In our previous blog you can find how to connect PowerBI to UiPath Orchestrator. Today we will demonstrate how to create useful monitoring reports.
Why Monitoring Dashboard is important?
After publishing robots in production, it is very important to monitor real time results of automated business processes in one centralized place. Using Power BI, you can present everything that is important for achieving goals defined initially and any other key statistical data showing bot execution results. Power BI offers boundless flexibility in terms of which data we want to show, and in which format. This solution is applicable to any RPA environment that logs its transaction results (UiPath, Power Automate, Blue Prism…).
We chose PowerBI to present all data because in this way we have everything in one place. We can create metrics that we want, define specific KPIs that we want to follow and create powerful visualizations.
What to present in Power BI reports:
- Different KPIs such as results of reduced time, cost efficiency, quality of execution and other measures about goals that are defined by top management and end business users
- Performance success rate for revisions and bot optimizations in maintenance phase
- Number of bots running in the organization, machines on which robots are executed
- Overview of transactions in many ways
All mentioned items and many others are important to determine and measure the success of the implementation of RPA in the company.
PowerBI example report
Data like process name, organization unit, type of robot, queue name which are presented on the report are stored in SharePoint list because of real time refreshing data in the report. You can store data in other sources by your choice. If you store data in excel you will need to set a gateway for real time refreshing data.
Data about transactions are retrieved from UiPath Orchestrator through connection which you can create through steps that we defined in our previous blog. Data from SharePoint and Orchestrator are connected through Queue name. When you directly connect PowerBI to Orchestrator there is a predefined time limitation, so that you can retrieve data for approximately past 12 months. If you need all transactions without time limitation, our advice is to get them with an API call out of PowerBI and store it in the database.
Dashboard presents all the basic information about RPA processes in the company. From Dashboard you can drill through other pages.
Table visual presents all organizational units and processes to which that process belongs. There is also a date when the process was published to production environment. The last column is about savings in minutes.
Beside the main table there are card visuals that present the number of processes, number of attended and unattended processes per selected organization unit. Also, there is a decomposition tree which visualizes data in multiple dimensions.
Through a dashboard report you can easily present the basics of robotic process automation across company. From main page, we can drill trough Process details page.
Process details page with drill trough for Process D
Process schedule page
On Process schedule page is calendar presentation when the process should execute.
Transactions overview presents successfully finished transactions per month, per process and per organization unit. There is a table with comparison of successfully finished transactions in the current month and in previous months. KPI demonstrates successfully finished transactions in this month where the target is the number of successfully finished transactions in previous month.
Monitoring of RPA bots in Power BI gives a powerfull overview of automatized processes in the company. This way you can follow different KPI-s, ROI, FTE savings, accuracy, quality and other RPA metrics. Reports present significant information about bot executions based on which you can optimize and improve quality of execution.