Create dashboards

Dashboards in Apromore allow us to visualize various performance metrics of our process using widgets such as tiles, tables, charts, etc. However, a dashboard could only display metrics for a specific event log. In reality, we may want to monitor the performance of multiple processes at once. For instance, we would like to see the performance trend chart of the procure-to-pay process and the first-touch table of the claims management process. To allow us to consolidate specific widgets of interest to us in one view, we use Lite Dashboards.

Lite Dashboards enable us to create dashboards using widgets that display performance metrics for multiple processes. Widgets can be configured to visualize metrics from different event logs within our workspace. This allows us to create a custom dashboard that presents relevant metrics without being limited to a single event log. To enable quick insights, we can also set a lite dashboard as our landing page after logging in to Apromore.

To create a lite dashboard, from Portal, click Dashboards LITE.

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This opens the Lite Dashboard page with a list of lite dashboards.

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Note

The dashboards listed here are only lite dashboards. Classic dashboards are linked to an event log, so to view them, select the event log associated with the dashboard in Portal.

Lite dashboards are a new kind of dashboard. It is an alternative to the old classic dashboards that users can create by first selecting a log in the workspace and creating a new dashboard from that log. Below are the key differences between lite and classic dashboards.

Entry Point

  • Lite Dashboard: All lite dashboards are listed on the Dashboards Lite page.

  • Classic Dashboard: A classic dashboard can only be accessed from the event log it was saved on.

Association with Event Log

  • Lite Dashboard: Data displayed can be sourced from any number of logs. Each widget in a lite dashboard can refer to up to five logs.

  • Classic Dashboard: Data displayed is perpetually tied to one or up to five event logs.

Landing Page Customization

  • Lite Dashboard: Can be set as the landing page.

  • Classic Dashboard: Cannot be set as the landing page.

Widgets

  • Lite Dashboard: Widgets are highly customizable and responsive. They can be easily resized and rearranged using a drag-and-drop interface.

  • Classic Dashboard: Customization is limited. Widgets remain static without responsive adjustments.

Save Method

  • Lite Dashboard: Changes to lite dashboards are saved automatically.

  • Classic Dashboard: Changes to classic dashboards must be manually saved.

Sharing via URL

  • Lite Dashboard: URLs of the dashboard can be copied and shared with other users subject to authentication.

  • Classic Dashboard: URLs of the dashboard cannot be used by other users.

Note

Lite and classic dashboards are entirely separate, and it is not possible to convert a lite dashboard to a classic dashboard and vice versa.

To create a new lite dashboard, click Add new.

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Enter the name of the dashboard and optionally, a description. Click Create.

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This displays the empty dashboard. We can edit the dashboards to add various dashboard widgets. To edit a dashboard, click Edit.

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This displays the dashboard in edit mode: a blank canvas organized into a grid of cells. Each row contains 12 cells. We can add widgets onto these cells to construct our custom dashboard view.

To add a widget click Add widget.

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We can add four types of widgets in a lite dashboard. They are:

  • KPI/Metric

  • Chart

  • Shortcut/Link

  • Text