QPR ProcessAnalyzer Chart

The ChartView allows the creation of customized charts to answer specific business needs, with measures and dimensions the user has selected. If you edit this view, make sure that the ChartView panel is placed on top of the QPR ProcessAnalyzer panel (you can do this by having the ChartView panel the last panel that you have moved), so that the BPMN editor is shown correctly.

ChartView allows configurable objects, such as cases, events, event types or flows, to be divided into configurable dimensions and calculable values (KPIs). In a basic form, the result of this analysis is a table with the following columns: (1) One column for each specified dimension, and (2) at least one column for each specified value. The result of this analysis is a table with one row for each unique dimension value combination.

Adding ChartView to View Designer Toolbar

It's possible to have a ChartView panel as a presentation object in the left side toolbar on the View Designer:
File:ChartViewToolbarButton.png

To have the ChartView panel on the View Designer toolbar:

1. Have the PA_SERVICE_LOCATION setting defined in the QPR UI database.
2. Place a panel with identifier "ChartView" in the "/QPR ProcessAnalyzer UI" folder:

File:ChartViewPath.png

ChartView is a versatile charting component for different visualizations and KPI calculations. ChartView is based on the following steps:

1. Choose objects to visualize, e.g. cases, events, event types or variations.
2. Choose how to slice (or dimension) the data into part, e.g. by attributes (regions, products), by durations or by dates (months, quarters).
3. Choose measures/KPI's to be calculated for each dimension. Measure could be e.g. number of items, average duration, or cost.

Visualization Settings

• Visualization: Choose how data is visualized. There are variety of charts available, and also a table, a pivot chart, and a KPI card. It depends on the visualization, which mappings can be selected for measures and dimensions.
• Stacking: Can be used to build series on top of each other, which better visualizes the sum of the measures across different series.
• % Stacking: Shows the measures as percentages of the sum of the measures. The total is thus always 100%.
• Polar Chart: Shows the X-axis as a circular instead of a horizontal line. The polar chart works with many chart types, such as column, line and area charts.
• Show Data Labels: When checked, numerical measure values are shown next to the data point in charts.
• Group Rows Exceeding Maximum: When checked and when number of rows is limited by the Maximum Rows setting, the extra rows are aggregated into the last row.
• Title: Custom title for a chart or table can be defined. When this field is empty, an automatically generated title is used in charts (table only has a custom title). To hide the title, a space character can be defined.
• Subtitle: Custom subtitle for a chart can be defined. When this field is empty, an automatically generated subtitle is used showing the chart filter (if defined). To hide the subtitle, a space character can be defined.

Data Selection Settings

• Analyze: Choose the process mining objects to analyze, e.g. cases, events, variations, event types or flows. Analyzed items can also be limited by a certain criteria. For cases, it's recommended to use chart filter if a subset of cases is needed.
• Slice into Dimensions: When checked, data is sliced in to the defined dimensions, and the row count depends on how many unique dimension values there appear in the data. When dimensioning is in use, a single row represents one or several analyzed items. When unchecked, data is not sliced into different dimensions, but each analyzed item is as a separate row in the data. There are thus as many rows as there are analyzed items.
• Sorting: Data can be ordered based on measures or dimensions, and both ascending and descending ordering is available. Sorting can also be disabled if it doesn't have any use, as sorting may affect performance. Note that for charts having numerical or date X-axis, sorting doesn't have any visible effect, because position of data points in the chart (columns etc.) depend on measure/dimension data values instead of order of rows.
• Maximum Rows: Number of rows returned are limited to this maximum count. This setting is useful with sorting to show only the most relevant information. In addition, there may be a large number of rows in certain selections, so the maximum should always be limited.

Measures, Dimensions and Columns

When dimensioning is used, measures and dimensions can be chosen. In dimensioning is not used, columns can be chosen.

Filtering Settings

In QPR ProcessAnalyzer, filters can be applied on two levels:

• for the entire dashboard: Dashboard filters are applied to all charts in the dashboard and they are visible in the main header.
• for a single chart only: Chart filters are applied only to the chart where the filters are defined for. Filters for a chart can be viewed and edited in the chart settings.

Chart filters and behavior for the chart filtering is defined in the Filter tab having the following settings:

• Chart Follows Dashboard Filters: When checked, the chart is filtered by the filters in the dashboard. When unchecked, the chart is not affected by filters in the dashboard, and thus the chart is based on data in the entire model.
• Create Filters from Chart: When checked, filters can be created based on selected items in the chart. When unchecked, no filters are created when clicking the chart.
• Update Filter During Selection: When checked, other charts are filtered during selecting items in this chart, enabling to preview filtering results in other charts before confirming the selection. When unchecked, a filter is created only when the selection is confirmed, improving smoothness of usage in large models.
• Chart Filter: Button to add filters that affect only this chart. There can be many filter rules defined. Filter rules can be edited by clicking them and removed from the recycle bin icon. The filters work in a way that only data that is matching to all the filter rules are shown.

Advanced Settings

• Visible Case Attributes: Only the defined case attributes are shown in settings where case attributes need to be selected from a list. This setting can be used to hide unnecessary case attributes to make lists shorter and easier to use. When no case attributes are defined, all case attributes are shown.
• Visible Event Attributes: Only the defined event attributes are shown in settings where event attributes need to be selected from a list. This setting can be used to hide unnecessary event attributes to make lists shorter and easier to use. When no event attributes are defined, all event attributes are shown.
• Visible Event Types: Only the defined event types are shown in settings where event types need to be selected from a list. This setting can be used to hide unnecessary event types to make lists shorter and easier to use. When no event types are defined, all event types are shown.
• Update Chart When Changing Settings: When checked, the chart is not updated automatically when changing chart settings, but when clicking the Apply button in the General tab. Disabling automatic updating improves performance in large models when changing several settings at the same time.
• Edit Custom Layout: Advanced settings for the chart and table can be accessed using the JSON format.
• Edit On-screen Settings: Measure, dimension, column and analyzed objects parameters can be defined as on-screen settings, i.e. the settings are always visible above the chart in the dashboard for quick access. The on-screen settings are defined as a JSON array, where each item is an object with following properties:
  • type: Either measure or dimension. If slicing into dimensions is disabled, columns correspond to dimensions.
  • index: Index of the measure, dimension or column starting from zero.
  • parameter: Name of the parameter.
  • label: Custom label for the setting.
  • newLine: Defines whether the setting is positioned to a new line for more spacing between settings.
  • maxWidth: Maximum width of the shown setting in pixels.
• Edit in Expression Designer: For testing and development purposes, clicking this button starts editing the current expression in the Expression Designer.
• There is also a dropdown list for showing different kind of technical information, such as expressions, queries and settings fed to the chart component.

Copy Chart Settings from Another Chart

You can copy chart settings and use them in another chart as follows: Go to the Advanced tab and choose from the bottom dropdown list Edit chart settings. Select all JSON and copy it to a clipboard. Go to another chart and to the same chart settings textbox, where paste the settings and click Save.