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, select the Business ROI explore if you added a custom column to the Process table. You can now see the custom column available for use.
   
   

   

   
   
6. To add this custom column in the Time Saved Calculation, create a new table calculation to multiply the amount of employees by the time per process saved.
   
   

   

   
   
   
   

   

   
   
7. To edit the Time Saved For All Processes (hrs) table calculation, click the 3-dot menu next to the calculation, and then select Edit to see the entire formula.
8. Update Time Saved For All Processes (hrs) to instead use the new table calculation incorporating Number of FTE's into the equation. In this example, we are using our previously defined table calculation, Time Saved Per Process for Multiple Employees, and summing that to get our estimated time saved across all processes.
   
   

   

   
   
9. Select Save to update the table calculation.
10. Lastly, select 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:

• Queue Name in Queues.
• Total Manual Time (mins) in Queues.
• Process Name in Jobs.
• Total Manual Time (mins) in Jobs.

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

1. Select 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. Select the 3-dot menu in the top-right corner of the Time Saved tile and select Explore from here.
   
   

   

   
   
4. Under the Queues view, select both Queue Name and Total Manual Time (mins).
   
   

   

   
   

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

5. Select Run so you can see the field values. As a best practice, filter out the queues that are null.
   
   

   

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

   

   
   
7. Add the transaction data to the formula directly. Copy the format used for calculating the time saved for all processes. Add a name for the new table calculation.
   
   

   

   
   
8. Create a new table calculation to sum Time Saved for All Processes and Time Saved for all Queues.
   
   

   

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

   ${time_saved_for_all_queues_hrs} + ${time_saved_for_all_processes_hrs}

10. To display only the Total Hours Saved for Queues and Processes column, you need to hide every other column from the data views by selecting the gear icon and choosing Hide from Visualization. The total hours saved for queues and processes is now displayed in the widget. The Time Saved value is now visible in the visualization.
    
    

    

    
    

Note:

• If a particular process uses queues, enter a zero in the process ROI dataset. Instead, the ROI values should be input in the queues. For instance, if Process A uses Queue B, avoid entering ROI values for both Process A and Queue B as this could lead to double counting of the benefits. Therefore, it's recommended to input the ROI values only in the queue.
• The filters for the job and queue status impacts the numbers displayed in the dashboard. If you want to filter only the successful jobs or queue items, you must create custom measures..
• 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.