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as I know that Case Explorer is extracting raw data from a data table and display. If I want to change the data that is display or view originally to other data for example the order is showing username but I want to change the way it display in the Case Explorer , what are the good practices that I can try?

 

 

Any advice or suggestion would be much appreciated.

Hi @junwei.chai,

 

The easiest way to achieve this is to edit the Case Table record in the Knowledge table.

To do so, follow these steps:

  • Ensure you have a Case Table assigned to your activity table in the Data Model
  • Find the Case Table in the Knowledge Model records.
    • image
  • Now you can change the formulas of the attributes, to manipulate the column values of your table.
    • Go to the record attributes (this will become your columns)
      • image
    • Click on one and replace the PQL formula for this attribute as you want (for instance, replace it with NULL to make it empty).
      • image

 

Note, if you want to pseudonymize User IDs, this can be done in Data Integration using the Vertica 'HASH' command. You can create an edited version of your table (for instance by creating a View) or just add a column that contains the Hashed version and drop the original column.


Hi @janpeter.van.d , Thanks for your reply! let me try and follow the way you suggest.

I have another question, what if the case explorer is not created using knowledge table instead it is created in Process Analytics and need to run a certain data job to transform the data. How can I achieve that by doing so?


Hi @junwei.chai,

 

To do so, you're permissions in Celonis should be set to Analyst with editing rights to the data pool. In here you create a job and a new transformation where you can create a new table or view using Vertica SQL. In your data model, you add this table and link it to the activity table.

 

If you are not familiair with Vertica SQL, I would recommend to follow courses about this topic on the Celonis Academy: Transform Data | Celonis Academy


Hi @janpeter.van.d, ok thanks for your suggestions. would test out everything you mentioned


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