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Business Events in Task Mining

This feature is currently available as a Private Preview only

During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.

If you would like to use this feature, create a Support ticket at Celopeers.com.

For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.

Business Events overview

Task Mining data contains a large number of user activities known as raw events which can be difficult to use in a meaningful way. You can get a more granular understanding of your process by grouping and labeling raw events, adding business context and adding them to your process graph as Business Events.

For example, you could create a Business Event by associating a generic action, such as Click with a semantically-meaningful event like Create ticket or Submit invoice. Adding this Business Event to your process graph provides a more granular view of your business process.

For information about different event types in Task Mining , see Labels in Task Mining.

Business Event high-level overview

Business Event creation options

You can create a Business Event in two different ways. Create a Business Event from:

  • A raw event if you want to base your Business Event on an event that already exists.

  • Scratch if you know exactly what you want to include in your Business Event.

Tip

It's generally quicker and easier to create a Business Event from a raw event as some of the information you need to include will be automatically added and you can then edit it as necessary. We recommend creating Business Events from scratch only if you're a more expert user of Task Mining .

Creating a Business Event from a raw event

  1. In the Celonis Platform Navigation bar, select Data > Task Mining.

    All available Task Mining projects open.

  2. Open the project you want to create a Business Event for.

  3. Select the Business Events button Business Events button image.

    The Business Events screen appears.

    Business Events screen
  4. Select Go to raw events to view the raw events that exist for your project.

    Example Search Events screen displaying raw event data
  5. Search the raw event data to find a raw event you want to create a Business Event from.

  6. Select Open timeline to open the raw event.

  7. Select Create Business Event.

    Example View Events screen, with a raw event selected and displaying a Create Business Event button for that raw event

    The Create Business Event screen opens, with filter condition fields related to the raw event automatically populated.

    Example Create Events screen with pre-populated fields for the selected raw event
  8. Complete the Business Event fields.

    You can edit the populated filter condition information here if necessary. You can also add additional filter conditions.

  9. In Data Preview, select Preview to see the raw events that will be included in your Business Event.

    Note

    If your data set is large, the Data Preview may not display. This is because Data Preview only looks at a limited amount of data (approximately 100k events).

  10. Select Save.

    The Business Events screen opens and displays your Business Event.

    Example Business Events screen displaying the Business Event that's just been created

Creating a Business Event from scratch

  1. In the Celonis Platform Navigation bar, select Data > Task Mining.

    All available Task Mining projects open.

  2. Open the project you want to create a Business Event for.

  3. Select the Business Events button Business Events button image.

    The Business Events screen appears.

    Business Events screen
  4. In the Business Events screen, select Create Business Event.

    The Create Business Events screen opens.

    Blank Create Business Events screen
  5. Complete the Business Event fields.

  6. In Data Preview, select Preview to see the raw events that will be included in your Business Event.

    Note

    If your data set is large, the Data Preview may not display. This is because Data Preview only looks at a limited amount of data (approximately 100k events).

  7. Select Save.

    The Business Events screen opens and displays your Business Event.

    Example Business Events screen displaying the Business Event that's just been created

Business Event fields

Section

Field

Description

Business Event definition

Event name

Meaningful name that displays in the process flow graph.

Attributes

Important

The Attribute #1 section will always be pre-propulated and cannot be edited. You may optionally add additional attributes using + Add attribute.

Name

Business Event schema name.

Raw events attribute

Raw event label type.

Regular expression pattern

Refines the raw events included in the Business Event.

For more information, see MATCH_PROCESS_REGEX.

Filter conditions

Raw events attribute

Raw event label type selected from the dropdown list and used as a filter condition.

Operator

Defines the relationship between the Raw events attribute and the Event definition.

Event definition

Defines the Business Event. This may be automatically populated if the Business Event is created from a raw event or manually added if the Business Event is created from scratch.

Data Preview

Select Preview to see the raw events that will be included in the Business Event.

Editing and deleting a Business Event

You can edit or delete your Business Event in the Business Events screen by selecting the More button More (three vertical dots) button image for the Business Event.

Business Events screen displaying the edit and delete options that display when the More button is selected

Defining the data processing type for a Business Event

When a Business Event is created, it applies to new data only. However, you can choose to also re-process existing data or schedule when re-processing will be performed using the Reprocessing existing data option in the Business Events screen. For more information, see Data processing types.

Using Business Events in an analysis

  1. In the Business Events screen, select Go to analysis.

    The Workforce Productivity View opens.

    Example Workplace Productivity View
  2. Select the Process View.

    The process graph appears, displaying all the Business Events that have been added for that Task Mining project.

    Example process graph that displays the Business Events created