KPI-based coloring in Process Explorer and Variant Explorer
Process Explorer and Variant Explorer both offer the functionality to color code events and connections in your process graph based on the type of activity or based on meeting a specified KPI threshold. For example, you can assign custom colors to specific events or connections in order to identify inefficiencies or bottlenecks in your process. You can also use colors to indicate the performance of an activity or connection KPI using custom thresholds, so that activities that have failed to reach a specified value will display in a different color than those that have exceeded it. For example, assigning colors based on these thresholds makes it easier to identify poorly performing activities that may be causing delays.
Color values can be specified for each KPI that is part of a custom KPI group. When the KPI group is saved, the coloring is updated in all components that are configured to include this KPI group.
Create a color mapping for KPIs
Go to your Studio View and enter the Edit Mode.
Select the explorer in which you want to add color mapping.
On the Settings tab, go to the KPI Groups section and click on the custom KPI group to which you want to add a color mapping.
On the KPI Settings, go to the Coloring section and then click the Add link.
In the Add Visual mapping window, enter a name for this color rule.
Choose the type of color mapping you want to use from the Add Visual mapping window and then assign values based on the sections below for the Gradient, Thresholds, or Categorical options.
When finished, click Save.
Gradient coloring
By using gradient coloring, you can choose how your values are colored based on their relation to the minimum, center, and maximum values assigned.
In the Add Visual mapping window, enter a name for this color rule and click the “Gradient” option.
Enter the lowest and highest values you want to display. Click the color swatch to assign a different color to either value, or leave these fields blank to include all data.
Click the Add center value link and repeat these steps to assign a central value if needed.
Click Save when finished.
Threshold coloring
By using threshold coloring, you can define the point at which your values change colors. Values above and below your specified threshold values will display in the assigned colors. You can further configure this mapping by adding more threshold levels above or below the initial value. Values in your View will change color when they exceed or drop below any of the assigned threshold.
In the Add Visual mapping window, enter a name for this color rule and click the “Thresholds” option.
Enter the threshold value in the field provided.
Click the color swatches to choose a different color for values higher and lower than the threshold value.
Click the Add lower threshold or Add higher threshold links to assign additional threshold values and assign colors.
Click Save when finished.
Categorical coloring
In the Add Visual mapping window, enter a name for this color rule and click the “Categorical” option.
In the Categories section, select a value from the dropdown.
Click the color swatch to assign a different color.
Click the Add link.
Repeat these steps to assign additional values to this color mapping.
Click Save when finished.
Assign a color mapping for KPIs
Go to your Studio View and enter the Edit Mode.
Select the explorer component in which you want to assign the color mapping.
On the Settings tab, go to the KPI Groups section and click on the custom KPI group to which you want to assign a color mapping.
On the KPI Settings, go to the Coloring section and then use the dropdown to select the color mapping you want to apply to the selected explorer.
To remove the color mapping and return to the default colors, go to the Coloring section again and click the Reset to default link. The selected explorer is refreshed and the default color mapping is applied.