Capturing Business Metrics in a Flow
  • Updated on 28 Mar 2018
  • 3 minutes to read
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Capturing Business Metrics in a Flow

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Overview

Business Metrics are quantifiable values that measure the success and efficiency of a given business process. For more information, see About Business Metrics .

Example

In this example, Decisions lets you choose the Flow Step(s) associated with that application as a relevant business metric and display it in a dashboard for analysts to see. This example tracks approval versus rejections for a flow.

First, you must define your metrics. This will have an impact on the model building later. 
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Define your metrics by going to System> System Data> Business Metrics/ SLAs

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Select Add Metrics/SLA

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The idea is to create categories and sub categories as well as sometimes referred to as Metric Names.

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Input a Metric Category and Metric Name

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Do this for both categories Approval and Rejection

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You should now have two metrics and one category. 
You can attach a metric to any number of steps across any number of flows and projects.  That is what makes metrics special. 
The approval or rejection is the metric, whether or not the percentage relates to the category. 
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To apply the current metrics, a flow must be created by selecting Create Flow.
Name your flow and select Create.
In your flow, select Show Form from the Steps toolbox.
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Create a form with two buttons, select Save and Close

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Select a form and in the Properties toolbox under Business Metrics > Metric Data. Select the highlighted icon

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Select the metric of choice and select Pick when finished 
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We do this for both Metrics/SLAs created previously 
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Next, selectCreate Report
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Name the report and select Create
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Once in the report in the Page Elements toolbox select Business Models > Business Models
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On the highlighted area where we placed Business Model in theProperties tab select Create under the Business Model label 
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Name the flow and select Create
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In the Steps toolbox Drawing>Shapes selectPage-Empty
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In order for the Page to have an outcome path, one must be created by navigating to the Properties toolbox Configuration Defaults > Outcome Paths
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Connect both outcome paths to the end point
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Navigate to the proper Designer Folder and create a Folder by Add >Folder
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Create a folder name and select Save 2018-04-26_113924.png

Navigate to Manage > Page > Add Page Report
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To pick your entity select Pick and in the resulting window choose the proper choice and select Pick
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Select OK once done. 
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A tile part of the source flow will display
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Styling options are available. Select Edit to edit the flow 
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Select a page and in the Properties tab you can view the Configuration Defaults. Custom colors may be applied. 
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To apply labeling, under Steps navigate to Drawing> Label- Large
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To feed data from your metric into your drawing model, navigate to Business Metrics > LocalProcessing > Approvals as well asRejections
Avg Time: total time/ total count
Count: total number of steps started and completed
CurrentCount: number that was started but not completed
HasData:
MaxTime: longest duration
MinTime: shortest duration
Percentage: count of Approvals versus Rejections 
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Select Count for both Approval and Rejection 
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The count will display back in the tile part of the source flow

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Add Percentage to count the Approvals versus Rejections 
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The total percentage will now display
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Once a rejected count has been submitted the total will update the difference

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