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 Objects and Events navigation panel.
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 Objects and Events navigation panel 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 uses a Knowledge Model (for example, Views), set your Data Model variable for the perspective as the Data Model variable for the Knowledge Model.
When you connect the Data Model and the Knowledge Model, the objects in the perspective appear as records in the Knowledge Model.
In the Event Logs section of the Knowledge Model, you can mark an automatically generated event log or a custom event log as the default event log.
For an event log that includes attributes of events, you can switch between analyzing subsets of events and analyzing all events together. Select the event log in the Event Logs listing, and in its PQL formula, change the column to
ActivityDetailsto analyze subsets of events by attributes, orACTIVITYto analyze all events together.
For a feature that doesn't use a knowledge model (for example, Analysis), you'll need to create a custom event log and mark it in the perspective editor as the default event log. If you don't select a default event log, the feature won't work, because some PQL operators (for example ACTIVITY_TABLE and CASE_TABLE) expect a default event log.