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Celonis Product Documentation

Customizing KPIs
Overview
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KPIs added to the KPIs section will be shown in the overview and violation details with the accompanying name, units, and description if provided, in addition to the default throughput time and steps per case. These KPI formulas should be aggregated.

Advanced options
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The options menu of the conformance checker can be accessed by clicking on the gear icon at the top right of the overview. Here, you can change:

  • Calculation Average, Median: The aggregation method used to calculate the KPIs throughput time and steps per case.

  • Show results in Days, Hours, Minutes: Units for throughput time.

  • Conformance algorithm COMING SOON

Using conformance results in other parts of the analysis

The conformance results can be translated into PQL and then used in other parts of the analysis, by writing the CONFORMANCEquery to a variable. A variable must first be created before it appears in the dropdown.

Note

If the process model, allowlist, or custom dimension is changed, the sheet must be refreshed in order for the variable to reflect the changes. This can be done by either refreshing the browser or navigating away and back to the sheet containing the conformance checker.

Below are examples of formulas that can be used as KPIs in charts and tables.

Examples Percentage of conforming cases

AVG(CASE WHEN PU_SUM("_CEL_CASES", ABS(<%=conformance_query%>)) = 0 THEN 1 ELSE 0 END)

Throughput time of conforming cases (in hours)

AVG(CASE 
        WHEN PU_SUM("_CEL_CASES", ABS(<%=conformance_query%>)) = 0 
        THEN CALC_THROUGHPUT(CASE_START TO CASE_END, REMAP_TIMESTAMPS("_CEL_ACTIVITIES"."EVENTTIME", HOURS)) 
ELSE NULL END)

Steps per case for non-conforming cases

AVG(CASE 
        WHEN PU_SUM("_CEL_CASES", ABS(<%=conformance_query%>)) = 0 
        THEN PU_COUNT("_CEL_CASES", "_CEL_ACTIVITIES"."ACTIVITY") 
ELSE NULL END)

Number of distinct violations

COUNT(DISTINCT READABLE(<%=conformance_query%>)) - 1
Setting a custom dimension

The custom dimension feature allows you to measure the conformance of an activity table column other than the default activity column or of the output of a formula applied to an activity table column. When a custom dimension is provided, the allowlist, process model, and KPIs will not change. If required, these should be changed manually.

Example use cases:

  • Change the activity language.

  • Exclude certain activities by using CASE WHEN. If all activities of a case are excluded, the case will be considered conformant.

  • Use a different activity table in a Multi-Event Log] data model.

  • Impose additional conformance criteria by concatenating columns from the activity table, e.g. certain process steps must be performed by an automated user.

FILTER interaction

Warning

It is recommended not to have any load script filters that contain the activity table on the conformance checker. Instead, use a custom dimension.

All activity level load script filters are applied after the conformance calculations are done, so they do not impact the conformance query. As a result, filtering out activities from the conformance checker using sheet or analysis load scripts can lead to unexpected or unwanted results. The below example illustrates such a case.

Example

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The following load script does not remove the violation:

FILTER "_CEL_AP_ACTIVITIES"."ACTIVITY_EN" != 'Vendor Creates Invoice'

However, the following custom dimension does remove the violation:

CASE WHEN "_CEL_AP_ACTIVITIES"."ACTIVITY_EN" = 'Vendor Creates Invoice' THEN NULL ELSE "_CEL_AP_ACTIVITIES"."ACTIVITY_EN" END

Note that selection filters from the Cropping component or Crop selection do impact the conformance query.