Did You Know: Be a Data Pro – No Experience Required

Here are a few tips to help you create custom dashboards using data from Nintex Hawkeye. Even without any prior data modelling experience, you can follow these easy steps and come out looking like a pro!

This post assumes that you’ve already taken the basic steps in your process intelligence journey: You have added beacons to your workflows, created the standard Process Intelligence Lens in Nintex Hawkeye, and collected your OData feed from Hawkeye to plug into Power BI. Now you’re ready to create a custom dashboard.

Step 1:

Using the OData feed, open the Hawkeye dashboard template in Power BI Desktop.

Step 2:

Once loaded, select “edit queries”. The data query (simply your data tables) will open in a new screen.

step 2Step 3:

From the data sets on the left-hand side, select “ProcessBeacon.” If the data has not come through yet, just click refresh and it will update.

Nintex Hawkeye

Step 4:

Remove the following columns using “Remove Columns” button in top menu ribbon:

  •  ProcessBeaconID
  • RecordUniquieID
  • WorkflowID
  • ActivityID
  • RemoteWorkflowInstanceID

*Be sure not to remove the “WorkflowInstanceID” column – this is your constant for the beacon columns. There will be a WorkflowInstanceID row for each time this workflow has run.

Nintex Hawkeye

Step 5:

Go to “Transform” in the top menu bar and select the first column of beacon names (“PropertyName”). These represent the names you provided those beacons in the workflow. Then select “pivot column.”

Nintex Hawkeye

Step 6:

Pivot by name and select “PropertyValue” from the drop-down menu. Also, be sure to select “Don’t aggregate” from the advanced options. Hit OK.

Nintex Hawkeye

You will see we now have new columns broken out by the beacon name.

Nintex Hawkeye

Step 7:

You will notice a number of fields with “null” value. this is because data wasn’t entered during the process, or the workflow might have been stopped/ canceled. For this example, I want to clean these up, so I simply filter the column.  (This step is really at your discretion).

Nintex Hawkeye

Step 8:

To save your changes, go back to the “Home” menu item in the ribbon and select “Close & Apply.”

Nintex Hawkeye

You will now see your Beacon data clearly listed on the right hand side, along with the other data sets relevant to the workflow.  You are now able to simply select the Power BI Visualizations (graphs), drag and drop those data sets into the relevant graph (e.g. “Building” over the maps visualization).

Nintex Hawkeye

These steps only take a few minutes and put you in a great place to start creating custom dashboards that answer your business questions. If you can do this much in a few minutes, imagine what you can start doing in an hour, or day. Check out something we created in a few hours:

Nintex Hawkeye

 

Visit the Nintex Community today to learn more and engage in conversations with fellow Nintex users! 

Lachlan Ainley

Lachlan Ainley is a Senior Product Marketing Manager for Nintex Hawkeye Workflow Analytics. Originally from Australia, Lachlan is passionate about the development and execution of marketing activities that highlight emerging technologies in cloud computing, analytics, mobility, enterprise applications, Big Data, IoT, virtual reality and machine learning. He currently lives in Seattle and enjoys playing Australian Rules Football for the Seattle Grizzlies in his spare time. Follow him on Twitter @Lainley