Unable to create custom fields in pie chart

[srijanani.kj]

Hi,

We tried creating customized dashboards with pie chart and customized fields metrics. We are trying to create pie chart with customized field metric like activity type, amount, etc… .

Any tip or sample on pie chart creation and custom field creation would help us.

[ashokkarale]

@srijanani.kj,

For this problem statement, you can use VBA code and invoke it from UiPath using Invoke VBA activity.

To get the VBA code for this, you can record the script in excel.

Thanks,
Ashok

[AJ_Ask]

Hi @srijanani.kj

You can use the insert chart activity

You can configure it like this example-

For ref- Activities - Insert Chart (uipath.com)

Hope this helps

[Robert_Velcu (Alexandru Velcu)]

In order to add a pie chart, you need to create a new dashboard or edit an existing one - you can then add a pie chart from the available chart types.

The pie chart will have a series of parameters that you need to configure, the most important ones being:

1. the fields that you want the pie slices to be based on
2. the metrics that the slice values should display

You can follow this page on creating a dashboard/chart - Process Mining - Creating dashboards
And this page with details on pie charts - Process Mining - Pie charts

For adding custom fields, you can follow this guide - Process Mining - Adding fields

[srijanani.kj]

Thanks for the tip. We have tried out adding fields as mentioned in documentation portal - Process Mining - Adding fields

Still we are facing issue - Once we add the new custom field via transformation query of output table SQL. we don’t see any errors in the log. also, we are unable to find the new field in the data model and pie chart metric selector list. Any tip regarding this issue would help us.

[baris.karakas]

Hello,
In order to see a parameter in your application please make sure the following steps are completed:
-In your Raw data column you need exists,
-If your column already exists in your Event_log file make sure it also exists in the resulting table of your Event_log_input.sql file (can you see it in the preview?) if not, maybe it is inside the
{{ pm_utils.star(source_table, except=['XXXX'] ) }},
clause.
-If your column is in the Event_log_input.sql result but it is a text column but you need it as Number,Datetime,bool etc make sure to include in your select star clause and then include it in a different row like below:

{{ pm_utils.star(source_table, except=['XXXX','myBooleanColumn'] ) }},
{{ pm_utils.optional(source_table, '"myBooleanColumn"', 'boolean') }} as "Automated",

-If your column comes from a different raw file make sure to join it inside 4-EventLogs\Event_log.sql file inside the Event_log as(…) CTE

Afterwards you should be able to see it inside your Data Manager tab and you can create your own metric. For example I wanted to see the return rates for my activities and I created a metric like below from existing columns:

Hope this helps
Best