Dashboards

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.

Where to find dashboards

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.

Create a dashboard

An empty dashboard automatically appears for the log you have selected. You can add charts and additional tabs to the dashboard to interpret the data.

Edit mode

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:

1. Go to the Dashboard page.
2. Click Enable Edit Mode in the dashboard panel.

Add a new chart

Once you're in editing mode, you can add a new item. In the sidebar, select a chart type from the list:

• Number / KPI
• Gauge chart
• Histogram
• Column chart
• Bar chart
• Stacked column chart
• Stacked bar chart
• Line chart
• Area chart
• Combined chart
• Discovered Model

An empty chart appears on the dashboard, ready for your to configure.

In the Settings area of the Configuration Options, enter the following:

• Chart Title: Label to display as the title of the chart.
• Chart Type: The type of chart you selected.
• Metric: The quantitative value that represents your data like case duration.
• Dimension The qualitative or categorical variables that group or segment your data like time.

When you select a metric or a dimension, you can drill down into more specific settings. For example, if you select Case duration, you can then choose between Average duration, Median duration, etc.

Duration metrics let you display data about how long certain aspects of your process take:

• Case duration: The time it takes for a single case to complete from start to finish. This is measured by the time that elapsed between the start and end event for a case.
• Activity duration: The time it takes for a single activity to complete.
• Waiting/transport time: The time it takes between activities that follow one another.

Frequency metrics let you display data about how often certain asppects of your process occur:

• Number of cases: How many cases occurred.
• Number of events: How many events occurred.
• Number of occurences: How many times a specific activity occurred.

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.

Filter a chart

You can apply a filter to the chart to focus the data that's displayed. Click Add filter to create one. If a filter is applied to a chart, a Filter icon displays in the corner.

Move and resize a chart

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.

Advanced settings

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
Gauge chart	Metric

Threshold values

The column chart and bar chart let you define threshold values and be notified if they are exceeded.

1. Open the Advanced settings for the chart.
2. Click ADD next to Threshold
3. Define the threshold values:
   1. Operator: Options include Greater than, Greater or Equal to, Lower than, and Lower or Equal to.
   2. Value: Type a number value
   3. Units: Options include Years, Months, Weeks, Days, Hours, Minutes, Seconds, and Milliseconds.
   4. Color: Options include Green, Orange, or Red.
4. Click Add notification to set the values at which the user should be notified, as well as the email address to send the notification.
5. Click SAVE when finished.

Delete a chart

To delete a chart:

1. Enter editing mode.
2. Click the chart you want to delete.
3. In the Configuration options, click DELETE.

Add or remove dashboard tab

To add a new tab:

1. Click Add new tab next to the existing tab.

2. Choose Create New to start with a blank tab, or Create New from Library to create a dashboard from a template.

   

3. Type a name for the tab. To change the name of the tab later, double-click on the tab.
4. Start adding and arranging charts in the tab.

To delete a tab, click the X on the tab.

Dashboard templates

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.

Manage dashboards

You can add, share, edit, and delete dashboards from the management hub. The DASHBOARDS tab displays all the dashboards you have created or that have been shared with you.

To share a dashboard:

1. In the management hub, go to DASHBOARDS.
2. Select a dashboard.
3. Click SHARE.
4. Select the radio button to indicate whether you want to share the dashboard with your entire organization or with individual users.
   • If you selected Share with individual Users, also select the checkboxes next to the individual users in the list.
5. Click SAVE.

To stop sharing a dashboard:

1. In the management hub, go to DASHBOARDS.
2. Select a dashboard.
3. Click UNSHARE.

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