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Celonis Product Documentation

Glossary

The most common terms used in Celonis EMS are defined in the table below.

Table 1. 

Term

Definition

Action Engine

Action Engine helps you to involve everyone in your organization in the transformation journey. Action Engine operationalizes insights by proactively providing your business users with personalized recommendations for action. For example, assume that you want to optimize the cash discount realization in your Accounts Payable process. Action Engine can continuously analyze your open invoices, detect the ones with advancing discount expiry, notify the responsible business users and allow them to trigger the payment directly.

Action Flows

Action Flows enrich the EMS platform by providing out-of-the-box integrations and intelligent automation to trigger actions in numerous operational systems like SAP, Oracle, and Salesforce. Within the Celonis Studio, you can build any automation - from sending emails, managing files, and updating sales orders in SAP to getting data from various tools. Then, leverage a drag & drop builder to add any application to your automated workflows… and to automate any process of any complexity.

Activity

Activities are the different process steps of the case, which are used to reconstruct the process flow.

Activity Frequency

A KPI in the Process and Variant Explorer counts the total number of events associated with an activity or connection. If an activity occurs multiple times for the same item, the activity frequency will take it into account, whereas the case frequency wouldn't take it into account. By displaying the activity frequency as KPI, you always see how often an activity has been conducted.

Activity Table

The activity table (also called Event-Log) always has to contain at least three columns - Case Key, Activity, and Event time and is the central table used to reconstruct the process flow. Additionally, the table can store further activity-specific information like the sorting or user type who conducted an activity. Creating and adjusting this table is the primary task of the Data Scientist.

Admin

Celonis can read, write, and manage team-wide settings and permissions in this role.

Analysis (instrument)

Analyses provide you with insights into how your process runs. With Process Discovery, process-visualizations show you what's happening in your processes; so you can quickly identify opportunities to increase revenue, free capital, and ensure customer satisfaction. Alternatively to Views, a one-stop-shop integrating Analysis, Action Flows, and Task Inbox, Analysis (Instrument) is typically built for quick analysis by Analysts. In contrast, Views is more tailored for managers and transaction users to help execute processes.

Analysis Filter

Filters set here are global and affect the entire analysis i.e., all components among all sheets.

Analyst

This role in Celonis can read and write.

Animation

The Process Explorer can be animated. Colored circles of different sizes will represent the cases. They are scaled according to the number of aggregated cases. Their speed is dependent on their throughput time. The speed and the timeframe can be controlled in the bar at the button. In the Variant Explorer, various variants can be animated to highlight one.

Apps

Apps are your new platform to access Execution Apps and Instruments. It is the counterpart to Studio, the one-stop shop for App Creators to build those Execution Apps and Instruments. If you are new to Apps and Studio

Bookmarks

Selection bookmarks will store your current selections in the selection top bar, the variable values, and currently visible columns in the OLAP table. Bookmarks can be used to store findings. Setting a bookmark will save the presently used filters for future use. Bookmarks can be shared with other Celonis users.

Case

A case always refers to an instance of the object you follow through the process and depicts a single process path. E.g., Sales Order items in an Order-To-Cash process.

Case Explorer

Tool for examining single cases and their associated activities. The data provided will be presented as a table.

Case Frequency

The number of unique cases, i.e., Sales order items associated with an activity or dimension. Even if one case runs through an activity multiple times, the case frequency will count as one. So the case frequency is a binary metric that shows whether a case ran through a specific activity. In contrast, the activity frequency counts every run through a particular activity. Case Frequency is the default option.

Case Table

It contains case-specific information and will be linked to the activity table via a foreign key. The Case ID must be the primary key of the case table. Hence, the information is stored per case. The standard KPIs like "Case-Count" are based on this table.

Celonis (sel-oh-nus)

Process Mining and Execution Management company co-headquartered in Munich and New York that sells software as a service (Saas) to improve business processes.

Celonis Academy

The Celonis Academy is responsible for all training programs for our customers, partners, and all Celonauts.

Celonis Free Plan (formerly Celonis SNAP)

The Celonis free plan receives immediate access to the Celonis EMS and enjoys the power of the world's #1 process mining technology.

Celonis Gallery

Public-facing demo environment so clients can interact with our process mining and execution management system demos for procurement, accounts payable, order management, and lots more use cases. Start now!

Agent (On-Prem)

The Celonis Agent allows you to execute actions through Celonis Automation in on-premise applications such as SAP, RPA, and others. In addition, one Agent can connect to many arbitrary on-premise systems in the same network.

Celopeers

Celopeers, the Celonis online community, offers many resources for Celonis beginners and veterans. On Celopeers, you can connect with other Celonis users, join your local user group, get information on the latest Celonis product releases, company news, and events, and get support from our Customer Support team.

Celosphere

Celosphere is the annual destination for Celonis builders, champions, and leaders. See the next generation of process mining in action. Learn how industry leaders maximize performance while fighting inflation, supply chain disruption, and climate crises.

Component Filter

Filters for single components only affect one specific component.

Conformance Checker

Conformance measures how well you adhere to a particular process model. A violation is if e.g., one extra activity is executed, an activity is skipped, or activities are executed in the wrong order. Celonis process mining compares the actual blueprint of the process model to the 'as-is' process model to determine the conformance rate.

Connector

A template that defines a ready-to-use data pipeline in Celonis is system and process-specific (e.g., Procurement for SAP ECC). It contains the ETL required to produce a process map used on the front end. Pre-built connectors live in the Celonis "Marketplace."

Connector - Table Requirements

Connectors contain the required tables to perform analysis in Celonis.

Data Connections

Creating a data connection enables you to connect to a specific source system and extract data.

Data Explorer

Data Explorer is an asset in Studio. It enables users to quickly aggregate, drill down into subsets and look at their data.

Data Integration (formally Event Collection)

Integrates and transforms data from a multitude of source systems into Celonis. It allows you to set up automatic data pipelines, which provide a loaded data model to all other services.

Data Jobs

Data Jobs are used to extract data from different connected systems and then transform the data to prepare it for process mining.

Data Jobs - Extraction

Extractions can be created using the "New Extraction" button in the data job view.

Data Jobs - Scheduling

Schedules are used to execute data jobs automatically and regularly. In the default scenario, Schedules allow for sequential processing, which means that all the Data Jobs within one Schedule are executed one after another. If one job fails, the remaining jobs will be canceled.

Data Jobs - Tasks

The individual executions of Extractions, Transformations, and Data Model Loads

Data Jobs - Transformation

Transformations are used to create event logs from the extracted data used by other cloud applications like Process Analytics. They also clean up, restructure and process data to be suitable additions to the data model.

Data Model

Data Models are the basis of all Celonis analyses. In a data model, you define which data can be accessed for the analyses to be built on top of it. Data Models are collections of tables and determine how the tables are connected to each other.

Data Pools

The main structural element of Data Integration is the Data Pool. Data Pools cluster data connections, jobs, schedules, and models, equipping you with everything you need to set up a data integration workflow.

Data Pool Parameters

Parameters help you reuse some aspects in multiple places and function as a central repository for items that can be modified in Data Jobs. Data Pool parameters are stored on a Data Pool level and can be used in all pool tasks.

Delta Extractions

Delta filters define which entries in the table are loaded in the delta load.

Dimension

To display information, dimensions can be added to components like OLAP tables, bar charts, line charts, etc. All available columns in the data model can be selected.

Execution Applications ( formally Operational Applications)

These data-driven applications measure execution capacity in real-time, know which execution gaps have the most significant business impact, and provide the best-in-class actions to remove these barriers. Celonis Execution Applications can automate routine decisions and activate the right people to take hands-on actions.

Execution Management System (EMS)

Celonis Execution Management System (EMS) has Process Mining Technology as its base, which supports the rest of Celonis products, from data gathering to exploring, analyzing, and devising solutions.

Export

Analyses, sheets, and components can be exported.

Extractor

The integration capabilities between Celonis and the source system allow customers to extract data. Extractors are a pre-built EMS platform capability accessible via "Data Connection." An extractor is usually associated with a specific system (e.g., SAP) or database (e.g., Vertica). Available for both on-prem and cloud-based source systems.

Extractor Builder

Easily create reusable data extractors for any system that offers a REST API. The low-code extractor builder supports all major authentication and authorization methods, including OAuth2 authentication flows, and automatically tags and contextualizes relevant data from the connected systems.

File Uploads

Users can import data into the EMS by uploading files. This is useful when there is no continuous connectivity to the transactional source system, and the users rely on the one-time data export. Different file formats are supported, including the output generated by Celonis ABAP reports.

Generate Documentation

By right-clicking in a blank space of an analysis (instrument), "Generate Documentation (HTML)" will show you all back-end formulas used within the analysis.

Initial Path / Happy Path

Shows the most frequent starting activity, the most frequent ending activity, and the most frequent process variant which connects those two activities.

-Variant Explorer = Initial Path, which shows the most common variation of executing the process.

-Process Explorer = Initial Path, which shows the process's most common activities.

Inline Activity Chooser

Allows to show and hide activities within the Process and Variant Explorer by clicking on the eye symbol in the upper left. Choose the activities that you wish to display in your process graph. All deselected activities will be hidden in the graph.

Knowledge Model (KM)

Knowledge Models are the central place to store and share business knowledge within a Studio app. As part of a Package, a KM stores reusable business entity definitions like Records, KPIs, Filters, and Variables.

KPI

Key Performance Indicators (KPIs) consolidate a set of values belonging to a single occurrence inside a dimension into one value.

Marketplace (formerly App Store)

Marketplace contains pre-built content and expertise from Celonis and our partners to accelerate and maximize the value achieved with Celonis.

Modules

Various Celonis Products (e.g. Data Integration, Studio, Machine Learning, etc.)

Multi-Event Log (MEL)

Understand how processes influence each other with modular and extensible data models that tackle challenges such as parallelism and data duplication. Fully merge event logs automatically, and create complex graph networks through our new Multi-Object Link.

PI Social

The PI Social screen displays an overview of the activities, performance, and characteristics of the users involved in the analyzed process.

Primary Key

It is a field that uniquely identifies each record in a table. Primary keys must contain unique values.

Process

A process is a series of steps and decisions involved in completing work. We may not realize it, but processes are everywhere and every aspect of our leisure and work.

Process AI

A process AI is a default analysis that allows you to detect and analyze deviations from the most common path.

Process Analytics (deprecated)

Process Analytics by Celonis EMS provides you with insights into how your process is. With Process Discovery, process-visualizations show you what's happening in your processes; so you can quickly identify opportunities to increase revenue, free capital, and ensure customer satisfaction.

Process Connections

Connections are the arrows between the activities in the variant and process explorer. Connections show how often another activity directly follows an activity. Directly followed means that no other activity happened in between. The dotted connections point to start-/end-activities.

Process Explorer

The Process Explorer allows the user to explore his process based on the frequency of activities performed.

Process Explorer KPI

KPIs created within the Analysis settings will be visible in the Process Explorer.

Process Mining

Process Mining extracts knowledge from event logs readily available in today's information systems to visualize business processes — and their every variation — as they run.

Process Overview

The process overview is one of the default analysis screens of Process Analytics. It is responsible for displaying the user a broad overview of the primary metrics (cases per day, activities per day, throughput times), activities, bottlenecks, and the happy path of the generated analysis.

Process Query Language (PQL)

PQL is the language within Celonis Process Mining that allows the translation of business questions into executable queries on the Celonis Analytics engine. PQL is inspired by the SQL standard but is more straightforward and extended with process mining features.

Process Repository

Process Repository is an integrated and centralized environment for documenting and maintaining business processes and their related information and making them accessible to leverage for Process Mining use cases.

Process Simulation

Process Simulation allows you to measure the impact of potential changes on your processes and their effect on your operations. You can simulate any part of the process and assess the impact of decisions beforehand.

Publish

By clicking on "Publish," the new version of the analysis becomes available for the Viewer.

pycelonis

With pycelonis, you can interact with Celonis objects as native objects using python, e.g. copy an analysis, pull & push data, reload a data model, etc.

Replication Cockpit

The Replication Cockpit is the management UI to set up, orchestrate and monitor your real-time extractions.

Selection Views (Advanced Filters)

An additional set of filtering possibilities. The analyst can decide whether to show or hide this additional set of filtering methods. -Attribute selection: Apply a selection that selects cases based on specific attributes - Activity selection: Select cases that pass/don't pass, start/end with certain activities. - Process flow selection: Select cases followed by a specific activity (or not). - TPT Selection: Select Cases whose processing time between two activities is shorter/longer than a certain threshold (time period) - Rework Selection: Select Cases that pass a specific activity more often or less than a certain threshold - Crop selection: Cut out a specific part of the process

Sheet Filter

A filter that affects all components within a given sheet.

Studio

Studio allows you to combine functional expertise with the power of Celonis Process Mining to create scalable Apps. Celonis Studio is your one-stop development platform to build, test, and edit Execution Apps and Instruments in a single, low-code interface.

Studio Package

Studio is structured by your Apps, also called Packages. Packages are collections of Views, Analyses, Skills, and Knowledge Models.

Studio Spaces

Studio Spaces allow you to organize your Studio Packages in a meaningful way, with access control. You can think of it as having different folders or repositories to put and access your work in.

Task InboxInbox

The Inbox (also referred to as Task Inbox) acts as the central location from where business users manage and complete the Tasks assigned to them. Its features empower users to take bulk actions and view all information concerning respective Tasks without leaving the Inbox. Through the Inbox, we strive to improve the efficiency with which users complete Tasks.

Task Mining

Task Mining collects and aggregates data from employee desktop tasks and turns it into understandable behavioral patterns. This allows organizations to gain a complete picture of a process by seeing how employees' actions—on data entry screens, in email, spreadsheets, websites, and other tools—affect process outcomes.

Task Parameters

Parameters help you to reuse certain elements in multiple places, and they also function as a central repository for items that can be modified in Data Jobs. Every task (extraction or transformation) can have one or multiple parameters of different types. They can either have a literal value or reference a Data Pool parameter of the same data type.

Task Template

A task template is a generalized task (extraction or transformation) that is useful if you want to reuse a task. An everyday use case is using multiple systems' extractions and transformations.

Throughput Time

The Throughput Time KPI calculates the time it takes for cases to proceed from activity A to activity B. You can choose between the Median, the Average, or the Trimmed Mean measure. Different time units such as days, hours, and minutes can be chosen.

Transformation Center

Transformation Center revolves around your ongoing process improvement initiatives. For this purpose, Transformation Center provides various tools to obtain an overview of the status of the current initiatives and the associated KPIs. In addition, Transformation Center allows you to take action if a KPI does not develop as desired.

Variant

A variant is an end-to-end path through the processes' activities. A specific set of activities followed by a case is called the case's variant. All different activity combinations that exist for the cases together are the processes' variants.

Views

Views are the key user experience component for Apps built in Celonis Studio. A View can be added to a package in the Studio and serves as the user interface of an app to your end-users. Views are the evolution of the Analysis UI and offer a more guided user interaction.