ServiceNow Platform Analytics (PA) Fundamentals Training

Course Outline

Platform Analytics provides simple access to Key Performance Indicators (KPIs) and metrics for proactive business service improvement. In this two-day interactive technical training, attendees master the setup, configuration, and usage of the Platform Analytics application.

ServiceNow Platform Analytics (PA) Fundamentals Training Benefits

  • Upon completion of this course, learners will be able to:

    • Identify Platform Analytics use cases, architecture, and deployment process
    • Navigate KPI Details(formerly the Indicator Scorecard)
    • Configure and monitor Data Collection jobs
    • Build Automated Indicators to track KPIs
    • Enhance Indicators with Breakdowns for detailed data navigation
    • Build Formula Indicators for added process and service inferences
    • Configure Targets and Thresholds to make process visualization actionable 
    • Build various Platform Analytics data visualizations 
    • Add filters to the dashboard and share with stakeholders
  • Prerequisites:

    • A basic level of familiarity with the ServiceNow application is required. New ServiceNow users should complete the Welcome to ServiceNow – a self-paced introduction to the ServiceNow platform, interface, and navigation.
    • Attendees should have completed the ServiceNow Administration Fundamentals (SNAF) Training course and have some experience with ServiceNow; advanced experience is not necessary.
    • A high-level overview of the Platform Analytics architecture, components, data flow, stakeholders, and deployment process is required to get the most out of the Platform Analytics Fundamentals class. New Platform Analytics users should complete Platform Analytics Overview – a self-paced, on-demand eLearning before taking Platform Analytics Fundamentals.
  • Course Follow-up

    The ServiceNow Platform Analytics (PA) Advanced Training course is recommended for a more in-depth understanding and advanced Platform Analytics use case implementation.

ServiceNow Platform Analytics Training Outline

Learning Objectives

Module 1: Platform Analytics Introduction

Objectives

Identify Platform Analytics key functionality, differences from operational reporting, roles, deployment, and key use cases.

Lab work

      • Lab 1.1.1: Platform Analytics Navigation

Module 2: Data Collection

Objectives

Learn the basics of data collection, job configuration, and best practices. Distinguish between daily and historic collection. Discuss data management and retention practices.

Lab work

      • Lab 2.1.1: Data Collection

Module 3: Analytics Center

Objectives

Learn about performing detailed analysis and comparison of Indicator data using KPI Details. View indicator data and statistical summaries, use Confidence and Prediction bands, understand Time series aggregations and Breakdowns, and create and view Targets, Thresholds, and Comments.

Lab work

      • Lab 3.1.1: Using Analytics Center and KPI Details

Module 4: Automated Indicators

Objectives

Configure Automated Indicators and Indicator Sources. Practice form-based and assisted Indicator creation using the built-in Indicator creation workflow.

Lab work

      • Lab 4.1.1: Automated Indicators

Module 5: Automated Breakdowns

Objectives

Configure Breakdowns, Breakdown Sources, and Breakdown Mappings. Manage Breakdowns using the Breakdown Matrix and Breakdown Matrix exclusions.

Lab work

      • Lab 5.1.1: Automated Breakdowns 
      • Lab 5.2.1: Managing Breakdowns

Module 6: Formula and Manual Indicators 

Objectives

Learn about Manual Indicators and their use cases. Discuss manual breakdowns in the context of manual indicators. Learn about Formula Indicators and the basics of formula syntax.

Lab work

      • Lab 6.1.1: Formula Indicators  

Module 7: Displaying Actionable Data 

Objectives

Discover how to refine Platform Analytics data to make it more meaningful and useful by using Targets, Thresholds, Time Series, Trends, Breakdowns, and Elements Filters.

Lab work

      • Lab 7.1.1: Time Series and Elements
      • Lab 7.2.1: Indicator Targets
      • Lab 7.2.2: Indicator Thresholds

Module 8: Data Visualizations and Dashboards 

Objectives

Build dashboards and add data visualizations to create a role-oriented dashboard. Explore Platform Analytics Experience components like Analytics Center and Library. Dig deeper into library components which include Dashboards and Data Visualizations.

Lab work

      • Lab 8.1.1: Dashboards and Data Visualizations
      • Lab 8.2.1: Dashboard Filters and Sharing Options 
Course Dates - North America
Course Dates - Europe
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