Loading and using perspectives
When you enable a Celonis process, its perspective is published in the OCPM Data Pool in the Data Models section. When you’ve extracted your source system data and run transformations to create objects and events, load the objects and events into a perspective to view and analyze them.
Perspectives has an overview of what perspectives are and how they work. If you have any problems, check the solutions in Troubleshooting perspectives and Troubleshooting views and analyses.
View the Celonis-supplied perspectives and their event logs
Select Data > Objects and Events in the Celonis navigation bar.
Select Perspectives in the top navigation bar.
Click on any of the Celonis-supplied perspectives to view the objects in them and their relationships, and the event logs they create. You’ll also see a development version of each perspective with the prefix “test:”.
You can also view, edit, and create custom perspectives here. Creating custom perspectives and event logs tells you how to do this.
Load your built objects and events into a perspective
Select Data > Objects and Events in the Celonis navigation bar.
Select Dashboard in the top navigation bar to go to the dashboard.
Select OCPM Data Pool to go to the OCPM Data Pool.
You can also select Data > Data Integration from the Celonis navigation bar and pick the OCPM Data Pool from the list of data pools.
Select the Data Models area and choose your perspective from the list. You’ll see a development version of each perspective with the prefix “test:”. This version will load your objects and events only in the development environment. The version without the prefix loads them in the production environment.
Select the Data Loads tab, and click Load Data Model. Check for any errors during the load.
Use a perspective with a Celonis feature
From the Celonis navigation bar, select Studio.
Create a new Studio package. You can’t use an existing Studio package that contains case-centric Data Models - a package can only contain case-centric or object-centric Data Models.
Select Choose data model and pick the name of the Celonis-supplied or custom perspective.
Click Next to create the Data Model variable for the perspective. You can change the name of the key, which defaults to using the name of the perspective. Click Save to save the Data Model variable.
Select any of the features available through the package, and pick your Data Model variable to use the perspective with them.
If the feature needs a Knowledge Model (for example, Views), use your Data Model variable with the perspective as the Data Model variable for the Knowledge Model.