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Process Analysis

In the Process Analysis topic, you can ask questions and start discussions about systematically examining workflows to identify inefficiencies, capture value opportunities, and get recommendations for improvements using Process Mining and AI.

  • 664 Topics
  • 1,673 Replies
662 Topics
Damian
Level 2
DamianLevel 2
asked in Process Analysis
Filtering Cases by specific activity

Hello,My goal is to create a filter which, after clicking, will only show cases which contain specific activity in them. In my case I want to include all cases which do contain activity with string ‘reject’ in the name of activity.I’m trying to create a filter with this expression:  FILTER MATCH_PROCESS_REGEX ( "_CEL_MERGED_ACTIVITIES"."ACTIVITY", 'X' >> LIKE '%reject%' ) = 1;             Although it does not seem to be working.How can I create and apply a filter to show only all cases which do have such activity?

404
Damian
Level 2
Sony Shrestha
Level 3
Sony ShresthaLevel 3
asked in Process Analysis
PQL query (KPI)to get count of all objects where resource of Create Invoice matches with Resource of Approve Invoice

I have event log as leading_object_id activity_name resource1 Create Invoice A1 Approve Invoice Z2 Create Invoice A2 Create Invoice B2 Approve Invoice BI want to write PQL query (KPI) such that I get count of all objects where resource of Create Invoice matches with Resource of Approve Invoice. How can I achieve this?

191
Rami Agha Kassab
Level 3
Hafsa
Level 2
HafsaLevel 2
asked in Process Analysis
Process analysis

Hello,To better analyze the Service Now process (a very complex process with many parallel tasks and loops...) in Celonis, is it preferable to use the pm_project and pm_project_task tables or the sys_audit tables?Thank you,

371
mariia.meles
Level 2
Clearner
Level 2
ClearnerLevel 2
asked in Process Analysis
Invalid PQL query. TRANSIT_COLUMN: No join path between the case tables

I am using the free version and custom functionality.Have two event logs and trying to create two flows with transition using the process explorer.Data model, KM, Data Explorer everything is working.  In the KM link between logs is enabled. In Views - Process explorer , it shows two flows. but the transition is not showing so trying to enable the configure transition in the Transition toggle and getting the error as Invalid PQL query. TRANSIT_COLUMN: No join path between the case tables1.What should be data structure.?2.Do we need same event in both logs?3.How does multievent log works with Transition enabled in backend.   

231
Clearner
Level 2
manuel.wetze
Level 5
manuel.wetzeLevel 5
posted in Process Analysis
Best practices to share Insights found in a Dashboard

Hi Community I need your inspiration for a big challenge of mine: Share an Insight made on a dashboard to colleagues with the least amount of effort. a bit of context:I have an Analytical Dashboard, it is not ment for Management and its not Operational. Its purpose is for Process managers to analyze the visuals and find inefficiencies. Now quite naturally if the enduser found something they want to communicate this finding (current Values+ be able to document which filters allowed to come to this finding). Receivers of those findings could be:other Users of the same Celonis Dashboard or persons which do not have Celonis access and also should not have it.Ideally I would like to have a Button or Action within a table called “Share Insight” which automates the  process for the enduser as much as possible. My initial thoughts around this:“Export PDF” is nice to share with non-celonis users. “Share Link to this view” (with Filters) is great to share with those who have viewing rights on th

210
manuel.wetze
Level 5
leonardo.spina
Level 3
leonardo.spinaLevel 3
asked in Process Analysis
How to use PQL Conformance query?

Hi Celonis team, If I have Activities ‘A’, ‘’B, ‘C’ , how do I confiugre the petri model inside the Conformance query found in CONFORMANCE?If Synax is as per below, whee do I add A B C, provided A is starting activity and C ending activity?NB: I don’t have a BPMN model. CONFORMANCE ( activity_table.string_column, [ places ], [ transitions ], [ edges ], [ mapping ], [ start_places ], [ end_places ] ) I’ve tried the below without success, based on the examples from the website:  CONFORMANCE ( "ACTIVITY_TABLE"."ACTIVITY",[],[],[],[['A' 'B'] ['B' 'C'] ], [], ['A'] , ['C' ] ) andCONFORMANCE ( "ACTIVITY_TABLE"."ACTIVITY",[],[],["T_01" "T_02" ],[['A' 'B'] ['B' 'C'] ], [['A' "T_02" ] ['C' "T_02" ]], ['A'] , ['C' ] ) Thank you again for your help! Leonardo

150
leonardo.spina
Level 3
yuyao.wang13
Level 3
yuyao.wang13Level 3
asked in Process Analysis
Conformance Checker in View

Hi,We previously built the conformance checker in Analysis, but after migrating to View, I couldn’t find the feature. Does this mean that the conformance checker is not available in View?Looking forward to your clarification.

794
leonardo.spina
Level 3
kailash.potha12
Level 5
kailash.potha12Level 5
asked in Process Analysis
Do we have an option to select a KPI in text box in new views ?

Is it possible to use a KPI in a text box like in Legacy Views? I currently use this to display the last data refresh date of the use case in Legacy Views, but this option isn't available in New Views. Has anyone tried using any other component ?

282
kailash.potha12
Level 5
MrAj
Level 3
MrAjLevel 3
asked in Process Analysis
Failed to auto save the View. Please save your changes manually

I'm encountering a persistent error in the View: "Failed to auto save the View. Please save your changes manually." Even when I attempt to save the changes manually, the View does not get saved, and none of the modifications to the UI are being retained. Is anyone getting the same issue? what could be the possible resolution?

412
MrAj
Level 3
HsJaSe
Level 2
HsJaSeLevel 2
asked in Process Analysis
Rework analysis

Hello,I am just starting with Celonis and I have the following question: I would like to find out which activities are repeated the most (rework). What could a corresponding PQL function look like? I have already looked at Calc_Rework and Index_Activity_Type, but both do not provide me with the right function because I would like to look at the rework number of activities across all cases (across all sales orders together) in order to make a statement about which activities cause the most rework in the company under consideration.Thank you very much in advance!

280
HsJaSe
Level 2
jacob.fehli11
Level 2
jacob.fehli11Level 2
posted in Process Analysis
Experiences with Process Adherence Manager

Hi everyone,the company I work at is interested in using the Process Adherence Manager (PAM). We already started setting it up for a first use case. While doing so, we encountered some questions. We would be very happy if some of you could share your experiences with PAM, particularly regarding (but not only limited to) the following questions:How do you handle numerous deviations that might be acceptable in some cases but not in others? Is it better to filter on each variant based on known attributes and break it down by creating multiple PAM instances? Or can it be a solution to create a lot of “allowed deviations”? Is PAM more suitable for complex processes including multiple objects or is it more effective to look at little sub-processes individually? The idea behind this question is that when a large process with deviating variants, the conformance rate tends to be low. Do you have experience if there are any types of processes where PAM is strong at and if there are processes whe

280
jacob.fehli11
Level 2
gauri.pai11
Level 3
gauri.pai11Level 3
asked in Process Analysis
Table missing in new version of views

Hi team,I am working on creating a dashboard out of a table created by TASK(cel Task).I am able to find the table in legacy view but not in new view.Please find attached screenshot of legacy view and new view. Legacy view: New view:Can you please help me in this? Thanks and Regards,Gauri Pai

170
gauri.pai11
Level 3
leonardo.spina
Level 3
leonardo.spinaLevel 3
asked in Process Analysis
Daily Average of IDs, daily period is dynamic (depends on Graph)

Hi all,I have a set of IDs/Case Keys that is spread accross 2023-2025. Focusing on 2024, I would like to calculate the daily average based on the Last activity dates.These IDs are divided in products, so when I create an OLAP table in Studio Views, then it takes the IDs per product, for large samples it’s closer to a correct daily average. On the other hand, when the product has 1 or 2 case IDs, then the Daily average is far from correct.Instinctively, I believe I should create a DOMAIN_TABLE but it doesn’t work. I tried using GLOBAL but it is not accepted.Hereby the code i’m using:Originaly:KPI("number_of_cases")/(  MAX (REMAP_TIMESTAMPS (PU_LAST("PROD_CASE_TABLE_DR", "PROD_ACTIVITY_TABLE_DR"."EVENTTIME"), DAYS, WEEKDAY_CALENDAR ( MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY ) ))-MIN (REMAP_TIMESTAMPS (PU_LAST("PROD_CASE_TABLE_DR", "PROD_ACTIVITY_TABLE_DR"."EVENTTIME"), DAYS, WEEKDAY_CALENDAR ( MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY ) ))+1) orKPI("number_of_cases")/(DATEDIFF ( dd, PU_LA

251
leonardo.spina
Level 3
fabian.altendorfer
Level 3
fabian.altendorferLevel 3
asked in Process Analysis
COUNT_TABLE with CASE WHEN

Hi,is it possible to use a COUNT_TABLE together with CASE WHEN to form a KPI? Below Query works for a simple COUNT with “TABLE”.”COLUMN” in THEN, but doesn’t work for COUNT_TABLE. COUNT_TABLE(CASE_WHEN(PROCESS EQUALS XY OR PROCESS EQUALS XZ) THEN "CASES" END) Thanks!

755
Sverre Klein
Level 6
josmi.agnes
Level 2
josmi.agnesLevel 2
asked in Process Analysis
Multi value search for filtering Views

Hi everyone,With the latest views in Celonis, is there a way to filter multiple values across one or more dimensions in one go?For example, I want to filter all the purchase orders where field vendor name contain any of the following: ‘zxc’,’et’,’corp’ - without having to manually select each value one by one from filter dropdowns.Is there a more efficient way to achieve this instead of configuringdropdowns to select dimensions, input boxes to enter search patterns, and variables?For multiple dimensions, this setup becomes impractical.Thanks in advance!

150
josmi.agnes
Level 2
jan.vajse12
Level 3
jan.vajse12Level 3
asked in Process Analysis
Package Dependencies - Update of Views

Hello Celopeers,  we would like to start using the Package Dependencies to maintain several package as DEV and one package as PROD. For KMs seems everything working fine with the KM extensions. We want to follow similar approach also in case of Views. Creating a View in DEV package and automatically synchronize the change made here to the PROD package.After some tests, we realized that changes made to View in DEV package are not reflected in the PROD package when updating the dependency.As per following description, we understood that this shoud be possible:By adding a package as a dependency, its Views and Knowledge Models can be reused using this extension mechanism. Does someone has experience with the Dependencies usage on Views and could help us overcome our issue? Thanks a lot.Jan

300
jan.vajse12
Level 3
markus.golka
Level 2
markus.golkaLevel 2
asked in Process Analysis
Throughput time based on first occurrence and ignore multiple/duplicate same activities

Hello all, I would like to calculate the througput time from activity to next different activity.The Challenge:My process has activities which occurs multiple times with the same name directly one after the other. This is no data issue, the process is designed that way.In case the activity with the same name occurs later in the process again, this should be count as well and not ignored.What is the time to the next activity, which does not have the same name? Process example:Avtivity       TimestampA    01:00 pmB    01:30 pmB    01:45 pmB    02:15 pmC    03:00 pmC    03:20 pmD    03:45 pmE    04:00 pmE    04:50 pmA    05:00 pm Expected Result:Avtivity       DurationA                30minB                1h 30minC                45minD                15minE                10min Does anybody know a solution or a community post, which can help me?

260
markus.golka
Level 2
filipe.mussi
Level 2
filipe.mussiLevel 2
asked in Process Analysis
Error when using filter with Case When

Hello,I'm trying to make the DSO indicator, but I need to get data from several tables and I'm having problems...The DSO formula is made up of two parts, Revenue and Accounts Receivable. I need to calculate each one individually and then divide one by the other.I'll use the example of Accounts Receivable:Quando eu uso os campos de Filtro, com os seguintes filtros, funciona sem problemas:FILTER "o_celonis_SalesOrder"."CompanyCodeText" IN ('CompanyNameZYX');FILTER "o_celonis_SalesOrder"."SalesDocumentType" IN ('XXXX', 'YYYY');FILTER "o_custom_CustomerAccountItem"."BaselineDate" <= {t ${end_date}};FILTER "o_custom_CustomerAccountItem"."ClearingDate" > {t ${end_date}} OR "o_custom_CustomerAccountItem"."ClearingDate" IS NULLHowever, when I try to place the same filters in Case when, to generate the indicator that will be combined with Billing, there is a connection problem between the tables (o_celonis_SalesOrder and o_custom_CustomerAccountItem).sum( CASE WHEN "o_celonis_SalesOrd

620
filipe.mussi
Level 2
benjamin.caill
Level 3
benjamin.caillLevel 3
asked in Process Analysis
Studio views, variables not retained in bookmarks and shared selections?

Dears, Using legacy analyses, we were able to set variable values and save bookmarks / share selections that included the state of the variables.  In studio views, it seems the state of the (user) variables in not included in bookmarks and shared selections. Has anyone encountered the same challenge? Is there any way to share a link or bookmark including the state of the variables? Thank you. 

202
benjamin.caill
Level 3
benjamin.caill
Level 3
benjamin.caillLevel 3
asked in Process Analysis
How to access data from the Activity History Log

Dears, The activity history log component in JAB views allows us to see when augmented attributes and comments were updated.I want to to pull the date when the last action was taken for the object e.g. invoice (either through update of any augmented attribute or by adding a comment). I can’t find a way to achieve this and bring the information in a table. Thanks 

312
benjamin.caill
Level 3
NHARNIS
Level 3
NHARNISLevel 3
asked in Process Analysis
Using Pu functions instead of Aggregates to be able to Filter KPIs

Hello Celopeers, im new to Celonis and have created a view. There i use a Kpi which drops a lot of zero values. When trying to filter them out i always get the error that aggregated functions can not be used in combination with the FILTER function, and that i should try PU functions. The KPI i'm using is this:SUM( CASE  WHEN round_day("o_custom_KnotenpunktAuftrag"."AusgangForecast") = round_day("o_custom_KnotenpunktFuellstand"."Date")  THEN 1  ELSE 0 END)or alternetively this : COUNT(DISTINCTcase when round_day("o_custom_KnotenpunktAuftrag"."AusgangForecast") =round_day("o_custom_KnotenpunktFuellstand"."Date") then  "o_custom_KnotenpunktFuellstand"."KnotenpunktAuftrag_ID"end) is simply want to calculate for each KnotenpunktFuellstand.Date, how many Order.IDs i have where the filter condition is met.So i can have a table where im using the date plus KPI to see, how many outgoing orders i can except for each date. How can i have a row-count, based on a condition formulated as a PU functi

512
NHARNIS
Level 3
deeksha.r12
Level 4
deeksha.r12Level 4
asked in Process Analysis
Accessing and Configuring Scheduled Reports

The reports section is intended for viewing scheduled reports, we do not see any option to configure them. 

181
matthias.gielk11
Level 3
ritesh3719
Level 3
ritesh3719Level 3
asked in Process Analysis
How to Capture User Inputs in Studio Views and Store Them in Backend SQL Table

Hi Community,I'm working on a use case in Celonis Studio where I want to take inputs from users directly via Studio Views  — such as dropdown selections, text inputs, or button clicks — and then store those inputs in a backend SQL table (in a Celonis data pool).What are the recommended ways to capture user inputs from Studio Views (e.g., via Input Controls or custom components)?

333
matthias.gielk11
Level 3
ritesh3719
Level 3
ritesh3719Level 3
asked in Process Analysis
How to send dynamic email content in Action Flow based on status

Hi Community,I’m building an Action Flow that sends email alerts based on a flag column (e.g., Alert_Status = 'Yes').The email subject and body should change dynamically based on the record’s status (like Pending, Approved, Rejected).I have a config table that maps each status to a subject and body template.Appreciate any suggestions!

363
S
Celonaut
manuel.wetze
Level 5
manuel.wetzeLevel 5
asked in Process Analysis
Variant Explorer: Add custom KPIs

Hi all I am wondering how to best add a custom KPI defintion to the Variant Explorer.Mainly I want to add my custom process specific defintion of a througphuttime. Me and my endusers don’t care about the default End2End TPT that Celonis always uses as default but rather the time between two specific activities.Instead of (or at least additionally to) the “Avg TPT” Column in the selection panel I would like to use my Metric “Median CustomProcesstime”.Does anyone know if this panel can be changed? Maybe via YAML?  

180
manuel.wetze
Level 5

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