Proactive analytics insights on dashboards

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 4 minutes to read
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    Summary of Proactive Analytics Insights on Dashboards

    Proactive analytics automates the extraction of insights from Performance Analytics indicators, delivering notifications on Platform Analytics dashboards about significant changes and events in processes. To utilize this feature, an active Performance Analytics subscription and properly set indicators are required.

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    Key Features

    • Daily Checks: The system checks indicators daily to generate insights cards for various events.
    • Insights Types: Insights cards can be generated for trends, target/threshold events, process mining, KPI Signals events, and key contributor guidance.
    • Process Mining: Insight cards can be created for anomalous state flows if Process Optimization is enabled.
    • KPI Signals: Uses standard statistical methods to identify significant changes, generating insights for outliers, short runs, long runs, and anti-signals.

    Key Outcomes

    Insights cards help IT process owners quickly identify and respond to performance issues. Cards are accessible via the Insights button on dashboards and remain visible for 14 days. Each card provides event details and links to relevant pages for further action.

    Limitations include the requirement for targets/thresholds to be set and KPI Signals to be activated for certain events to be shown. Key contributor guidance is only available for daily frequency indicators.

    Proactive analytics automates the extraction of insights from your Performance Analytics indicators. Receive notifications on your Platform Analytics dashboards of potentially interesting changes and events in your processes.

    Note:
    • Proactive insights are a utility for use with Performance Analytics indicators on Platform Analytics dashboards. To benefit from this feature, you need to have indicators set up. These can be indicators you created yourself or indicators that are included in Platform Analytics Solutions. For more information, see Performance Analytics.
    • You must have an active subscription to Performance Analytics to have Proactive analytics. For more information, see Activating your Performance Analytics subscription.

    • To activate or deactivate Proactive analytics and select which types of insight cards to show, open the dashboard settings. For more information, see Configure Platform Analytics dashboard settings.

    • Proactive analytics are available only on Platform Analytics dashboards, including technical dashboards. They are not available on responsive dashboards, including responsive dashboards that have been migrated to Platform Analytics in compatibility mode.
    Proactive analytics consists of insight cards on your Platform Analytics dashboards. The system checks your indicators daily. You can generates insights cards for the following events:
    Trends
    If an indicator is set to maximize or minimize but is trending in the opposite direction, an insight card is generated.
    Indicator target or threshold event
    A notification card is created when:
    • The target on a Performance Analytics indicator (KPI) is missed
    • The target on an indicator is likely to be missed (Predictive target)
    • The threshold of an indicator is breached
    • The threshold of an indicator is breached by an all-time high or low
    • The threshold of an indicator is likely to be breached (Predictive threshold)

    For information about setting targets and thresholds on a KPI, see Performance Analytics targets and thresholds. You can also set targets and thresholds on KPI Details.

    Process mining
    If you are using Process Mining, you can have insight cards generated for anomalous state flows related to the indicators on a dashboard.These insights are intended to help IT process owners. When you turn on process mining insights, select the process mining projects related to the dashboard.
    Note:
    • The sn_process_optimization_analyst role is necessary to see these insights.
    • Process mining insights are included in the DA Process Mining Insights plugin.
    KPI Signals event
    A signal as defined in KPI Signals is generated. KPI Signals uses standard statistical Process Behavior Charts to identify significant changes in processes. The following signals generate Insights cards:
    • Outlier: A score beyond the three standard deviation (3-sigma) upper or lower limit.
    • Short run: Four consecutive scores all greater than or all less than the average value, with three of the scores outside two standard deviations.
    • Long run: Seven consecutive scores all greater than or all less than the average value.
    • "Anti-signal": Informational message that the KPI has been stable for a long time.
    Important:
    KPI Signals must be configured for an indicator to generate KPI Signals events for that indicator. For more information, see Signal, no signal, and anti-signal and Activate KPI Signals monitoring for a KPI.
    Key contributor guidance
    A key contributor is a breakdown on a Performance Analytics KPI that the system identifies as having a particular impact. The system uses KPI Signals to make this determination, but you do not have to activate KPI Signals for the indicators. The system uses its own KPI Signals configuration.
    Warning:
    Be careful when you modify a Performance Analytics data collection job after the system has started to identify key contributors. You might alter the KPI Signals baseline or the evaluation interval or both. Consequently, you can have inconsistencies in the insights. If you notice such inconsistencies, identify the UUID for the affected indicator-breakdown combination. Then delete the corresponding record from the PA Correlation Analyzer State [pa_correlation_analyzer_state] table. For more information, see KPI Details UUIDs.

    Viewing insights cards on dashboards

    To see the insights cards, select the Insights button next to the Edit button. If there are new insights to view, the button is marked by an orange circle.
    The dashboard view insights button.
    A panel opens displaying insights cards. These cards have a lifespan of 14 days. You can scroll through the cards. The number of cards per page depends on the card size.
    The Dashboard Insights panel showing insights cards. These cards show indicators that have missed their targets.
    Each card shows the type of event that has occurred and the event details. Each card also has a button that opens the appropriate page for follow-up, depending on the insight type:
    Insight type Page opened
    Target or threshold KPI Details
    Signal KPI Signals
    Key contributor KPI Details (you have to set the filter on the key contributor manually)

    Limitations and requirements

    The Washington DC version of Proactive analytics applies only to Performance Analytics indicators.

    Target and threshold events are shown only when a target or threshold has been set on the indicator. For more information, see Performance Analytics targets and thresholds.

    KPI Signals events are shown only for indicators with KPI Signals activated. For more information, see Activate KPI Signals monitoring for a KPI.

    Key contributor guidance is provided only for Performance Analytics indicators with a daily frequency.

    While key contributor events are also based on KPI Signals, they do not require KPI Signals to be activated on the indicator.