DocsProcess view board
The process view board is an interactive, configurable panel. It is designed for a dashboard-like visualization space that provides a detailed image of the project, broken down by the most illustrative metrics.
When opening the process view board for the first time, a default board is displayed. This is a pre‑configured board with tiles that use events and charts to provide general information on the data loaded to the project. You can create your personal board with different sets of tiles depending on specific analysis tasks.
Select a board from the dropdown list to see the list of existing boards and the following options:
- Manage boards – Displays the list of existing boards with the options to edit a board's name, delete a board, or reset the default board to its initial state.
- Add new board – Creates a new empty board to which you can then add tiles.
Create a new board
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Select Process view from the dropdown list.
The Process view analysis module opens by default when you first open a project or switch between projects.
- Click Default board to see a drop-down list of available boards and settings.
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Select Add new board.
The Create new board dialog displays.
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Enter a board name and click OK.
A new empty board is created.
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Add a new tile to the board by selecting a tile type
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Optionally, you can create a completely new chart directly from here. Click New chart... to open the Chart editor window and create a new chart. For more information, see Charts.
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If available, select an option from the Data table drop-down list. You can select from Top 5 to All data values. The lines in the table are interactive, click a value to apply it as a schema filter.
This option is only available for pie and bar charts.
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Click Save.
The new tile displays on the board. You can add more tiles by clicking New tile at the top of the board. You can also drag and drop or resize tiles on the board to fit your display requirements.
Manage tiles
You can edit, duplicate, or delete a tile by clicking the vertical ellipsis on the tile. If a user-created chart is displayed on the tile, you also have the option to edit the chart.
Tile types
- First Events – Displays first events and the percentage of their occurrence in the current set of timelines, or the number of deviations if using the Primary path view.
- Last Events – Displays last events and the percentage of their occurrence in the current set of timelines, or the number of deviations if using the Primary path view.
- Count of timelines – Displays the number of timelines in the current set, or the number of timelines based on the current graph configuration if using the Primary path view.
- Time range – Displays the time gap between the earliest and latest time stamps of timelines in the current set, or the number of deviations if using the Primary path view.
- Timelines over time – Displays the distribution of the number of timelines in time. You can select an interval for a step on a graph in increments ranging from hourly to monthly, and define which timelines are placed on the time axis of the graph, based on whether they contain the first, last, or any event.
- Linked tasks – Displays tasks from Task Mining projects related to the events of the current Process Analysis project. You can link an event to a task from a Task Mining project. If the tile is empty, click Add link and follow the wizard steps to link an event to a task. For more information, see Link projects.
Views and boards interaction
Tiles may have interactive elements such as data tables, bar charts, or pie charts that can be applied as internal dimension filters called selections. These filters only affect the Primary view configuration. A selection is triggered when you click on any of the interactive elements, and the information is filtered by that metric. That means you can choose an attribute with a certain value that must be present in all timelines and taken into account when generating the Primary path view.
The applied selections have a different impact depending on the selected view:
- Primary path view – When you apply a selection, the entire primary path view will be restructured. For example, if you select a slice from a pie chart, then only paths with the corresponding attribute will be considered on the graph.
- Milestone view – When you apply a selection, the schema doesn't change, but it starts displaying the number of timelines that contain that attribute.
The data displayed on tiles is also dependent on the selected view:
- Primary path view – The metrics displayed in this view are calculated based on the current number of deviations displayed on the graph. Tiles always represent up-to-date data as the Primary path view is applied as a path filter to the data set. For more information, see Primary path view filters.
- Milestone view – The metrics displayed in this view are based on the current timeline set. The board can be used as an overview of metrics in the project in this case.
To cancel selections that are no longer needed, you can either click Reset on a tile to remove the selection from a specific tile, or click Reset selections at the top of the board to remove all selections applied to the board.
Timeline set filters
All selections can be applied to the current timeline set as dimension filters by clicking Apply on the board. The following filter options can be used:
- Each selection is applied as a separate dimension filter. That means that only the timelines that contain certain attribute values are displayed in the current set.
- The Primary path view is applied as a path filter. For example, if 25 deviations are displayed on the graph, only the timelines included in the top 25 paths will display in the current set. For more information, see Primary path view filters.
A timeline set can contain more than 50 possible paths considered in the Primary path view. Therefore, even if the maximum of deviations is displayed on the graph, the Apply button on the view side can be still active, and clicking it will narrow down the current set.
