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,
Viana

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