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An overview of the key concepts and capabilities of the process analytics (pa) platform. It covers topics such as the data model, indicator sources, breakdowns, formulas, widgets, dashboards, and the adoption journey. How pa can be used to transform business processes by providing responsive business insights for executives, service improvement for service owners, and a data foundation for process workers. It also discusses advanced features like text analytics, target achievement indicators, and interactive analysis. Likely useful for university students studying topics related to business intelligence, data analytics, and process management, as it provides a comprehensive understanding of a real-world analytics platform and its applications.
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Roles - Can select Excel file for Import - Answer pa_power_user Roles - Create and Config Spotlight Job - Answer sys admin Roles - NO Spotlight App Access - Answer pa_admin pa_power_user Roles - Has Spotlight App Access - Answer pa_spotlight pa_spotlight_viewer Roles - No Spotlight oob privileges - Answer pa_spotlight_viewer Roles - pa_viewer w/ Spotlight admin Privileges - Answer pa_spotlight Roles - role needed to receive interactive analysis share - Answer pa_spotlight_viewer Roles - Manage Metrics - Answer sys admin metric_admin Roles - Text Analytics Setup - Answer pa_admin pa_power_user Roles - Configure additional Stop words - Answer pa_admin
pa_analyst
Roles - Limited editing of PA System Settings - Answer pa_power_user Roles - Limited editing of PA System Properties - Answer pa_data_collect Roles - Contains pa_power_user / pa_data_collector roles - Answer pa_admin Roles - Create and Edit data collection jobs and sources - Answer pa_data_collect Roles - Access and modify Scoresheets w/ permission - Answer pa_contributor Roles - Only access Dashboards and Analytics Hub - Answer pa_viewer Roles - Create thresholds in A. Hub - Answer pa_threshold_admin Roles - Can activate a licensed PA plugin - Answer sys admin Roles - Create Targets in A. Hub - Answer pa_target_admin Roles - Collect Jobs - Answer pa_admin pa_data_collect Roles - Configure Indicator Sources - Answer pa_admin pa_data_collect Roles - Scores must be manually entered by a designated... - Answer pa_contributor Roles - Scores can be imported by users with - Answer sys admin pa_admin
pa_power_user Roles - Target color schemes can be defined by - Answer pa_admin Roles - Can Only create Personal Thresholds - Answer pa_viewer Roles - Can Create both Personal / Global Thresholds - Answer pa_admin pa_power_user Roles - Add people to User Related List of target/thesh. form - Answer pa_admin Roles - Creates Global Thresholds and Targets - Answer pa_admin pa_threshold_admin Roles - Can use and edit your widget - Answer sys admin pa_admin pa_power_user Roles - Can see, use (in dashboard), and edit your Widget - Answer Anyone [pa_snapshots] - Answer Core data tables that store raw data - a related table storing sys_ids [pa_scores_|1] - Answer Contains indicators and breakdown of level 1 [pa_scores_|2] - Answer Contains indicators and breakdown of level 2 Facts Table - Answer Base Servicenow Table name that comes from data warehousing refering to data source containing measurements
View and configure properties that specify rentention for scores / snapshots - Answer Performance Analytics > System > Properties Access the most recently viewed Indicator Scoresheet - Answer Performance Analytics > Scoresheet View available indicator sources - Answer Performance Analytics > Sources > Indicators To begin creating a new breakdown - Answer Performance Analytics > Breakdowns > Create New Where to use calculations when configuring Indicators - Answer Peformance Analytics > Indicators > Formula Indicators To view existing time series definitions - Answer Performance Analytics > System > Time Series Definitions To manually configure Targets - Answer Performance Analytics > Indicators > Targets To manually create and configure new Thresholds - Answer Performance Analytics > Indicators > Thresholds > New To view all notification jobs in a list - Answer System Scheduler > Scheduled Jobs > Scheduled Jobs To create a new Element Filter - Answer Performance Analytics > Breakdowns > Elements Filters > New All Dashboards are accessed here - Answer Performance Analytics > Dashboards
To launch multi functional administrative console, go to - Answer Performance Analytics
Admin Console To configure bucket groups - Answer Performance Analytics > Breakdowns > Bucket Groups All performance analytics baseline scripts can be found - Answer Performance Analytics Automation > Scripts An easy way and location to test your scripts - Answer System Definition > Scripts - Background Additional properties for controlling the caching, refreshing, and rendering the homepage
PA Admins and Data Collectors - Answer Perform the Indicator Setup Indicator Sources - Answer Provide the base of records and are used by multiple Indicators The Facts table - Answer Is the base process table that the Indicator Source is using Indicator - Answer Can be differentiated by an Aggregate and Additional Conditions Breakdowns - Answer Allow to navigate Indicator trends by an attribute Breakdown Mapping - Answer Links Breakdown Element to a Process table 2 - level Breakdown Nav - Answer Is allowed Matrix Exclusions - Answer Reduce the attribute combinations allowed on Widgets and Scorecards Formula Indicators - Answer Use existing indicators and perform a formula calculation to derive a new metric Use Formula indicators - Answer to visualize trends and set business goals Formulas - Answer Are calculated at Scorecard or Widget render time Manual Indicators - Answer Bring in external data via manual import or scoresheet update
A Time Series - Answer Allows to aggregate data in a variety of ways using AVG or SUM over aggregation periods Thresholds - Answer Allow alerting with automatic notifications whenever the predefined level iks met Targets - Answer make indicator charts more self explanatory by visualizing a process goal Elements Filters - Answer Make Breakdowns easier to navigate Widgets - Answer Are indicator visualizations added to dashboards Dashboards - Answer Are multi-tab containers for widgets and reports Dashboard Widgets - Answer Can be filtered using a Breakdown Source Use Interactive filters - Answer To filter reports Admin Console - Answer Is a utility for managing the PA implementation and tracking its status Admin Console allows to - Answer Manage PA Content, Monitor Scheduled job logs, track usage, access key properties from a central place Dependency Assessment - Answer Displays object configuration hiearchy and relationships The Adoption Journey - Answer Is about understanding how to use PA data to transform your business
the same chart Create Report Ranges - Answer Categorize chart data into higher level buckets Interactive Analysis - Answer Explores sets of records in a standard dashboard Interactive Filters - Answer are Filter widgets that enhance Dashboard interactivity Cascading Filters - Answer Apply filters to interactive Filters for report navigation Breakdown Dashboards - Answer Apply Breakdown Source Elements as Filters Homepages - Answer Can be transformed into responsive dashboards Spotlight - Answer Is a work prioritization application taht complements PA and Reporting Spotlight Content Packs - Answer Are available for several common ITSM applications A Threshold - Answer Is used by Spotlight as a cutoff when deciding which records to include in the spotlight data set Spotlight Criteria - Answer Can be based on either an Indicator or a Query A Metric View - Answer Combines these three tables: Process table, Metric Instance table, Metric Definition table Metrics - Answer Are calculated by a combination of events, a scheduled job, and a script action
Attribute Duration & Script Logic - Answer Two ways to calculate a metric value Pa Indicators - Answer Can be built to obtain metric trends using metric view sources Formula Indicators - Answer Perform mathematical calculations using JavaScript, PAFormulaUtils API, the Glide API, and Indicators Target Achievement Indicators - Answer Are formula Indicators that calculate performance of Indicator regarding a Target Index Indicators - Answer Are a weighted average of multiple Target achievement Indicators Text Analytics Indicators - Answer Analyze String fields and present patterns in a Word Cloud Text Analytics - Answer Can search for frequent occurance of Words and Phrases Stop words - Answer Are predefined words that the search engine excludes from Text Analysis The pa_analyst - Answer Is a new role dedicated to managing the searches in the World Cloud Best Practices: Historic Breakdown Considerations - Answer 1. Exclude Breakdowns of Open Records
Breakdown Source Setup Components - Answer Facts Table and Field + Filter Conditions Configure a Category Breakdown - Answer 1. Category Breakdown Source
Executive - Answer How are we tracking against org objectives? Service Owner - Answer How can I impact trends that affect cost and quality? Frontline Worker - Answer How can I work more efficiently to achieve targets? End User - Answer What is the status and quality of my requested services? Content Packs - Answer Readily available indicators and dashboards bundled in process content packs Widget - Answer Visualizes Indicator data on a Dashboard in various formatts Widget Formats - Answer Single Score, bar charts, trend lines, pies, pivot tables, etc. Analytics Hub - Answer Single place for Indicator In-depth Analysis Breakdowns - Answer allow to navigate the indicator by a specific dimension, such as priority, category, assignment group, state, age, etc. Breakdown Elements - Answer Attribute values of Breakdowns (1-Critical, 2 - High, etc.) Scoresheet - Answer Power users can edit indicators an scores manaully in this interface Data Collection Types - Answer Daily - Collect for Previous Day, Historic - Collect for Past Period of Days