Process Analysis

Hi everyone, I’m looking for advice on how to track and display historical KPIs in Celonis so the values are not overwritten as source data changes over time. Example:I want to track the % of maintenance tariff codes for purchase order items (i.e., EKPO.BEST_STAWN filled vs. all items). Some of my KPIs also use relationships between EKPO, MARA, and LFA1.I need to calculate and store these KPIs in monthly intervals—to know exactly what the maintenance value was for each month in the past, not just recalculate it on current data. 1 What’s the best way in Celonis to store unchangeable monthly KPI values?2 Is it better to use Automated Table Snapshots (copy/freeze tables) or KPI Snapshotting (export results), or something else?3 If table snapshots are best, should I build them in the backend (SQL/jobs) or can I do it inside Celonis using A

Does the data transformations will affect with both full and delta load or they happened to be done only in full load in both case centric and Object Centric data pools 

Hi everyone,I have a question relating to the Insight Explorer and look forward to your help/ advice.In the related Knowledge Model, I have defined a KPI called Rate of transferred calls - ID =percentage_of_transferred_calls, with this PQL formula:KPI("count_of_transferred_call_segments")/KPI("count_of_calls")Unfortunately, this KPI does not come up on the list of Metrics that can be added to the Insight Explorer. If I search for its ID within the Insight Explorer configuration, I get the response:No Metrics foundFor additional context, count_of_transferred_call_segments has this PQL formula:sum( CASE WHEN "ECHI_CASE_TABLE_Call_Data"."transferred" = '1' AND "ECHI_CASE_TABLE_Call_Data"."disposition" = 2 AND "ECHI_CASE_TABLE_Call_Data"."outbound_call" = '0' THEN 1

I have a Knowledge Model, and I am not sure how do I import that knowledge model data into Celonis Forms. I am only getting options for UI aspects like text, table, numbers, etc .Please someone say how to do it ?

We have created OCPM with manual data after loading I’m not able to see the activities in process explorer. could you please help me with the issue.

Hi everyone,I’m currently using Case Explorer in OCPM, and I noticed that there doesn’t seem to be an option to export the table generated by it.Does anyone know of any workaround or alternative solution? Back when I was using CCPM, it was possible to export this data.Thanks in advance!

Hi everyone,I’m exploring ways to improve real-time communication in process workflows, especially for critical events like payment failures, delivery delays, OTP verification, or approval escalations.Currently, most setups rely on email notifications, but I’m considering using an SMS platform to ensure faster delivery and higher open rates for time-sensitive alerts.For example:Sending automated SMS alerts when an SLA is breached OTP or verification messages during user actions Delivery or transaction updates to customers Escalation alerts when a process is stuckHas anyone here tried integrating an SMS platform with Celonis (via APIs or external systems)?Also curious about:Best way to trigger SMS from Celonis (Action Flows / APIs?) Handling delivery reports and retries Managing high-volume messaging (A2P / bulk SMS use cases) Ensuring compliance and avoidin

Has anyone experienced this issue with the model-first approach?We’ve connected to CPM and mapped the CPM events to the corresponding events in the event log. However, after completing the mapping, PAM gets stuck in perpetual loading.To reduce data volume, we applied global filters in KM for:Cleared documents only Latest 365 days based on document dateThe issue still persists. Has anyone faced a similar, and what steps did you take to resolve it?

I am trying to build a benchmarking view so users can compare two different configurations of filters applied to the process. These filters can have different nature: process filters using process explorer, business attributes with dropdown components, etc.I already achieved this in the past using legacy views. I just created an aux view that I embedded twice in a parent view, making sure that the filters did not propagate from one to the other. This was super helpful, since the embedded views even had an upper panel that showed what filters were applied in each benchmarking side. As you can see, no variables were being used.I am now trying to build the same thing in the enhanced views, but I am not able to do it since the embedded views option is not available anymore. I did an attempt using modules, even with different knowledge models, but it did not work as expected.Is there a way to achieve this? Thanks

Hi, I’m trying to Create records in knowledge modelThis is so that I can connect this record in my Power BIHowever, when I try to create one, I’m not able to create attributes I can see the table output belowBut when I try to save this, it says Invalid PQL.I’m new to Celonis. Is there a syntax I have to maintain? 

Hi Community,I am struggling to reproduce a classic SQL join pattern in Celonis PQL and would appreciate some guidance. ### Data ModelI have an **N:1:M relationship** between three tables:- **Table A** – Material (1 record per material)- **Table B** – SalesOrg-related attributes   - N records per material   - Foreign key: `B.material_id → A.id`- **Table C** – Plant-related attributes   - M records per material   - Foreign key: `C.material_id → A.id` ### What I want to achieveFor each material, I want to display **all possible combinations** of SalesOrg and Plant, i.e. the cartesian product of tables B and C per material. ### SQL reference (works as expected)In SQL I would do something like:SELECT  A.id,  B.org, C.plantFROM ALEFT JOIN B ON A.id = B.material_idLEFT JOIN C ON A.id = C.material_id

Hi everyone,I'm using the Conformance Checking feature in Analysis to model a process and run conformance checks on a case‑filtered event log (since multiple processes are included in the same dataset).When I switch to another process variant and upload a new process model, the Readable conformance explanations start referencing incorrect activity names. However, the underlying conformance checker results still show correct explanations.It seems related to the REMAP_INTS function that runs in the background, creating a temporary INT column on the activities table and mapping these integers to activity names. My assumption is that this mapping is not being refreshed when switching filters or uploading a new model.My main question:→ How can I reset the Readable conformance results after changing filters or uploading a new model?Secondary question:→ Is th

Hi - Is it possible to 1. Use PAM in a View or 2. Recreate the PAM formulas with PQL?

I’m encountering a refresh/dependency issue with a cascading dropdown setup in Celonis Studio. I have a bar chart histogram where the user selects: Dropdown #1 (Date field): “Ordered Date” or “Submit Date” Dropdown #2 (Time interval): Days / Weeks / Months / Quarter / Years The Bar Chart buckets the selected date field by the selected interval. Current logic / dependency chain:Dropdown #1 stores the selected date column PQL into: ai_purchase_analysis_histogram_dd Dropdown #2 is a dependent control: It uses ${ai_purchase_analysis_histogram_dd.pql} for its data. It stores the PQL into: graphtimeinterval Bar chart dimension uses: ${graphtimeinterval.pql}The issueThe chart updates when:

I have a date/time field, but somehow DAY_OF_WEEK(table.column) with %A as formatting always returns Thursday.To strip the time, I'm using Round_day() which makes 2024-07-03 from a 2024-07-03 21:23:35 timestamp, but returns Thursday, but it should be Wednesday for July 3rd. I can add a extra column from source tables, but prefer an easy PQL formula.PS: I'm using the new view experience. DAY_OF_WEEK ( ROUND_DAY( "eventproperties"."reportdate"))

Hi guys!I feel kind of stupid to ask this kind of question but I can’t find a way to show the current year (currenly “2026”) in a chart title or column header.In the studio it was easy:I created a variable as “static value” type and used thePQL “YEAR(TODAY())”.In my chart I added the result with a syntax like“Target Achievement (Year <%=current_year%>)” Now in the views I can’t use PQL to populate a variable.I can calculate the year in a KPI - but I can’t use that in a title or column header. What am I missing??I need this variable to be populated automatically, not hardcoded or assigned manually!Thank you guys,br Florian

Hello everyone,When a filter is applied (e.g., for a specific source system or company code), other filters still display values outside the selected scope with 0 values.Is there a way to hide these values completely instead of showing them as 0?  

Hello Everyone,I have a scenario where I need to calculate the automation rate of a process. However, there is a specific condition: I need to exclude all activities that occur between the Approval Task Start and Approval Task End. These approval segments may appear multiple (N) times throughout the entire process.Please let me know if you have encountered a similar situation before or if you have any recommended approach for handling this type of exclusion logic.

Hi everybody,I’m hoping to get some help/ additional information from you.I intend to start using the Weekday calendar option in order to get more precise throughput times in Celonis Studio. I understand that, in Data - Data Integration - Data Models I need to select the respective Data Model, select the Calendar tab, toggle on the “Use calendar options” on, select “Weekday calendar and then select working day and enter start- and end-time for them.My question/concern relates to the information that times are in UTC. This could be an issue, since activity timestamps in the activity table within this model are all in AET/AEDT. How do I deal with this?I look forward to hearing from you. Thanks.Kind regards, Vladimir

Hi all,i got a strange issue. In view → table, i can see value “-” in column ‘Region’.However, when I try to search it in column search dialog , i can’t find it.The datasource of this column is coming from a customize excel sheet.  Can anyone help on this issue ?

Hi community.I have a question regarding WORKDAYS_BETWEEN function, currently, I’m trying to get the number of workdays between the creation date of a ticket and its current date, according to Argentine calendar. This is the PQL I have so far.WORKDAYS_BETWEEN ("XXXX"."fields$created",TODAY(),  FACTORY_CALENDAR(            "FACTORY_CALENDAR_ARGENTINA"."START",            "FACTORY_CALENDAR_ARGENTINA"."END"        ))For some reason, the PQL doesn’t return any results for any case. I tried this calculation with other functions like DAYS_BETWEEN instead, and it works. However, I need to take into consideration only the Argentine workdays.I’m not sure if WORKDAYS_BETWEEN supports the TODAY() functions. Has anyone faced a similar problem? Best!

Hey, my goal is to setup a line chart that is showing the “open tickets by time”. The issue is that the status of the ticket is changing in the db, means i cannot say: Last week I had 20 open tickets (because the status of these “old” tickets changed already to closed and not open anymore), this week i am having 14 open tickets → trend is great. Do you have an idea on how i can establish such a graph? Maybe over the activity table or with somehow backups?

Hello, I have an issue with a large number of Action Flow connections being saved under every analyst’s account, and wonder if it is possible to remove them, so that every analyst will only have 1 connection (via their API key) associated with the Action Flows. If it is unclear what I mean, under some Action Flow module (e.g. Query Data), there is a list of connections that you can use to get the module working, which I am trying to delete and establish only 1.  

Hey, I am curently working on creating a dashboard for employees as a view where they can simultanously write back to each line in a custom “comment”-column. Basically the inline editing function from the new Views.Sadly I want to do this for a rather large data model.  Is there a way to have inline editing or something similiar for bigger tables that exceed 30M Rows? Or can I put some sort of filter on that table in the front end to minimize the rows below 30M. Or does it have to be in the back end? Thank you!

Good morning,I need to create a date filter for the start date on a graph, and the date is a user input, so I create a Date Picker as input box and save it as a variable.I struggle with the PQL in my graph FILTER PQL statement:FILTER “table”.”datecolumn” >= {d ‘${my_start_date_variable}’} But I get this error message  How do I adjust my PQL to get the date format correct? The date picker has a standard format that cannot be changed. I also tried this, and it does not work:FILTER “table”.”datecolumn” >= ({d '${my_start_date_variable}'}, FORMAT ( '%Y-%m-%d')) Any assistance will be appreciated.  Thank you,Denise