Drilldown Page

1

Navigation bar

• View the Home page.
• View the Process Insights page.
• View the Data Catalog page.
• View the Data Governance page.
• Switch out of Process HQ and into another workspace like Appian Designer. The workspaces you can access depend on your user role and other security settings.
• Change settings for your user profile.

2

Breadcrumbs

Navigate to higher-level pages related to the cases you're drilling down on:

• The Process Insights page.
• The process page.
• The view page.
• The page for the KPI you're drilling down on.
• The page for the insight you're continuing to drill down on.

3

Time period

The time period for the data displaying on the page. This value cannot be changed in the drilldown page. Instead, it represents the time period that was set in the view or KPI when you started to drill down.

4

Drilldown header

• View the following information:

  
  
  • Name: The default text Suggested Characteristics displays until you save the characteristic(s) you've drilled down on as an insight. After you save the insight, this field displays the name of the insight.
  • Filters: The filters from the view associated with the KPI you're drilling down on. Click Show applied filter to display the list of filters.
  
  
• Save the characteristic(s) you've drilled down on as an insight by clicking SAVE INSIGHT.

5

Process diagram

Review a process diagram constructed only from cases that have the characteristics you're drilling down on. The elements of this process diagram update to reflect the choices you make as you drill down.

6

Comparison KPI

Review the KPI values to which Process HQ is comparing cases with the current characteristic(s) to calculate potential reduction. If you implement changes related to the characteristics in this insight, you will see improvement in this KPI.

The KPI also includes a trend chart representing changes in the KPI over time period set for the insight. You can hover over the chart to see more details for each data point.

7

Characteristics pane

• Review a list of attribute values that are potentially impacting cases or occurrences related to the KPI. By default, the pane shows the suggested characteristics list, which contains only attribute values with highest potential reduction.
• Click Browse All to review a list of all attributes of cases or occurrences related to the KPI.
• Click an attribute value to see the attribute details, including relevant metrics, visualizations, and cases.

8

Insight pane

Track the characteristics you're currently drilled down on, and view the cumulative effect of the characteristics on the potential reduction calculation. See the description for a full list of actions.

1

Attribute Value

The attribute value. For example, for an attribute named Country, this value would be the name of an individual country, like Spain.

2

Attribute Name

The attribute name. For example, Country.

3

Case or occurrence count

The number of cases or occurrences related to this KPI that have this attribute value, as well as what percent those cases or occurrences are out of all cases or occurrences related to the KPI.

4

Potential reduction

The potential reduction that Process HQ has calculated for cases or occurrences with the attribute value.

5

Bar graph

The bar graph shows how the potential reduction for this attribute value compares to the potential reduction for other attribute values in the characteristics list.The longer the bar, the more significant the potential improvement in comparison to other values.

Attribute

The name of the attribute, and a count of the unique values for that attribute. Click on an attribute name to see a comparison of all values for that attribute. Depending on whether you're evaluating your process based on duration or count, you'll see a duration comparison or a value comparison.

Attribute Values

A list of values for that attribute in the cases or occurrences related to the selected KPI. The SUGGESTED tag displays next to attribute values associated with either longer durations or higher occurrence counts, depending on whether you're evaluating your process based on duration or count. Click an attribute value to view the attribute value details.

Duration

• Duration Comparison
• Duration Distribution
• Duration Trend

Count

• Value Comparison
• Case Comparison
• Occurrence Trend

1

Case list

• Sort cases by duration or start date:
  • Slowest (by duration): Sorts the list by case duration with the highest case durations at the top.
  • Fastest (by duration): Sorts the list by case duration with the lowest case durations at the top.
  • Latest (by start): Sorts the list by start date with the latest start dates at the top.
  • Earliest (by start): Sorts the list by start date with the earliest start date at the top.
• Scroll to see cases related to the KPI with the selected attribute value.
• Click a case to see information about the case in the case details pane.

2

Case details pane

Review details about the selected case:

• Case Metrics: Metrics for the case, including:
  • Start: The timestamp of the starting activity in this case.
  • End: The timestamp of the ending activity in this case.
  • Duration: The total duration of the case.
  • Unique activities: A count of the unique activities that occurred in the case.
  • Executed activities: A count of all activities that occurred in the case, including repetitions.
• Case Attributes: The names and values of attributes associated with the case.
• Activity Details: A chronological list of activities that occurred in this case. Use the dropdown menu to select which activity attributes display in the list, or click a column header to sort by that attribute.

1

Header

• View a count of cases or occurrences affected by the insight.
• Clear all characteristics from the insight and start from scratch by clicking CLEAR.

2

Characteristics section

• View the characteristics that have been added to the insight, listed in the order in which they were added to the insight.

• View details for the last added characteristic:

  1. Click the menu for the characteristic.
  2. Select View Details. The attribute value details displays in the characteristics pane.

• Remove the last added characteristic in the insight:

  1. Click the menu for the characteristic.
  2. Select Remove.

3

Potential Reduction section

View the potential reduction that Process HQ has calculated for combined characteristics in this insight. Click Show more details to view a brief sentence describing how improving these cases could impact the KPI overall.