The ProcessRobot Dashboard Designer is built to create graphs for data visualization.
In order for the correct data to be drawn on a chart, grid, or pie, a Filter is needed. The Filter can be set by following the below steps.
- Click on the inserted chart, grid, or pie.
- Drag the "Name" KPI Entry into the "Hidden Data Items" section as shown in the attached screenshot.
The "Name" corresponds to the "KPI Name" that is mentioned in your "Update KPI" Action in the Process.
- Right-click anywhere on the graph and choose the "Edit Filter" option.
- In the "Filter Editor" pop-up window, insert your filter by choosing the correct KPI.
To create your own Dashboard, review pages 997 - 1007 of the ProcessRobot Documentation.