mpmX has always pursued the approach of self-service process mining. The aim of our software is therefore to enable users to build the required dashboards themselves with minimal effort. You can find out how this works in the following section.

 

Right-click on the dashboard in the app overview and select Open and edit to open the first worksheet. The worksheet is still empty.

 

The following explanations refer to a sample data set that contains the sales data of a company.

 

Standard editing mode and advanced editing mode

In this tutorial, you will use a combination of the standard editing mode and the advanced editing mode. In standard mode, you can quickly create content, while advanced mode offers options for fine-tuning visualizations and a more detailed layout of worksheet objects. You can also create diagram formulas in advanced mode. You can switch between these modes using the Advanced options button.

 

Start working in standard editing mode. Once you have created your visualizations, use the advanced editing mode to customize them.

 

From left to right, the standard editing mode has the following layout:

1.Fields

2.Master items

3.Properties

a.Data

b.Visualization

c.Filters

d.Presentation

4.Worksheet area

a.Advanced options button

b.The Dashboard you are designing

c.The source table

Dashboard1

 

Fields, Dimensions and KPIs

Visualizations are created using fields, dimensions and key figures.

 

Field

A field is a data object with values that is loaded from a data source. Basically, a field corresponds to a column in a table. Fields are used to create dimensions and key figures in visualizations.

 

Dimension

A dimension is an element for categorizing data in a chart. For example, the sections in a pie chart or the bars in a bar chart represent individual values in a dimension. Dimensions are often individual fields with discrete values, but can also be calculated in a formula.

 

KPI

A Key Performance Indicator is a calculation based on one or more aggregations. For example, the sum of sales is a single aggregation, while the sum of sales divided by the number of customers is a key figure based on two aggregations.