6 Using Dashboards in Oracle Business Process Management Workspace (Process Workspace)

This chapter contains these topics:

6.1 Using Standard Dashboards

Standard dashboards are the graphs and drill-downs based on data previously computed in a process cube schema. They reflect the standard metrics gathered during the execution of a process.

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

Figure 6-1 Participant Workload Dashboard

This illustration is described in the text.

In each of the standard dashboards, clicking a bar graph in the left pane causes data to be displayed graphically in the right pane. Clicking an item in the right pane displays certain data in the lower pane. This section explains how each type of dashboard operates.

This section contains these topics:

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

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

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

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 6-2 shows a process performance dashboard.

Figure 6-2 Process Performance Dashboard

This illustration is described in the text.

6.2 Creating Custom Dashboards

As with standard dashboards, custom dashboards are the graphs and drill-downs based on data previously computed in a process cube schema. They reflect the standard and user-defined metrics gathered during the execution of the process. They enable you to define new graphs using both standard metrics and user-defined metrics specified by using business indicators.

For instructions about adding a custom dashboard, see Section 5.1.1, "How to Create a Custom Page".

6.2.1 Specifying Graph Content

Graph content is specified by defining a data source. Figure 6-3 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 6-3 Specifying Data Sources

This graphic is described in the text.

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_VERT_PERCENT

    • AREA_VERT_ABS

    • AREA_VERT_STACK

    • BAR_HORIZ_CLUST

    • BAR_HORIZ_PERCENT

    • BAR_HORIZ_STACK

    • BAR_VERT_CLUST

    • BAR_VERT_FLOAT_STACK

    • BAR_VERT_PERCENT

    • BAR_VERT_STACK

    • LINE_VERT_PERCENT

    • LINE_VERT_ABS

    • LINE_VERT_STACK

    • PIE

    • PIE_BAR

    • PIE_MULTI

    • THREED_AREA_SERIES

    • THREED_BAR

  • 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.

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

Table 6-1 Standard Dimensions Available


 Workload Activity and Measurement Sampling Process Sampling

Dimension: Series
Revision
Role
Activities
Participant
Revision
Role
Activities
Participant
Completion Date
Revision
Completion Date

Dimension: Group

Participant
Participant
Completion Date

Completion Date

Measurements

  • 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

    Measure
    Instances
    Task Avg. Time
    Task Median Time
    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
    Count
    Avg
    Sum
    Min
    Max
    Count

  • Value Type: Specify either a value or a percentage

  • Filter Condition: Specify the artifacts you want to view

Note:

If a new process is deployed while you have a dashboards page open, the new process will not be listed in the Data Sources dialog box until you log out of Process Workspace and then log back in.