- Release notes
- 2023.10.12
- 2023.10.11
- 2023.10.10
- 2023.10.9
- 2023.10.8
- 2023.10.7
- 2023.10.6
- 2023.10.5
- 2023.10.4
- 2023.10.3
- 2023.10.2
- 2023.10.1
- 2023.10
- Before you begin
- Installing Automation Suite
- Process Mining configuration checklist
- System requirements
- Getting started
- Introduction to Process Mining
- Process Mining
- Architecture overview
- Process Mining portal
- Uploading app templates
- Migrating apps for use in Process Mining
- Managing access
- Enabling Process Mining
- Setting up the users
- Managing access for process apps
- Integrations
- Setting up Automation integration
- 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
- App Templates
- Migrating apps for the new process graph layout
- Create new app wizard
- Scenarios
- Editing app settings
- Setting data restrictions for a process app
- Cloning an app
- Deleting an app
- Exporting and importing process apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using CData Sync
- Installing CData Sync
- Create a source connection
- Create a destination connection
- Create a job
- Run the job
- Incremental extraction
- Troubleshooting CData Sync
- Loading data using Theobald Xtract Universal
- Setting up Theobald Xtract Universal
- Importing the template extractions
- Configuring the source
- Configuring the destination
- Configuring the extraction script
- Running the extraction script
- Troubleshooting
- Viewing logs
- Optimizing an app
- Scheduling Data Runs
- Customizing process apps
- Introduction to dashboards
- Working with the dashboard editor
- Creating dashboards
- Dashboards
- Charts
- Bar charts
- Distribution charts
- Table charts
- Line charts
- Process graphs
- KPI trends lists
- Pie charts
- Data manager
- Fields
- Metrics
- Automation manager
- Data transformations
- Defining new input tables
- Adding fields
- Adding tables
- Data model requirements
- Viewing and editing the data model
- Exporting and importing transformations
- Viewing the transformations log
- Editing and testing data transformations
- Structure of transformations
- Tips for writing SQL
- Merging event logs
- Process manager
- Publishing Dashboards
- App templates
- Event log and Custom process app templates
- Overview of generic menus and dashboards
- Menu Overview
- Menu Analysis
- Analysis - End to end
- Analysis - Event analysis
- Event log input fields
- Custom process input fields
- Configuring CData Sync for Event log or Custom process
- Purchase-to-Pay app template
- Introduction to Purchase-to-Pay Process App
- Overview of menus and dashboards
- Menu Summary
- Menu Analysis
- Analysis - End to end process
- Analysis - Event analysis
- Menu Efficiency
- Efficiency - Supplier performance
- Menu Compliance
- Compliance - Maverick buying
- Purchase-to-Pay input fields
- Configuring CData Sync for Purchase-to-Pay
- Order-to-Cash app template
- Introduction to Order-to-Cash Process App
- Overview of menus and dashboards
- Menu Summary
- Menu Analysis
- Analysis - End to end process
- Analysis - Event Analysis
- Menu Efficiency
- Efficiency - Customers
- Order-to-Cash input fields
- Configuring CData Sync for Order-to-Cash
- Additional resources
- Out-of-the-box Tags and Due dates
- Editing data transformations in a local environment
- Setting up a local test environment
- Transformations
- Custom throughput time metrics
- SQL differences between Snowflake and SQL Server
- Configuration settings for loading input data
- Designing an event log
- Loading data using DataBridgeAgent
- Introduction
- Using .mvp Connectors
- Downloading DataBridgeAgent
- DataBridgeAgent
- Prerequisites
- Setup credentials for the SQL Server database
- Extracting data from an SAP source system
- Extracting data via loading .csv files
- Extracting data via an ODBC connection
- Using a Credential store
- System requirements
- Configuring DataBridgeAgent
- Adding a custom connector to DataBridgeAgent
- Using DataBridgeAgent with SAP Connector for Purchase-to-Pay Discovery Accelerator
- Using DataBridgeAgent with SAP Connector for Order-to-Cash Discovery Accelerator
- Extending the SAP Ariba extraction tool
- Performance characteristics
- Basic troubleshooting guide
- How to cancel a data run from the database
- How to add an IP table rule to use SQL Server port 1433
- When creating a process app the status stays in Creating app
- Configuring Dapr with Redis in cluster mode
- Data transformations
- Uploading data
- CData Sync
Process Mining
Dashboards contain data that can be grouped in different levels by using charts. In Process Mining you can edit the charts to customize them to your business needs. You can create a different view by using a different field or by changing the metric.
When you want to design a chart you take some steps:
- Determine the field for which you want to display the values on the chart.
- Decide the type of the chart that is most suitable for the information you want to display.
- Define the main metric that you want to use on the chart.
- Define the other metrics that might be relevant to use on the chart.
Below is an overview of the chart types that are available and their purpose.
|
Chart type |
Description |
|---|---|
|
Used to group data and to compare certain metrics. | |
|
Used to show the distribution of values of a numerical field. | |
|
Used to display the values as a table with rows and columns. | |
|
Line charts (or history chart) |
Used to split data over different periods to show trends over time. |
|
Used to display a visual representation of the order in which events took place based on the data. | |
|
Used to display a graphical representation of the main KPIs of the process. | |
|
Used to display the data in a circular graph. |
To define the chart, you can define the properties for the chart. For a new chart, all the properties are empty and you can define the chart from scratch by editing the properties. Refer to Dashboards for more information. You can also edit the properties of existing charts.
Follow these steps to edit a chart.
- In the dashboard editor go to the dashboard for which you want to edit a chart.
- Select the chart you want to edit to select it.
The properties panel opens at the right, displaying the editable chart properties.
Tabs
Editing tabs
Follow these steps to edit a tab.
- In the dashboard editor go to the chart for which you want to edit a tab.
- Select the tab you want to edit from the Select a tab selector.
Adding a new tab
Follow these steps to add a tab on a tile.
- In the dashboard editor go to the tile for which you want to add a tab.
- Select the Add a new tab iconin the Edit tabs panel.
A new empty tab is created on the selected tile. You can add a chart on the new tab. When you edit the name of the chart, this name will be displayed on the label of the tab. Check out Dashboards.
Removing a tab
Follow these steps to remove a tab.
- In the dashboard editor go to the chart for which you want to delete a tab.
- Select the tab you want to delete from the Select a tab selector.
- Select the Remove tab icon.
The selected tab is removed from the chart.
Switching display fields
To enable end-users to select a different view for the chart, you can select different fields that will be added to the selector. The following illustration shows an example of a field selector.
When you select the fields, a list of all fields available in your process is displayed.
Switching values
To enable end-users to switch between different values in the chart, you can select different metrics that will be added to the selector. When selecting metrics for a chart, all the available metrics defined for your process are listed.
Below is a description of the elements of the context information.
|
Element |
Description |
|---|---|
|
Aggregation |
The function used to calculate the metric. • Count - the total number of records. • Distinct count - the total number of unique records. • Average - the average value of the field. • Min - the lowest field value • Max - the highest field value • Percentage - the percentage of values that are true • Sum - the sum of the field values. |
|
Argument |
The argument or field used to calculate the metric |
|
Context metrics |
The metric or metrics that provide context for the main metric. For example, if the main metric is defined as Average item value, a useful context usually is the Number of items for which the average amount is calculated. |
Adding chart filters
Chart filters enable you to filter data from the table before it is provided to the chart. With chart filters, you can create subsets of the data to create more specific visualizations that can be used by business users. When business users open a process app that contains one or more charts with chart filters, those charts will display data according to the chart filters.
When one or more filters are defined for a chart, the Chart filters icon is displayed at the top of the chart. Business users can select the icon, to view the applied chart filters. See the illustration
below.
Business users can still add global filters, which are applied on top of the chart filters. But they cannot change the chart filters.
Adding a chart filter
Follow these steps to add a chart filter.
|
Step |
Action |
|
1 |
Select the chart for which you want to add a chart filter. |
|
2 |
Click +Add filter in the chart properties panel. |
|
3 |
Select the filter from the list of filters or search for the filter you want to add. |
Chart filters are similar to global filters. See Filters for a detailed description of available filters, process filters, and filter types.
Adding a custom tooltip for a chart
You can add a custom tooltip for a chart. The tooltip will be displayed when the user hovers the mouse over the chart title in the published process app.
Follow these steps to add a custom tooltip for a chart.
|
Step |
Action |
|
1 |
Select the chart for which you want to add a tooltip. |
|
2 |
Enter the text you want to display as a tooltip for the chart in the Tooltip field. |