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Haz clic en el panel que contenga la métrica para la que deseas establecer una alerta.
<ul><li> Click the <strong>Edit Dashboard</strong> button on the dashboard to launch the Insights Portal.</li></ul><ul><li> In the Insights portal, click the <strong>Options</strong> menu associated with the widget you want to add an alert for.</li></ul><ul><li> Then click <strong>Add to Pulse</strong>.</li></ul><ul><li> You can adjust the name and the alert condition. Click <strong>Automatic</strong> to add an alert using the anomaly detection algorithm.</li></ul><ul><li> You can also click <strong>Advanced</strong> and edit any of the other options. Here you can add a filter to the metric.</li><li> Click the <strong>People</strong> tab and enter the names, email addresses, or groups that you want to receive the pulse notification.</li></ul><ul><li> Lastly, click the last tab to add a message to the notification and choose how to notify the users.</li></ul> <ul>
<li> Click the <strong>Edit Dashboard</strong> button on the dashboard to launch the Insights Portal. </li>
</ul>
<ul>
<li> In the Insights portal, click the <strong>Options</strong> menu associated with the widget you want to add an alert for. </li>
</ul>
<ul>
<li> Then click <strong>Add to Pulse</strong> . </li>
</ul>
<ul>
<li> You can adjust the name and the alert condition. Click <strong>Automatic</strong> to add an alert using the anomaly detection algorithm. </li>
</ul>
<ul>
<li> You can also click <strong>Advanced</strong> and edit any of the other options. Here you can add a filter to the metric. </li>
<li> Click the <strong>People</strong> tab and enter the names, email addresses, or groups that you want to receive the pulse notification. </li>
</ul>
<ul>
<li> Lastly, click the last tab to add a message to the notification and choose how to notify the users. </li>
</ul>
Detección de anomalías no disponible.
Establecer alertas (umbral)
Haz clic en el panel que contenga la métrica para la que deseas establecer una alerta.
<ul><li> Click the <strong>Edit Dashboard</strong>button(pencil icon) on the dashboard to launch the Insights portal.</li></ul><ul><li> In the Insights portal, click the <strong>Options</strong> menu associated with the KPI you want to add an alert for.</li></ul><ul><li> Then click <strong>Add to Pulse</strong>.</li></ul><ul><li> You can adjust the name and the alert condition. Click <strong>Threshold</strong> to choose to send an alert using a threshold and set the condition for the alert.</li></ul><ul><li> You can also click <strong>Advanced</strong> and edit any of the other options. Here you can add a filter to the metric.</li></ul><ul><li> Click the <strong>People</strong> tab and enter the names, email addresses, or groups that you want to receive the pulse notification.</li></ul><ul><li> Lastly, click the Wi-Fi symbol to add a message to the notification and choose how to notify the users.</li></ul> <ul>
<li> Click the <strong>Edit Dashboard</strong> button (pencil icon) on the dashboard to launch the Insights portal. </li>
</ul>
<ul>
<li> In the Insights portal, click the <strong>Options</strong> menu associated with the KPI you want to add an alert for. </li>
</ul>
<ul>
<li> Then click <strong>Add to Pulse</strong> . </li>
</ul>
<ul>
<li> You can adjust the name and the alert condition. Click <strong>Threshold</strong> to choose to send an alert using a threshold and set the condition for the alert. </li>
</ul>
<ul>
<li> You can also click <strong>Advanced</strong> and edit any of the other options. Here you can add a filter to the metric. </li>
</ul>
<ul>
<li> Click the <strong>People</strong> tab and enter the names, email addresses, or groups that you want to receive the pulse notification. </li>
</ul>
<ul>
<li> Lastly, click the Wi-Fi symbol to add a message to the notification and choose how to notify the users. </li>
</ul>
Para establecer una alerta, accede al panel que deseas establecer una alerta.
<ul><li> Hover over the tile that you want to add an alert for.</li></ul><ul><li> Click the tile’s bell icon to set an alert.</li></ul><ul><li> Now you can choose the exact threshold and condition to trigger the alert.</li></ul><ul><li> Then add the emails to send the alert to and edit the frequency. The frequency sets how often Insights will check the data forchanges(and to send an alert notification if the alert conditions are met). Then click <strong>Save</strong>.</li></ul> <ul>
<li> Hover over the tile that you want to add an alert for. </li>
</ul>
<ul>
<li> Click the tile’s bell icon to set an alert. </li>
</ul>
<ul>
<li> Now you can choose the exact threshold and condition to trigger the alert. </li>
</ul>
<ul>
<li> Then add the emails to send the alert to and edit the frequency. The frequency sets how often Insights will check the data for changes (and to send an alert notification if the alert conditions are met). Then click <strong>Save</strong> . </li>
</ul>
Haz clic en el panel que contenga la métrica para la que deseas establecer una alerta.
<ul><li> Click the <strong>Edit Dashboard</strong>button(pencil icon) on the dashboard to launch the Insights portal.</li></ul><ul><li> In the Insights portal, click the <strong>Options</strong> menu associated with the KPI you want to add an alert for.</li></ul><ul><li> Then, click <strong>Add to Pulse</strong>.</li></ul><ul><li> You can adjust the name and the alert condition. Click <strong>Always</strong> to choose to send an alert after each build regardless ofif the value has changed.</li></ul><ul><li> You can also click <strong>Advanced</strong> and edit any of the other options. Here you can add a filter to the metric.</li></ul><ul><li> Click the <strong>People</strong> tab and enter the names, email addresses, or groups that you want to receive the pulse notification.</li></ul><ul><li> Lastly, click on the Wi-Fi symbol to add a message to the notification and choose how to notify the users.</li></ul> <ul>
<li> Click the <strong>Edit Dashboard</strong> button (pencil icon) on the dashboard to launch the Insights portal. </li>
</ul>
<ul>
<li> In the Insights portal, click the <strong>Options</strong> menu associated with the KPI you want to add an alert for. </li>
</ul>
<ul>
<li> Then, click <strong>Add to Pulse</strong> . </li>
</ul>
<ul>
<li> You can adjust the name and the alert condition. Click <strong>Always</strong> to choose to send an alert after each build regardless of if the value has changed. </li>
</ul>
<ul>
<li> You can also click <strong>Advanced</strong> and edit any of the other options. Here you can add a filter to the metric. </li>
</ul>
<ul>
<li> Click the <strong>People</strong> tab and enter the names, email addresses, or groups that you want to receive the pulse notification. </li>
</ul>
<ul>
<li> Lastly, click on the Wi-Fi symbol to add a message to the notification and choose how to notify the users. </li>
</ul>
Alertas Siempre no disponibles.
Crear panel
Haz clic en Crear panel para crear un panel nuevo.
<ul><li> If you are already in the Insights Portal, click the <strong>Options</strong> button.</li></ul><ul><li> Lastly, name the dashboard and click <strong>Create</strong>.</li></ul> <ul>
<li> If you are already in the Insights Portal, click the <strong>Options</strong> button. </li>
</ul>
<ul>
<li> Lastly, name the dashboard and click <strong>Create</strong> . </li>
</ul>
Haz clic en Crear nuevo panel para crear un panel nuevo.
<ul><li> Then, choose a name for your dashboard and click <strong>Save</strong>.</li></ul> <ul>
<li> Then, choose a name for your dashboard and click <strong>Save</strong> . </li>
</ul>
Para obtener más información, consulta el documento Paneles
Editar Dashboard
*también puedes editar un panel haciendo clic en el icono del lápiz del panel cuando este esté abierto en Orchestrator, que lanzará el panel en modo de edición en el Portal de Insights.
Haz clic en el botón Más acciones en el panel que desees editar.
<ul><li> Select <strong>Edit Dashboard</strong>, and then you can edit the dashboard in the Insights Portal.</li></ul> <ul>
<li> Select <strong>Edit Dashboard</strong> , and then you can edit the dashboard in the Insights Portal. </li>
</ul>
Para editar un panel, primero haz clic en el panel que deseas editar.
<ul><li> Click the 3-dot dashboard actions menu on the top right side of the dashboard.</li></ul><ul><li> Then, click <strong>Edit Dashboard</strong>.</li></ul> <ul>
<li> Click the 3-dot dashboard actions menu on the top right side of the dashboard. </li>
</ul>
<ul>
<li> Then, click <strong>Edit Dashboard</strong> . </li>
</ul>
Editar un mosaico
Haz clic en el botón Más acciones situado junto al panel que deseas editar.
<ul><li> Then select <strong>Edit Dashboard</strong>.</li></ul><ul><li> Then, click the <strong>Edit Widget</strong>button(pencil) on the widget you would like to edit.</li></ul><ul><li> Optionally, you can edit a widget by first selecting the dashboard, and then clicking the pencil on the widget you would like to edit.</li></ul><ul><li> Lastly,if you are inside the Insights Portal, click the dashboard that contains the widget you want to edit.</li></ul><ul><li> Then, click the pencil on the widget you would like to edit.</li></ul> <ul>
<li> Then select <strong>Edit Dashboard</strong> . </li>
</ul>
<ul>
<li> Then, click the <strong>Edit Widget</strong> button (pencil) on the widget you would like to edit. </li>
</ul>
<ul>
<li> Optionally, you can edit a widget by first selecting the dashboard, and then clicking the pencil on the widget you would like to edit. </li>
</ul>
<ul>
<li> Lastly, if you are inside the Insights Portal, click the dashboard that contains the widget you want to edit. </li>
</ul>
<ul>
<li> Then, click the pencil on the widget you would like to edit. </li>
</ul>
Para editar un mosaico, primero selecciona el panel que deseas editar.
<ul><li> Click on the 3-dot dashboard actions menu on the top right side of the dashboard.</li></ul><ul><li> Click <strong>Edit Dashboard</strong>.</li></ul><ul><li> Now you can edit a tile. Click the 3-dot menu on any specific tile, and then click <strong>Edit</strong>.</li></ul><ul><li> Now you can edit the tile and, finally, click <strong>Save</strong>.</li></ul> <ul>
<li> Click on the 3-dot dashboard actions menu on the top right side of the dashboard. </li>
</ul>
<ul>
<li> Click <strong>Edit Dashboard</strong> . </li>
</ul>
<ul>
<li> Now you can edit a tile. Click the 3-dot menu on any specific tile, and then click <strong>Edit</strong> . </li>
</ul>
<ul>
<li> Now you can edit the tile and, finally, click <strong>Save</strong> . </li>
</ul>
Copiar platillas
Haz clic en el botón Más acciones situado junto al panel predeterminado que deseas editar para acceder al Portal de Insights.
<ul><li> Open the folder that contains the shared default dashboards.</li></ul><ul><li> Click the default dashboard that you want to copy.</li></ul><ul><li> Click the <strong>More Actions</strong> menu and then <strong>Duplicate</strong>.</li></ul><ul><li> Optionally, you can also hover over the default dashboard that you would like to copy and click the <strong>More Actions</strong> button.</li></ul><ul><li> Select <strong>Duplicate</strong> to create a copy of the dashboard </li></ul> <ul>
<li> Open the folder that contains the shared default dashboards. </li>
</ul>
<ul>
<li> Click the default dashboard that you want to copy. </li>
</ul>
<ul>
<li> Click the <strong>More Actions</strong> menu and then <strong>Duplicate</strong> . </li>
</ul>
<ul>
<li> Optionally, you can also hover over the default dashboard that you would like to copy and click the <strong>More Actions</strong> button. </li>
</ul>
<ul>
<li> Select <strong>Duplicate</strong> to create a copy of the dashboard </li>
</ul>
Para copiar una plantilla, accede a la pestaña UiPath Templates.
<ul><li> Click the <strong>Copy</strong> button to copy the template.</li></ul><ul><li> Give the newdashboard a title and click <strong>Save</strong>.</li></ul> <ul>
<li> Click the <strong>Copy</strong> button to copy the template. </li>
</ul>
<ul>
<li> Give the new dashboard a title and click <strong>Save</strong> . </li>
</ul>
Para obtener más información, consulta el documento Paneles
Copiar panel
Haz clic en el menú Más acciones situado junto al panel que quieres copiar. Seguidamente, haz clic en Editar para acceder al Portal de Insights.
<ul><li> Click the dashboard you want to copy.</li><li> Click the <strong>Options</strong> menu on the dashboard and then <strong>Duplicate</strong>.</li></ul><ul><li> Optionally, you can also hover over the dashboard that you would like to copy and click the <strong>More Actions</strong> button.</li></ul><ul><li> Select <strong>Duplicate</strong> to create a copy of the dashboard.</li></ul> <ul>
<li> Click the dashboard you want to copy. </li>
<li> Click the <strong>Options</strong> menu on the dashboard and then <strong>Duplicate</strong> . </li>
</ul>
<ul>
<li> Optionally, you can also hover over the dashboard that you would like to copy and click the <strong>More Actions</strong> button. </li>
</ul>
<ul>
<li> Select <strong>Duplicate</strong> to create a copy of the dashboard. </li>
</ul>
Para copiar un panel, accede al mosaico del panel deseado.
<ul><li> Click the <strong>Share/Duplicate</strong> button.</li></ul><ul><li> Click <strong>Duplicate</strong> to make a copy.</li></ul> <ul>
<li> Click the <strong>Share/Duplicate</strong> button. </li>
</ul>
<ul>
<li> Click <strong>Duplicate</strong> to make a copy. </li>
</ul>
Para obtener más información, consulta el documento Paneles
Exportar panel (como.dash archivo)
Haz clic en el menú Más opciones situado junto al panel que deseas exportar. Seguidamente, haz clic en Editar para acceder al Portal de Insights.
<ul><li> You can exportthis dashboard by clicking the <strong>Options</strong> menu button in the upper right.</li></ul><ul><li> Click <strong>Export</strong>.</li></ul><ul><li> Optionally, you can also click the <strong>More Actions</strong> button on the dashboard that you would like to exportas a <code>.dash</code> file.</li></ul><ul><li> Then click <strong>Export</strong>.</li></ul> <ul>
<li> You can export this dashboard by clicking the <strong>Options</strong> menu button in the upper right. </li>
</ul>
<ul>
<li> Click <strong>Export</strong> . </li>
</ul>
<ul>
<li> Optionally, you can also click the <strong>More Actions</strong> button on the dashboard that you would like to export as a <code>.dash</code> file. </li>
</ul>
<ul>
<li> Then click <strong>Export</strong> . </li>
</ul>
Actualmente no se puede exportar un panel como archivo .dash.
Importar un panel (como.dash archivo)
Una vez que estés en el Portal de Insights, haz clic en el botón Opciones ( +).
<ul><li> Then select <strong>Import dashboards</strong>.</li></ul><ul><li> Locate the file path of where the dashboard was saved as a .dash file, and then click <strong>Open</strong>.</li></ul><ul><li> Then click <strong>OK</strong> to import the dashboard.</li></ul> <ul>
<li> Then select <strong>Import dashboards</strong> . </li>
</ul>
<ul>
<li> Locate the file path of where the dashboard was saved as a .dash file, and then click <strong>Open</strong> . </li>
</ul>
<ul>
<li> Then click <strong>OK</strong> to import the dashboard. </li>
</ul>
Actualmente no se puede importar un panel como archivo .dash
Predicción
Una vez que estés en el Portal de Insights, haz clic en el panel que contiene el widget al que deseas añadir la predicción.
<ul><li> Click <strong>Edit</strong> on the widget that you want to add forecasting to.</li></ul><ul><li> To add forecasting to the visualization, duplicate the value that you would like to forecast. To do so, click the <strong>More Options</strong> button and select <strong>Duplicate</strong>.</li></ul><ul><li> If a break-by is set on the widget, make sure to delete it by clicking the <strong>Delete</strong> button.</li></ul><ul><li> Click the settings menu next to the copied value, and click <strong>Regression</strong>.</li></ul><ul><li> You can choose the regression that fits to the chart. Click <strong>save</strong>, and it will get applied.</li></ul> <ul>
<li> Click <strong>Edit</strong> on the widget that you want to add forecasting to. </li>
</ul>
<ul>
<li> To add forecasting to the visualization, duplicate the value that you would like to forecast. To do so, click the <strong>More Options</strong> button and select <strong>Duplicate</strong> . </li>
</ul>
<ul>
<li> If a break-by is set on the widget, make sure to delete it by clicking the <strong>Delete</strong> button. </li>
</ul>
<ul>
<li> Click the settings menu next to the copied value, and click <strong>Regression</strong> . </li>
</ul>
<ul>
<li> You can choose the regression that fits to the chart. Click <strong>save</strong> , and it will get applied. </li>
</ul>
Para agregar previsiones a un panel, navega hasta el mosaico del panel deseado.
Haz clic en Editar en el widget al que deseas añadir la predicción. Solo puedes añadir pronósticos a los siguientes tipos de visualización: Columna, Barra, Diagrama de dispersión, Línea y Área. Puedes admitir la representación de datos previstos en los siguientes gráficos de texto y tablas: Tabla, Tabla heredada, Registro único y Nube de palabras.
Para añadir previsiones a la visualización, asegúrate de tener exactamente una dimensión de marco de tiempo con el archivo de dimensión habilitado. Además, incluya al menos una medida o medida personalizada (un pronóstico puede incluir hasta cinco medidas).
Seleccione el botón de predicción para añadir la función de predicción. Luego haga clic en el menú desplegable Seleccionar campo para seleccionar la medida a la que desea agregar la predicción. Añada la Longitud para incluir el tiempo durante el que se predecirán los valores.
Por último, pulse ejecutar para ver los resultados previstos.
Rutas de exploración
Una vez que estés en el Portal de Insights, haz clic en el panel al que deseas añadir una ruta de exploración.
<ul><li> Then click the <strong>Options</strong> button on the dashboard and then <strong>Exploration Paths</strong>.</li></ul><ul><li> Then, exploration paths will be enabled for all users ofthis dashboard, and the dashboard will refresh.</li></ul> <ul>
<li> Then click the <strong>Options</strong> button on the dashboard and then <strong>Exploration Paths</strong> . </li>
</ul>
<ul>
<li> Then, exploration paths will be enabled for all users of this dashboard, and the dashboard will refresh. </li>
</ul>
Las rutas de exploración no están disponibles.
Eliminar panel
Una vez que estés en el Portal de Insights, haz clic en el panel que deseas eliminar.
A continuación, haz clic en el botón Opciones situado en la esquina superior derecha del panel y, seguidamente, selecciona Eliminar panel.
<ul><li> Optionally, you can hover over the dashboard in the left dashboard pane, and click the <strong>More Actions</strong> button and then <strong>Delete</strong>.</li></ul> <ul>
<li> Optionally, you can hover over the dashboard in the left dashboard pane, and click the <strong>More Actions</strong> button and then <strong>Delete</strong> . </li>
</ul>
Localiza el panel en la pestaña Mis paneles o Tenant y haz clic en el botón Eliminar.
<ul><li> Optionally, click the specific dashboard you want to delete.</li></ul><ul><li> Then, click the dashboard actions menu in the top-right corner of the dashboard, and click <strong>Move to Trash</strong>. Lastly confirm the deletion by clicking <strong>Move to trash</strong>.</li></ul> <ul>
<li> Optionally, click the specific dashboard you want to delete. </li>
</ul>
<ul>
<li> Then, click the dashboard actions menu in the top-right corner of the dashboard, and click <strong>Move to Trash</strong> . Lastly confirm the deletion by clicking <strong>Move to trash</strong> . </li>
</ul>
Para obtener más información, consulta el documento Paneles
Programaciones del panel
Una vez que estés en el Portal de Insights, haz clic en el panel que deseas programar para enviar (esto no es aplicable a los paneles predeterminados). Para programar un panel predeterminado, primero haz una copia de este.
Haz clic en el botón Compartir.
<ul><li> Enter the names, email addresses, or groups that you want to share the report with.</li></ul><ul><li> Choose whether you want to send the dashboard as an email report or a <code>.pdf</code> attachment. Then modify the time zone and the recurrence to send the dashboard.</li></ul><ul><li> Optionally you can click the <strong>More Actions</strong> button next to the dashboard in the dashboard pane and then <strong>Share</strong>.</li></ul><ul><li> Enter the names, email addresses, or groups that you want to share the report with.</li></ul><ul><li> Choose whether you want to send the dashboard as an email report or a <code>.pdf</code> attachment. Enter the frequency and time at which email reports are sent.</li></ul> <ul>
<li> Enter the names, email addresses, or groups that you want to share the report with. </li>
</ul>
<ul>
<li> Choose whether you want to send the dashboard as an email report or a <code>.pdf</code> attachment. Then modify the time zone and the recurrence to send the dashboard. </li>
</ul>
<ul>
<li> Optionally you can click the <strong>More Actions</strong> button next to the dashboard in the dashboard pane and then <strong>Share</strong> . </li>
</ul>
<ul>
<li> Enter the names, email addresses, or groups that you want to share the report with. </li>
</ul>
<ul>
<li> Choose whether you want to send the dashboard as an email report or a <code>.pdf</code> attachment. Enter the frequency and time at which email reports are sent. </li>
</ul>
Para programar un panel, primero abre el panel que deseas programar.
<ul><li> Click the dashboard actions menu in the top-right corner of the dashboard and then select <strong>Schedule Delivery</strong>.</li></ul><ul><li> Select the recurrence, time, email addresses, and format. You can send reports to any email address, even to users with no Insights or Orchestrator access.</li></ul><ul><li> You can also add more filters.</li></ul><ul><li> Lastly, you can add a custom message, edit the paper size, and the delivery time zone. Then click <strong>Save</strong>.</li></ul> <ul>
<li> Click the dashboard actions menu in the top-right corner of the dashboard and then select <strong>Schedule Delivery</strong> . </li>
</ul>
<ul>
<li> Select the recurrence, time, email addresses, and format. You can send reports to any email address, even to users with no Insights or Orchestrator access. </li>
</ul>
<ul>
<li> You can also add more filters. </li>
</ul>
<ul>
<li> Lastly, you can add a custom message, edit the paper size, and the delivery time zone. Then click <strong>Save</strong> . </li>
</ul>
Compartir un panel con otro usuario dentro del producto
Una vez dentro del Portal de Insights, haz clic en el panel que deseas compartir.
Haz clic en el botón Compartir del panel.
<ul><li> Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard.</li></ul><ul><li> Click <strong>Save</strong> and the dashboard will be shared.</li><li> Optionally, click the <strong>More Actions</strong> button next to the dashboard that you want to share.</li></ul><ul><li> Click <strong>Share</strong>.</li></ul><ul><li> Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard.</li></ul><ul><li> Click <strong>Save</strong> and the dashboard will be shared.</li></ul> <ul>
<li> Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard. </li>
</ul>
<ul>
<li> Click <strong>Save</strong> and the dashboard will be shared. </li>
<li> Optionally, click the <strong>More Actions</strong> button next to the dashboard that you want to share. </li>
</ul>
<ul>
<li> Click <strong>Share</strong> . </li>
</ul>
<ul>
<li> Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard. </li>
</ul>
<ul>
<li> Click <strong>Save</strong> and the dashboard will be shared. </li>
</ul>
No puedes compartir un panel con una persona directamente dentro del producto. Puedes hacerlo programando una entrega.
Compartir un panel con todos los que tengan acceso a Insights en el tenant
Una vez dentro del Portal de Insights, haz clic en el panel que deseas compartir.
Haz clic en el botón Compartir del panel.
<ul><li> Enter the group called <strong>Everyone</strong> to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter <code>[Tenant Name]-Consumer</code>. To share with all users and groups that have Designer permissions, enter <code>[Tenant Name]-Editor</code>.</li></ul><ul><li> Click <strong>Save</strong>, and the dashboard will be shared </li><li> Optionally, click the <strong>More Actions</strong> button next to the dashboard that you want to share.</li></ul><ul><li> Click <strong>Share</strong>.</li></ul><ul><li> Enter the group called <strong>Everyone</strong> to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter <code>[Tenant Name]-Consumer</code>. To share with all users and groups that have Designer permissions, enter <code>[Tenant Name]-Editor</code>.</li></ul><ul><li> Click <strong>Save</strong>, and the dashboard will be shared.</li></ul> <ul>
<li> Enter the group called <strong>Everyone</strong> to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter <code>[Tenant Name]-Consumer</code> . To share with all users and groups that have Designer permissions, enter <code>[Tenant Name]-Editor</code> . </li>
</ul>
<ul>
<li> Click <strong>Save</strong> , and the dashboard will be shared </li>
<li> Optionally, click the <strong>More Actions</strong> button next to the dashboard that you want to share. </li>
</ul>
<ul>
<li> Click <strong>Share</strong> . </li>
</ul>
<ul>
<li> Enter the group called <strong>Everyone</strong> to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter <code>[Tenant Name]-Consumer</code> . To share with all users and groups that have Designer permissions, enter <code>[Tenant Name]-Editor</code> . </li>
</ul>
<ul>
<li> Click <strong>Save</strong> , and the dashboard will be shared. </li>
</ul>
Para compartir un panel con todos los que tienen acceso en el tenant, primero localiza el panel que deseas compartir en la pestaña Mis paneles y haz clic en el botón Compartir/Duplicar.
<ul><li> Click <strong>Share with Tenant</strong> to share the dashboard with the tenant.</li></ul> <ul>
<li> Click <strong>Share with Tenant</strong> to share the dashboard with the tenant. </li>
</ul>
Para obtener más información, consulta el documento Paneles
Crear carpetas para ordenar paneles
Una vez que estés en el Portal de Insights, haz clic en el botón Opciones del panel Paneles.
<ul><li> Click <strong>New Folder</strong>.</li></ul><ul><li> Edit the name for the newfolder and then click the green check to save the folder.</li></ul><ul><li> To add a dashboard to the folder, click the <strong>More Actions</strong> button next to the folder and then <strong>New Dashboard</strong>.</li></ul> <ul>
<li> Click <strong>New Folder</strong> . </li>
</ul>
<ul>
<li> Edit the name for the new folder and then click the green check to save the folder. </li>
</ul>
<ul>
<li> To add a dashboard to the folder, click the <strong>More Actions</strong> button next to the folder and then <strong>New Dashboard</strong> . </li>
</ul>
La creación de carpetas para ordenar paneles no está disponible.
Añadir filtro al panel personalizado
En el Portal de Insights, haz clic en el panel al que deseas añadir el filtro.
<ul><li> On the right side of the dashboard, click the <strong>Options</strong> button in the filters pane.</li></ul><ul><li> Add the filter you want to the dashboard and click <strong>OK</strong>.</li></ul> <ul>
<li> On the right side of the dashboard, click the <strong>Options</strong> button in the filters pane. </li>
</ul>
<ul>
<li> Add the filter you want to the dashboard and click <strong>OK</strong> . </li>
</ul>
Accede al panel al que deseas añadir un filtro.
<ul><li> Then, edit the dashboard.</li></ul><ul><li> Now you can add a filter to the dashboard. Click <strong>Filters</strong> and then <strong>Add Filter</strong>.</li></ul><ul><li> Add the field you want to filter the dashboard with.</li></ul><ul><li> Edit the title for the filter, the way the filter is presented, and the values.</li></ul><ul><li> Lastly, choose which tiles should be filtered by thisnewfield and click <strong>Add</strong>.</li></ul> <ul>
<li> Then, edit the dashboard. </li>
</ul>
<ul>
<li> Now you can add a filter to the dashboard. Click <strong>Filters</strong> and then <strong>Add Filter</strong> . </li>
</ul>
<ul>
<li> Add the field you want to filter the dashboard with. </li>
</ul>
<ul>
<li> Edit the title for the filter, the way the filter is presented, and the values. </li>
</ul>
<ul>
<li> Lastly, choose which tiles should be filtered by this new field and click <strong>Add</strong> . </li>
</ul>
Para obtener más información, consulta el documento Paneles
Widget de bases de referencia del proceso/panel de retorno de la inversión
Una vez que estés en el Portal de Insights, haz clic en el Panel de retorno de la inversión del negocio en la carpeta OOTB.
Haz una copia de él para guardarla localmente.
<ul><li> Scroll to the <strong>Process Baselines</strong> widget and select <strong>Edit</strong>. From the <strong>Design</strong> menu, select the Tabular radio button. Enter the corresponding <strong>Manual Time(min)</strong> and <strong>Hourly Cost</strong> values for all processes. You can also add in more custom columns and lastly click <strong>Apply</strong> to confirm and save your changes.</li></ul> <ul>
<li> Scroll to the <strong>Process Baselines</strong> widget and select <strong>Edit</strong> . From the <strong>Design</strong> menu, select the Tabular radio button. Enter the corresponding <strong>Manual Time(min)</strong> and <strong>Hourly Cost</strong> values for all processes. You can also add in more custom columns and lastly click <strong>Apply</strong> to confirm and save your changes. </li>
</ul>
Los administradores del tenant también pueden editar el conjunto de datos de ROI y cómo hacerlo. Sería buena idea incluir un enlace a esa sección en los documentos
Para acceder a todo lo relacionado con el conjunto de datos de ROI también necesitarás permisos de editor de ROI. En primer lugar, haz una copia de la plantilla de Business ROI.
<ul><li> Then edit the dashboard itself.</li></ul><ul><li> Add a visualization tile or open up an existing tile. Click the <strong>Process Manual Values</strong> or <strong>Queue Manual Values</strong> explore.</li></ul> <ul>
<li> Then edit the dashboard itself. </li>
</ul>
<ul>
<li> Add a visualization tile or open up an existing tile. Click the <strong>Process Manual Values</strong> or <strong>Queue Manual Values</strong> explore. </li>
</ul>
Una vez que estés en el Portal de Insights, edita un panel o crea un panel nuevo.
Haz clic en el botón Añadir widget.
<ul><li> Here you can see the suggested fields when building a widget.</li></ul> <ul>
<li> Here you can see the suggested fields when building a widget. </li>
</ul>
No disponible en Insights 2022.10.
Crear un panel con campos personalizados desde registros de robot y colas
Una vez que estés en el Portal de Insights, crea un panel nuevo o edita uno existente.
<ul><li> Click <strong>Select Data</strong> and choose the available tenant data source.</li></ul><ul><li> Custom variables that have been added via the <strong>Add Log Fields</strong> activity are found in a newtable created in Insights containing those custom fields with the title <strong>Process-<your process name></strong>. These custom fields are extracted from the raw message and added to the table in the <code>RawMessage_CustomfieldName</code> format. Locate the process to see the custom variables.</li></ul><ul><li> If custom fields are detected by Insights in a queue, a custom table is created in the data model called <strong>Queue-<your queue name></strong>. The fields will be identified via the input they were stored in:</li><li> Custom variables that have been added via the <strong>Add Queue Item</strong>in the ItemInformation property will be named <strong>SpecificData_<yourfieldname></strong>.</li><li> Custom variables that have been added via the <strong>Set Transaction Status</strong> activity are found in<strong>AnalyticsData_<yourfieldname></strong>if they were stored under the analytics property, or <strong>Output_<yourfieldname></strong>if they were stored under the Output property.</li></ul> <ul>
<li> Click <strong>Select Data</strong> and choose the available tenant data source. </li>
</ul>
<ul>
<li> Custom variables that have been added via the <strong>Add Log Fields</strong> activity are found in a new table created in Insights containing those custom fields with the title <strong>Process- <your process name></strong> . These custom fields are extracted from the raw message and added to the table in the <code>RawMessage_CustomfieldName</code> format. Locate the process to see the custom variables. </li>
</ul>
<ul>
<li> If custom fields are detected by Insights in a queue, a custom table is created in the data model called <strong>Queue-<your queue name></strong> . The fields will be identified via the input they were stored in: </li>
<li> Custom variables that have been added via the <strong>Add Queue Item</strong> in the ItemInformation property will be named <strong>SpecificData_<yourfieldname></strong> . </li>
<li> Custom variables that have been added via the <strong>Set Transaction Status</strong> activity are found in <strong>AnalyticsData_<yourfieldname></strong> if they were stored under the analytics property, or <strong>Output_<yourfieldname></strong> if they were stored under the Output property. </li>
</ul>
Ve al panel al que quieres agregar variables personalizadas o crea un panel nuevo.
Edita el panel.
Luego agrega un nuevo mosaico.
Elija la exploración que contenga la variable personalizada que desea usar. Todas las variables extraídas para un proceso específico deberían aparecer en una exploración llamada *Proceso - NombreProceso, y todas las variables extraídas para una cola específica deberían aparecer en una exploración llamada *Cola - NombreCola.
<ul><li> In the *ProcessName view, you can select the custom fields that were extracted.</li></ul> <ul>
<li> In the *ProcessName view, you can select the custom fields that were extracted. </li>
</ul>
Una vez que estés en el Portal de Insights, haz clic en el panel con las visualizaciones a las que deseas añadir etiquetas de valor.
<ul><li> Click the <strong>Edit</strong> button next to the desired widget.</li></ul><ul><li> Turn on the value label for the widget and click <strong>Apply</strong>.</li></ul><ul><li> You can add total values where the values appear at the top of each column:</li></ul> <ul>
<li> Click the <strong>Edit</strong> button next to the desired widget. </li>
</ul>
<ul>
<li> Turn on the value label for the widget and click <strong>Apply</strong> . </li>
</ul>
<ul>
<li> You can add total values where the values appear at the top of each column: </li>
</ul>
o valores relativos donde los valores están desglosados:
Accede al panel que contiene las visualizaciones a las que deseas añadir etiquetas de valor.
<ul><li> Edit the dashboard.</li></ul><ul><li> Then edit the tile you want to add value labels to.</li></ul><ul><li> Click the <strong>Edit/Gear</strong> icon and navigate to the <strong>Values</strong> tab.</li></ul><ul><li> Turn on value labels by clicking the text that says <code>Value Labels</code> and then click <strong>Save</strong>.</li></ul> <ul>
<li> Edit the dashboard. </li>
</ul>
<ul>
<li> Then edit the tile you want to add value labels to. </li>
</ul>
<ul>
<li> Click the <strong>Edit/Gear</strong> icon and navigate to the <strong>Values</strong> tab. </li>
</ul>
<ul>
<li> Turn on value labels by clicking the text that says <code>Value Labels</code> and then click <strong>Save</strong> . </li>
</ul>
Añadir título al widget
Una vez en el Portal de Insights, haz clic en el panel con el widget al que deseas añadir un título o crea un widget nuevo.
Para añadir un título a un widget nuevo, crea un widget nuevo y, seguidamente, añade el título como se muestra en la siguiente imagen:
<ul><li> To edit t title of an existing widget, click the pencil icon next to the widget.</li></ul><ul><li> Click the current name and replace it with the name you desire and click <strong>Apply</strong>.</li></ul> <ul>
<li> To edit t title of an existing widget, click the pencil icon next to the widget. </li>
</ul>
<ul>
<li> Click the current name and replace it with the name you desire and click <strong>Apply</strong> . </li>
</ul>
Para añadir un título a un mosaico, accede primero a un panel y edítalo.
<ul><li> Add a newtileas a visualization.</li></ul><ul><li> Choose the explore you want to use for your visualization.</li><li> Replace the word <code>Untitled</code>with the newtitle you want to use.</li></ul><ul><li> To replace an existing tile’s title, navigate to the dashboard, edit the dashboard, and edit the tile. Click the tile’s title, replace the text, and click <strong>Save</strong>.</li></ul> <ul>
<li> Add a new tile as a visualization. </li>
</ul>
<ul>
<li> Choose the explore you want to use for your visualization. </li>
<li> Replace the word <code>Untitled</code> with the new title you want to use. </li>
</ul>
<ul>
<li> To replace an existing tile’s title, navigate to the dashboard, edit the dashboard, and edit the tile. Click the tile’s title, replace the text, and click <strong>Save</strong> . </li>
</ul>
Añadir descripción al widget
Una vez que estés en el Portal de Insights, haz clic en el panel al que deseas añadir la descripción de un widget.
Para editar una descripción de un widget existente, haz clic en el lápiz situado junto al widget.
Haz clic en el botón de información y comienza a escribir una descripción.
<ul><li> Click <strong>Apply</strong> to save the changes.</li></ul> <ul>
<li> Click <strong>Apply</strong> to save the changes. </li>
</ul>
Para añadir una descripción a un mosaico, accede al panel que contiene el mosaico. A continuación, edita el panel.
<ul><li> Click the 3-dot button(<strong>Edit Tile</strong> button) on the tile and then click <strong>Add Note</strong>.</li></ul><ul><li> Enter the description you want in the note text field and adjust the display location. Click <strong>Add</strong>.</li></ul> <ul>
<li> Click the 3-dot button ( <strong>Edit Tile</strong> button) on the tile and then click <strong>Add Note</strong> . </li>
</ul>
<ul>
<li> Enter the description you want in the note text field and adjust the display location. Click <strong>Add</strong> . </li>
</ul>
