Customize dashboards
Custom dashboards are a set of modified existing dashboards or dashboards created from scratch, focused on answering specific questions, and used for a detailed analysis.
Solve problems
Even though many customers may be satisfied with out-of-the-box (OOTB) analytics, some organizations have specific needs that OOTB solutions cannot meet. Customized dashboards enable the following:
- Making labels to be business-specific
- Applying existing internal reporting formats
- Adding a different point of view to an existing visualization for diversity
- Combining only required views on a single dashboard
- Adding a level of detail to deep-dive into a problem where needed
- Addressing issues related to visibility and understanding of available data with training or additional information
- Segregating data levels to limit views to the authorized access level
- Building a new solution from scratch
To build a custom dashboard, you need data to visualize and visualization tools.
Explore solutions
WorkFusion provides Reporting API, which is a set of tables, or Datamarts, that you can connect to any visualization tool to build custom dashboards.
The benefits of Reporting API are as follows:
- You are not limited to out-of-the-box dashboards if you need to make a more in-depth analysis. You can always put together your own report.
- You can use a BI tool of your choice against the data warehouse provided by WorkFusion.
- You can integrate the data seamlessly from WorkFusion’s data warehouse into yours.
Reporting API offers a data language for describing automation processes so that you can track progress and find bottlenecks for further improvement. Via the API, you can access the following operational metrics:
- Data from the main platform (Control Tower)
- Worker details and utilization (WorkSpace)
- Automation rates for processes (AutoML)
- Bot utilization and speed (RPA, Bot Execution Platform)
- Infrastructure metrics (CPU, Memory, and so on)
Building dashboards using Reporting API is easier than creating Excel visualizations:
- No need to understand complicated source data schemas.
- Column names are business user-friendly.
- All possible calculations are already included.
For a detailed description, read the Reporting API article.
Consider required skills
For building custom dashboards via Reporting API, you need the following:
- Understanding of the data schema in the database. For proper visualization, it is essential to select correct tables with appropriate data.
- Basic skills of using visualization tools, which is crucial for building dashboards. Some tools even provide a drag-and-drop mechanism for enhanced user experience, facilitating the dashboard delivery process.
The following advanced skills can be a plus:
- Thorough understanding of SQL and relational databases, which is essential to create advanced SQL queries for targeted data extraction or aggregation.
- In-depth knowledge of visualization tools to build dashboards with additional calculations, create mature objects, and share results.
Helpful links
The following existing guides help to understand the data schema, connect to required data, as well as create and deploy custom dashboards:
- Create custom dashboards
- Deploy custom dashboards
- Track transactions instructing on working with Business Processes to get necessary data
- Tableau video tutorials
Check out custom dashboard examples
Let's see how customization works for the OOTB Manual dashboard providing information on worker efforts and productivity.
The first customization example is based on the General Data Protection Regulation (GDPR) policy requiring no worker names to be displayed. Names are replaced with user IDs.
The second customization example enables several aggregation levels to deep-dive into information. When expanded, the Worker Name > Process Name > Task Namehierarchy provides information on worker efforts per task. When collapsed, it shows aggregated worker effort.
