Validating KPIs for the case-centric Customer Consignment Stock app
Work through the steps in the Setup and Validation view to change the default parameters for the Customer Consignment Stock app. We explain how we calculate each KPI, and what parameters the app uses by default. You can change them to align with how things are done in your organization.
Tip
After you publish an app for the first time, changing variable values in the Setup and Validation view in Studio doesn’t change their values in Apps. After publishing, you’ll need to work with the views in the Apps area in order for the values of the settings to be applied for end users. It’s best to keep the two sets of variable values in sync so that your results in Studio match those in Apps.
The Setup and Validation view is the best way to validate and adjust the KPIs in the Customer Consignment Stock app’s Knowledge Model. If you’ve worked through a use case there but something is still not the way you want it, you can make further adjustments directly in the Knowledge Model.
If you need to make any adjustments directly in the Knowledge Model, work with it in Studio. You’ll need Analyst permissions on Studio and the Knowledge Model. If you need training, check out the training track “Build Knowledge Models and Views” on the Celonis Academy.
The main Knowledge Model for the Customer Consignment Stock app is called “Knowledge Model”. It points to the base Knowledge Model stored in the Celonis Marketplace, which you can’t update directly from the YAML code. Changes that you make to the PQL formulas, KPI names, or formatting in the app’s Knowledge Model override the base Knowledge Model. Your changes are applied when you publish a new version of the app.
Each KPI in a Knowledge Model contains a PQL (Process Query Language) formula. Some KPIs are reused inside other KPIs as nested formulas. When you adjust the business logic in a single formula, and save it, the change is simultaneously reflected in all the KPIs that reuse the formula.
Here’s how to work with the KPIs in the app’s Knowledge Model:
In the Celonis navigation menu, select Studio.
In the Studio overview, find the Customer Consignment Stock app in the space where you installed it, and click its tile.
Select the Knowledge Model from the app navigation.
Select the KPIs section of the Knowledge Model. You can sort and search the KPIs using their name or ID. The prefix to the ID shows what type of component they are.
To see and edit the full PQL formula and other settings for a KPI, click its row to open an editor. The editor automatically validates any changes that you make in the PQL formula.
If you want a fuller-featured PQL editor that lets you select from the tables and columns in your data, click on the pen icon next to the PQL formula.
If you need to disable a KPI or formula, click the three vertical dots at the top of the editor, and select Disable Scope, then click Disable to confirm. When you do this, the object can't be accessed or used anywhere in the package, including by other apps that depend on it.
When you’ve made changes to the KPIs, use the Publish button at the top of the screen in your Studio space to publish a new version of the app.