Creating a Custom Process Dashboard

Overview

Creating a Custom Process Dashboard allows Users to track KPIs by dragging and dropping a combination of Dynamic and Static Dashboard Components.

 How to Create a Custom Process Dashboard

1. Open an event log in Decisions Process Mining and navigate to the Dashboard tab.
2. Select the plus icon to the left of the Standard tab on the Process Dashboard.
3. Select the CREATE A NEW DASHBOARD. This will automatically open the new empty Dashboard named 'Dashboard 1'. Clicking on this name allows the users to edit it.
   

Examples

Creating a Column Chart

1. Drag a Column Chart component from the Component Palette on the right to the empty workspace on the left. Its setting will automatically replace the Component Palette once added.
2. Under Column Chart Settings, change the Title to a more data-descriptive name. For this example, this chart is named Brand Frequency Chart. 
3. Under Dimensions, click on Add Dimension, then Click to Select Data to open the Query Builder to select the Dimension of the chart.
   For this example, select the dimension Case > Attributes > Brand > All Values to capture all car brand attributes present in the event log. Select OK to confirm. 
   • Adding multiple dimensions is currently supported on Column Charts.
4. Under Measures, click on Add Measure, then Click to Select Data to open the Query Builder again to select the Measure for the chart. This time, navigation is automatically set to All Values with two new options available: Frequency and Duration.
   • Select Frequency > Absolute Frequency to display frequency by count. Select OK to confirm.
     • Users can also create queries on numeric dimensions that include multiple measures of different types.
     • In the following example, two Dimensions (Duration and Length) are added for a Measure (Case > Count): 

5. Scroll down and select RUN to generate the chart based on its configuration.

6. To preview the Custom Process Dashboard, select the eye icon above the Component Palette. Select Fit to Width and Center to alter the view further.

Creating a Percentage Circle

1. Deselect the chart by clicking on the empty workspace or by clicking on the back arrow at the top left of the window to return to the Component Palette.
   Drag Percentage Circle under the Scalar category. Like before, its settings will override the Component Palette.
   
2. In the Percentage Circle's settings, select Click to Select Data to choose a KPI. This example will display the number of variants in all cases found via Case > # of Variants. Select OK to confirm.
3. For the Show As dropdown menu, select % (Abs.) Scroll down to the Subtitle settings, select Static, and then enter 'Variant Count' in the new textbox. Select RUN to generate the percentage circle.
   
4. In the Component Palette, drag a Vertical Separator from the Static Components category. Place it between the Pie Chart and the Percentage Circle.
   
5. To preview the custom Process Dashboard, select the eye icon above the Component Palette. Reformatting toggle buttons Fit to Width and Center are available to alter the view.
   

Creating Subqueries and Custom Measures 

Users can create Subqueries and Custom Measures for more advanced Data retrieval. 

• Subqueries enable Users to create multiple levels of nested queries. 
• Custom Measures can be created by combining existing Measures and Dimensions using Function blocks built into Process Mining.

To create a Subquery:

• Drag and drop a Column Chart onto the workspace and scroll until Add Subquery appears and click the button.
  • From here, click on Add Dimension and enter desired values. For this example, Time > Year is used.
  • Then, select Add Measure and enter desired values. For this example, Case > Count is used.To create a Custom Measure:
    • Once those values are entered, toggle on Custom Measure and drag and drop the Add function block under Math.
    • Next, drag and drop the Count value onto the same workspace and insert it into the first part of the function block.
    • Next, select the Constant tab and drag the zero value into the second part of the function block. In this example, the value was changed to 10. 
      • Users may need to drag values onto the workspace before adding them to a function block. 
      • Once the values are added, click Done to save the Measure and exit the window. 
• From here, scroll up to Dimensions and enter desired values. For this example, Time > Year is used. 
  • Then, select Add Measure and enter the following values: Subquery 1 > Add(Case)Count, 10.0) This value may change depending on the specifications set when creating the Query and Custom Measure.  
• Once these values are added, Users can click the settings icon next to Dimensions, Subqueries, and Measures to set a name for the values.
  • After the desired specifications have been made, click Run to populate the Column Chart with the selected values. 

Creating Moving Averages

Users can create a Moving Average to get a clearer estimate of a trend. 

To create a Moving Average:

• Drag a Line Chart onto the Custom Dashboard.
  • From here, choose a title for the Line chart and add values for Dimensions and Measures. In this example:
    • Time > Year is used for Dimension.
    • Case Attributes > Duration > Average is used for Measure.
      • Once values for Measure are added, check Compute as moving average under Settings, on the right-hand side of the Query Builder. Users can specify desired values in the populated Dropdown menus.  
• Once the Dimensions and Measures have been added. Click Run to populate the chart with the selected values. 
  • The Line Chart will now display a Moving Average.  

Dynamic Components

Dynamic Components enable Users to quickly display statistics from an Event Log.

The following are dynamic components that Users have access to when creating a custom Process Dashboard. Users can minimize and maximize these settings by selecting the play button above Palette on the right-hand side of the Dashboard. 

This example displays the Input Components. 

 

Example

The following example demonstrates how Users can utilize the Date-Time Range Input Selector on a Custom Dashboard. The Date-Time Selector allows Users to apply timeline filters directly to the Dashboard. 

• Users can start by opening a Custom Dashboard and dragging an element from the Charts and Table section. In this example, a Pie Chart is used. 
  • Configure the settings in the Pie Chart to the desired specifications.
• After the Pie Chart is configured, drag and drop the Date-Time Range Input Selector and place it under the Pie Chart. 
• From here, select the Date-Time Range Input Selector and choose values for the From and To fields. 
  • After the dates have been selected, click the green play icon to run the component. The Pie Chart will update with the specified values. 
• Users can adjust the Layout, Background, and other settings for the control by editing the available fields in Datetime Range Picker Settings. 

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Tracking Data Over Time

To view how data, such as KPIs have changed over a time frame, make sure to select a start and end point under Data Timeframe.

Saving a Custom Process Dashboard

To save the Dashboard, select either of the two save icons above the Component Palette.

Updating a Custom Process Dashboard

When using one Custom Process Dashboard in multiple event logs' Dashboard tabs, it is a best practice to update the Custom Process Dashboard once viewing it to account for any edits.

1. Select the CLOSE button to exit the default Edit mode.
2. Select the cycling arrows icon to refresh the Dashboard and its components.
3. A popup message occurs underneath the icon to confirm the Dashboard is now up-to-date.
   

Loading a Custom Process Dashboard

1. Select the plus icon next to the Standard Dashboard tab.
2. Select OPEN AN EXISTING DASHBOARD.
3. Navigate to the Custom Process Dashboard file location in Process Mining via the Tree dropdown menu. After selecting the file, it will automatically open in a new tab.
   

Deleting a Custom Process Dashboard

1. Select the CLOSE button to exit the default Edit mode.
2. Select the trashcan icon to delete the Custom Process Dashboard.
3. A confirmation window then pops up. To delete the Custom Process Dashboard's file in addition to it current tab, enable the Full Delete option. Regardless, select YES to confirm deletion.
   

Printing a Custom Process Dashboard

To print the Custom Process Dashboard, open the Dashboard in Preview Mode via the eye icon next to the save icons. Select the print icon.

Alternatively, select CLOSE to exit the default Edit mode and then select the print icon there.

Feature Changes