According to Microsoft's roadmap entry, this web-based experience entered preview in March 2026 and reached general availability in June 2026 for Worldwide (Standard Multi-Tenant) cloud environments, with automatic enablement noted for admins, makers, and marketers. While roadmap timelines and marketing claims about "shortened analysis cycles" and "reduced training overhead" should always be read with a healthy dose of IT skepticism, technical documentation on Microsoft Learn (updated June 12, 2026) confirms the nuts and bolts of what has actually changed. Rather than staring at a single, fixed process overview, analysts and process owners can now construct customized, card-based dashboards arranged across dedicated tabs.
From Fixed Overviews to a Modular Web Canvas
At its core, Power Automate Process Mining ingests event log data to map out how business processes actually execute in practice, exposing hidden bottlenecks, loops, and compliance deviations. Historically, users relied on a basic web analytics report for high-level metrics and turned to the Process Mining desktop application when they needed heavy-duty slicing and dicing.
The new process intelligence experience overhauls that web overview into a customizable workspace. Note that the desktop application hasn't vanished—Microsoft Learn notes that underlying process views can still be defined in the Process Mining desktop app, and each selected process view can maintain its own independent set of analytical tabs on the web. A default view is generated automatically as soon as a process is created.
What makes this update genuinely useful for day-to-day IT and operations teams is how the interface separates different lines of inquiry. Instead of constantly reconfiguring a single screen—and losing your train of thought in the process—you can split your analysis into purpose-built tabs, arrange visual cards on a snapping grid, and apply cascading filters across the active tab.
Anatomy of the Process Intelligence Workspace
According to Microsoft Learn's interface documentation, the workspace is divided into five primary functional zones:
- Active Process View: Located at the top, displaying the name of the current process and the selected process view.
- Tab Bar: Positioned directly below the navigation breadcrumb, allowing users to switch between distinct analytical perspectives—such as Overview, Case Duration, Variant Analysis, or Top 3 Countries/Regions—without losing their place.
- Filter Bar: Seated right beneath the tab bar, displaying active filters as removable pills (each with a quick
Xbutton) alongside an Add Filters button. Any filter applied here cascades across every card and visualization on the current tab. - Dashboard Area: The central grid canvas where visualization cards live.
- Control Bar: Located in the top-right corner, housing the timestamp of the last data refresh, a manual Refresh data button to pull in the latest process data, an Edit tabs button (represented by a gear icon), and an Edit layout button.
Building the Dashboard: Dynamic Layouts and Card Types
The real work happens inside Dynamic layout mode. By clicking Edit layout in the top-right corner, the dashboard shifts into an editable grid canvas and opens the Add card panel on the right side of the screen.
Microsoft Learn documents eight specific card types available in the Add card panel:
| Card Type | Primary Analytical Function |
|---|---|
| KPI | Displays high-visibility key performance indicators using large numeric values. |
| Donut chart | Breaks down proportional data in a segmented circular format. |
| Process map | Visualizes the actual workflow path, including activities and connections. |
| Vertical bar chart | Compares metric values across categories using vertical columns. |
| Horizontal bar chart | Compares categorical values horizontally (ideal for long attribute names). |
| Line chart | Tracks trends and operational shifts over time. |
| Statistical grid | Presents granular process metrics in a structured tabular layout. |
| Variant DNA | Analyzes the specific patterns and characteristics of different process variants. |
When you click a tile in the Add card panel, it drops onto the canvas in an "uncustomized state." You then click Customize card on the tile itself to bind it to specific data sources, metrics, and visual settings.
To arrange the workspace, you click and hold a card's header to drag it across the grid; neighboring cards automatically shift to make room. Selecting a card reveals a blue border with eight circular resize handles—four at the corners to scale width and height simultaneously, and four at the edge midpoints to stretch or shrink a single dimension. To keep users from accidentally breaking the UI or rendering charts illegible, Microsoft enforces minimum and maximum size constraints on cards. Once your arrangement looks right, clicking Save when exiting edit mode locks the configuration in place.
Persistent vs. Temporary Filters: Keeping Baseline Data Intact
One of the smartest architectural decisions in this update is how it handles filtering. Anyone who has ever shared a Power BI report or an operational dashboard knows the chaos that ensues when a stakeholder accidentally alters a filter and panics because the numbers look wrong.
The process intelligence experience solves this by distinguishing between session filters and persistent filters:
- Persistent Filters: Added while inside Edit layout mode, these filters are saved directly into the tab's layout configuration. They establish the baseline scope for that tab and cannot be removed by users who are simply viewing the tab.
- Temporary Filters: Applied via the standard filter bar while viewing a tab. These appear as removable pills, cascade across all tiles on that tab for quick scenario comparison, and can be cleared at any time with the
Xbutton.
If you want to build a dedicated tab that only tracks high-priority European invoices or specific exception variants, you lock that scope in as a persistent filter in edit mode. When an executive or operations manager opens that tab, they can still drill down further using temporary filter pills without ever corrupting the underlying baseline view.
How to Set Up and Manage Analytical Tabs
If you are ready to test the new workspace in your environment, here is the exact workflow documented by Microsoft Learn:
- Open Your Process: Sign in to Power Automate, select Process mining from the left navigation pane, and select your process under Create new process (or choose All processes if it isn't immediately listed).
- Create a Custom Tab: Click the (+) button at the far right of the tab bar. In the Add tab dialog, enter a clear, descriptive title (for example, High Throughput Time) and click Add tab.
- Populate the Empty State: A brand-new tab opens with an empty dashboard message ("Your dashboard is currently empty"). Click the blue Edit layout button to open the card panel and start dropping visualizations onto the grid.
- Manage and Share Tabs: Click the Edit tabs gear icon in the top-right corner to view your total tab count and manage the list. Clicking the ellipsis (
...) next to any tab reveals options to Rename tab, Duplicate tab (which clones the entire card and layout structure as a template), Delete tab, Make public (indicated by a person icon, allowing you to share the tab with other users), or reorder tabs via Move up / Move down (which shifts them left or right on the bar). You can also drag and drop tabs using the six-dot handle on the left of each entry.
Critical Analysis: Where the Hype Meets Reality
Does this update make process mining more approachable? Undoubtedly. Allowing a business analyst to duplicate a complex tab, tweak two cards, and hit Make public is a massive quality-of-life improvement over rebuilding reports from scratch or forcing stakeholders to install desktop software.
However, IT administrators and process leads should keep a few practical boundaries in mind:
- UI Polish vs. Data Readiness: A flexible dashboard is only as good as the event logs feeding it. The process intelligence experience improves how insights are organized and consumed, but it does not magically automate data ingestion, clean up messy ERP timestamps, or fix missing security roles when importing dataflows.
- Manual Refresh Controls: While Microsoft's overview mentions "real-time data refresh" under general benefits, the actual interface documentation specifies a last-refresh timestamp and a manual Refresh data button in the control bar to update the view with the latest process data. Teams should treat this as an on-demand refresh workspace rather than a live-streaming telemetry monitor.
- Licensing and Access Boundaries: Although Roadmap ID 576869 notes that the feature is enabled automatically for admins, makers, and marketers, that simply means the UI switch is flipped on by default for licensed users. Users still require appropriate Power Automate Process Mining permissions and environment access—a boundary underscored by the fact that even Microsoft's own Learn documentation pages for these features carry an authorization notice at the top, and process creation itself requires proper security roles.
Ultimately, the process intelligence experience brings welcome maturity to Power Automate's web interface. By giving analysts granular control over grid layouts, tab templates, and persistent baseline filters, Microsoft has turned a static summary page into a practical operational workbench.