Question
Process Explorer Automation
Hello, I dont know why everytime I try to use the Process Explorer in my analysis I cant show the automation rate of the activities.
Every time I insert a Process Explorer component it appears without the Automation KPI.
I tried to set it up by myself in the Analysis Settings, Process Explorer KPIs but probably I dont use the right code Should I also include some formulas in Saved formulas & Variables ? If yes, which ones?
Many thanks for your precious help
Hi,
you are right with setting up the KPI in the Process Explorer KPI section. You dont necessarily have to use a saved formula or a variable, but I would recommend using variables for 1. the activities that are relevant for the automation rate (called AutoActivities in below formula)and the user types that are considered as automated (called AutoTypes in below formula).
I would also recommend to save the automation rate as a KPI so that in case you need to make any changes to the formula, you only have to maintain the KPI there.
For the Automation Rate, which you can also then add to the process explorer KPI, you can use following formula:
SUM( CASE
WHEN ISNULL("_CEL_XX_ACTIVITIES"."USER_TYPE") = 0
AND "_CEL_XX_ACTIVITIES"."ACTIVITY_EN" IN (<%= AutoActivities %>)
AND "_CEL_XX_ACTIVITIES"."USER_TYPE" IN (<%= AutoTypes %>)
THEN 1 ELSE 0
END )*1.0
/
(
-- # Automated Activities
SUM( CASE
WHEN ISNULL("_CEL_XX_ACTIVITIES"."USER_TYPE") = 0
AND "_CEL_XX_ACTIVITIES"."ACTIVITY_EN" IN (<%= AutoActivities %>)
AND "_CEL_XX_ACTIVITIES"."USER_TYPE" IN (<%= AutoTypes %>)
THEN 1 ELSE 0
END )*1.0
+
-- # Manual Activities
SUM( CASE
WHEN ISNULL("_CEL_XX_ACTIVITIES"."USER_TYPE") = 0
AND "_CEL_XX_ACTIVITIES"."ACTIVITY_EN" IN (<%= AutoActivities %>)
AND "_CEL_XX_ACTIVITIES"."USER_TYPE" NOT IN (<%= AutoTypes %>)
THEN 1 ELSE 0
END )*1.0
)
Hope this helps,
VianaReply
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