Case_key count including & excluding certain activities

Hi All,

I am still trying to work through the above issue.

I have adopted my code as per the below, but it is still not pulling the information correctly.

We have a touch-less flag in the backend which i am utilizing. The touchless flag in the backend, looks at whether or not the activities throughout the AP process were performed by bots. If that is the case, then the invoice is considered touchless. Now i would like to add certain activities, that regardless of who the user is, should also be considered touchless.

COUNT(DISTINCT CASE WHEN CASES.RSNonTouchlessFlag = 0 OR <%= Activities2 %> THEN CASES."_CASE_KEY" ELSE NULL END)

Variable for Activities2 : ACTIVITIES.ActivityEN = Start of FI PO Exception Approval

OR ACTIVITIES.ActivityEN = Start of Down Payment Approval

Doing this pulls the additional activities that i wanted, but it also pulls in activities not in my list, but that have also been performed not by bots.

Can someone please provide me with suggestion, that might make this work?

All the best,

Anna

Hi Anna,

regarding your original question: You wrote that you want to count activities, but in fact, youre counting cases based on activities. As probably every case contains an activity that is

, this condition does not change your result.

If you want to exclude a case if one of its activities equals Changes to Document, you need to calculate this information on case-level rather than on the activity level. You can either do this with PU functions, or use, for example, CALC_REWORK:

This returns the number of Changes to Document activities per case, so if its > 0, then you want to exclude the case. So you can adapt your CASE WHEN accordingly:

For the second question, Im not entirely sure what you mean by it pulls also other activities in. How do you check this? In the query, you again count full cases rather than activities, so as soon as one single activity of a case fulfills one of the conditions in your

, the case will be counted. If you want to count activities rather than cases, you need to return the activity column in the

.

Best

David

Hi David,

Thank you for your response & apologies for not being clear. Ultimately, I am looking to amend our touchless KPI. Currently, any invoices processed 100% via BOT are considered touchless. There are certain steps in our process that are performed by a manual user, however the business has decided that its not really a manual task but a triggering of sorts. Therefore, i need to include these cases that go through these specified activities only with the user being a manual user. If at other points in the process a manual user performs an activity, that invoice should not be counted in my overall count.

I thought the code in my 2nd question would fix this, but as you said, as soon as the Or condition is fulfilled then the invoice is counted. But really i only wanted it counted if its a manual user only in that activity and BOT for all other process steps.

I hope this is a bit clearer.

Thanks for your help.

Anna

d.becher:

COUNT ( CASE WHEN PU_COUNT(Cases, Activities.Activity, Activities.UserType = manual and Activities.Activity != Changes to Document ) > 0 THEN NULL ELSE 1 END )

Hi David,

Can you please give me a call when you have a moment. +44 (0) 7825 756905 . I believe it will be easier to explain over the phone what my goal is.

Cheers,

Anna

Hello,

I cannot call you unfortunately because I dont have a company phone.

You can contact me via email, and we can set up a zoom call:

d.becher@celonis.com

But what is wrong with the query I proposed? In my opinion this should satisfy your requirements.

Best

David