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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add breakdown sources to a dashboard

To enable dashboard users to filter visualizations on a dashboard by breakdown element, add breakdown sources to the dashboard.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

Procedure

  1. Navigate to All > Self-Service > Dashboards or All > Performance Analytics > Dashboards.

  2. Open the relevant dashboard.

  3. From the context menu, select Dashboard Properties.

Image omitted: dashboard-context-menu.png
Dashboard context menu
The dashboard record opens.
  1. Click Edit in the Breakdown Source related list.
Image omitted: dashboard-breakdown-sources.png
The Edit button on the Breakdown Source related list
A dialog opens where you can move breakdown sources into and out of the list.
  1. Move the breakdown sources you want to apply to the Breakdown Source List.

  2. Click Save.

Result

The breakdown sources are available on the dashboard. Users can group the dashboard on the selected elements.

What to do next

  • You can configure the entries in the Breakdown Source related list so that reports on the dashboard can use the breakdown sources as interactive filters. You first create interactive filters that are based on the same tables as the breakdown sources. For more information, see Make a breakdown act as an interactive filter.
  • Configure the Performance Analytics widgets on the dashboard so that users can filter them by selecting breakdown elements on the dashboard. For more information, see Configure widgets for breakdown dashboards.

Parent Topic:Using breakdowns on dashboards

Related topics

Configure widgets for breakdown dashboards

Showing multiple elements separately or aggregated

Same breakdown on widget and dashboard

Showing breakdown relations on dashboards