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Celonis Product Documentation

Process Explorer

You might be using a deprecated configuration

In July 2021, we implemented several improvements on the Process Explorer. For these improvements to work properly, a new configuration format is required.

Check that your configuration matches the schema below.

If you use an old format, make sure you migrate to the new schema as soon as possible, because it will be deprecated in Q1 2022.

Introduction to Process Explorer

The Process Explorer is an analysis tool to use when taking an exploratory approach. It starts with showing the most frequent activities and connections. You can add further additional activities to the graph and analyze their impact on the process. Any number of Event Logs can be visualised together to understand the relationships between multiple processes.

Overview

Placement

Views or Profile View

Required KM objects

KPIs and Event Logs

Configurations
Configurations
Configurations
Configurations
Configurations
Configurations

To configure a basic process explorer, you must define the event logs you wish to visualise in the component. Ensure that prior to creating a process explorer component you have the event logs defined in the eventLogsMetadata section of the Knowledge Model.

Attribute

Required

Type

Description

eventLog

true

Event Logs in Knowledge Model

References Event Log ID’s defined in the eventLogsMetadata section of the Knowledge Model

id

true

String

Defines a unique identifier for the field. It gets auto-generated if not defined.

order

true

Integer

Defines the order in which the event logs are visualized. It gets auto-generated if not defined.

Screenshot_2022-12-06_at_13_36_36.png

Visual Editor

Screenshot_2022-12-06_at_13_51_19.png

YAML

id: process-explorer-e6834feb-5710-4c8f-a74f-01b18d13b195
type: process-explorer
settings:
 eventLogs:
   - eventLog: O2C_EVENTLOG
     id: 714ddb62-9753-4380-8d0d-b2ef59501124
     order: 100

Visual Editor

Screenshot_2022-12-06_at_14_08_25.png

YAML

eventLogsMetadata:
 eventLogs:
   - id: EL_ACTIVITY_TABLE__ACTIVITY_EN
     displayName: Order Management
     pql: "ACTIVITY_TABLE"."ACTIVITY_EN" 
Multiple Event Logs
Multiple Event Logs
Multiple Event Logs
Screenshot_2022-12-06_at_14_40_51.png

Transitions for Multi Event Logs

The connections between two processes are called Transitions. Based on the timestamps of both processes, there are different strategies that the user can choose from to let Celonis derive the transitions from the timestamps. To learn more about transitions, see TRANSIT_COLUMN.

Transitions are automatically added based on the selected event logs above. You can customise which transitions are added by explicitly using the Widget Configurations below.

Attribute

Required

Type

Description

transition

false

string

References Transition ID’s defined in the eventLogsMetadata section of the Knowledge Model

id

true

String

Defines a unique identifier for the field. It gets auto-generated if not defined.

Visual Editor

Screenshot_2022-12-06_at_14_51_25.png

YAML

id: process-explorer-e6834feb-5710-4c8f-a74f-01b18d13b195
type: process-explorer
settings:
 eventLogs:
   - eventLog: O2C_EVENTLOG
     id: O2C1
     order: 100
   - eventLog: P2P_EVENTLOG
     id: P2P2
     order: 200
 transitions:
   - transition: Transition_1
     id: 6b8b47c5-747d-4215-b5cf-bcc4b28d82b7
     order: 100
   - transition: Transition_2
     id: fb8a9d6b-6fdc-4300-9075-d033bf2cd890
     order: 200

Visual Editor

Screenshot_2022-12-06_at_15_01_04.png

YAML

eventLogsMetadata:
 eventLogs:
   - id: O2C_EVENTLOG
     displayName: Order To Case
     pql: '"_CEL_O2C_ACTIVITIES"."ACTIVITY_EN"'
   - id: P2P_EVENTLOG
     displayName: Procure to Pay
     pql: '"_MEL_EKPO_ACTIVITIES"."ACTIVITY_EN"'
 transitions:
   - id: Transition_1
     displayName: O2C to P2P
     firstEventLogId: O2C_EVENTLOG
     secondEventLogId: P2P_EVENTLOG
     type: INTERLEAVED
   - id: Transition_2
     displayName: P2P to O2O
     firstEventLogId: P2P_EVENTLOG
     secondEventLogId: O2C_EVENTLOG
     type: INTERLEAVED
Advanced Configurations

This section explains the advanced settings that provide different options for the end user to explore the Process.

Attribute

Required

Type

Possible Options

Description

name

false

String

Free text

The title for the component

Infotext

title

content

false

String

Free text

Provides additional information about the component

Screenshot_2022-12-06_at_15_24_38.png

selectedKpiViewId

false

String

Standard KPI Views

STANDARD_KPI_CASE_COUNT (default)

STANDARD_KPI_AVG_THROUGHPUT_TIME

STANDARD_KPI_MEDIAN_THROUGHPUT_TIME

STANDARD_KPI_TRIMMED_MEAN_THROUGHPUT_TIME

STANDARD_KPI_ACTIVITY_COUNT

Custom KPI View

KPI Views Defined in the Event Logs section of the Knowledge Model.

Defines the default KPI View for the component when the user first visits the View. If nothing is defined for this attribute the Case Count KPI View is shown.

Example: selectedKpiViewId: STANDARD_KPI_MEDIAN_THROUGHPUT_TIME

Screenshot_2022-12-06_at_15_24_44.png

hideKpiSwitcher

false

Boolean

true | false (default)

Defines if the KPI Switcher is visible to the end user or not.

If false the KPI switcher will be visible

Screenshot_2022-12-06_at_15_24_51.png

If true the KPI switcher will be hidden

Screenshot_2022-12-06_at_15_25_03.png

graphControls

false

string

panel | sliders (default)

Defines the interaction mechanism with the graph. In sliders mode all the activities from the eventlog are considered for visualizing the graph. In panel mode, the deselected activities are not considered to visualize the graph. Due to this, the KPIs on connections between any 2 activities can be different in the 2 modes.

If ‘sliders’

Screenshot_2022-12-06_at_15_25_11.png

If ‘panel’

Screenshot_2022-12-06_at_15_25_19.png

YAML

id: process-explorer-e6834feb-5710-4c8f-a74f-01b18d13b195
type: process-explorer
settings:
 eventLogs:
   - eventLog: P2P_EVENTLOG
     id: 9a51c727-f8c4-4908-9fd1-445598135171
     order: 100
   - eventLog: O2C_EVENTLOG
     id: O2C1
     order: 200
 graphControls: panel
 selectedKpiViewId: STANDARD_KPI_MEDIAN_THROUGHPUT_TIME
 hideKpiSwitcher: true
 name: Process Explorer
 infoText:
   content: This is the process explorer
   title: PE Description
 transitions:
   - transition: Transition_1
     id: 780c7147-21a2-4459-beeb-85ce057600f9
     order: 100
   - transition: Transition_2
     id: a71008f7-e4a1-4486-90fb-acc2b2b4b663
     order: 200