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

[MelanieGiuliani]

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!

[WillHughes]

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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[JamesMcLintock]

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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[SharmilShah]

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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[SynneGustavson]

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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[JamesMcLintock]

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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[WillHughes]

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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[MelanieGiuliani]

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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[SynneGustavson]

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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[JamesMcLintock]

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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[JamesMcLintock]

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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