Defining Link Analytics Based on a Table or Business View

Access the Parent Process tab This image is decribed in surrounding text. of your newly created user-defined process and click the Link Metrics and Analytics tab on the right.

Click the Add Metrics or Analytic (+) icon.

From the Data Provider Type drop-down list, select the required data provider type as Table - Analytic or View - Analytic.

In the Object Name field, enter the data provider ID (Table ID or a Business View ID), and press Enter. The Label field is auto populated with the same value as the Object Name field. You can override this value. The system displays the value in the Label field as the name of the Link Metrics and Analytics tab.

The system also displays the Filter Criteria, Return Fields, and Context Chart sections on the new Node Metrics and Analytics tab.

(Optional) In the Filter Criteria section, click the Add Filter (+) icon, and complete these fields:

Column: This drop-down list displays the columns from the selected table or business view. Select the required column to filter the fields.
Operator:

This drop-down list displays the available operators based on the data type of the selected column. Select an operator, or select refer to to allow users to specify values at design time or runtime.

Note: If you select in list as the operator, the system displays the Add More Value (+) icon to add more values to the list.
Value:

Enter a value.

If you selected refer to in the Operator field, the system displays (new) under Design Options and Runtime Options in this field. Select the value as required to allow users to enter values at design time or runtime.

When you select a value under Design Options, the system displays the Open Design Option icon next to the Value field. Click the icon to open the Design Option tab, and then enter the Default Value.

When you select a value under Runtime Options, the system displays the Open Data Filtering and Grouping Options icon next to the Value field. Click the icon to open the Open Data Filtering and Grouping Options tab, and then enter the Default Value.

Note: You can click the Add Filter (+) icon and define more filter criteria for your analytics chart.

Click the Parent Process icon This image is decribed in surrounding text. to return to the Parent Process tab if you defined runtime or design-time values for your filters.

From the Series Type drop-down list, select a value to define how you want the data to be grouped and plotted in the process analytic chart. The available series types are:

Based on Returns: It is mandatory to define at least one return field if you select this option. See point 8.
Based on Formula of Variables: When you select this option, the system enables you to define the values in the Variables Definition and Series Definition Sections. You can specify the values as Design Time or Runtime by selecting refer to from the Operator drop-down list.

In the Variable Definition section, enter the Variable ID, and then complete the Column, Operator, and Value fields. To allow values to be specified at design time or runtime, select refer to from the Operator drop-down list.

Note: If you select in list as the operator, the system displays the Add More Value (+) icon to add more values to the list.
In the Series Definition section, click the Add Series Return (+) icon and complete these fields:
- Label: Enter a value in the Label field.
- Formula: Enter a math expression using the defined variables. For example, {1}*100/({0} + {1})
- Decimal Places: Enter the value to specify decimal place.
- Data Label Format: Enter a data label format using the {0} placeholder. For example, USD{0}, {0}%,{0}days and so on.
- Series Chart Type: Select a chart type from the drop-down list.
- Color Theme: Select a color theme from the drop-down list.
- Dual Y: This option is disabled by default. Enable this option if you want to plot one or more data series on a secondary vertical (Y) axis. It is mandatory to define at exactly one return field if you select this option. See Step 8.
Based on Complex Condition: Click the Add Variable (+) icon to define the complex condition for the series. The system displays the Extra Filter Criteria for the Variable and Series Definition sections.

In the Extra Filter Criteria for the Variable section, click Add Conditions (+) icon and then complete the Column, Operator, and Value fields. To allow values to be specified at design time or runtime, select refer to from the Operator drop-down list.
In the Series Definition section, complete these fields:
- Label: Enter a value in the Label field.
- Formula: Enter a math expression using the defined variables. For example, {1}*100/({0} + {1})
- Decimal Places: Enter the value to specify decimal place.
- Data Label Format: Enter a data label format using the {0} placeholder. For example, USD{0}, {0}%,{0}days and so on.
- Series Chart Type: Select a chart type from the drop-down list.
- Color Theme: Select a color theme from the drop-down list.
- Dual Y: This option is disabled by default. Enable this option if you want to plot one or more data series on a secondary vertical (Y) axis.
  Note:
  You can click the Add Variable (+), Add Series Return (+) icons to define additional variable and series conditions.

In the Return field section, the Include Count option is enabled by default. You can disable the Include Count option. When Include Count option is enabled, enter the value in the Label field.

Note: You must define at least one return field for the table or business view based analytics if Series Type = Based on Returns

Click the Add Return (+) icon and complete these fields:

Column: This drop-down list displays the columns from the selected table or business view. Select the required column.
Label: Enter the label.
Operator: Select the required operator from the drop-down list. The operator values are displayed based on the data type of the selected column.
Decimal Places: Enter the value to specify decimal place.
Data Label Format: Enter a data label format using the {0} placeholder. For example, USD{0}, {0}%,{0}days and so on.

In the Group By section, select the appropriate columns to group data from the From Node and To Node drop-down lists, for example, Status Code - Last (LTTR) and Status Code - Next (NXTR) in Order to Cash.

To define the Context Chart, click the Add Context Chart icon (+) and complete these fields:

Groups: Select the required column to group from the drop-down list.
Chart Name: The selected value in the Group field (column name) is displayed by default as the chart name. You can override this value and enter a new name.
Orientation: Select the orientation as Horizontal or Vertical.
Data Label Display: Select an option from the drop-down list. The available options are: Never, Always, and Max Mode only.
Data Label Position: This value sets the position of the data label on the chart. Select a value from the drop-down list.
Stack Series: This option is disabled by default. Enable this option if you want to the stack series on the chart.
Y Axis Title and Dual Y Axis Title: Enter the titles for the axis in these fields.
Sort By: Select the value from the drop-down list.
Show Top: This field limits the chart to the specified number of results (for example, the top 10 customers). Enter a value as required, and then click the Ascending or Descending icon to display the top records in the selected order.
Reference Line Name: Enter a name. This is the display text shown on the reference line. After you enter a name in this field, the system displays the following fields:
- Display Format: Enter a reference line format using the {0} placeholder (e.g., Min = {0}, Max = {0}).
- Default Value: (optional) Enter a default value.
- Color Theme: Select the required color theme from the drop-down list.
Show Zero Groups: This option is enabled by default. Disable it if you do not want to display groups with zero values.

Click Save.