Validating KPIs for the object-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 (key performance indicator), 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.
As well as KPIs, the Knowledge Model includes calculated attributes that contain the business logic to classify and provide metadata about objects. You can use them in PQL queries as if they were another column in the database table for the object type. They appear in the Knowledge Model as attributes of relevant records. If you make any edits to view components that involve the calculated attributes from the Knowledge Model, we’ll automatically update the calculated attributes in the Knowledge Model to match your edits. You can also adjust them directly in the Knowledge Model before or after editing the views.
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 calculated attributes, 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. The same thing happens if the business logic is contained in a calculated attribute rather than a KPI - all the KPIs that share the calculated attribute will reflect your changes.
Here’s how to work with the KPIs and calculated attributes 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 to work with KPIs, or the Records section to work with calculated attributes.
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 or calculated attribute, 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 and calculated attributes, use the Publish button at the top of the screen in your Studio space to publish a new version of the app.