Process Charts

Charts

ProcessMind offers many chart types for visualizing and analyzing your process data. Each chart type highlights a different aspect of the data, so you can pick the one that fits what you want to show. Below are the chart types currently supported and the customization options available.

Choosing the Right Chart Type

• Bar Charts
  Use to compare categories or groups side by side, such as activity counts, durations, or throughput times. Best for showing discrete data comparisons.

• Column Charts
  Ideal for visualizing trends over time or comparing metrics across categories vertically. Works well for time-based data or frequency distributions.

• Line Charts
  Use for showing trends, progressions, or changes over time, such as case throughput over days or weeks. Great for continuous data.

• Area Charts
  Similar to line charts but with the area below the line filled in. Use to emphasize the magnitude of change over time or the cumulative effect of trends.

• Pie Charts
  Use for displaying proportions or percentages of a whole, such as activity types within a process or case distribution.

• Donut Charts
  A variation of pie charts, with a central space for additional information. Ideal for highlighting proportions while providing context in the center.

• Radial Bar Charts
  Use for grouped or categorized data in a circular format, comparing datasets while saving space.

• Gauge Charts
  Use for displaying progress toward a goal or KPI. Ideal for showing performance metrics at a glance or showing the number of cases in comparison with the total number of cases.

• Text Charts
  Use for displaying key statistics, metrics, or highlights in a textual format. Ideal for summarizing numbers or KPIs alongside visual charts. Text Charts can also add context or explanations to the data they present. Because they support markdown notation, you can format the text with bold or italic and include tables and images. For more information, see the documentation about Markdown. You can also mix text with expressions from the metrics and calculations to support dynamic content generation.

• HTML Frames
  Use for embedding external or dynamic content within your dashboard, such as custom charts, reports, or additional visualizations not natively supported.

Which Chart Should I Use?

Pre-configured Charts

These are data-level charts that are preset and available for use in ProcessMind:

• Pre-configured Case charts
• Pre-configured Event charts
• Sustainability metrics charts

You can attach these charts to attributes from a single dataset or multiple datasets, as long as they share a common element.

Sustainability Metrics

ProcessMind can track the carbon footprint of your processes. When your dataset includes a CO₂ column, you can visualize emissions per activity and bring them into your dashboards:

• Set it up: In configuring your dataset, map the CO₂ column to the tCO₂e field: the carbon footprint of each activity in tonnes of CO₂ equivalent.
• Add a chart: In the dashboard builder, the Sustainability group in the element library offers a tCO₂e per activity bar chart that sums emissions per activity.
• Analyze: Combine the chart with filters to compare emissions across segments, periods, or process variants.

Sustainability metrics are available with a Process Intelligence seat or higher.

Chart Customization Options

Each chart in ProcessMind can be customized with the following options:

General

• Chart title:
  Set a custom title for the chart. If not specified, the chart uses the element’s default display name (for example, “Events”, “Cases”, or “tCO₂e per activity”).

• Chart attribute: (not available for: Gauge Charts, Text Charts, HTML Frames).
  Select the attribute represented in the chart. The label varies by chart type (for example, “Bar attribute”, “Column attribute”, “X-axis attribute”, or “Slice attribute”). These attributes are color-coded by dataset, so you can identify specific elements at a glance.

• Text: (only available for: Text Charts).
  In this input attribute you can specify rich text using markdown notation to format the content. This allows you to create headings, lists, bold, or italic text, and more. For more information, see the documentation about Markdown. You can also mix text with expressions from the metrics and calculations to support dynamic content generation. With Text is Markdown off, the text opens in the Expression Editor: literal text stays as written, ${ ... } segments are evaluated, and your changes apply when you save the editor.

• HTML: (only available for: HTML Frames).
  Embed custom HTML content within the chart container. This allows for greater flexibility in displaying information and integrating external content. The HTML opens in the Expression Editor and applies when you save it. A default HTML template is given to manage DARK and LIGHT mode themes inside the HTML frame. You can also use the expressions and elements used in the Text section like ${metric} or ${total - metric}.

Metric

Each metric is detailed in the Metric Documentation:

• Norm Settings:

You can define custom norm ranges for your gauge charts to signal, for example, “good,” “caution,” and “warning” zones. Open the Norm Settings panel to add or edit these ranges. (You can add as many norms as you like)

To configure a norm:

• Add a new norm Click the + Add button to create a new row for a norm band.
• Name Enter a descriptive name for the norm (for example, Low, Medium, or High). Names help you identify each band in the editor.

Start / Stop

• Start: Set the lower boundary for the band. Leave this blank and choose Minimum from the adjacent dropdown if it should begin at the lowest possible value.
• Stop: Set the upper boundary. Leave it blank and choose Maximum if the band should extend to the maximum possible value.

Expression overrides
Click the ƒ icon on a norm row to base a boundary on an expression instead of a fixed number. Expressions are resolved from Process Settings constants, for example slaTargetDays * 86400000 or slaTargetDays * 86400000 * 1.5. They open in the Expression Editor and apply when you save it.

Options

Next to each boundary is a dropdown (Option) that defines how the boundary is treated. For example:

• Minimum/Maximum: ties the band to the overall chart’s min or max.
• Normal: uses the numeric value you entered and includes it in the band.

Color Click the colored swatch to pick the band’s color. Use contrasting colors for different ranges (for example, green for low, orange for medium, or red for high). If the colors don’t meet your needs, you can change them in the theme configuration under Chart colors.

• Fill Toggle Fill on or off to choose whether the band appears as a background to the chart (Fill) or as a single line. This applies to bar, column, area, and line charts.
• Delete Use the trash icon to remove a norm band.

How norms appear on charts. (Example: the gauge)

Once you apply norms, the gauge, for example, is segmented into color-coded arcs. The current value is shown with a pointer and numerically in the center. In the example below, the gauge is configured with three norms:

• Low: minimum up to 100 (green)
• Medium: 100–110 (orange)
• High: 110 to maximum (red)

With a value of 87 out of 120, the pointer falls in the green band, indicating the value is within the “low” range. This also colors the indicator bar to match the range it is in.

Setting norms this way gives viewers immediate visual feedback about whether a metric is within acceptable limits, approaching a threshold, or outside a safe range.

Secondary Metrics and Ranking

• Show ranking: adds the rank next to each category, so the highest and lowest values are obvious at a glance.
• Secondary metrics: open the editor to show extra metrics alongside the main one, for example case count next to a duration metric. Add as many rows as you need, choose the metric and aggregation for each, and use Expression… on a row to fine-tune its metric expression in the Expression Editor.

Filters & Sorting

• Chart Filters:
  Apply filters to the chart data to focus on specific subsets of information. All filters that are available in the filter section of the dashboard can be applied to the chart. These filters will be added on top of the already set filters unless you set the Apply Filters to off. In that case the filters will remain static on that chart only.

• Cases:
  Apply the chart to All cases, Open cases, or Closed cases.

• Sort by:
  Choose the sorting order (Auto, Ascending, Descending, etc.).

• Show Top X Items:
  Limit the number of data points represented in the chart to a specified maximum.

• Apply filters:
  Decide if the dashboard’s global filters should apply to this chart.

• Apply Time Filters:
  Specify whether time filters should be applied to the chart.

Labels

• Show Data Labels:
  Toggle on/off to display labels on top of chart points.
• Show X-Axis Labels:
  Enable or disable X-axis labels and customize them.
• Show Y-Axis Labels:
  Enable or disable Y-axis labels and customize them.
• Legend Location:
  Set the legend position (Top, Bottom, Left, Right).

Style

By using these chart types and customization options, you can create tailored visualizations that match your analysis needs.

Related topics

• Metrics: the metrics you can chart.
• Custom Dashboards: build your own dashboards.
• Expressions in Dashboards: dynamic content in charts.