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PI GRAPH: Import multiple object types and their relationships from a data source (2025-01-28)

You can now import multiple tables from your source system to create object types, and also use the metadata for the tables to identify and create object to object relationships between them. If your source system database already has an object-centric structure, it's a quick way to get started with custom modeling for your object-centric data model.When you create object types using the Import from table option, you can select more than one table from a connected data source to import at the same time. Each table becomes one object type, with columns from the table becoming attributes of the object type. You can edit the new object types and add attributes in their previews in the same way as you can when you import a single table. We’ve also added an option for you to pick a column to be used as the object type’s ID. You can only import tables from one connected data source at a time, and you can only create one object type from each table at a time. But you can go through the import flow as many times as you want, to import other data sources or create different object types.After setting up the object types, you can view the foreign keys that connect the source system tables to each other, and choose which ones to use as one to many (1:m) object to object relationships between your new object types. In this step, you can also add custom one to many relationships between tables you're importing. If you need any many to many (m:n) object to object relationships, you'll need to create these after the import.When you've finished, we'll show a summary for you to check the object types and object to object relationships you'll be creating, and go back and make any edits you need to. Then we'll create them all, along with the SQL transformation scripts to populate the attributes and relationship columns for the object types with the data from your source system tables. You'll need to check the scripts, ensure the object IDs are unique, and populate any extra attributes that use data from somewhere other than your original source system table. For the instructions to run the import, see Importing object types and relationships from source data.

Pi Graph: Version 2.0.0 of the Celonis catalog is now available (2025-01-23)

In this release of the Celonis catalog, we’ve made a number of updates to enhance performance, functionality, and usability across the Celonis Platform. Because it’s a major version change, some of the changes are not backwards compatible, and might require updates to your Marketplace applications and Studio assets.If you’ve enabled automatic updating for the Celonis catalog, we’ll apply the changes automatically in your development environment. If you haven’t, you’ll see an update message on the Objects and Events dashboard next to the current catalog version, and an Update button on the Catalog page (select View catalog on the Objects and Events dashboard to get there). In either case, use the link on the Catalog page to view the release notes for the Celonis catalog. Read them to find out what’s changed, and what you’ll therefore need to validate after the update. Your production environment won’t change until you publish the changes from the update. For the instructions to update the Celonis catalog and validate your object-centric data model afterwards, see Updating Celonis object types and event types.The update includes new object types, event types, attributes, and relationships, and a new perspective for advanced Accounts Payable use cases, and deletes two relationships, as well as including a number of behavior enhancements. Here are some significant changes in the update that you’ll notice when you’re validating the relevant processes: In the Procurement and Accounts Payable processes, two object to object relationships have been deleted (VendorAccountDebitItem to VendorAccountCreditItem, and CustomerAccountDebitItem to CustomerAccountCreditItem), so any overwrites that you created for those will also be deleted. It’s better value to use the relationship CustomerAccountClearingAssignment to VendorAccountClearingAssignment instead. However, if you want to keep using either of the deleted relationships, you can create an identical custom relationship manually, including any overwrites that you made to it. You can do this before you update the Celonis catalog, or copy it from your production environment before you publish the changes from the update. In the Accounts Payable process, the instance counts for VendorInvoice, VendorInvoiceItem, and VendorInvoiceCancellationItem objects will reduce due to the addition of the VendorCreditMemo and VendorCreditMemoItem objects. If you aren't using the new objects in your model, you can remove the new filters from the existing objects to return them to the same function. The perspective for the Inventory Management process has been updated. If you want to revert to the previous version, that version is still in the Celonis catalog, named perspective_celonis_InventoryManagementLegacy.

Studio: Chart component enhancements (2025-01-20)

You now have more customization options when you're configuring your charts in Studio, including the following enhancements: Build on top of existing charts - You can now stack additional marks—like lines, points, or bars—on top of the charts we currently offer. This means you can combine multiple visual elements to better compare data or highlight trends, all within the same chart. Modify existing marks - We’ve made it simple to adjust the marks in your charts. For example, you can switch from bars to lines, add points, or make other changes to refine the way your data is presented. Consolidated mark settings in the context menu - All mark settings are now located in the context menu for each data field. This puts everything in one place, making it easier to find and adjust settings without navigating through multiple menus. When configuring your charts, you can now also use the following chart settings: Set axis placement: Easily move marks between the main and secondary axes to improve readability and comparisons. Adjust stacking and grouping: Quickly toggle between stacked and grouped variations for bar and area charts to align with your data’s story. Fine-tune appearance: Control mark size, line display, point type, and other design settings to customize your visuals exactly how you want them. For more information about creating and configuring your charts, see: Chart. 

Studio: Configuring a condition list in Studio Views (2025-01-16)

You can now configure a condition list in your Studio Views. The condition list component allows you to view and monitor conditional attributes from your Knowledge Model (such as 'Material in Stock' and 'PO approval adherence'). With increased visibility of these conditional attributes, you can better understand how any violations impact your business KPIs.In the following example, the condition list component is used to track Purchase Order payment conformance:If you previously used the Execution Gap List component in our legacy Views, the condition list component can now be used for the same use cases.In addition to fulfilling these use cases, the condition list component offers a number of key features and enhancements: Monitoring of conditional attributes: Quickly view and track business rule conditions. Built-In conformance analysis: Automatically calculate conformance rates and non-conformance impacts on KPIs. Reusable conditions: Utilize boolean calculated attributes in the Knowledge Model for conditions. Configurable outputs: Using the condition list component, you can configure the following outputs: Counts: Total cases, conforming cases (1), and non-conforming cases (0). Conformance rate: The percentage of cases meeting criteria over applicable cases. Optional KPI Impact: Highlight how non-conforming cases (0) affect key KPIs. For more information, head to: Condition list

Building Apps in Studio: Use our App building guidelines to create effective content (2025-01-14)

You can create and publish highly customizable Apps using the View editing experience in Studio. To support you with this content creation, we've created App building guidelines for common business focused use cases and scenarios. These guidelines contain suggested App layouts, provide support for configuring relevant Studio components, and give you best practice advice.Included in our App building guidelines are use cases such as: Benchmarking: Create an App that allows you to compare business processes and performance metrics between dimensions, over time, or when considering specific activities. See: Benchmarking guidelines Management overviews: Management over views or executive dashboards take siloed data and combine them into a single view, allowing executives and managers to identify issues and track progress towards company goals. See: Management view guidelines Use case deep dive: Configure views that let users find opportunities for improvement, identify which inefficiencies are affecting the performance of processes, and find solutions to problems. See: Use case deep dive guidelines The following image is an example of a suggest app layout for a use case deep dive view, with similar graphics provided for all use case guidelines: You can find an overview of our full set of App building guidelines and further descriptions here: App building guidelines.  

Studio: Configuring a condition list in Studio Views (Limited Availability) (2024-12-17)

You can now configure a condition list in your Studio Views. The condition list component allows you to view and monitor conditional attributes from your Knowledge Model (such as 'Material in Stock' and 'PO approval adherence'). With increased visibility of these conditional attributes, you can better understand how any violations impact your business KPIs.In the following example, the condition list component is used to track Purchase Order payment conformance:If you previously used the Execution Gap List component in our legacy Views, the condition list component can now be used for the same use cases.In addition to fulfilling these use cases, the condition list component offers a number of key features and enhancements: Monitoring of conditional attributes: Quickly view and track business rule conditions. Built-In conformance analysis: Automatically calculate conformance rates and non-conformance impacts on KPIs. Reusable conditions: Utilize boolean calculated attributes in the Knowledge Model for conditions. Configurable outputs: Using the condition list component, you can configure the following outputs: Counts: Total cases, conforming cases (1), and non-conforming cases (0). Conformance rate: The percentage of cases meeting criteria over applicable cases. Optional KPI Impact: Highlight how non-conforming cases (0) affect key KPIs. For more information, head to: Condition list