|This content applies solely to Process Mining, which must be purchased separately from the Appian base platform.|
Dashboards are useful ways to present process data visually. Dashboards contain a number of charts and graphs that help communicate about key metrics within a given log. Process Mining lets you create, manage, and share dashboards to track and communicate this information within your organization.
This page describes how to create, use, manage, and share dashboards in Process Mining.
Find your dashboards in the Dashboard page of Process Mining. You'll have access to dashboards you created or dashboards that have been shared with you.
Advanced Dashboard appears only if you have a custom-coded dashboard available for the selected log. Advanced dashboards are built using R Shiny, while standard dashboards are built directly in Process Mining.
To add items, such as charts and metrics, to the dashboard, you must switch to the editing mode of the page or dashboard.
To switch to dashboard edit mode:
Once you're in editing mode, you can add a new item. In the sidebar, select a chart type from the list:
An empty chart appears on the dashboard, ready for your configuration.
In the Settings area of the Configuration Options, enter the following:
When a metric or a dimension is selected, first one of the "basic values" (case duration, total activity duration per case, waiting / transport time, number of cases, number of events, attributes) and then its specification are selected.
The log you have selected determines the attributes that appear in the charts. The options that appear in the chart configurations may differ between logs.
In the case duration, you can choose the average duration, the median duration, the total duration, the minimum duration, or the maximum duration, standard deviation, percentile.
You can also apply a filter to the chart. Click Add filter to create one.
When you're ready to save changes, click UPDATE. The chart refreshes and shows the updated information. You'll see No data available in the chart if the commands do not lead to a valid result or if there is no data for the selected combination.
You can change the size and location of the chart on the dashboard. The size of the chart is adjusted according to the lines of the dashboard grid. You need to be in editing mode to resize or move a chart.
To move the chart, click and hold the arrows icon in the lower left. Drag and drop the chart where you want it to appear on the dashboard.
To resize the chart, click and drag the lower right corner to make it larger or smaller.
Some charts include an Advanced settings tab in the Configuration Options.
Certain advanced options are available for different chart types:
|Chart type||Advanced options|
|Column chart||Number of displayed attributes; Sorting option of the displayed values; Sorting order of the displayed values; Threshold|
|Bar chart||Number of displayed attributes; Sorting option of the displayed values; Sorting order of the displayed values; Threshold|
|Line chart||Number of displayed attributes; Sorting option of the displayed values; Sorting order of the displayed values|
|Area chart||Number of displayed attributes; Sorting option of the displayed values; Sorting order of the displayed values|
|Combined chart||Number of displayed attributes; Sorting option of the displayed values; Sorting order of the displayed values|
|Histogram||X-axis duration unit; Bins|
The column chart and bar chart let you define threshold values and be notified if they are exceeded.
To delete a chart:
To add a new tab:
Choose Create New to start with a blank tab, or Create New from Library to create a dashboard from a template.
To delete a tab, click the X on the tab.
If you previously built a dashboard that you wish to use again, or a dashboard has been shared with you, you can use it as a template when you create a new dashboard. When you add a new tab, choose Create New from Library to create a dashboard from a template.
In the window, you'll see your existing dashboards or dashboards that have been shared with you. Both types of dashboards appear in the table. Use the search function and the navigation options to locate the dashboard you wish to use.
Click the row of the dashboard you want to use. Click CREATE COPY to use that dashboard as a starting point for your new dashboard.
When you create a dashboard, Process Mining uses data from the log you currently have selected. Therefore, certain charts may not appear correctly when you create a dashboard from a template that was designed to be used with a different data set.
The Dashboard Management page lists the dashboards you have created, as well as dashboards that have been shared with you. Both lists appear in a table and show:
Use the search and navigation options to locate a specific dashboard.
You can share your dashboards from this page:
To delete a dashboard, open the context menu for a dashboard. Click Delete dashboard. Deleting a dashboard is permanent and removes it for anyone who it was shared with.
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