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Celonis Product Documentation

Query Data

Queries parts of your data model and provides the respective columns as output which can be used in the next steps.

Getting Started

1. Go to the edit mode.

2. Click on the '+' icon to add a new action.

3. Search for 'Celonis'.

4. Select 'Query Data'.

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5. Add a Connection by clicking 'Add' in the Query Data action. Now you have two possibilities. You can either just move forward by pressing the 'Continue' button, establishing a 'Celonis User Connection' or selecting the 'Celonis App Key Connection' from the Connection type dropdown.

Tip

For creating and testing an Action Flow, the 'Celonis User Connection' might be the fastest and easiest choice to get started.

For unattended full automation use cases we recommend switching to the 'Celonis App Key Connection'. This ensures that the automation runs stable even if a specific user is removed from the team.

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Choose which kind of Connection you would like to add:

Establish a 'Celonis User Connection'

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If you choose the 'Celonis User Connection' you can directly press the 'Continue' button to move the process forward. A new window will open up which has to be closed.

After that step you can move on with the settings of the Celonis Query Data setup.

Scroll down to Step 6

Establish a 'Celonis App Key Connection'

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5.1 When 'Show advanced settings' is selected, a 'Connection type' dropdown is shown where you can change the default connection type 'Celonis User Connection' to 'Celonis App Key Connection'.

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When selecting the 'Celonis App Key Connection' you have to provide an Application Key.

5.2 Create an application key following this guide and copy it!

5.3 Come back to this Connection pop up and paste the key in the respective field ('Application Key'). Move on by pressing the 'Continue' button.

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5.4 Navigate to 'Data Integration', click the three dots and go to 'Permissions' in the Data Pool you're planning to use.

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5.5 Select 'USE ALL DATA MODELS' for the application key you created.

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6. Go back to the Query Data Model Action in your Action Flow and select the Data Pool which contains your Data Model.

7. Choose your Data Model in the dropdown menu that appears after step 5.

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8. Add the columns you wish to query.This can be by writing a PQL - Process Query Language expression. Each column has three fillable fields:

  1. Column Name- the name that will be used when displaying that column's outputs.

  2. Formula - the PQL query used to extract that column (e.g. "VBAK"."VKORG")

  3. Column Sorting - defines the direction in which the output of this column will be returned. There are three discrete options from which you can choose.

    1. None (default): No sorting will be applied when querying results.

    2. Ascending: Results will be returned in ascending order.

    3. Descending: Results will be returned in descending order.

Note

The sorting priority will be defined according to the order of columns in the columns array.

Tip

We recommend starting with a Studio Analysis from which you can then copy the PQL queries over to the Query Data action. When pasting PQL into the Query Data action please use the 'paste without formatting' option (Ctrl+Shift+V).

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Warning

Those Query Data Actions created before January 19th 2022 will not have column sorting enabled. To make use of this feature, please replace your existing Query Data Action with a new (V.3) Query Data Action.

9. Add filter

In theFilteroption, you can define filters using PQL.

Open the Create Filter setup

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Choose a name, define the filter and add the filter to the setup

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Repeat the process to add more filters

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Advanced Settings

If you tick the 'Showadvanced settings'box, you can additionally adjust the property 'Row Limit'.

Property

Description

Row Limit

The setting 'Row Limit' allows you to adjust the number of rows to be queried. Per default, this is 50 per execution cycle.

Use the Queried Data in Action Flows

Note

In order to make the queried columns available in subsequent actions, please run the module once.

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Finally, you're all set to use your defined columns in subsequent actions. They will be listed just like parameters from other actions. In the example on the right, we're accessing our columns 'Sales Order' and 'Requested Delivery' (these were the alias we chose) to send a message in Slack.

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Note

You not only have the option to access the columns you defined but also the total number of bundles as well as the position of a bundle order!