Process Mining
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Process Mining
Last updated May 16, 2024

Charts

Introduction

Dashboards contain data that can be grouped in different levels by using charts. In Process Mining you can edit the charts to customize them to your business needs. You can create a different view by using a different field or by changing the metric.

When you want to design a chart you take some steps:

  1. Determine the field for which you want to display the values on the chart.
  2. Decide the type of the chart that is most suitable for the information you want to display.
  3. Define the main metric that you want to use on the chart.
  4. Define the other metrics that might be relevant to use on the chart.

Chart types

Below is an overview of the chart types that are available and their purpose.

Chart type

Description

Used to group data and to compare certain metrics.

Used to show the distribution of values of a numerical field.

Used to display the values as a table with rows and columns.

Line charts (or history chart)

Used to split data over different periods to show trends over time.

Used to display a visual representation of the order in which events took place based on the data.

Used to display a graphical representation of the main KPIs of the process.

Used to display the data in a circular graph.

Editing a chart

To define the chart, you can define the properties for the chart. For a new chart, all the properties are empty and you can define the chart from scratch by editing the properties. See Dashboards. You can also edit the properties of existing charts.

Follow these steps to edit a chart.

  1. In the dashboard editor go to the dashboard for which you want to edit a chart.
  2. Click on the chart you want to edit to select it.

The properties panel opens at the right, displaying the editable chart properties.

Tabs

Editing tabs

Follow these steps to edit a tab.

  1. In the dashboard editor go to the chart for which you want to edit a tab.
  2. Select the tab you want to edit from the Select a tab selector.

See the illustration below for an example.



Adding a new tab

Follow these steps to add a tab on a tile.

  1. In the dashboard editor go to the tile for which you want to add a tab.
  2. Select the docs image Add new tab icon in the Edit tabs panel.

A new empty tab is created on the selected tile. You can add a chart on the new tab. When you edit the name of the chart, this name will be displayed on the label of the tab. See also Dashboards.

Note: A chart can contain up to three tabs. If the chart already contains three tabs, the Add new tab button is disabled.

Removing a tab

Follow these steps to remove a tab.

  1. In the dashboard editor go to the chart for which you want to delete a tab.
  2. Select the tab you want to delete from the Select a tab selector.
  3. Select the docs image Remove tab icon.

The selected tab is removed from the chart.

Note: The tab is removed immediately without a confirmation.

Switching display fields

To enable end-users to select a different view for the chart, you can select different fields that will be added to the selector. See the illustration below for an example.



When you select the fields, a list of all fields available in your process is displayed. See the illustration below for an example.



Switching values

To enable end-users to switch between different values in the chart, you can select different metrics that will be added to the selector. When selecting metrics for a chart, all the available metrics defined for your process are listed. See the illustration below for an example.



Note: Metrics in the list can have the same name. In this case, the metric is calculated differently. For example, based on a different field. You can hover over the docs image to display context information for the metric. See the illustration below for an example.


Below is a description of the elements of the context information.

Element

Description

Aggregation

The function used to calculate the metric.

Count - the total number of records.

Distinct count - the total number of unique records.

Average - the average value of the field.

Min - the lowest field value

Max - the highest field value

Percentage - the percentage of values that are true

Sum - the sum of the field values.

Argument

The argument or field used to calculate the metric

Context metrics

The metric or metrics that provide context for the main metric. For example, if the main metric is defined as Average item value, a useful context usually is the Number of items for which the average amount is calculated.

Adding chart filters

Chart filters enable you to filter data from the table before it is provided to the chart. With chart filters, you can create subsets of the data to create more specific visualizations that can be used by business users. When business users open a process app that contains one or more charts with chart filters, those charts will display data according to the chart filters.

When one or more filters are defined for a chart, the icon is displayed at the top of the chart. Business users can select the icon, to view the applied chart filters. See the illustration below.

docs image
Note:

Business users can still add global filters, which are applied on top of the chart filters. But they cannot change the chart filters.

Adding a chart filter

Follow these steps to add a chart filter.

Step

Action

1

Select the chart for which you want to add a chart filter.

2

Click +Add filter in the chart properties panel.

3

Select the filter from the list of filters or search for the filter you want to add.

After you define a filter for a chart, the docs image icon is displayed at the top of the chart. See the illustration below.
docs image
Tip:

Chart filters are similar to global filters. See Filters for a detailed description of available filters, process filters, and filter types.

Adding a custom tooltip for a chart

You can add a custom tooltip for a chart. The tooltip will be displayed when the user hovers the mouse over the chart title in the published process app.

Follow these steps to add a custom tooltip for a chart.

Step

Action

1

Select the chart for which you want to add a tooltip.

2

Enter the text you want to display as a tooltip for the chart in the Tooltip field.

docs image

  • Introduction
  • Chart types
  • Editing a chart
  • Tabs
  • Switching display fields
  • Adding chart filters
  • Adding a custom tooltip for a chart

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