Step 2. Create a dashboard

Before you can create charts, you must first create the dashboard for monitoring the hiring process.

1. From the Dashboards tab, select Create.
2. Enter the following name: Hiring Process
3. Enter the following description: Monitor the hiring process, which covers submitting, approving, and routing job requisitions to the Human Resource (HR) department.
4. Select Save to display an empty workspace where you will create charts.

In the Hiring Process dashboard, create a chart that displays the number of open positions per location.

1. Select Chart+.
2. Select Metric and give it the following name and description.
   Name: Open positions by location
   Description: Job openings around the country.

   Tip: Here, you select a metric measurement because this type of measurement typically displays simple values.
3. Click Create.

   The Create button becomes available only after you have given the chart a name.

4. From the Monitoring source list, select Workflow (BPMN) - ALL.
   The monitoring source is the data set (data type and domain) that you want to view in the chart.
5. Under Aggregation, from the Function list, select Count.
6. Under Group by, click the + sign (Add a group tooltip), and then from the Grouped by list select Location (data > aEmpRequisition121381434563922) - (keyword).
7. Select the Pie icon in the preview area:
8. Go to the Filters tab and add the following filters by selecting from the Data item, Operator, and Value predefined lists.
   processApplicationName - (keyword) = Hiring sample
   processInstanceId - (keyword) is defined
   type - (keyword) = process

   Tip: Hover the pointer over an item in the Data item menu to see the full filter name.
9. Go to the Visualization tab, and then enter City name in the Unit field.
10. Select Done to save your chart and return to the dashboard.

Create a bar chart that displays the average time that it took to complete an activity in the hiring process.

1. In the Dashboard window, which now displays the pie chart, click Chart+.
2. Select Period metric and enter the following name and description, and then click Create.
   Name: Average process duration
   Description: The average time it took to complete a task in the hiring process.
3. From the Monitoring source list, select Workflow (BPMN) - ALL.
4. Under Aggregation, from the Function list, select Average.
5. From the Data item list, select waitDuration - (long).
6. Under Group by, select Add a group and then select name - (keyword).
7. Select the Bar icon in the preview area:
8. Select a time interval that interests you.
   Select Hourly.
9. Go to the Filters and predictions tab and define the following filters by selecting from the Data item, Operator, and Value predefined lists.
   processApplicationName - (keyword) = Hiring sample
   processInstanceId is defined
   type - (keyword) = userTask
10. Go to the Visualizations tab and define the X-axis and Y-axis.
    X-axis: Start time
    Y-axis: Duration
11. Select Done to save your chart and return to the dashboard.

Create a gauge chart that shows the number of completed processes with respect to a target.

1. In the Dashboard window, which now displays the pie chart and the bar chart, click Chart+.
2. Select KPI, enter the following name and description, and then click Create.
   Name: Completed processes
   Description: The number of completed processes against expectations.
3. From the Monitoring source list, select Workflow (BPMN) - ALL.
4. Under Aggregation, select Count.
   Tip: You cannot add more than one aggregation to a KPI or period KPI measurement.
5. Create a target .

   You can create one or more targets for a given chart, depending on its type and the business data that you need to monitor. On the chart, targets are represented as a dotted line that shows the limit.

6. Set the target label to On track with a value of 150.
7. From the Business goal list, select Hiring process.
   This is the goal that you create in Step 1: Creating a goal.
8. Go to the Filters tab and create the following filters.
   processApplicationName - (keyword) = Hiring sample
   processInstanceId - (keyword) is defined
   type - (keyword) = process
   state - (keyword) = Completed
9. Go to the Visualization tab and enter a max of 400. Leave the min at 0. You can also set the unit label to read Completed processes.
10. Go to the Thresholds tab to set the required thresholds and ranges for the gauge chart.
    1. Create a threshold with the name Lower threshold and set its value to 100.
    2. For Lower threshold, create a range that is named Poor with an end value of 100.
    3. For Lower threshold, create a range that is named Great with an end value of max.
    4. Create a threshold named Upper threshold with a value of 200.
    5. For Upper threshold, name the range Amazing.
       The legend is automatically updated in the chart preview area.
    6. Optional: Default colors are assigned to each range. You can adjust the color of each range in a way that helps you quickly read the chart.

       For example, you can set the Bad range to red.

    Tip: You can create an alert for a KPI that has a threshold. Try it out! For more information about alerts, see Setting up alerts.
11. Optional: In the preview area, change the chart type from gauge (radial) to gauge (linear):
12. Select Done to return to your dashboard.

Now, you learn how to customize the monitoring source so that you do not need to define the same filters again manually for each chart.

1. From the Monitoring sources tab, click Create.
2. Enter a unique name for the monitoring source, for example User-defined monitoring source for Hiring Process charts.
3. For Top-level, select Workflow (BPMN).
4. For Scope, select ALL.

   The Filters option and the Done button become available.

5. Define the following filters.
   processApplicationName - (keyword) = Hiring sample
   processInstanceId - (keyword) is defined
   
6. Click Done.