- Before you begin
- Managing access
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Transforming data
- Structure of transformations
- Tips for writing SQL
- Exporting and importing transformations
- Viewing the data run logs
- Merging event logs
- Configuring Tags
- Configuring Due dates
- Configuring fields for Automation potential
- Activity Configuration: Defining activity order
- Making the transformations available in dashboards
- Data models
- Adding and editing processes
- Customizing dashboards
- Publishing Dashboards
- App templates
- Notifications
- Additional resources
Process Mining user guide
Selecting the data source
You can use a sample dataset, upload a dataset with .csv files, or load data using an extractor. The data is loaded after you have created the new process app.
For performance and security reasons, it is strongly recommended to use a small dataset for app development and testing data transformations. The development dataset is used for testing the data transformations. It does not affect the data displayed in the dashboards of the published process app. Once your app is ready to be used by business users, you can publish the app and load new data for use in the published process app.
- Select the applicable option for your data source.
- Select Next.
Use Theobald extractor
Use Theobald extractor is the recommended option for process apps that use an SAP source system.
If you selected an app template that uses an SAP source system, the Use Theobald extractor option is the default option for loading data.
You can copy the details for use in the extractor in the Upload data using Theobald step later in the app creation process. Refer to Finishing the app creation.
Refer to Loading data using Theobald Xtract Universal for more information.
Use CData extractor
The Use CData extractor option is the default option for app templates that use a source system that is supported by CData.
You can copy the details for use in the extractor in the Upload data using CData step later in the app creation process. See Finishing the app creation.
Refer to Loading data using CData Sync for more information.
Use sample data
The Use sample data option is only enabled if sample data is available for the process app.
Upload data
It is also possible to upload data using .csv files.
For large amounts of data, it is recommended to use CData Sync or Theobald Xtract Universal (for SAP) to upload data.
When you create a new process app, always make sure that the data is in the required format for the app template that you use to create a new app. Also check out App Templates.
Table names and field names are case-sensitive. Always make sure that the field names (column headers) in your dataset match the field names listed in the input tables and that the file names match the table names.
Upload your data files and map your input data to the expected data model.
Check out Mapping input tables and Mapping input fields for more information.
Upload data using extractor
You can copy the details for use in the extractor in the Upload data using extractor step later in the app creation process. Refer to Finishing the app creation.