Skip to content

Commit

Permalink
Merge pull request #3092 from MicrosoftDocs/rosikm-patch-2
Browse files Browse the repository at this point in the history
Rosikm patch 2
  • Loading branch information
v-aangie authored Dec 16, 2024
2 parents 0914d39 + be714a6 commit da7836f
Show file tree
Hide file tree
Showing 5 changed files with 43 additions and 29 deletions.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
34 changes: 28 additions & 6 deletions articles/minit/options.md
Original file line number Diff line number Diff line change
@@ -1,13 +1,13 @@
---
title: Application settings
description: Learn how to change application settings such as user interface language or set where the exported files will be stored in Power Automate Process Mining.
description: Learn how to change application settings such as user interface language or set where the exported files are stored in Power Automate Process Mining.
author: rosikm
contributors:
- rosikm
- v-aangie
ms.subservice: process-advisor
ms.topic: conceptual
ms.date: 07/18/2023
ms.date: 12/16/2024
ms.author: michalrosik
ms.reviewer: angieandrews
search.audienceType:
Expand All @@ -19,13 +19,35 @@ search.audienceType:

You can change the application settings in the **Options** tab.

- **Change general settings:** In the **General** tab, change general settings such as the user interface language or set where the exported files will be stored. You can also define the default duration format used for all newly created processes and views. To learn more, go to [View settings](view-settings.md).
- **Change general settings:** In the **General** tab, change general settings such as the user interface language or set where the exported files are stored. You can also define the default duration format used for newly created processes and views. Learn more in [View settings](view-settings.md).

- **Change viewing preferences:** In the **Process explorer** tab, change the default settings for view creation processes. These settings will be used whenever a new process view is created.
- **Change viewing preferences:** In the **Process explorer** tab, change the default settings for view creation processes. These settings are used whenever you create a new process view.

- **Change process map and social chart settings:** In the **Process map** tab, change the default settings for displaying the process map and social graphs, such as spacing between nodes, displaying the start and end nodes, or chart alignment. These settings will be used whenever a new process view is created.
- **Change process map and social chart settings:** In the **Process map** tab, change the default settings for displaying the process map and social graphs, such as spacing between nodes, displaying the start and end nodes, or chart alignment. These settings are used whenever you create a new process view.

- **Change process animation settings:** In the **Animation** tab, change settings for process animation. These settings will be used as default, whenever a new process view is created.
- **Change process animation settings:** In the **Animation** tab, change settings for process animation. These settings are used as default, whenever you create a new process view.

## Keep and analyze process model in cloud (preview)

[!INCLUDE[cc-preview-features-top-note](../includes/cc-preview-features-top-note.md)]

You can decide if the desktop application downloads the process model to your client computer and analyzes it locally, or keeps and analyzes it in the cloud. The second option allows you to eliminate limitations on your local hardware resources. It also allows you to analyze process models that are beyond your local computer capacity.

[!INCLUDE[cc_preview_features_definition](../includes/cc-preview-features-definition.md)]

To choose this option, follow these steps:

1. In the checkbox next to **Keep process model in the cloud (preview)**, place a checkmark.
1. Select **Save**.
1. Restart the application as prompted.

:::image type="content" source="media/options/options-download-checkmarked.png" alt-text="Screenshot of the 'Options' screen with 'Keep process model in cloud option' checked.":::

When you check the option, these sections are made:

- Data storage location
- Automatic download process data
- hidden and not relevant after the application restart

## Related information

Expand Down
38 changes: 15 additions & 23 deletions articles/process-mining-tutorial.md
Original file line number Diff line number Diff line change
@@ -1,14 +1,15 @@
---
title: Get started with the process mining capability
description: Learn how to use the process mining capability with sample data in a tutorial.
author: donums
author: rosikm
contributors:
- rosikm
- donums
- v-aangie
ms.subservice: process-advisor
ms.topic: how-to
ms.date: 07/03/2024
ms.author: derahonuorah
ms.date: 12/16/2024
ms.author: michalrosik
ms.reviewer: angieandrews
search.audienceType:
- flowmaker
Expand Down Expand Up @@ -39,44 +40,29 @@ The sample data in this tutorial is for illustration only and is fictitious. No
> If you encounter an error message while attempting to create and analyze a process, it may be due to a missing security role. To resolve this, please contact the administrator of your environment and request that they assign you the **Environment Maker** security role.
1. Sign in to [Power Automate](https://make.powerautomate.com).

1. Select your environment.

1. On the navigation pane to the left, select **Process mining**.

1. In the **Create new process** section, select **Start here**.

1. In the **Create a new process** screen, enter a process name, and then select **Import data**.

1. (Optional) Enter a description for your process.

1. Select **Continue**.

1. (Optional) Select a Power BI workspace to attach your process to and give your report a name.

1. Select **Continue**.

## Import data

1. In the **Choose a data source** screen, select **Text/CSV**.

1. Under the **Connection settings** heading, select **Upload file (Preview)**.

1. Select **Browse**.

1. Find and select **SampleData_AP_Refunds_Financial_EventLog.csv**, which you downloaded previously.

1. Select **Open**.

:::image type="content" source="media/process-mining-tutorial/open-sample-data.png" alt-text="Screenshot of the downloaded sample data file.":::

1. If you're asked to authenticate, select **Sign in** and follow the prompts.

1. Select **Next**.

1. When you see the power query, which allows you to transform your data, select **Next**.

1. Match the **Attribute Name** from sample data to the **Attribute Type** as appropriate. In this sample, the data attributes you’ll change are **InvoiceValue**, **Resource**, **StartTimestamp**, **EndTimestamp**, **CaseId**, and **ActivityName**.
1. Match the **Attribute Name** from sample data to the **Attribute Type** as appropriate. In this sample, the data attributes you change are **InvoiceValue**, **Resource**, **StartTimestamp**, **EndTimestamp**, **CaseId**, and **ActivityName**.

When you finish, the attribute mapping should look like the following screenshot.

Expand All @@ -93,12 +79,18 @@ When the analysis process is complete, you see a process map and a dashboard wit
Let’s take the analysis of our process beyond KPIs. We use the Power Automate Process Mining desktop app, where you can edit and analyze your processes created in the process mining capability.

1. From the command bar of the analytics report page, select **Download Process Mining app** to download it.

1. On the toolbar, select the environment from the top right.

1. Search for the process you created with the process mining capability in Power Automate (**AP Refunds Process**).
1. To display the default view, select **Default**.

Based on your settings, the process model is:

- Downloaded to your local computer and analyzed locally
- Kept and analyzed in the cloud (preview). You're notified about the availability of this option with message on top of your application.

:::image type="content" source="media/process-mining-tutorial/papm-desktop-message-marked.png" alt-text="Screenshot of the 'keep and analyze in cloud' message.":::

1. Select **Default** to display the default view.
Learn more about setting the new option in [Application settings](minit/options.md).

You’re ready to use the advanced capabilities of the Process Mining desktop app.

Expand Down Expand Up @@ -166,7 +158,7 @@ You created two different views. One view shows the paths that have the **Refund

1. From the **Views** dropdown menu, select **Refund w/ Special Voucher** > **Add layer**.

The process map that's created is a comparison of the two views.
The process map that is created is a comparison of the two views.

1. In the **Customize** panel, ensure that **Mean duration** is selected as the metric.

Expand Down

0 comments on commit da7836f

Please sign in to comment.