Capturing Business Metrics in a Flow
- Updated on 28 Mar 2018
- 3 minutes to read
Business Metrics are quantifiable values that measure the success and efficiency of a given business process. For more information, see About Business Metrics .
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.
Define your metrics by going to System> System Data> Business Metrics/ SLAs
Select Add Metrics/SLA
The idea is to create categories and sub categories as well as sometimes referred to as Metric Names.
Input a Metric Category and Metric Name
Do this for both categories Approval and Rejection
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.
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.
Create a form with two buttons, select Save and Close
Select a form and in the Properties toolbox under Business Metrics > Metric Data. Select the highlighted icon
Select the metric of choice and select Pick when finished
We do this for both Metrics/SLAs created previously
Next, selectCreate Report
Name the report and select Create
Once in the report in the Page Elements toolbox select Business Models > Business Models
On the highlighted area where we placed Business Model in theProperties tab select Create under the Business Model label
Name the flow and select Create
In the Steps toolbox Drawing>Shapes selectPage-Empty
In order for the Page to have an outcome path, one must be created by navigating to the Properties toolbox Configuration Defaults > Outcome Paths
Connect both outcome paths to the end point
Navigate to the proper Designer Folder and create a Folder by Add >Folder
Create a folder name and select Save
Navigate to Manage > Page > Add Page Report
To pick your entity select Pick and in the resulting window choose the proper choice and select Pick
Select OK once done.
A tile part of the source flow will display
Styling options are available. Select Edit to edit the flow
Select a page and in the Properties tab you can view the Configuration Defaults. Custom colors may be applied.
To apply labeling, under Steps navigate to Drawing> Label- Large
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
MaxTime: longest duration
MinTime: shortest duration
Percentage: count of Approvals versus Rejections
Select Count for both Approval and Rejection
The count will display back in the tile part of the source flow
Add Percentage to count the Approvals versus Rejections
The total percentage will now display
Once a rejected count has been submitted the total will update the difference