UiPath Insights (v2024.10)
About the UiPath Insights Training
The UiPath Insights training offers an introduction to the automation analytics field and the importance of measuring the automation program. It then positions UiPath Insights in the overall automation landscape and the UiPath Platform. The course then dives into the specific aspects of using Insights: how to access it, how to make the most of the standard dashboards (Processes, Queues, Jobs, Business ROI), how to customize them and even add custom data, as well as how to use forecasting. Finally, the course explores the different user permissions and how to configure them. You’ll also get the chance to practice with UiPath Insights.
UiPath Insights is an intermediate level course. It takes below 2 hours to complete. And at the end, you’ll receive a diploma of completion.
The UiPath Insights course is an intermediate level course. It requires prior knowledge of business intelligence and analytics concepts and tools, as well as basic knowledge of RPA and automation.
If this is your first contact with automation, go through the Introduction to AI-powered Automation course before continuing with this one.
This course was originally built using UiPath Studio version 2021.10. Although we're now aligning it with the 2024.10 version, the new features introduced in 2024.10 do not impact the core functionality covered in this course. Therefore, the videos and text remain fully relevant.
You may notice some visual differences between the 2021.10 version shown in the course and the 2024.10 version you are using. However, these differences are minor and should not affect your understanding or execution of the tasks.
Please refer to the official UiPath documentation, which will detail any small changes or new features.
Release notes for 2024.10 Enterprise Release.
Business Users
The UiPath Insights course covers automation analytics at the beginning and then goes into the practicalities of using the UiPath Insights tool. The full agenda includes:
1. Introduction to Automation Analytics:
Measuring Automation. Why Is It Important?
2. Getting Started with Insights
What Is UiPath Insights and Who Is It for?
Accessing Insights and Getting the Permissions Needed
Interacting with Insights
3. Working with Insights:
Working with and Customizing Dashboards
Configuring Custom Data
Creating and Managing Alerts
Working with the Business ROI Dashboard
Forecasting
4. Managing Users:
User Management in Insights
5. Practice
6. Check your understanding
At the end of this course, you should be able to:
Describe the importance and the benefits of measuring automation.
Define what UiPath Insights is and outline its key features.
Describe the prerequisites and steps required to gain access to Insights.
Recognize the standard templates: Processes, Queues, Robots and Business ROI.
Present the Insights data model and how it ingests data.
Edit dashboards by adding new tiles or by editing the existing ones.
Add dimensions, measures and filters to dashboards.
Configure custom variables and use them in dashboards.
Create and manage alerts in Insights.
Configure the ROI dataset and edit the Business ROI dashboard.
Describe each type of permission available in Insights.
Use the forecasting feature in UiPath Insights.
Once you complete this course, you will receive a Diploma of Completion.
The UiPath Insights course covers everything you need to know about the automation analytics component of the UiPath Platform. Once complete, there are additional courses you can take to further your knowledge of automation and the UiPath Platform. Explore the UiPath Task Mining Overview course. And check out all the other courses by clicking the ‘Related Courses’ tab.
