Using dashboards

You can use the Analytics page to create dashboards and widgets which present relevant process data in a clear, engaging way. A dashboard is a collection of widgets. Widgets include different types of charts, graphs, tables, and other types of diagrams. With these tools, you can visualize data, analyze it, and filter it for specific results. Then, you can share your dashboards with other users to explore the statistics of your process together.

Before you begin

Before you use Analytics, you need to create a project and upload some data that you want to analyze. The data can come from the following sources:
  • the event log of your project
  • both the event log and object tables of your project
  • only object tables of your project (you do not have to upload an event log)
To learn more about how to create a project and upload its event log, see Creating a Process Mining project and Event log.

To learn more about creating and appending object tables, see Object tables.

Creating a new dashboard

You can create a completely new, empty dashboard, and add the widgets that you want to it. To do so, complete the following steps:
  1. Open the project which you want to analyze.
  2. From the menu on the left, go to Analytics.
  3. Click New > Create dashboard.
  4. Give your dashboard a name.
  5. Ensure that the option Start from empty dashboard is selected and click Confirm.
  6. To fill the empty dashboard with widgets, click Add widget and select a widget. For more information about different types of widgets, see Widget types.
  7. Note: You can add 8 widgets per dashboard. If you need more, you can create another dashboard.
  8. Click Save.
  9. Optional: Configure and personalize your widgets to make them visualize exactly the data you need, in the way you need. For more information, see Configuring widgets.

Creating a dashboard from a template

Dashboard templates include a set of widgets specifically selected to analyze a particular aspect of the process. With templates, you do not have to select the widgets yourself: a dashboard is readily configured for you. To create a dashboard from a prebuilt template, complete the following steps:
  1. Open the project which you want to analyze.
  2. From the menu on the left, go to Analytics.
  3. Click New> Create dashboard. .
  4. Optional: Give your dashboard a name. If you don't name your dashboard, it will be named after the template.
  5. Select a template. You can pick from the following template options:
    Automation analysis
    This dashboard focuses on highlighting activities with highest costs and reworks which might be prevented by adopting intelligent automation.
    Comparison
    This dashboard focuses on comparing two or more different behaviors. Apply different filters on the left and right side of the dashboard to compare the results.
    History and trends
    This dashboard focuses on analyzing historical statistics and performances from a time and resource allocation perspective.
    Operational excellence
    This dashboard focuses on ongoing processes, highlighting cases that have been pending for a long time. Additionally, you can use the table widget to detect pending cases and alert you about them. For more information about how to monitor widgets and use them to trigger actions (like alerting you), go to Setting a monitor for Analytics widgets.
    Process overview
    This dashboard focuses on overall process KPIs and details such as volumes, time, and costs. For this dashboard to work, you have to input your cost settings in the Data & Settings> Cost Settings tab. For more information, see Cost Settings.
    Workforce optimization
    This dashboard focuses on workforce, analyzing who works on which activities, and who works together. For this dashboard to work, you have to map the resource and role fields of your event log in Data & Settings. For more information, see
  6. Click Confirm.
  7. Optional: Configure and personalize your widgets to make them visualize exactly the data you need, in the way you need. For more information, see Configuring widgets.

Importing a dashboard

If you have a file with a previously exported Analytics dashboard, you can import it back into the application. To do so, complete the following steps:
  1. Open the project which you want to analyze.
  2. From the menu on the left, go to Analytics.
  3. Click New> Import dashboard.
  4. Give your dashboard a name.
  5. Select a file from your device. The file must be in a .dashboard format.
  6. Click Import.

Managing multiple dashboards

If you created a few dashboards, you can see all of them on the header of the Analytics page listed in an alphabetical order. If you have so many dashboards that not all of them are visible on the header, click on the Dashboards button to see the full list.

If you want a particular dashboard to be the main dashboard that opens every time you go to Analytics page, you can set it as the default dashboard. To do so, open the dashboard and click the Set as default button.

Editing a dashboard

You can edit a dashboard by rearranging, resizing, or adding widgets. To edit your dashboard, complete the following steps:
  1. Open a project to which this dashboard belongs.
  2. From the menu on the left, go to Analytics.
  3. From the header, open the dashboard that you want to edit.
  4. Click Edit dashboard. You can now do any of the following actions:
    • To rearrange your widgets, grab and drag them to the desired location.
    • To change the size of a widget, grab and drag the arrow in its right lower corner to the desired size.
    • To add a new widget, click Add widget and select a widget. For more information about different types of widgets, see Widget types.
    • To delete a widget, click the menu button on that widget and click Delete widget.
    • Note: You can add 8 widgets per dashboard. If you need more, you can create another dashboard.
  5. Click Save.

Changing basic dashboard information

Important: You have to be the dashboard owner or a user with write permissions to edit the dashboard info.
To change the basic dashboard information (its name and description) complete the following steps:
  1. Open a project to which this dashboard belongs.
  2. From the menu on the left, go to Analytics.
  3. From the header, open the dashboard that you want to edit.
  4. From the button on the header, click Dashboard info.
  5. Edit the name and description.
    Note: In the Dashboard info window, you can also see the owner of the dashboard and the slug (unique identifier) of the dashboard. The slug cannot be changed. The owner of the dashboard is the user who created it or the user to whom the project (and consequently all the dashboards) was reassigned to. You cannot reassign a single dashboard to another user, but you can reassign all the dashboards by reassigning the whole project to another user. Only the owner of the project or an admin can reassign the project to someone else. To reassign a project, go to Administration > Users > Edit specific user > Projects and Components > Reassign.
  6. Click Save.

Exporting dashboards

To export a dashboard, complete the followings steps:
  1. Open a project to which this dashboard belongs.
  2. From the menu on the left, go to Analytics.
  3. From the header, open the dashboard that you want to export.
  4. On the right, click the Export button.
  5. Select one of the following options:
    .csv
    To export the dashboard data in a .csv format, give your file a name and click Data source > Export > Download.
    The .csv file contains your data source. If filters are applied, the data will reflect this.
    .dashboard
    To export the dashboard in a .dashboard format, give your file a name and click Dashboard > Download.
    The .dashboard file is a backup file of dashboard configuration, including filters and other individual settings. You can import it back and retain all your changes.
    .doc
    To export the dashboard in a .doc format, select Document > Download.
    The .doc file is a document which presents widgets as they currently look in your dashboard (with all filters applied).
    .pptx
    To export the dashboard in a .pptx format, select Presentation > Download.
    The .pptx file is a presentation which presents widgets as they currently look in your dashboard (with all filters applied).
Note: You can also export some widgets individually in a .png format. To do so, on that widget's menu, click Download as image.

Copying dashboards

To create a copy of a dashboard, including filters and other individual settings, complete the following steps:
  1. Open a project to which this dashboard belongs.
  2. From the menu on the left, go to Analytics.
  3. From the header, open the dashboard that you want to copy.
  4. On the right, click the Copy button.
  5. Give the dashboard copy a name.
  6. Click Copy.

Deleting dashboards

Warning: This procedure permanently deletes a dashboard from the Analytics page. Deleting cannot be undone. If you might need the dashboard in the future, export it before deleting it.
To delete a dashboard, complete the following steps:
  1. Open a project to which this dashboard belongs.
  2. From the menu on the left, go to Analytics.
  3. From the header, open the dashboard that you want to delete.
  4. On the right, click the Delete icon.
  5. Type the name of the dashboard to confirm that you want to delete it.
  6. Click Delete.

Filtering dashboards

You can apply filters in the following ways:
  • To apply a filter on the whole dashboard, click Manage filters. For more information, see Applying filters in Analytics.
  • To apply a quick filter on the available string and numeric data, click Quick filters. For more information, see Applying Quick filters in Analytics.
  • To apply a filter on a whole dashboard from a widget, select the parameters on the widget and click Filter by selection.
  • To apply a filter on a single widget, select a filter template from a drop-down list on that widget.
To see the filters that are already applied on the dashboard, click the filter button on the header. You will see the following two categories:
User's filters
Filters applied from Quick filters and widgets. Only you can see them and they cannot be published.
Dashboard filters
Filters created from the Manage filters tab. They can be published for others to see.
Note: The filter templates applied on a single widget are not listed here. You can see them on that widget's header.

Sharing dashboards and managing dashboard permissions

Important: You have to be the dashboard owner or have admin permissions to share a dashboard.
Dashboards can be shared to all users inside the process organization, or to a specific user or user group. This way, you can segment the dashboard access by roles in your company (analysts, managers, executives).

Sharing a dashboard within your organization

To share a dashboard, complete the following steps:
  1. Open a project to which this dashboard belongs.
  2. From the menu on the left, go to Analytics.
  3. From the header, open the dashboard that you want to share.
  4. If the Share button is gray, this means that the dashboard is currently private. Click the button to share it with the organization.
    Note: If your private dashboard has the same name as one of the dashboards in this project that is already shared within the organization, you will have to change the name.
  5. If the Share button is golden, this means that the dashboard is currently shared with users in the organization. You can click the button to make it private.

Sharing a dashboard with another user or user group

In order to see your dashboard, a user has to belong to your organization and have permissions to view your project and dashboards. To grant someone access to your dashboard, complete the following steps:
  1. Add the user to your organization:
    1. Go to Administration > Organizations.
    2. From the list on the left, select the organization in which the dashboard you want to share is in.
    3. Click Add member.
    4. Select the user.
    5. Click Invite.
  2. Give the user the permission to see your organization:
    1. Go to Administration > Authorizations > Core: Organization.
    2. Click Add authorization.
    3. In Subject type field, select User or User group.
    4. In Subject field, select the specific user or user group.
    5. In Resource type field, ensure that Core - Organization is selected.
    6. In Target resource field, select Specific resource.
    7. In Resource field, select the organization in which the dashboard you want to share is in.
    8. In Type field, select Grant.
    9. In Permissions field, select Read.
    10. Optional: Select more permissions if you want the user to be able to perform more actions aside from viewing the organization resources.
    11. Click Add.
  3. Optional: Now that the user has access to all projects and dashboards in your organization, you can decide whether you want to revoke some of these accesses. For example, you might not want the user to have access to some of the projects. To revoke the access to a project in your organization, complete the following steps:
    1. Go to Administration > Authorizations >Core: Project.
    2. Click Add authorization.
    3. In the Subject type field, select whether you want to revoke the access from a User or a User group.
    4. In the Subject field, select the specific user or user group.
    5. In Resource type field, ensure that Core - project is selected.
    6. In Target resource field, select Specific resource.
    7. In Resource field, select the project which you don't want the user to access anymore.
    8. In Type field, select Revoke.
    9. In Permissions field, select which permissions you want to revoke. If you select the Read permission, the user will not be able to see the project at all.
    10. Click Add.
  4. Optional: You might not want a user to have access to some of the dashboards inside a project. To revoke the access to a dashboard in your organization, complete the following steps:
    1. Go to Administration > Authorizations > Analytics: Dashboard.
    2. Click Add authorization.
    3. In the Subject type field, select whether you want to revoke the access from a User or a User group.
    4. In the Subject field, select the specific user or user group.
    5. In Resource type field, ensure that Analytics - Dashboard is selected.
    6. In Target resource field, select Specific resource.
    7. In Resource field, select the dashboard which you don't want the user to access anymore.
    8. In Type field, select Revoke.
    9. In Permissions field, select which permissions you want to revoke. If you select the Read permission, the user will not be able to see the dashboard at all.
    10. Click Add.

To learn more about granting and revoking dashboard permissions to users and user groups, see Managing authorizations.