Creating a dashboard

This document explains how to create an IBM Robotic Process Automation dashboard and how to add a data source to use IBM RPA data in your dashboard.

Before you begin

User must have the Manage dashboards permission. See Checking user permissions for instructions on how to check your user's permissions.

Procedure

The following procedure describes how to create a dashboard:

  1. Log in to IBM RPA Control Center.
  2. On the left menu, click Dashboards.
  3. On DASHBOARDS, click Edit in Designer.
  4. On the editor mode, click the menu Menu icon. button.
  5. On DASHBOARD MENU, click New.
  6. On Dashboard Name, enter the dashboard name.
  7. On Choose the data source for the dashboard, set the data source for your dashboard. You can choose one from Default, Process, Workflows, or Batches.
  8. Click Create.

Default data source

Default data source is the default data source present in all tenants. If you choose the default data source, you can use the tenant data, such as Jobs, Counters, Workflows, and Process data, on your dashboard.

Click the accordions to see a list of all available data on the default data source.

  • Computers Jobs Schedules Scripts
    - Computer Creation Date
    - Computer Id
    - Computer Name
    - Computer Deactivated     		- Duration
    - End Time
    - Job id
    - Production Version
    - Start Time
    - Status     		- Schedule Creation Date
    - Schedule Id
    - Schedule Name     		- Script Deactivated
    - Script Creation Date
    - Script Id
    - Script Name
  • Computers Counter Events Counters Jobs Projects Schedules Scripts
    - Computer Creation Date
    - Computer Id
    - Computer Name
    - Computer Deactivated     		- Counter Event Creation Date
    - Counter Event Id
    - Counter Event Value     		- Counter Description
    - Counter Id
    - Counter Name     		- Job Duration
    - Job End Time
    - Job Id
    - Job Start Time
    - Job Status     		- Project Deactivated
    - Project Id
    - Project Name     		- Schedule Creation Date
    - Schedule Id
    - Schedule Name     		- Script Deactivated
    - Script Creation Date
    - Script Id
  • Workflow Batches Workflow Instances Workflows
    - Batch Creation Date
    - Batch Current Business Status
    - Batch Description
    - Batch Id
    - Batch Key
    - Batch Status     		- Workflow Instance Completion Date
    - Workflow Instance Current Business Status
    - Workflow Instance Handling Time
    - WorkflowInstanceId
    - Workflow Instance Name
    - Workflow Instance Processing Time
    - Workflow Instance Status
    - Workflow Instance Target Handling Time
    - Workflow Instance Target Handling Time Met
    - Workflow Instance Target Processing Time
    - Workflow Instance Target Processing Time Met
    - Workflow Instance Target Waiting Time
    - Workflow Instance Target Waiting Time Met
    - Workflow Instance Waiting Time     		- Workflow Creation Date
    - Workflow Display Name
    - Workflow Id
    - Workflow is Deactivated
    - Workflow Name
    - Workflow Process Name
  • Process Instances Processes
    - Process Instance Completion Date
    - Process Instance Creation Date
    - Process Instance Handling Time
    - Process Instance Id
    - Process Instance Processing Time
    - Process Instance Name
    - Process Instance Start Date
    - Process Instance Status
    - Process Instance Target Handling Time
    - Process Instance Target Handling Time Met
    - Process Instance Target Processing Time
    - Process Instance Target Processing Time Met
    - Process Instance Target Waiting Time
    - Process Instance Target Waiting Time Met
    - Process Instance Waiting Time     		- Process Creation Date
    - Process Description
    - Process Id
    - Process Is Deactivated
    - Process Name
    - Process Status

Process data source

Process data source is the data source for orchestration process. IBM RPA Control Center shows one process data source for each process on your tenant. By chosen the process data source, you use the data storage on the process variable, the data of the process instances, and the data of the process itself.

Click the accordion to see a list of all available data on the process data source.

  • ProcessName Process Instances Processes
    All process variables - Process Instance Completion Date
    - Process Instance Creation Date
    - Process Instance Handling Time
    - Process Instance Id
    - Process Instance Processing Time
    - Process Instance Name
    - Process Instance Start Date
    - Process Instance Status
    - Process Instance Target Handling Time
    - Process Instance Target Handling Time Met
    - Process Instance Target Processing Time
    - Process Instance Target Processing Time Met
    - Process Instance Target Waiting Time
    - Process Instance Target Waiting Time Met
    - Process Instance Waiting Time     		- Process Creation Date
    - Process Description
    - Process Id
    - Process Is Deactivated
    - Process Name
    - Process Status

Workflow data source

Workflow data source is the data source for workflow instances. IBM RPA Control Center shows one workflow data source for each workflow on your tenant. If you choose the workflow data source, you can use the workflow instances data as well as the instance variables.

Click the accordion to see a list of all available datas on the workflow data source.

  • WorkflowName Workflow Instances Workflows
    All workflow variable - Workflow Instance Completion Date
    - Workflow Instance Current Business Status
    - Workflow Instance Handling Time
    - WorkflowInstanceId
    - Workflow Instance Name
    - Workflow Instance Processing Time
    - Workflow Instance Status
    - Workflow Instance Target Handling Time
    - Workflow Instance Target Handling Time Met
    - Workflow Instance Target Processing Time
    - Workflow Instance Target Processing Time Met
    - Workflow Instance Target Waiting Time
    - Workflow Instance Target Waiting Time Met
    - Workflow Instance Waiting Time     		- Workflow Creation Date
    - Workflow Display Name
    - Workflow Id
    - Workflow Is Deactivated
    - Workflow Name
    - Workflow Process Name

Batch data source

Batch data source is the data source for workflow batches. IBM RPA Control Center shows one batch data source for each workflow on your tenant. If you choose the batch data source, you use the batches data as well as the instances Id's.

Click the accordion to see a list of all available data on the batch data source.

  • WorkflowName Workflow Batches Workflows
    - Instance Id - Batch Creation Date
    - Batch Current Business Status
    - Batch Description
    - Batch Id
    - Batch Key
    - Batch Status     		- Workflow Creation Date
    - Workflow Display Name
    - Workflow Id
    - Workflow Is Deactivated
    - Workflow Name
    - Workflow Process Name

Result

After you create a dashboard, this is how it will look like on editor mode: Dashboard edits interface

What to do next

Now, you can start editing your dashboard, see Editing your dashboard for more information. If necessary, you can add more data sources to your dashboard before editing it, see Using two or more data sources in one dashboard.