Dashboard basics

Accessing Dashboards

In a View, in the header of the application, click the Dashboards icon, and select Dashboards > Process Mining Dashboard.

Dashboard widgets

The main Process Mining Dashboard provides multiple widgets of charts, graphs, and maps that you can interact with to analyze data and apply specific filters to the View.

For example, within the Process Map on a Dashboard, you can zoom in and out, filter on activities and transitions, and increase and decrease visible traces in the map. You can also change the metrics for the map, as shown in the following figure:

Maximizing Dashboard widgets

If you want to work with a specific widget, you might find it easier to first maximize the widget. To do this, hover over the upper-right corner of the widget and then click the Maximize icon:

After you click the Maximize icon, the Dashboard enlarges the widget while providing the same interactivity options that are available for the smaller widget. Maximized widgets also work well if you want to download a PNG file of a widget for a presentation or capture an Insight. The following figure shows a maximized Activity widget:

To close the maximized widget and return to the full Dashboard, in the upper-right corner of the widget, click the Minimize icon:

Filtering data on the Dashboard

You often use Dashboards to discover or confirm relationships in the data by applying filters. When you apply a filter using the Dashboard, you can immediately see how the filter affects each of the other widgets. The system applies the filter to the Dashboard and to the entire View.

For example, the header in the following figure includes a filter on traces to highlight non-conforming paths. This filter updates the Dashboard widgets, such as the Process Map. You can zoom in on the map to analyze the non-conforming path that goes from the Received activity to the Rejected activity. Similarly, the filter affects the values in the Case Event Count widget and the Case Duration widget.

Filtering data on the Dashboard demo

You can select traces that do not follow the standard path and then apply a filter based on these traces. The following demo shows how to filter traces using the Top Traces Dashboard widget: