insights
2024.10
false
Insights user guide
- Getting Started
- Access and Permissions
- Interacting with Insights
- Automation Hub Integration
- Historical data export
- Logs
- Performance and Scalability
- Real-time data export
- Troubleshooting
Automation Hub Ideas and Idea Ageing
Automation Hub Explores in Insights, covering the Automation Ideas and Idea Ageing data sets and the views each one exposes.
AGEING HISTORY
AGEING HISTORY
| Dimension | Description |
|---|---|
| Autogenerated-ID | Unique ID generated when creating the idea in Automation Hub |
| Is Current Phase Status (Yes / No) | Indicates whether the phase & status combination is the current one for the idea |
| Last Change Time | Time the idea was updated to the indicated phase & status |
| Repeated Phase & Status (Yes / No) | Indicates whether the idea was in the indicated phase & status combination before. In case the idea was in the indicated phase & status before, the information around the timestamp and the time spent on that phase & status before are not exposed in the data model. |
| Time in Phase Status | Time spent by the idea in the indicated phase & status |
| Measure | Description |
|---|---|
| Count | Count of ideas corresponding to the selected idea ageing filters |
AGEING HISTORY Phase
| Dimension | Description |
|---|---|
| Phase is Active | Showing if the Phases are in use or not:
|
| Phase Name | Phase Name as displayed in the user interface |
| Phase Order | Phase Order in the idea's lifecyle |
| Measure | Description |
|---|---|
| Count | Total number of times the phase appears for the selected pool of ideas |
AGEING HISTORY Status
| Dimension | Description |
|---|---|
| Phase Status is Active | Showing if the Statuses are in use or not:
|
| Status Name | Phase Status name as displayed in the user interface |
| Status Order | Phase Status order |
| Measure | Description |
|---|---|
| Count | Total number of times the status appears for the selected pool of ideas |
AGEING HISTORY Users - Change Author
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT
COMPONENT - ALL
| Dimension | Description |
|---|---|
| Average of Reviews | Average of the ratings given by the reviewers |
| Benefits | Benefits of the component |
| Compatibility | Versions of the products added as dependencies of the component |
| Component URL | URL of the component |
| Creation Date | Date when the component was created |
| Dependencies | Dependencies of the component |
| Description | Description of the component, as defined by the author |
| Is Active (Yes / No) | Showing if the component is deleted or not (Yes = component is not deleted, No = component was deleted) |
| Name | Name of the component, as defined by the author |
| Number of Applications | Number of applications referenced to be used by the component |
| Number of Categories | Number of categories for which the component is available |
| Number of Comments | Number of comments added in the component’s profile |
| Number of Manuals | Number of manuals uploaded by the author in the component profile |
| Number of Media Files | Number of media files uploaded by the author in the component profile |
| Number of Reviews | Number of reviews added by the users who downloaded the component |
| Slug | Component’s slug used to construct the URL. It is unique, auto-generated from the name of the component. |
| Summary | Summary of the component, as defined by the author |
| Type | Type of component: custom activity, snippet, workflow template, connector, dashboard, ML model, solution |
| Measure | Description |
|---|---|
| Count | Total number of components |
COMPONENT Applications
| Dimension | Description |
|---|---|
| Application Full Name | Concatenation of the application name, version and language for easier search |
| Application Language | Language of the application as defined in the Application Inventory |
| Application Name | Name of the application as defined in the Application Inventory |
| Application Version | Version of the application as defined in the Application Inventory |
COMPONENT Categories
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Category was created |
| Category Level Name | Default name “Business Area“ - can be customized in the user interface - find here the latest name |
| Category Name | Business area name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
COMPONENT Users - Author
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT Users - Curator
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT Users - Updater
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT Versions
| Dimension | Description |
|---|---|
| Number of Downloads | Number of component downloads performed by the users |
| Status | Status of the component's version |
| Version | Version number for the component |
| Version Creation Date | Date when the component's version was created |
| Version Last Update Date | Date when the component's version was last updated |
| Version Publication Date | Date when the component's version was published |
| Measure | Dimension |
|---|---|
| Count | Count of component's versions |
IDEA
IDEA
| Dimension | Description |
|---|---|
| Auto-generated ID | Unique ID assigned to each idea, in the Tenant DataBase. |
| Creation Date | Idea Creation Date. Can be different than the Submission date, in case of ideas saved of draft first. |
| Idea Name | Idea Name, as defined in the field Automation Name. |
| Idea Slug | Idea's slug used to construct Idea URL. It is unique. |
| Idea Source | The source type. |
| Idea URL | URL of the idea. |
| Last Update Date | Last idea update - can be a change in the Phase, Status, details in the automation profile, Cost-Benefit Analysis, documentation. |
| Priority | Idea's Priority |
| Submission Date | Idea Submission Date |
| Measure | Description |
|---|---|
| Count | Total number of submitted Ideas |
IDEA Applications
| Dimension | Description |
|---|---|
| Application Full Name | Concatenation of the application name, version and language for easier search |
| Application Language | Language of the application as defined in the Application Inventory |
| Application Name | Name of the application as defined in the Application Inventory |
| Application Version | Version of the application as defined in the Application Inventory |
IDEA Category - Level 1
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Category was created |
| Category Level Name | Default name “Business Area“ - can be customized in the user interface - find here the latest name |
| Category Name | Business area name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 1 |
IDEA Category - Level 2
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Category was created |
| Category Level Name | Default name “Category“ - can be customized in the user interface - find here the latest name |
| Category Name | Category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 2 |
IDEA Category - Level 3
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Sub-category was created |
| Category Level Name | Default name “Sub-category“ - can be customized in the user interface - find here the latest name |
| Category Name | Sub-category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 3 |
IDEA Category - Level 4
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Sub-category was created |
| Category Level Name | Default name “Sub-category“ - can be customized in the user interface - find here the latest name |
| Category Name | Sub-category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 4 |
IDEA Category - Level 5
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Sub-category was created |
| Category Level Name | Default name “Sub-category“ - can be customized in the user interface - find here the latest name |
| Category Name | Sub-category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 5 |
IDEA Phase
| Dimension | Description |
|---|---|
| Phase is Active | Showing if the Phases are in use or not:
|
| Phase Name | Phase Name as displayed in the user interface |
| Phase Order | Phase Order in the idea's lifecyle |
| Measure | Description |
|---|---|
| Count | Total number of times the phase appears for the selected pool of ideas |
IDEA Q&As - All Types
| Dimension | Description |
|---|---|
| Answer Data Type | The Answer's data type |
| Answer Display Value | The Answer value as displayed in the Automation Hub user interface |
| Answer Raw Value | The Answer's backing raw value as stored in Automation Hub |
| Creation Date | Date when the Answer was submitted |
| Last Update Date | Date when the Answer was updated |
| Question Assessment Source | This will indicate the type of Assessment the question belongs to (Overview, high-level assessment etc.) |
| Question Key | The unique identifier of a Question of type date, corresponding to the Variable name in the user interface. Title is not guaranteed to be unique. |
| Question Title | The Question Title as configured in the Assessment |
| Measure | Description |
|---|---|
| Count | Count of unique answers |
IDEA Q&As - DateTime Types
| Dimension | Description |
|---|---|
| Answer Display Value | The Answer value as displayed in the Automation Hub user interface |
| Answer Raw Value | The Answer's backing raw value as stored in Automation Hub |
| Answer (DateTime) Date | The Answer converted to a DateTime value |
| Creation Date | Date when the Answer was submitted |
| Last Update Date | Date when the Answer was updated |
| Question Assessment Source | This will indicate the type of Assessment the question belongs to (Overview, high-level assessment etc.) |
| Question Key | The unique identifier of a Question, corresponding to the Variable name in the user interface. Title is not guaranteed to be unique. |
| Question Title | The Question Title as configured in the Assessment |
| Measure | Description |
|---|---|
| Count | Count of unique answers |
| Max Date | Maximum date from the answers of date-type questions |
| Min Date | Minimum date from the answers of date-type questions |
IDEA Q&As - Default Benefits
| Measures | Description |
|---|---|
| Count | Count of unique answers |
| Currency saved / year per Company (Final) | Estimated benefit per company, measured in currency/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment. This also includes change requests for additional benefits. |
| Currency saved / year per Company (Initial) | Estimated benefit per company, measured in currency/year, from the Detailed assessment |
| Currency saved / year per Company (Revised) | Estimated benefit per company, measured in currency/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| Currency saved / year per Employee (Final) | Estimated benefit per employee, measured in currency/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| Currency saved / year per Employee (Initial) | Estimated benefit per employee, measured in currency/year, from the Detailed assessment |
| Currency saved / year per Employee (Revised) | Estimated benefit per employee, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it). This also includes change requests for additional benefits. |
| FTEs saved / year per Company (Final) | Estimated benefit per company, measured in FTEs/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| FTEs saved / year per Company (Initial) | Estimated benefit per company, measured in FTEs/year, from the Detailed assessment |
| FTEs saved / year per Company (Revised) | Estimated benefit per company, measured in FTEs/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| FTEs saved / year per Employee (Final) | Estimated benefit per employee, measured in FTEs/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| FTEs saved / year per Employee (Initial) | Estimated benefit per employee, measured in FTEs/year, from the Detailed assessment |
| FTEs saved / year per Employee (Revised) | Estimated benefit per company, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| Hours saved / year per Company (Final) | Estimated benefit per company, measured in hours saved/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment. This also includes change requests for additional benefits. |
| Hours saved / year per Company (Initial) | Estimated benefit per company, measured in hours saved/year, from the Detailed assessment |
| Hours saved / year per Company (Revised) | Estimated benefit per company, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| Hours saved / year per Employee (Final) | Estimated benefit per employee, measured in hours saved/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| Hours saved / year per Employee (Initial) | Estimated benefit per employee, measured in hours saved/year, from the Detailed assessment |
| Hours saved / year per Employee (Revised) | Estimated benefit per employee, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it) |
IDEA Q&As - Numerical Types
| Dimension | Description |
|---|---|
| Answer Display Value | The Answer value as displayed in the Automation Hub user interface |
| Answer Raw Value | The Answer's backing raw value as stored in Automation Hub |
| Creation Date | Date when the Answer was submitted |
| Last Update Date | Date when the Answer was updated |
| Question Assessment Source | This will indicate the type of Assessment the question belongs to (Overview, high-level assessment etc.) |
| Question Key | The unique identifier of a Question of type numerical or percentage, corresponding to the Variable name in the user interface. Title is not guaranteed to be unique. |
| Question Title | The Question Title as configured in the Assessment |
| Measure | Description |
|---|---|
| Average | Under the Average measure, we average all the answers from the various questions of type numerical and/or percentage - this requires additional filtering |
| Count | Under the Count measure, we count all the answers from the various questions of type numerical and/or percentage - this requires additional filtering |
| Sum | Under the Sum measure, we sum up all the answers from the various questions of type numerical and/or percentage - this requires additional filtering |
IDEA Status
| Dimension | Description |
|---|---|
| Phase Status is Active | Showing if the Statuses are in use or not:
|
| Status Name | Phase Status name as displayed in the user interface |
| Status Order | Phase Status order |
| Measure | Description |
|---|---|
| Count | Total number of times the status appears for the selected pool of ideas |
IDEA Tags
| Dimension | Description |
|---|---|
| Tag Name | List with all the Tags created. When associated with an Idea Name, reflects the tags applied for the idea. |
| Measure | Description |
|---|---|
| Count | Total number of tags used; Can be filtered by ideas |
IDEA Users - Process Owner
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
IDEA Users - Submitter
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login Date | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
METADATA
METADATA - Latest Data Refresh
| Dimension | Description |
|---|---|
| Last Data Refresh Date Date | Date when the Automation Hub data was refreshed last in the Insights application |
USERS
USERS - All Users
| Dimension | Description |
|---|---|
| Phase is Active | Showing if the Phases are in use or not:
|
| Phase Name | Phase Name as displayed in the user interface |
| Phase Order | Phase Order in the idea's lifecyle |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
Automation Hub Explores
There are 2 Automation Hub explores - Automation Ideas and Idea Ageing, each one giving access to a set of views:
| Automation Ideas | Idea Ageing |
|---|---|
| AGEING HISTORY | AGEING HISTORY |
| AGEING HISTORY Phase | AGEING HISTORY Phase |
| AGEING HISTORY Status | AGEING HISTORY Status |
| AGEING HISTORY Users - Change Author | AGEING HISTORY Users - Change Author |
| IDEA | IDEA |
| IDEA Applications | |
| IDEA Category - Level 1 | IDEA Category - Level 1 |
| IDEA Category - Level 2 | IDEA Category - Level 2 |
| IDEA Category - Level 3 | IDEA Category - Level 3 |
| IDEA Category - Level 4 | IDEA Category - Level 4 |
| IDEA Category - Level 5 | IDEA Category - Level 5 |
| IDEA Phase | |
| IDEA Q&As - All Types | |
| IDEA Q&As - DateTime Types | |
| IDEA Q&As - Default Benefits | |
| IDEA Q&As - Numerical Types | |
| IDEA Status | |
| IDEA Tags | IDEA Tags |
| IDEA Users - Process Owner | |
| IDEA Users - Submitter | |
| METADATA - Latest Data Refresh | METADATA - Latest Data Refresh |
| USERS - All Users |
- AGEING HISTORY
- AGEING HISTORY
- AGEING HISTORY Phase
- AGEING HISTORY Status
- AGEING HISTORY Users - Change Author
- COMPONENT
- COMPONENT - ALL
- COMPONENT Applications
- COMPONENT Categories
- COMPONENT Users - Author
- COMPONENT Users - Curator
- COMPONENT Users - Updater
- COMPONENT Versions
- IDEA
- IDEA
- IDEA Applications
- IDEA Category - Level 1
- IDEA Category - Level 2
- IDEA Category - Level 3
- IDEA Category - Level 4
- IDEA Category - Level 5
- IDEA Phase
- IDEA Q&As - All Types
- IDEA Q&As - DateTime Types
- IDEA Q&As - Default Benefits
- IDEA Q&As - Numerical Types
- IDEA Status
- IDEA Tags
- IDEA Users - Process Owner
- IDEA Users - Submitter
- METADATA
- METADATA - Latest Data Refresh
- USERS
- USERS - All Users
- Automation Hub Explores