Process Explorer Automation

Hello, I don’t know why everytime I try to use the Process Explorer in my analysis I can’t 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 don’t 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 don’t 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