Recommendation
Overview
Introduction to Recommendations
Use the "Recommendation" component on Views to list out different recommendations on how to improve a KPI. Details about the recommended improvement measures can be provided in Profile Views.
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Basic configuration
Please find below an example of the most basic configuration of a "Recommendation" component.
Firstly create a new KPI in the Knowledge Model, which contains customAttribute of type recommendation.
Click here to see KM KPI definition.
kpis: - id: TOTAL_NUMBER_OF_INVOICES displayName: Total number of invoices customAttributes: #The KPI requires the customAttribute of type recommendation, which you can see below recommendations: - id: RECOMMANDATION1 displayName: Underutilization of cash discount #Used for displaying in the recommendation list component filter: CASE WHEN COUNT_TABLE("PizzaP2P_xlsx_Sheet_0_CASES") - COUNT(DISTINCT "PizzaP2P_xlsx_Sheet_0"."ACTIVITIES") > 0 THEN 1 ELSE 0 END firstKpi: TOTAL_NUMBER_OF_INVOICES #Used for opening a Profile View based on the KPI secondKpi: kpi2 thirdKpi: kpi3 process: AP #Referenced in the View component.
Attribute | Required | Type | Description |
---|---|---|---|
process | true | References the process defined in the Knowledge Model. | |
kpis | true | Defines a list of KPIs which can be displayed in the Recommendation list. | |
kpi | true | KPI | References a KPIs defined in the Knowledge Model. |
Info
optimised for component editor
View YAML
id: recommendation-list-7f184b57-ddc5-4b6b-ba49-d6109690c0a2 type: recommendation-list settings: data: process: AP kpis: - kpi: TOTAL_NUMBER_OF_INVOICES - kpi: TOTAL_NUMBER_OF_SUPPLIERS
Lastly you can now go ahead and create a new Profile View with the knowledgeObjectId:RECOMMENDATION. When clicking on entry it will then open this Profile View.
Advanced configuration
In addition to the basic configuration, the following additional configuration options are also available.
Attribute | Required | Type | Possible values | Default Value | Description | |
---|---|---|---|---|---|---|
name | false | String | Defines the title displayed above the component. | |||
limit | false | Integer | Defines the number of elements displayed in the list. | |||
actions link | false | String | Defines a link, which will automatically show a "Show More" button.
| |||
id | false | String | Defines a unique identifier for the KPI. It is important in the context of Base and Extension. | |||
order | true | Integer | Defines the order of the KPI. It is important in the context of Base and Extension. | |||
kpiParams | false | - | - | - | Allows defining Parameters that are also used in the Knowledge Model. See here for more details on how to set a KPI parameter. | |
id | false | String | - | - | Defines the ID value of the parameter defined. NoteThe KPI Parameter ID value record in the view must match KPI parameter ID defined in KM to work correctly. | |
value | false | - | - | Defines the value of the parameter that will be passed from the knowledge model. NoteThis value should be defined using a variable with the input coming from e.g. a dropdown component. |
id: recommendation-list-36639136-5fde-4c77-80e5-7445069aa7a0 type: recommendation-list settings: name: List limit: 4 actions: link: https://www.celonis.com data: kpis: - kpi: TOTAL_NETWR_CONVERTED id: kpi1 order: 100 kpiParams: - id: kpiParamId value: 100 - kpi: NUMBER_OF_PROCESS_VARIANTS id: kpi2 order: 200 process: AP