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- Click the Edit Dashboard button on the dashboard to launch the Insights Portal.
- In the Insights portal, click the Options menu associated with the widget you want to add an alert for.
- You can adjust the name and the alert condition. Click Automatic to add an alert using the anomaly detection algorithm.
- You can also click Advanced and edit any of the other options. Here you can add a filter to the metric.
- Click the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification.
- 最后，单击最后一个选项卡向通知添加消息，并选择以哪种方式通知用户。
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- Click the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal.
- In the Insights portal, click the Options menu associated with the KPI you want to add an alert for.
- You can adjust the name and the alert condition. Click Threshold to choose to send an alert using a threshold and set the condition for the alert.
- You can also click Advanced and edit any of the other options. Here you can add a filter to the metric.
<img sec="https://files.readme.io/fcbfb98-designer13.png">
- Click the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification.
- 最后，单击 Wi-Fi 符号，向通知添加消息，并选择以哪种方式通知用户。
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- Then add the emails to send the alert to and edit the frequency. The frequency sets how often Insights will check the data for changes (and to send an alert notification if the alert conditions are met). Then click Save.
For more information, please see the document here |
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- Click the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal.
- In the Insights portal, click the Options menu associated with the KPI you want to add an alert for.
- Then, click Add to Pulse.
- You can adjust the name and the alert condition. Click Always to choose to send an alert after each build regardless of if the value has changed.
- You can also click Advanced and edit any of the other options. Here you can add a filter to the metric.
- Click the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification.
- 最后，单击 Wi-Fi 符号，向通知添加消息，并选择以哪种方式通知用户。
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- If you are already in the Insights Portal, click the Options button.
- Lastly, name the dashboard and click Create.
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- Then, choose a name for your dashboard and click Save.
For more information, please take a look at the document here |
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*您也可以通过在 Orchestrator 中打开的仪表板上的铅笔图标来编辑仪表板，这将在 Insights 门户中以编辑模式启动仪表板。
- Select Edit Dashboard, and then you can edit the dashboard in the Insights Portal.
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- Then, click Edit Dashboard.
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- Then select Edit Dashboard.
- Then, click the Edit Widget button (pencil) on the widget you would like to edit.
- （可选）您可以编辑微件，方法是先选择仪表板，然后单击要编辑的微件上的铅笔图标。
- 最后，如果您位于 Insights 门户中，请单击包含要编辑的微件的仪表板。
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- Now you can edit a tile. Click the 3-dot menu on any specific tile, and then click Edit.
- Now you can edit the tile and, finally, click Save.
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- 单击要编辑的默认仪表板旁边的“更多操作”按钮，以进入 Insights 门户。
- Click the More Actions menu and then Duplicate.
- Optionally, you can also hover over the default dashboard that you would like to copy and click the More Actions button.
- Select Duplicate to create a copy of the dashboard
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- 要复制模板，请导航到“UiPath 模板”选项卡。
- Click the Copy button to copy the template.
- Give the new dashboard a title and click Save.
For more information, see the document here |
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- 在您要复制的仪表板旁边单击“更多操作”按钮。然后，单击“编辑”以进入 Insights 门户。
- 单击要复制的仪表板。
- Click the Options menu on the dashboard and then Duplicate.
- Optionally, you can also hover over the dashboard that you would like to copy and click the More Actions button.
- Select Duplicate to create a copy of the dashboard.
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- Click the Share/Duplicate button.
- Click Duplicate to make a copy.
For more information, see the document here |
Export dashboard (as .dash file)
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- 在您要导出的仪表板旁边单击“更多选项”按钮。然后，单击“编辑”以进入 Insights 门户。
- You can export this dashboard by clicking the Options menu button in the upper right.
- Optionally, you can also click the More Actions button on the dashboard that you would like to export as a
.dash file.
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Import a dashboard (as .dash file)
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- 进入 Insights 门户后，单击“选项” (+) 按钮。
- Then select Import dashboards.
- Locate the file path of where the dashboard was saved as a .dash file, and then click Open.
- Then click OK to import the dashboard.
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- 进入 Insights 门户后，单击包含要向其中添加预测的微件的仪表板。
- Click Edit on the widget that you want to add forecasting to.
- To add forecasting to the visualization, duplicate the value that you would like to forecast. To do so, click the More Options button and select Duplicate.
- If a break-by is set on the widget, make sure to delete it by clicking the Delete button.
- Click the settings menu next to the copied value, and click Regression.
<img href="https://files.readme.io/ea3acf4-6.png"
- You can choose the regression that fits to the chart. Click save, and it will get applied.
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- 要将预测添加到仪表板，请导航到所需的仪表板磁贴。
- 在要向其中添加预测的微件上单击“编辑” 。您只能向以下可视化类型添加预测：柱形图、条形图、散点图、折线图和面积图。您可以支持将预测数据呈现为以下文本和表格图表：表格、表格旧版、单条记录和词云。
- 要将预测添加到可视化效果，请确保您只有一个启用了维度填充的时间范围维度。 此外，请至少包含一个度量或自定义度量（预测最多可包含五个度量）。
- 选择“预测”按钮以添加“预测”。 然后单击“选择字段”的下拉列表，以选择要向其添加预测的度量。 添加“长度”以包含预测数据值的时间长度。
- 最后，按运行以查看预测结果。
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- 进入 Insights 门户后，单击要向其添加探索路径的仪表板。
- Then click the Options button on the dashboard and then Exploration Paths.
- 然后，将为此仪表板的所有用户启用“探索路径”，并且仪表板将刷新。
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- 进入 Insights 门户后，单击要删除的仪表板。
- Then click the Options button on the top right of the dashboard, and then choose Delete Dashboard.
- Optionally, you can hover over the dashboard in the left dashboard pane, and click the More Actions button and then Delete.
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- 在“我的仪表板”或“租户”选项卡中找到仪表板，然后单击“删除”按钮。
- Then, click the dashboard actions menu in the top-right corner of the dashboard, and click Move to Trash. Lastly confirm the deletion by clicking Move to trash.
For more information, see the document here |
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- 进入 Insights 门户后，单击您要计划发送的仪表板（这不适用于默认仪表板）。要计划默认仪表板，请先为其创建一个副本。
- 单击“共享”按钮。
- 输入要与之共享报告的用户的姓名、电子邮件地址或组。
- 选择是否将仪表板作为电子邮件报告或
.pdf 附件发送。然后修改发送仪表板的时区和重复周期。
- Optionally you can click the More Actions button next to the dashboard in the dashboard pane and then Share.
- 输入要与之共享报告的用户的姓名、电子邮件地址或组。
- 选择是否将仪表板作为电子邮件报告或
.pdf 附件发送。输入发送电子邮件报告的频率和时间。
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- Click the dashboard actions menu in the top-right corner of the dashboard and then select Schedule Delivery.
- 选择重复周期、时间、电子邮件地址和格式。您可以向任何电子邮件地址发送报告，甚至可以向无法访问 Insights 或 Orchestrator 的用户发送报告。
- Lastly, you can add a custom message, edit the paper size, and the delivery time zone. Then click Save.
For more information, see the document here |
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- 进入 Insights 门户后，单击要分享的仪表板。
- 单击仪表板上的“共享”按钮。
- 输入您想要与之共享仪表板的用户的姓名。您还可以授予用户查看、编辑或拥有仪表板的权限。
<img href="https://files.readme.io/adf9ce6-14.png"
- Click Save and the dashboard will be shared.
- Optionally, click the More Actions button next to the dashboard that you want to share.
- 输入您想要与之共享仪表板的用户的姓名。您还可以授予用户查看、编辑或拥有仪表板的权限。
- Click Save and the dashboard will be shared.
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- 您无法直接与产品中的人员共享仪表板。您可以通过计划交付来实现此目的。
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与在租户上有 Insights 访问权限的所有人共享仪表板 |
- 进入 Insights 门户后，单击要分享的仪表板。
- 单击仪表板上的“共享”按钮。
- Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter
[Tenant Name]-Consumer. To share with all users and groups that have Designer permissions, enter [Tenant Name]-Editor.
- Click Save, and the dashboard will be shared
- Optionally, click the More Actions button next to the dashboard that you want to share.
- Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter
[Tenant Name]-Consumer. To share with all users and groups that have Designer permissions, enter [Tenant Name]-Editor.
- Click Save, and the dashboard will be shared.
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- 要与拥有租户访问权限的所有人共享仪表板，请首先在“我的仪表板”选项卡中找到要共享的仪表板，然后单击“共享/复制”按钮。
- Click Share with Tenant to share the dashboard with the tenant.
For more information, see the document here |
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- 进入 Insights 门户后，单击“仪表板”窗格中的“选项”按钮。
- 编辑新文件夹的名称，然后单击绿色对勾以保存文件夹。
- To add a dashboard to the folder, click the More Actions button next to the folder and then New Dashboard.
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- 在 Insights 门户中，单击要向其中添加筛选条件的仪表板。
- On the right side of the dashboard, click the Options button in the filters pane.
- Add the filter you want to the dashboard and click OK.
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- Now you can add a filter to the dashboard. Click Filters and then Add Filter.
- Lastly, choose which tiles should be filtered by this new field and click Add.
For more information, see the document here |
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- 进入 Insights 门户后，单击 OOTB 文件夹下的“业务 ROI 仪表板” 。
- 复制此副本以在本地拥有。
- Scroll to the Process Baselines widget and select Edit. From the Design menu, select the Tabular radio button. Enter the corresponding Manual Time(min) and Hourly Cost values for all processes. You can also add in more custom columns and lastly click Apply to confirm and save your changes.
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我们还需要补充以下内容：租户管理员可以编辑 ROI 数据集，并加上编辑方式。加上指向文档中该部分的链接可能很好
- 要访问与 ROI 数据集相关的任何内容，您还将需要 ROI 编辑者权限。首先，复制业务 ROI 模板。
- Add a visualization tile or open up an existing tile. Click the Process Manual Values or Queue Manual Values explore.
For more information, see the document here |
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- 进入 Insights 门户后，编辑仪表板或新建仪表板。
- 单击“添加微件”按钮。
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使用“机器人日志”和“队列”中的自定义字段构建仪表板 |
- 进入 Insights 门户后，新建一个仪表板或编辑现有仪表板。
- Click Select Data and choose the available tenant data source.
- Custom variables that have been added via the Add Log Fields activity are found in a new table created in Insights containing those custom fields with the title Process- <your process name>. These custom fields are extracted from the raw message and added to the table in the
RawMessage_CustomfieldName format. Locate the process to see the custom variables.
- If custom fields are detected by Insights in a queue, a custom table is created in the data model called Queue-<your queue name>. The fields will be identified via the input they were stored in:
- Custom variables that have been added via the Add Queue Item in the ItemInformation property will be named SpecificData_<yourfieldname>.
- Custom variables that have been added via the Set Transaction Status activity are found in AnalyticsData_<yourfieldname> if they were stored under the analytics property, or Output_<yourfieldname> if they were stored under the Output property.
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- 导航到要向其添加自定义变量或创建新仪表板的仪表板。
- 编辑仪表板。
- 然后添加新图块。
- 选择包含要使用的自定义变量的探索。针对特定流程提取的所有变量应显示在名为“*流程 - 流程名称”的探索中，而针对特定队列提取的所有变量应显示在名为“*队列 - 队列名称”的探索中。
- 在“*流程名称” 视图中，您可以选择已提取的自定义字段。
For more information, see the document here |
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- 进入 Insights 门户后，单击包含要向其中添加值标签的可视化的仪表板。
- Click the Edit button next to the desired widget.
- Turn on the value label for the widget and click Apply.
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- Click the Edit/Gear icon and navigate to the Values tab.
- Turn on value labels by clicking the text that says
Value Labels and then click Save.
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- 进入 Insights 门户后，单击要向其添加标题的微件所在的仪表板，或在其中创建新的微件。
- 要为新的微件添加标题，请创建一个新的微件，然后添加标题，如下图所示：
- Click the current name and replace it with the name you desire and click Apply.
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- 选择要用于可视化的探索。
- 将单词
Untitled 替换为您要使用的新标题。
- To replace an existing tile’s title, navigate to the dashboard, edit the dashboard, and edit the tile. Click the tile’s title, replace the text, and click Save.
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- 进入 Insights 门户后，单击要向其添加微件说明的仪表板。
- 要编辑现有微件的说明，请单击微件旁边的铅笔图标。
- 单击“信息”按钮，然后开始输入说明。
- Click Apply to save the changes.
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- 要向图块添加说明，请首先导航到图块所在的仪表板。然后编辑仪表板。
- Click the 3-dot button (Edit Tile button) on the tile and then click Add Note.
- Enter the description you want in the note text field and adjust the display location. Click Add.
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