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Hi everyone,

 

I am trying to calculate Automation Rate at Case Level.

Within my dataset, each case have more than one activities. And, any of the activity could be either manual or automated. However, in my calculation, if case does have any manual steps; automation rate should be zero. Do you know how can I calculate it as a KPI?

Hi Huseyin,

In the activity table, you can add an automation index. Value should be 0 for automated and 1 for manual.

Then you use PU_SUM to summarize the column on case level.

If this is > 0, you mark the case manual.

 

PQL for the KPI:

CASE WHEN

  PU_SUM (

    "_CASE_TABLE",

    CASE  

      -- condition for what you consider manual activity

      WHEN "_CEL_MERGED_ACTIVITIES"."USER_TYPE" = 'A'

      THEN 1

      -- condition for what you consider automated activity

      WHEN "_CEL_MERGED_ACTIVITIES"."USER_TYPE" <> 'A'

      THEN 0

    ELSE NULL

    END

  ) = 0

  -- when 0 it means all activities for the case are automated

  THEN 'Automated'

  ELSE 'Manual'

END

 

Or calculating the automation rate directly:

AVG (

  CASE WHEN

  PU_SUM (

    "VBAK",

    CASE  

      -- what you consider manual activitiy

      WHEN "_CEL_MERGED_ACTIVITIES"."USER_TYPE" = 'A'

      THEN 1

      -- what you consider automated activity

      WHEN "_CEL_MERGED_ACTIVITIES"."USER_TYPE" <> 'A'

      THEN 0

    ELSE NULL

    END

  ) = 0

  -- when 0 it means all activities for the case are automated

  THEN 1 -- fully automated cases

  ELSE 0

  END

)


Thanks for help, I've tried to implement these formulas but unfortunately it did not work for me.

I have created this formula:

sum (

CASE WHEN

  PU_SUM (

    DOMAIN_TABLE("A"."B"),

    CASE  

      WHEN "A"."C" in_like ('%X%', '%Y%')

      THEN 1

          WHEN "A"."C" not in_like ('%X%', '%Y%')

      THEN 0

    ELSE NULL

    END

  ) = 0

  THEN 1--'Automated'

  ELSE 0--'Manual'

  END

)

Result is: 3234

 

and this one:

 

(count(distinct "A"."B"))

Result is: 7807

 

I put them in the KPI list; they are working fine separately. However, when I use them in the same formula below; it is not working correctly

 

sum (

CASE WHEN

  PU_SUM (

    DOMAIN_TABLE("A"."B"),

    CASE  

      WHEN "A"."C" in_like ('%X%', '%Y%')

      THEN 1

          WHEN "A"."C" not in_like ('%X%', '%Y%')

      THEN 0

    ELSE NULL

    END

  ) = 0

  THEN 1--'Automated'

  ELSE 0--'Manual'

  END

)

 

/

 

(count(distinct "A"."B"))

 

Result is 0.425

But it should be 3234/7807=0.414

 

I really don't understand why it is working differently. Do you have any idea?


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