- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing process apps
- App templates
- Additional resources
Due dates
The Due dates dashboard displays information regarding cases meeting or not meeting deadlines and the related costs. Due dates can be predefined to set a significant stage or activity deadline in processes. The Due dates dashboard can be used to analyze various aspects of due dates in the processes. Using this dashboard, predefined due dates in the process can be examined, such as a payment deadline or an SLA that needs to be met on time.
Due dates can have costs associated for due dates late.
If you want to use the Due dates dashboard to analyze due dates, due dates must be defined for your app template.
If there are out of the box due dates available for your app template, these due dates will be shown in the Due dates dashboard. In the documentation for your specific app template you will find an overview of the available due dates. The App Templates page contains links to the documentation for all available app templates.
models\5_business_logic\Due_dates_base.sql
file using data transformations. Here you can also configure any default due dates to your business needs.
Due_dates_raw.csv
file. See Custom process input fields.
In the last transformation step, business logic is added as needed for data analysis.
Each record in the due dates table represents one due date for a certain event. Example due dates are:
- a payment deadline for a payment event.
- an approval deadline for an approval event.
Event_ID
, Due_date
, Actual_date
, and Expected_date
.
Not all events will have a due date and some events may have multiple due dates.
Refer to Data transformations for more information.
You can provide additional input data to be used for the calculations in the Due dates dashboard using a dbt seed file. The seeds\ folder of the app transformations for the app template contains a Due_dates_configuration_raw.csv file. For all due dates, you can provide the following fields.
Name |
Type |
Description |
Due_date | Text | The name of the due date
. |
Due_date_type | Text | The Due date type. |
Fixed_costs |
Boolean | An indication whether costs are fixed or time based. |
Cost |
Float |
Fixed costs: The amount of costs.
Variable costs: The amount of costs per Time and Type_type.
|
Time |
Integer | A number indicating the amount of time in case of time-based costs. |
Time_type | Text | Type of time period for cost calculations. This can be any of the following values: day, hour, minute, second, millisecond. |
Case_ID
. If you want to use the SQL examples to define Due dates for Purchase-to-Pay app templates or Order-to-Cash app templates, make sure to use the appropriate entity and the related internal entity_ID. For Purchase-to-Pay you can use the Purchase_order_item_end_to_end_events
event log, the Purchase_order_items
entity and the Purchase_order_item_ID_internal
as Case_ID
. For Order-to-Cash you can use the Sales_order_item_end_to_end_events
event log, the Sales_order_items
entity and the Sales_order_item_ID_internal
as Case_ID
.
Activity X done before date Y
This SQL code identifies cases where the last occurrence of activity 'X' was done before date 'Y'.
with Event_log_base as (
select * from {{ ref('Event_log_base') }}
),
Cases_base as (
select * from {{ ref('Cases_base') }}
),
-- Last activity X of each case
Last_activity_X as (
select
Event_log_base."Case_ID",
max(Event_log_base."Event_end") as "Event_end",
max(Event_log_base."Event_ID") as "Event_ID"
from Event_log_base
where Event_log_base."Activity" = 'X'
group by Event_log_base."Case_ID"
),
-- Last activity X should be done before Case date field Y
Activity_X_done_before_date_Y as (
select
Last_activity_X."Case_ID",
{{ pm_utils.as_varchar('Last activity X before Cases date field Y') }} as "Due_date",
Last_activity_X."Event_end" as "Actual_date",
Cases_base."Case_date_field_Y" as "Expected_date",
Last_activity_X."Event_ID"
from Last_activity_X
inner join Cases_base
on Last_activity_X."Case_ID" = Cases_base."Case_ID"
)
select * from Activity_X_done_before_date_Y
with Event_log_base as (
select * from {{ ref('Event_log_base') }}
),
Cases_base as (
select * from {{ ref('Cases_base') }}
),
-- Last activity X of each case
Last_activity_X as (
select
Event_log_base."Case_ID",
max(Event_log_base."Event_end") as "Event_end",
max(Event_log_base."Event_ID") as "Event_ID"
from Event_log_base
where Event_log_base."Activity" = 'X'
group by Event_log_base."Case_ID"
),
-- Last activity X should be done before Case date field Y
Activity_X_done_before_date_Y as (
select
Last_activity_X."Case_ID",
{{ pm_utils.as_varchar('Last activity X before Cases date field Y') }} as "Due_date",
Last_activity_X."Event_end" as "Actual_date",
Cases_base."Case_date_field_Y" as "Expected_date",
Last_activity_X."Event_ID"
from Last_activity_X
inner join Cases_base
on Last_activity_X."Case_ID" = Cases_base."Case_ID"
)
select * from Activity_X_done_before_date_Y
Activity X done within 5 days after activity Y
This SQL code identifies cases for which the last occurence of activity 'X' happened within 5 days after the last occurence of activity 'Y'.
with Event_log_base as (
select * from {{ ref('Event_log_base') }}
),
-- Last activity X of each case
Last_activity_X as (
select
Event_log_base."Case_ID",
max(Event_log_base."Event_end") as "Event_end",
max(Event_log_base."Event_ID") as "Event_ID"
from Event_log_base
where Event_log_base."Activity" = 'X'
group by Event_log_base."Case_ID"
),
-- Last activity Y of each case
Last_activity_Y as (
select
Event_log_base."Case_ID",
max(Event_log_base."Event_end") as "Event_end",
max(Event_log_base."Event_ID") as "Event_ID"
from Event_log_base
where Event_log_base."Activity" = 'Y'
group by Event_log_base."Case_ID"
),
-- Last activity X should be done at date of last Event Y + 5 days
Activity_X_done_within_5_days_after_activity_Y as (
select
Last_activity_Y."Case_ID",
{{ pm_utils.as_varchar('Last activity X before last activity Y + 5 days') }} as "Due_date",
{{ pm_utils.dateadd('day', 5, 'Last_activity_Y."Event_end"') }} as "Expected_date",
Last_activity_X."Event_end" as "Actual_date",
Last_activity_Y."Event_ID" as "Event_ID"
from Last_activity_Y
inner join Last_activity_X
on Last_activity_Y."Case_ID" = Last_activity_X."Case_ID"
)
select * from Activity_X_done_within_5_days_after_activity_Y
with Event_log_base as (
select * from {{ ref('Event_log_base') }}
),
-- Last activity X of each case
Last_activity_X as (
select
Event_log_base."Case_ID",
max(Event_log_base."Event_end") as "Event_end",
max(Event_log_base."Event_ID") as "Event_ID"
from Event_log_base
where Event_log_base."Activity" = 'X'
group by Event_log_base."Case_ID"
),
-- Last activity Y of each case
Last_activity_Y as (
select
Event_log_base."Case_ID",
max(Event_log_base."Event_end") as "Event_end",
max(Event_log_base."Event_ID") as "Event_ID"
from Event_log_base
where Event_log_base."Activity" = 'Y'
group by Event_log_base."Case_ID"
),
-- Last activity X should be done at date of last Event Y + 5 days
Activity_X_done_within_5_days_after_activity_Y as (
select
Last_activity_Y."Case_ID",
{{ pm_utils.as_varchar('Last activity X before last activity Y + 5 days') }} as "Due_date",
{{ pm_utils.dateadd('day', 5, 'Last_activity_Y."Event_end"') }} as "Expected_date",
Last_activity_X."Event_end" as "Actual_date",
Last_activity_Y."Event_ID" as "Event_ID"
from Last_activity_Y
inner join Last_activity_X
on Last_activity_Y."Case_ID" = Last_activity_X."Case_ID"
)
select * from Activity_X_done_within_5_days_after_activity_Y
The Due dates dashboard enables you to analyze the due dates that occur in the process.
Follow these steps to display the Due dates dashboard.
-
Select Due dates in the menu on the left of the dashboard.
The Due dates dashboard is displayed.
Below is an overview of the available charts on the Due dates dashboard.
Chart |
Description |
Available metrics |
Due dates details | A bar chart showing details related to due dates based on the selected metric. |
Number of cases
Total time late
Average time late
Percentage on time
Total cost*
Average cost*
|
Late history | A history chart showing the due date information for the selected period based on the selected metric. |
Total time late
Average time late
Percentage on time
Total cost*
Average cost*
|
Difference distribution | A distribution chart showing the number of due dates related to the amount of days late. |