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Celonis Product Documentation

Step 2 - Filter Data

Scope the value opportunity by selecting applicable filters from your Knowledge Model, such as filtering by company code or vendor.

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  1. Use the first dropdown to select one or more filters to apply from your Knowledge Model.

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  2. Use the second dropdown to select a date column from your Knowledge Model to use for time filters. Knowledge Hub will track value for your value opportunities and KPIs where the value in the selected column falls between the <Tracking start date> and the <Latest date>, for a maximum of one year.

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    For example, if “Creation Date” is selected in the screenshot above, then only invoices with a date value in the “Creation Date” column that falls between <Tracking start date> to <Latest date> will be used when calculating value realized and KPIs.

  3. Click Save & Continue to set up your value tracking formula.