Working with dashboards and charts

Introduction

Process apps use data to visualize and analyze the actual end-to-end process, with all variants and relevant key performance indicators (KPIs). A process app consists of multiple dashboards, visualizing different parts of the input data.

Charts are dashboard items that are used to visualize data on a dashboard. For example a process graph, a bar chart, or a cross-analysis table.

A chart usually contains information about a specific part of the process, e.g. case information or event information. A dashboard can contain multiple charts. See illustration below.

Charts can have different layouts so that various aspects of the process can be shown.

On the left side, two tabs are available that each contain different charts. In the above example, the Details tab and the Trend tab. The right side contains one chart, the process graph.

KPIs

The KPI bar at the top of the dashboard displays the most important KPIs. KPIs are measurable values used to gauge performance of specific properties over time. KPI is an abbreviation for Key Performance Indicator.

KPIs enable you to check the progress and quality of the process on a regular basis. The goal is to determine if everything is going as expected. If deviations are found, you can do a more detailed analysis and take action to improve or change the process.

Below is a description of the elements.

Element	Description
	Black numbers represent the figures of the selected period.
	Up arrow numbers represent the positive difference compared to the previous period.
	Down arrow numbers represent the negative difference compared to the previous period.

Categories and fields

The data in charts is displayed based on categories and selections. Selecting a category determines by which field the records in the dashboard are categorized. For example, in the Analysis - End to end dashboard in Purchase-to-Pay Discovery Accelerator the initial value is Purchase order type. This means all the cases on the dashboard are categorized by purchase order type.

If you select a different category in the selector, the data in the dashboard changes.

Resizing charts

Since dashboards can contain multiple charts, some charts are smaller than others. You can resize the charts by using the horizontal and/or vertical splitters. See the animation below.

You can also resize the columns of a bar chart. See the animation below.

Viewing a chart full-screen

If you want to have a closer look at a chart, you can click the Full-screen button to enlarge the chart and view it in full-screen mode. You can click the Exit full-screen button to reduce the chart to its normal size. See the illustration below.

Note: The full-screen state is included in the page URL. This implies that the current state is displayed when you refresh the page. This also enables you to share the link to a chart in full-screen mode.

Hiding the menu

To enlarge the view on the dashboard, you can click on to hide the menu on the left. The button is a toggle button. If you click on it again, the menu on the left is displayed.

Metrics

Metrics are used to compute the value for each category, e.g. the number of cases, or the percentage of cases. For example, in the Analysis - End to end dashboard in Purchase-to-Pay Discovery Accelerator the initial value is Number of items. If you select a different metric in the metric selector, the value for each of the categories in the dashboard is modified.

Missing data

When calculating metrics, events with missing data are not taken into account. For example, if an event does not have a value for the selected field and the metric calculates the average over this field, the event is not taken into account.

Data selections

Selections in the dataset allow you to zoom in on a specific part of the dataset based on the information displayed in the dashboards. Selections can be triggered by dragging your mouse or clicking on the graphs and charts. When you apply a selection, a filter is created and the data in the dashboard is changed according to the selection.

Follow these steps to create a filter based on a selection in the chart.

1. Click on a chart and drag to make a selection. The selection is highlighted in the chart.
2. Click on the to open the Filter menu.
3. Select Apply filter on selected range from the menu.

When you select a period in a trend chart a Custom period filter is created based on the selection. When you select a range in a distribution chart, a filter is added to the Advanced filters panel. See the animation below for an example.

Using selections in multiple dashboards

Both the selection of fields and metrics apply to different dashboards. This makes it possible that in one dashboard a selection is created to analyze, and the same selection can be analyzed further on a different dashboard.

Note: This does not apply for all selectors and fields.

Column sorting

You have several options to sort the data in bar charts using the column sort function. See the illustration below.

Details

The Details button enables you to analyze cases and/or events on the lowest level by going to the related Details dashboard.