Dashboard Actions

Interactions and actions are always an important part of efficient dashboards. That’s why we added the option to create Dashboard Actions in the ProcessMining extension.

The ProcessMining extension allows you to create dashboard actions to trigger other sheets (target sheets) on your dashboard. You can have multiple actions, acting on different target sheets and it’s also possible to have different types of actions. The ProcessMining extension supports Filter actions as well as Parameter actions.

Dashboard actions can be triggered by:

1. Selecting an Activity

2. Selecting a Path

3. Selecting a Variant

We have two types of Dashboard actions:

1. Filter actions. This action will filter the target sheet, based on the selection

2. Parameter actions. This action type will change the value of a parameter based on the selection.

Below an example of the interactive that can be obtained by using dashboard actions.

Creating an action is straight forward. Click on the “New Action” button and you will be shown a form that allows you to configure your action.

It’s not just the activities and paths within your process flow you are able to filter on, use the variants in the analytics tab too! Show the unique paths of your process filtered to the worksheets on your dashboard.

It’s not just the activities and paths within your process flow you are able to filter on, use the variants in the analytics tab too! Show the unique paths of your process filtered to the worksheets on your dashboard.

Setting up a new action

Hitting the ‘New action’ button will open a new view for you to configurate the dashboard action. Decide between having a filter action or a parameter action. Where would you like to have the action to be triggered? Activities, Paths and Variants are your options from the dropdown menu. When clicking on an activity on your viz they can be filtered on the ‘Cases’ or ‘Event label’ these options are dependant on which trigger is chosen.

Select target worksheet

Using the dropdown you will see the list of active worksheets on your dashboard, choose which one you would like to be your target worksheet. You can apply this filter to other worksheets by using the ‘Apply to Worksheets’ feature on the filter in Tableau. Go to above worksheet after you have filtered it at least one time from the ProcessMining extension. Then right click the filter and select ‘Apply to Worksheets’.

Clearing action

What will happen when you clear the action? ‘Leave the filter’ will leave the filter active in your view. ‘Show all values’ will clear the filter and finally ‘Exclude all values’ will filter out from the view (Be careful as Multiple actions can cause a conflict)