- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating 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 Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Process Mining
The dashboard editor enables you to create new dashboards and add these to your process app.
Follow these steps to add a new empty dashboard to the menu.
- Select
Add dashboard next to the process app name.
When you select a layout for your dashboard, empty tiles are created based on the selected layout.
4. Enter a name for the new dashboard in the Dashboard name field.
5. Select the KPIs you want to be displayed at the top of the new dashboard.
6. If desired, add dashboard level filters.
7. Add the charts to the dashboards.
Check out Dashboards and Charts for more information.
You can select a different layout for the dashboard you created. Follow these steps to select a different layout for the dashboard.
If you are working on a dashboard and you do not want to show the dashboard in the published process app (yet), you can hide the dashboard.
Follow these steps to hide a dashboard from a published process app.
In the menu at the left it is indicated that the dashboard will not be visible in the published process app.
Follow these steps to remove a dashboard from the menu.
You can also click on the dashboard in the menu to select it, and click on the 
Remove dashboard icon in the Edit dashboard panel at the right.
The Remove dashboard is not available when there is only one dashboard.
