Process Mining

2021.10

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- About Process Mining
- Introduction to UiPath Process Mining
- User Roles
- UiPath Process Mining Components
- - Server Architecture
  - Integration Options
- From Data to Dashboard
- App and Discovery Accelerator Development
- Hardware and Software Requirements
- Server Installation
- Updating the License
- Deploying the UiPath Process Mining Profiler
- Deploying a Connector (.mvp)
- Updating UiPath Process Mining
- Updating a Customized Version of an App or Discovery Accelerator
- Installing a Training Environment
- Server Configuration
- Using a Git Repository
- - Two-Factor Authentication
- Backup
- About Telemetry
- - Category Details
- Set up Integration With UiPath Automation Hub
- Set up Single Sign-on Through Azure Active Directory
- Set up Single Sign-on Through Integrated Windows Authentication
- - Configuring ADFS
- Adding Superadmin AD Groups
- Adding End-user AD Groups
- Two-Factor Authentication
- - Setting up an Azure Key Vault Credential Store
  - Use a Credential Store
- Working With Charts
- Working With Process Graphs
- Sending Automation Ideas to UiPath Automation Hub
- Filters
- Favorites
- Export
- Selecting the Preferred Language
- Introduction to AppOne
- Analyzing Data in AppOne
- Overview of Menus and Dashboards in AppOne
- - Timing - Timing
  - Timing - Due Dates
- Input Tables of AppOne
- TemplateOne Menus and Dashboards
- Menu Overview
- - Efficiency - Automation
- - Compliance - Tags
  - Compliance - Due Dates
- Getting Started With TemplateOne
- Steps to Roll-out TemplateOne 1.0.0
- Input Tables of TemplateOne 1.0.0
- Adding Custom Attributes
- Configuring the Context Bar
- TemplateOne Menus and Dashboards
- Menu Overview
- - Efficiency - Automation
- - Compliance - Tags
  - Compliance - Due Dates
- Getting Started With TemplateOne
- Steps to Roll-out TemplateOne
- - Input Tables of TemplateOne 2021.4.0
- Introduction to Purchase-to-Pay Discovery Accelerator
- Analyzing Data With Purchase-to-Pay Discovery Accelerator
- Overview of Menus and Dashboards
- - Overview - Procurement
  - Overview - Accounts Payable
- Menu Compliance
- - Input Tables of Purchase-to-Pay Discovery Accelerator 21.10
  - Input Tables of Purchase-to-Pay Discovery Accelerator V. 21.4
- Adding Automation Estimates
- Introduction to Order-to-Cash Discovery Accelerator
- Overview of Menus and Dashboards
- Menu Overview
- - Analysis - End to End
  - Analysis - Deviations
- - Efficiency - Automation
  - Efficiency - Customers
- - Details - End to End
- - Input Tables of the Order-to-Cash Discovery Accelerator V21.4.1
  - Input Tables of the Order-to-Cash Discovery Accelerator 21.4
- Adding Automation Estimates
- Deploying the Basic Connector
- Introduction to Basic Connector
- Input Tables of the Basic Connector
- - Mapping Attributes
  - Cleaning Input Data
- Adding Tags
- Adding Automation Estimates
- Adding Due Dates
- Adding Reference Models
- Setting up Actionable Insights
- Setting Collapsible Charts
- Using the Output Dataset in AppOne
- Output Tables of the Basic Connector
- Introduction to SAP Connector
- SAP Input
- Checking the Data in the SAP Connector
- Adding Process Specific Tags to the SAP Connector for AppOne
- Adding Process Specific Due Dates to the SAP Connector for AppOne
- Adding Automation Estimates to the SAP Connector for AppOne
- Adding Attributes to the SAP Connector for AppOne
- Adding Activities to the SAP Connector for AppOne
- Adding Entities to the SAP Connector for AppOne
- - Roles in the Order-to-Cash Process
- - Entities
  - Activities
- Input Data of the SAP Order-To-Cash Connector for AppOne
- Other Settings
- Optional Attributes
- Order-to-Cash Tags
- Order-to-Cash Due Dates
- Order-to-Cash Reference Models
- - Roles in the Purchase-to-Pay Process
- - Entities
  - Activities
- Input Data of the SAP Purchase-to-Pay Connector for AppOne
- Other Settings
- Purchase-to-Pay Tags
- Purchase-to-Pay Due Dates
- - Entities
  - Activities
- Input Data of the SAP Connector for Purchase-to-Pay Discovery Accelerator
- Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator
- Configuring the Activity Code
- - Entities
  - Activities
- Input Data of the SAP Connector for Order-to-Cash Discovery Accelerator
- Configuring the SAP Connector for Order-to-Cash Discovery Accelerator
- - Workspace Conflicts
  - Commit
- Creating Releases
- Viewing the Branch History
- Creating Apps
- Modules
- HTML Panels
- - Adding a Compare Period Filter to a Dashboard
- Migrating Legacy Charts to New Charts
- - Connection String Types
  - Table Scope
- Join Tables
- Global Tables
- Introduction to Table Items
- - Attribute Selectors
  - Adding New Attributes to an App or Discovery Accelerator
- Display Format
- Maps
- Actions
- Maintain Application Integrity
- - Finding Application Issues
  - Solving Application Issues
- - Profiling Analysis
  - Example Analysis
- Rebrand and Restyle Apps and Discovery Accelerators
- Use Sharding in Your Applications
- - Example: Creating a Python Script
  - Example: Creating an R Script
- Create an Anonymized Dataset
- - Installing the Z_XTRACT_IS_TABLE Function Module on Your SAP System
- Set up Automated Data Refreshes
- Use an Access Matrix to Enable Role-Based Access to Data
- Introduction to SQL Connectors
- Setting up a SQL Connector
- CData Sync Extractions
- Running a SQL Connector
- Editing Transformations
- Releasing a SQL Connector
- Scheduling Data Extraction
- Structure of Transformations
- Using SQL Connectors for Released Apps
- Generating a Cache With Scripts
- Setting up a Local Test Environment
- Separate Development and Production Environments
- Security

Menu Overview - Standalone 2021.10

Process Mining

Last updated 2023年9月21日

Menu Overview

Overview - Summary Dashboard

The Overview menu contains the Summary dashboard which gives a graphical representation of the main KPIs of the Order-to-Cash process and gives insight in the overall process performance.

See illustration below.

KPIs

Below is a description of the KPIs that are displayed at the top of the Overview - Summary dashboard.

KPI	Description
Sales orders	Total number of Sales orders created within the selected period.
Open sales orders	Total number of open Sales orders created within the selected period.
SO items	Total number of Sales order items created within the selected period.
Total value	Total value of the Sales order items created within the selected period.

Note: You can click on a KPI to go directly to the Analysis - End to end dashboard where you can further analyze the numbers.

Dashboards Charts

Below is a description of the dashboard charts of the Overview - Summary dashboard.

Chart	A history graph that displays...	Related dashboard
Automation rate	the percentage of automated events in the Order-to-Cash process from end to end.	Efficiency - Automation
Late delivery rate	the percentage of purchase order items that were delivered after the latest expected delivery date.	Efficiency - Customers
Avg. throughput time end to end	the average throughput time for the end to end process, from creating the sales order to the actual payment for the related invoice.	Analysis - End to end
Avg. throughput time SO creation to post goods issue	the average throughput time from creating the sales order item to the sending out of the delivery.	Analysis - End to end

Note: You can click on the header of a dashboard item to go directly to the related dashboard for further investigation.

On this page

Overview - Summary Dashboard
KPIs
Dashboards Charts

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