ROI customizations and calculations

Incorporating data from custom columns and adding it to formulas

You can add a custom column to a copied Business ROI template or to a Business ROI dashboard that you created from scratch. The following example covers adding a custom column to a copied Business ROI template.

To incorporate data from a custom column, take the following steps:

1. Add a custom column called Number of FTE's to the Process table in the ROI Dataset .

   
   

   

   
   
   Note: For more details on how to add a custom column to the ROI Dataset, refer to the Adding Custom Columns to the ROI Dataset section.
2. Navigate to the UiPath Templates tab.
3. Create a copy of the Business ROI template.
4. You can now modify the pre-existing calculations to also include the Number of FTEs custom column. To do that, take the following steps:
   1. Click the 3-dot menu in the top-right corner of the dashboard and select Edit dashboard.
   2. You can now decide which tile you want to edit. In this example, the Time Saved tile will be edited.

   3. Click the 3-dot menu in the top-right corner of the Time Saved tile and select Edit.

      
      

      

      
      

5. To add the custom column to your tile, click the Process Manual Values explore if you added a custom column to the Process table. You can now see the custom column available for use.

   
   

   

   
   
   Note: You must select the Queue Manual Values explore if you added the data into the Queues table in order to add the custom column to your tile.
6. To add this custom column to the pre-existing formula for Time Saved, open the Time Saved Per Process (hrs) table calculation. Click the In-Use tab in the field picker to see the custom fields used in the Time Saved tile.

7. To edit the Time Saved Per Process (hrs) table calculation, click the 3-dot menu next to the calculation, and then select Edit to see the entire formula.

   
   

   

   
   

8. You can now add in your custom column to the formula directly by typing in Number of FTE's and selecting the field available. In this example, you can simply multiply the calculation by the number of FTEs so that you can account for multiple employees working on a given process.

   
   

   

   
   
9. Click Save to update the table calculation.

10. Lastly, click Save one more time to save the updated tile.

    Note: The value you see in the visualization in edit mode may be different from the one the tile displays on the dashboard. This is because any filters on the dashboard do not affect a tile while in edit mode.

Combining Process and Queue information on the ROI Dashboard

To combine Process and Queue information on a Business ROI dashboard, You can either use a copied Business ROI Template or use a ROI dashboard that you created from scratch on which you can include data from Queues Tables into your current calculations. The following example walks you through adding Queue data to a Time Saved tile within a copied version of the Business ROI dashboard.

Step 1: Create a copy of the Business ROI template

Step 2: Add custom views to Business ROI

Step 3: Create custom metrics

If you want to edit the ROI dataset, make sure that you have Admin permissions.

Create a copy of the Business ROI Template

First, you need to copy your Business ROI to Dashboards.

1. Open UiPath Insights and go to the UiPath Templates tab.
2. On the Business ROI tile, click Copy to My Dashboards and enter a name

3. Click Save to create a copy. Your copy is placed in My Dashboards.

   
   

   

   
   

Add custom views to Business ROI

Now you can add the fields used to calculate the time saved for each transaction to the total time saved per process. For this example, you will be using the following fields:

• Transaction Duration in Seconds in Queues.
• Queue Item Count in Queues.
• Queue Name in Queue Manual Values.
• Total Manual Time (mins) in Queue Manual Values.
• Total Run Time in Seconds in Jobs.
• Process Name in Process Manual Values.
• Total Manual Time (mins) in Process Manual Values.

Continuing with this example, you need to edit the copied version of Business ROI.

1. Click the 3-dot menu in the top-right corner of the dashboard and select Edit dashboard.
2. You can now decide which tile you want to edit. In this example, the Time Saved tile will be edited.

3. Click the 3-dot menu in the top-right corner of the Time Saved tile and select Edit.

   
   

   

   
   

4. Search for Queue Manual Values and then click both Queue Name and the Manual Time (mins) fields to add them to the calculation.

   
   

   

   
   

   A field (e.g.,Queue Name) adds a view within the Tile Explore.

5. Next, click the Transaction Duration in Seconds and Queue Item Count fields from the Queues Explore.

6. Click Run so you can see the field values.

   
   

   

   
   

7. Add another table calculation by clicking on the Add button and select table calculation.

   
   

   

   
   

8. Then, let's add our transaction data to the formula directly. We can copy the format used for calculating the time saved for a process, and replace the jobs fields with the queue fields and add the two together to obtain our combined metric . Lastly, add a name the new table calculation.

   
   

   

   
   

   You can copy the format used for calculating the time saved for a process, and replace the jobs fields with the queue fields and add the two together to obtain our combined metric.

   ${queues.count}*(${queuemanualvalues.time}/60
   - ${queues.transaction_duration_in_seconds}/3600)

9. Find Total Hours Saved for All Processes in the Custom Fields section, click the vertical ellipsis and select Edit to open the table calculation table so that we can add in the time saved for transactions to our time saved for processes.

10. Add the sum of the time saved per transaction field to create the new table calculation that encompasses queues and click Save.

    sum(${time_saved_per_process_hrs}) + sum(${time_saved_per_transaction})

11. To display only the Total Hours Saved for All Processes column, you need to hide every other column from the data views by clicking the gear icon and selecting Hide from Visualization. The Time Saved value is now visible in the visualization.

    
    

    

    
    

The Time Saved value is now visible in the visualization.

Note: If a Queue Name does not have an associated process name, it will break the calculation. To fix this issue, make sure that you apply the Process Name dimension as a filter and set it to is not null.