Etc and you cannot and we block the creation of new content right but the migration itself is what actually moves the content across so if you want to just get rid of all your old content and and not go back then set it to true but if you actually want to move the old Legacy content across to platform analytics then you have to run the full actual migration to move it across I yeah that clarifies it for you okay thank you Daniel um ter grabbed another one okay let's see my first time here so not sure this right venue to ask this it is great question in PA I have indicators based on assessment surveys that I report based on the results how do I a breakdown on the metric definition or string value that is in the assessment metric result table neither one is a choice field so I'm struggling to create a breakdown source so I marked myself to grab this one because I thought this was a conversation we can have um all of us panelists because I in my life I would never recommend creating a breakdown Source on a Stringfield I don't even think you can but I don't know with what's going on in the new analytics Center if that's even feasible so I thought we could talk about it right is everybody else in that same boat as me yeah no no I totally agree I would never create a breakdown on Stringfield because it's can be anything can be put in there so yeah so I think Paul's so yeah Paul and we might take him off mute as well here's what I'm thinking I'm thinking you're asking here Paul is in the metric results table I really don't have a choice it's just a string so it so it kind of depends upon what field that you were talking about can you tell like what what field and Metric results are you trying to do a breakdown on uh hello uh so the the original one that I had used was that string value which was in fact a string uh and so I certainly understand that that's you know not a good idea to to even create it breakdown if you could uh there is a another field called metric definition right and that one I was told is not a string but in fact a uh if I can find it here like a reference reference yep that's a reference to yeah to another table right yep and so that that references gives me two results satisfied or dissatisfied in my case and so I thought that might be more workable but I'm just there's so many tables with these assessments and I'm kind of new to these tables so I'm just having a tough time if I can even create like the the source to start with and then the breakdown obviously comes next if I'm using that reference field instead because you know what I want is to be able to say this number satisfied this number dissatisfied there's only two options literally two options so yeah the the main thing to and to make sure to make sure that the breakdown source is set up correctly on there I would say um so make sure that the breakdown source for the for this breakdown you want is so if it was like the metric definition it would be com the breakdown Source would be the metric definitions table as opposed to the metric results so you using metric results are going to make it a lot harder going to make it much more unreliable but if you so where the indicator source is the metric results table or the assessment results I can't remember what they call metric assessment results um then because that should be able to then apply that breakdown by looking up whichever your selected metric definition value was when you're you know when you're running when you're viewing a dashboard it'll you reference that against the metric definition table and then look at all the indicators where that metric definition is being applied U so and should you know so any kind of filtering um I think we we I know assessments are a are a new are kind of a different beast in the in of themselves and the logic has changed at least once over the years I know in in how that gets done Thomas I'm thinking we did uh an academy on surveys on like reporting on surveys or something like that surveys or assessments a while ago that might be a good I'm going to grab that link it doesn't necessarily um perhaps fix what he is talking about but it is always a good thing to look at especially if you're reporting on surveys to make it viewable uh in a much better fashion so yeah I'll grab that link and paste it yeah and then if anyone else has any uh other ideas to throw in there as well because it there's metric instance as long as it is a reference field or a choice field shouldn't really shouldn't be a um shouldn't be any different than any other table so can I so for like when you're saying the breakdown Source I would simply pick that metric definition as the fact table then for the breakdown Source right and then the field would just be the the CIS ID then or I need yeah no it be the CIS ID of that okay and then the breakdown mapping would be then where you going to map that breakdown definition CIS ID to the break to the to the metric definition on the uh metric on the assessment results table results okay I figured since we were talking about breakdowns Thomas we could talk about just do James now too yeah I know that's why I selected it we might as well talk about it so um and I don't know that I know the exact question but I figured this probably this a good play so is is it restricted to create breakdowns on string Fields even if limited or I don't think it's possible but Olga and Daniel you know more than I do I remember a million years ago obviously when it first made it into the platform I tried and it was like no don't do that is it was it is it possible to create a breakdown on a string is that kind of the question here yeah yeah I mean definitely can theed one right so that's always your choice but and the issue only really comes into how varying your strings are I believe and the length of those strings right if you've got you know six one-word Fields I think you're going to have very different performance than if you have you know whole sentences and each one's different right so you just need make sure it makes sense as well but generally we're talking about a scripted breakdown then though too right with the yeah I think that's what she follow a string and that's you know and we want it's a I'd say it's it's a it's an option but really it's only an option out there for that scenario that Daniel talked about where it's a very very simple string field that you're working with so that so the uh querying through that string field is very low overhead the other option is when we just want to do like a proof of concept in development we used to have that used to be popular as some articles that we used to call the breakdown sandwich which uh I you know some of you guys might remember way back it's been around for a long time if you look up the term breakdown sandwich in the community it'll tell you exactly how to set that up but even then it's not a good option in 99% of the scenarios where you're uh you you really should as whenever possible try to create the uh a a uh reference field or at least a choice field somewhere else in the record so I've seen some customers will like have a a business rule or or a um or a flow that will Define a new field on an incident record based upon pulling data out of the of a string field that but so then your breakdown would be based upon that new field because you know because you're just pulling out what the choices are because then you're doing it at the individual record level and not trying to do it during a during the performance analytics breakdown because that's that's uh the performance is going to to be very very poor and can even bring nodes down in some cases depending on how severe it is thanks great Dan I was actually look trying to look in the community see if I could find that article all right so for the automated breakdowns like we uplock in the strein fields so that it will be only the the the scripted option is that a question or a statement statement okay if you select the field trying to select breakdown Source you're trying to select the field you only see the like we'll see like Choice FES or the references you cannot select the string of the table gotcha yeah so but you can configure a scripted breakdown and get the point to this the field if it makes sense to you and if it's short list of values like but then if a short set of values it should be a choice not a Str so RJ has the next one here could you please post a link here to an article explaining how to schedule report only to the users that are displayed on that report for example the managers managers of inactive users who created reports before they left yeah um so two things on this one uh so first of all I knew that there was a workaround or that there's a solution around this but it's but it's not as part it's not out of the box as part of the scheduled report functionality itself what what you basically need to do is you have the report and and it seems how I read it you might have already already have it for example that shows the the people that are inactive um maybe just created reports just before they left and you want to notify their managers and have that of course then scheduled so first of all you need to report second you need that scheduled job uh the third thing that you will need is a uh scheduled job separate scheduled job with a script um to then indeed dynamically fetch the latest from that uh report and put it into the um scheduled report so into step two um I'll put some links in because I had to I I knew that there was a solution but I I didn't know that there was something like officially written and Dan or Thomas if there is then please uh jump in this is the moment to jump in and and correct me uh but I did find some solved ones on the community on this one so I will post those the second thing that I wanted to mention on This was um I I do like product wise being a product manager I do think that this is a workaround for something that should ideally be more of the platform part of the platform itself like you you you want the report based on something that happens of inactive users that might still have something open so basically this is just the like life cycle management of your analytics artifact which I think should be a better part of the analytics or service now product at all um so I I will also um I I know road map wise and that's also where the Safe Harbor notice from Thomas at the start came in um that we are looking into that things more about um life cycle management archiving automatic archiving automation around archiving those kind of things so ideally you would have a solution like that to solve this without uh going this work around where you have to create a report you want to fetch those those recipients um and then send an email to their manager to have them removed um but yeah so I I hope that helps I will now put in the links in chat so and those will actually have in different use cases the the solution okay thank you RJ Daniel will'll go ahead and let you go with the multi row variable set yeah I picked this one because I actually I have no idea I don't know if Olga if you've if the Davis team has looked into multi row variable sets at all no I haven't heard of that in I'll add it to my list of things to bring up then but uh essentially we I think I've never heard of them before I don't think Olga had before so we'll we'll look into it see what we can do anything okay um Olga Olga I have the show real time score checked on the indicators but they are displayed as of July 9th on the C dashboard am I missing something else is there a property that controls that yeah I I I just want show quickly uh and maybe we can uh put uh Lena off off n sure so this is if you're using the next experience platform analytics you will be uh this is your configuration panel so this is a automated regular automated indicator by default you can see it U showing me data for the um for the July 9 uh if I go to the data update settings and I to this real time update you can see it's showing uh showing data uh the current one it also have this indication so it also will be real uh based on the record watch if there's any new records it will update without need for me to refresh and then it would compare it with a previous day I just on my demo instance data is not different but you can see that at the previous period has changed so that one should work for you if you are in the um in the classic dashboard yes in the classic please in this case you will go to the widgets and the performance analytics and in the single score again it will be uh only for the um for the other something is not working for me today um but you would need to instead of latest score visualization type you will need to do real time single score um it it would only work as I mentioned for the um automated indicators of the with the a count or sum as uh uh as an aggregation um thank you this is really awesome thank you so much then and then for the formula probably will not work so but if you do like number of open incidents or something that that will work and if you put it on your dashboard it should show you the real real time data so it's that should be possible okay Dan so you grabbed uh can of breakdown be created on a report function field yeah so okay the short answer is no um the the explanation for it is that a report function field is a function that is calculated real time as that table as that report is run and um reports don't follow breakdowns you only only performance analytics IND indicators follow breakdowns in the core UI environment um so since it since that report function field does not exist in a table anywhere it only occurs during you know during the real-time run of that report it's it's not going to be available for performance analytics to create a score it gets things get a little murkier not murkier they get a little more uh there's a little more capability in the platform analytics experience the new world where you can where a filter can apply either a breakdown or just a regular table filter and the table filter can still be something that you can apply um re that that you can apply on a on a filter on the dashboard it won't necessarily apply to a a performance analytics based widget though just to a table query based widget so just want to so that's the short answer is no but the that's just want to give you some explanation by it do then okay great thank you Dan um I know that I have a hard stop at yeah 1M we both do um Thomas Thomas one one thing on the question of of Colette I I already answered also in chat so the answer is there I was thinking um because of course we're we're open to always do something like a road map session specifically on certain areas but maybe it's even a good idea to have more of the what's happening with AI and analytics as a separate platform Academy session that we that we just ask Amir to come in and and do a little bit more of that or maybe it was already planned to do a little bit of platform analytics and AI road map what's happening there and what's what what's it capable of okay yeah no I'll definitely get that on I'll speak to Amir see if we can get that on the road map so y um so real quickly uh we got that one answered so because a couple people have some hard stops let me just real quickly say so check out the community everything's there this will be out there later on this uh afternoon or tomorrow probably tomorrow make sure you're looking at now learning for great things there here's the enablement toolkit that RJ and I were talking about earlier uh in two weeks we're going to talk about building formula indicators some use cases in our own Adam Stout will actually be doing that so with that thank you uh these are always great sessions all this information will be out in the community uh and we'll see everybody in two weeks thank you