6 Using Dashboards in Process Workspace

6.1.1 Participant Dashboards

Two types of standard participant dashboards enable you to analyze:

• The workload of participants

• The performance of participants

6.1.1.1 Participant Workload Dashboard

Figure 6-1 shows an example of a participant workload dashboard.

Figure 6-1 Participant Workload Dashboard

Description of "Figure 6-1 Participant Workload Dashboard"

The left panel of a participant workload dashboard displays the total number of active instances waiting for completion for each participant across all processes. When you drill down into the chart for a specific participant, the right panel displays the total number of active instances waiting for completion by process for either the selected participant or the selected role. The last drill-down displays the active instances waiting for completion for either the selected participant or the selected role and process.

Note:

In this release, participant information in a workload dashboard is for the physical role corresponding to the swimlane for the task. When the swimlane role is not defined, the corresponding participant information is null.

6.1.1.2 Participant Performance Dashboard

Figure 6-2 shows a participant performance dashboard.

Figure 6-2 Participant Performance Dashboard

The left panel of a participant performance dashboard displays the average time taken by participants across all processes. When you drill down into the chart for a specific participant, the right panel displays the average time taken to complete instances by process for the selected participant. The last drill-down displays the list of completed instances for either the selected participant or the selected role and process.

Note:

In this release, for processes that have user tasks with multiple users, user information is captured only for the last user that updated the task.

6.1.2 Process Dashboards

Two types of standard process dashboards enable you to analyze:

• The number of process instances waiting for completion

• The average time taken per process

6.1.2.1 Process Workload Dashboard

Figure 6-3 shows a process workload dashboard.

Figure 6-3 Process Workload Dashboard

The left panel in the process workload dashboard displays the total number of active instances waiting for completion per process. When you drill down into a specific process, the right panel displays the total number of active instances waiting for completion for activities in the selected process. The last drill-down displays the active instances waiting for completion for the selected activity and process.

6.1.2.2 Process Performance Dashboard

The left panel in the process performance dashboard displays the average time taken per process. When you drill down into a specific process, the right panel displays the average time taken to complete by activities in the selected process. The last drill-down displays the completed instances for the selected activity and process.

Figure 6-4 shows a process performance dashboard.

Figure 6-4 Process Performance Dashboard

6.2.1 Specifying Graph Content

Graph content is specified by defining a data source. Figure 6-5 shows an example of the Data Sources dialog box.

For information about invoking the data source dialog box, see Section 5.1.3, "How to Add a Dashboards Panel to a Customized Page."

Figure 6-5 Specifying Data Sources

In the Data Sources dialog box, specify the following:

• Name: Provide a data source identifier

• Title: Provide the title used while displaying the data source

• Graph Type: Select one of the following list of graph types:

  • Area

  • Percent Area

  • Stacked Area

  • Horizontal Bar

  • Horizontal Percent Bar

  • Horizontal Stacked Bar

  • Bar

  • Percent Bar

  • Stacked Bar

  • Line

  • Percent Line

  • Stacked Line

  • Pie

  • Pie Bar

  • Multiple Pie

• Process: Select the process from the list. All business indicators associated with the selected process become available for the data source definition.

• Data Type: Select one of the following supported data types:

  • Workload

  • Activity and Measurement Sampling

  • Process Level Sampling

Dimensions

• Series: Specify the dimension.

  Use Range: Select to use ranges for dimensions with ranges.

• Group: Specify the dimension used to group the dimensions used in a series.

  Use Range: Select to use ranges for dimensions with ranges.

• Drilldown to Series

  Use Range: Select to use ranges for dimensions with ranges.

Table 6-1 summarizes the standard dimensions available based on the Data Type selection. Additionally, all the process specific dimensions are available.

Measure

• Variable: Specify the measurement

  Table 6-2 summarizes list of standard measurements available based on the Data Type selection. Additionally, all the process-specific measurements are available.

  Table 6-2 Standard Measurements Available

  	Workload	Activity and Measurement Sampling	Process Sampling
  Variable	Instances Task Avg. Time Task Median Process Avg. Time Process Median Time	Task Time	Task Time

  
  

• Operation Type: Specify the aggregation functions to be applied on the measurement variables selected.

  Table 6-3 summarizes the operation types that can be used with various Data Type selections.

  Table 6-3 Operation Types Allowed

  	Workload	Activity and Measurement Sampling	Process Sampling
  Operation Type	Avg Sum	Avg Sum Min Max	Avg Sum Min Max

  
  

• Value Type: Select one of the following values: Value, Day(s), Hours, Minutes, Seconds, Percentage

Filters

You can add filter conditions based on the measure variables, series, and groups. You can add the filter condition only if a process is selected from the Process list. If "All" is selected in the Process list, then the Filters section is disabled.