topic RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓ in Product Forum

❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

MelanieGiuliani — Thu, 11 Mar 2021 23:12:00 GMT

Hi Community!

We're excited to offer you a new way to engage with Blue Prism product experts in real time! On March 30th at 8-9am CT, our experts will be available right here in the Blue Prism Product community for a live Ask Me Anything session where they will answer your questions about Benefits, Visualizations and Reporting.

So, how does it work?
1) Enter any questions you have on the topic into the comments below
2) Tune back here on March 30th at 8am CT
3) Our experts will answer any questions that have been left here ahead of time, and will be on standby to answer any new questions that come in live during the 1 hour long session

*Please note: during this session we will not be able to provide answers around when new functionality may be incorporated into the product. However, we can provide clarity into extracting benefits, sharing the benefits, reporting, and analyzing the MI.

Want to download this event to your calendar as a reminder to tune back on the day of? RSVP or click "Download to Your Calendar" in the event here: Ask Me Anything - Benefits, Visualization and Reporting

So, do you have any questions on Benefits, Visualizations and Reporting in the Blue Prism product? Why not post below - now's the time to ask anything!

RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

sumire — Mon, 22 Mar 2021 01:07:00 GMT

Hello,

Thank you for organising a new way for us to ask questions.
I have a question about the tiles on my dashboard.
There is too little choice of tiles and data sources available, so I can't see the information I want to see on my dashboard.
One of the tiles I want to use is :

Are there any processes that have been "Pending" or "Warning" for more than a certain amount of time (e.g.1 hour) ?

Is there any way to make the tiles available that I want to use (e.g. by downloading them from DX) ?

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Mitsuko
Asia/Tokyo
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

JesseJenken — Mon, 22 Mar 2021 16:23:00 GMT

Related to reporting, what is Blue Prism's recommendation for a long term reporting solution of the work performed by the platform?

Our organization has implemented a solution which is currently preventing us from performing the Database Maintenance suggested by support, to resolve ongoing performance issues.

The organization's current reporting-source-of-truth is a copy of the production database, which is copied nightly and used from a secondary DB instance to feed BI tools. This is less than ideal for a number of reasons.

What does Blue Prism suggest, for being able to represent the value delivered by work items, long term?

Thanks!

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Jesse Jenken
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

zdenek.kabatek — Mon, 22 Mar 2021 21:28:00 GMT

Hello,

thanks for arranging for this as this definitely helps to manage expectations from new releases :).
1. Do you plan to prepare some web based reports which can be accessed by any user within an organization?
2. Do you plan to give business users without access to Blue Prism thick client to define/design their own reports again through some web interface?

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Zdeněk Kabátek
Head of Professional Services
NEOOPS
http://www.neoops.com/
Europe/Prague
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

_Amlansahoo — Tue, 23 Mar 2021 09:54:00 GMT

Hello,

Thanks for the opportunity. I have few questions though.

1. When the browser mode will work as it is working like HTML mode. if it's an enterprise tool why those options "Use fixed browser extension port". It should work seamlessly without choosing any other option as it's happening for other tool. I means if I am not selecting the fixed browser extension why it's throwing error "127.0.0.1 with append URL". Because it's no meaning of giving option to do testing without fixed port.

2. When we expect the browser based control room also the modified UI in Blue prism.

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Amlan Sahoo
RPA Consultant
Equinix
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

SharmilShah — Wed, 24 Mar 2021 05:22:00 GMT

Hello,

Thanks for providing this opportunity. I have a question:

1) Is there a plan to rollout support for different browsers like Chrome/Edge/Firefox in version 6.2. or earlier? I got to know that there were couple of bugs for internet explorer got fixed in v6.6 but not replicated to v6.2. With that we are facing lot of trouble in spying specially SalesForce. So wanted to confirm if critical bugs should be fixed in all version is a plan or not.

Thanks,
Sharmil

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Sharmil Shah
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

OlavoNeto — Wed, 24 Mar 2021 17:38:00 GMT

Hi, Melanie. I hate two questions.

1. How i can paste a Excel sheet in email body in Outlook?

I found some something similar in community, but not work.
https://community.blueprism.com/communities/community-home/digestviewer/viewthread?GroupId=139&MessageKey=3f384713-f3d2-4852-9624-48c3a21d305e&CommunityKey=ecea0082-1a23-4cd8-ab44-48e94657092e&tab=digestviewer&ReturnUrl=%2Fcommunity-discussions%2Fallrecentposts

2. How can i incorporate image in email body with outlook?
I'm attaching an image in the email, and using the image src in the html code, but it doesn't work.

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Olavo Neto
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

ykoike — Tue, 30 Mar 2021 04:58:00 GMT

Hi !

I want to show how many effect or impact our business by the Blue Prism processes to our board members.
Please let me know what recommend type of a report or a dashboard in this case, and how to make this.

Thanks,

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Yasuyuki Koike
Specialist
Toshiba IT-Services.corp
Asia/Tokyo
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

SimKahlon — Tue, 30 Mar 2021 13:08:00 GMT

What is the best way to visualize Blue Prism Data? We currently use Tableau to create Executive and Performance Dashboards - but would be nice to see if BP has an inherent capability and how can it be best used for extract maximum value and insights?

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Sim Kahlon
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

JamesMcLintock — Tue, 30 Mar 2021 13:19:00 GMT

Hi Zdeněk,

A web based control room and increased analytics in the native enterprise product is certainly in the minds of our product team, and on their roadmap. I've let them know about your question, so hopefully you can get a more detailed follow up as I can't speak for their roadmap timelines.

An immediate solution if you are servicing customers could be to suggest them to Blue Prism Cloud and their Hub offering, it does offer enhanced capabilities to the native product.

You could also look at data gateways or logging utilities if you wanted to use a third party software to achieve this; for example internally we been using Splunk since 6.4 to provide insights into business critical processes for our business users.

I hope this can be of help,

James

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James McLintock Design Authority
Process Analyst and Developer
Blue Prism
Europe/London
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

WillHughes — Tue, 30 Mar 2021 13:24:00 GMT

Hi Jesse thanks for your question!

Blue Prism has several reporting options available to help you and your organisation represent the value delivered by work items, these include:

Data Gateways - configuration within the System Manager allows users to push log data, including custom fields within processes to any external reporting system (information link: https://bpdocs.blueprism.com/bp-6-9/en-us/Guides/data-gateways/dg-introduction.htm?tocpath=Guides%7CData%20Gateways%7C_____0)
Reporting processes - you are able to download out-of-the-box releases via the Portal or DX which can be configured to produce custom exception, performance and work queue reports (portal link: https://portal.blueprism.com/products/vbos/queue-reporting)

Logging VBO - you can download a VBO release via the DX which enables users to configure case and process level logging. Users can include any fields required to create customized, real-time log files that can be consumed and visualised by any external reporting tool such as Splunk and Tableau (DX link: https://digitalexchange.blueprism.com/dx/entry/3439/solution/utility---logging)

I hope this helps!

Will

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Will Hughes
CoE Discovery Lead
Blue Prism
Europe/London
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

JamesMcLintock — Tue, 30 Mar 2021 13:27:00 GMT

Hi Sharmil,

Browsers and Blue Prism is always at the forefront of many of our developers minds; both RPA developers and our product developers internally. In regards to rolling out backwards compatible support, that's one for our Product Managers who will be made aware of your questions.

My immediate question back would be though - why are you using the UI? We have an extensive suite of connectors for SalesForce on the DX - find them here. Internally, we use SalesForces and with the API and their query language we are yet to find something we couldn't automate utilizing it.

Let me know,

James

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James McLintock Design Authority
Process Analyst and Developer
Blue Prism
Europe/London
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

SharmilShah — Tue, 30 Mar 2021 13:38:00 GMT

Thank you @James McLintock for looking into this. I had explored DX but these seems to be paid versions. I am unable to download it. Is there something I am missing?

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Sharmil Shah
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

SynneGustavson — Tue, 30 Mar 2021 13:41:00 GMT

Hi Mitsuko,

Thank you for your question.

In the analytics space within Blue Prism you can customize your dashboard tiles and add new ones. You can also create customize tiles by creating SQL stored procedures that provides the data used by the tile. Please see below for useful links that explains how to navigate the Analytics space, use SQL Stored Procedures and how to set the right permissions to be able to do it.

Editing the dashboard tiles and creating custom data sources: Dashboard tiles (blueprism.com)
Dashboard permissions: Analytics (blueprism.com)
Guide to tiles: Guide to Blue Prism Tiles_0.pdf
Video explaining dashboard and tiles: (Blue Prism) Part 43 : Working Session with Blue Prism DashBoards and Tiles (Detailed) - YouTube

I hope that helps!

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Synne Gustavson
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

JamesMcLintock — Tue, 30 Mar 2021 13:43:00 GMT

Hi Olavo,

Nice question, HTML and Blue Prism often don't play as expected.

Now, I can't see an issue with Luis Lopez work in the replied thread. I would ask as to why you can't just attach the excel or possibly convert to a standard HTML table as a workaround? The former seems logical, the latter annoying but a workaround none the less. If none of those work, then let me know.

As for inserting images, I've always found success with png's personally: attach the file as you've done and then reference with some HTML like the following "<br><img src="blueprism.png"/><br>".

Do you have a copy of the exact HTML you are using?

Best,

James

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James McLintock Design Authority
Process Analyst and Developer
Blue Prism
Europe/London
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

WillHughes — Tue, 30 Mar 2021 13:43:00 GMT

Hi Yasuyuki, thank you for submitting your question.

Blue Prism has several options available to help you produce reports and visualize the impact that Blue Prism processes are having on your organisation.

Analytics Dashboards: An information dashboard is presented to each user within the analytics section of the platform (these can be personal or global). These dashboards are configurable with pre-built or customisable data sources which enables users to define and present graphical reports (information link:
https://bpdocs.blueprism.com/bp-6-10/en-us/dashboards-ui.htm?tocpath=Interface%7CAnalytics%7C_____0)
Data Gateways - configuration within the System Manager allows users to push log data, including custom fields within processes to any external reporting system (information link: https://bpdocs.blueprism.com/bp-6-9/en-us/Guides/data-gateways/dg-introduction.htm?tocpath=Guides%7CData%20Gateways%7C_____0)
Reporting processes - you are able to download out-of-the-box releases via the Portal or DX which can be configured to produce custom exception, performance and work queue reports (portal link: https://portal.blueprism.com/products/vbos/queue-reporting)

Logging VBO - you can download a VBO release via the DX which enables users to configure case and process level logging. Users can include any fields required to create customized, real-time log files that can be consumed and visualised by any external reporting tool such as Splunk and Tableau (DX link: https://digitalexchange.blueprism.com/dx/entry/3439/solution/utility---logging)

I hope this helps!

Will

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Will Hughes
CoE Discovery Lead
Blue Prism
Europe/London
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

MelanieGiuliani — Tue, 30 Mar 2021 13:49:00 GMT

Hi @_Amlansahoo,

As this is a roadmap-related question, we're unable to answer this live during this session. I've sent your question over to Product Management, and hope to have an answer to your question soon! Once I receive a response, I will post it here.

Thank you,
Melanie

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Melanie Giuliani
Online Community Manager
Blue Prism
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

SynneGustavson — Tue, 30 Mar 2021 13:54:00 GMT

Hi Sim,

Thank you for your question!
As mentioned above the primary native option is to utilize the analytics space within Blue Prism where you can customize your dashboard tiles and add new ones. Please see below for useful links that explains how to utilize it.

Editing the dashboard tiles and creating custom data sources: Dashboard tiles (blueprism.com)
Dashboard permissions: Analytics (blueprism.com)

Another options is using third party BI providers such as Tableau, Splunk or PowerBI with data gateways that allows users to push log data within processes to external reporting systems. Link for more information: https://bpdocs.blueprism.com/bp-6-9/en-us/Guides/data-gateways/dg-introduction.htm?tocpath=Guides%7CData%20Gateways%7C_____0

I hope that helps!

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Synne Gustavson
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

JamesMcLintock — Tue, 30 Mar 2021 13:55:00 GMT

That's unfortunate Sharmil, let me speak internally to determine if we can share some our internal team assets.

If you don't hear back, prompt me in 24hrs!

Thanks!

James

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James McLintock Design Authority
Process Analyst and Developer
Blue Prism
Europe/London
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RE: ❓[March 30] Ask Me Anything - Benefits, Visualizations and Reporting❓

JamesMcLintock — Tue, 30 Mar 2021 15:16:00 GMT

Hi @Sharmil Shah,

I've dropped you a request, I've got some answers so lets take this to email and get this progressing.

Thanks!

James

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James McLintock Design Authority
Process Analyst and Developer
Blue Prism
Europe/London
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