Review Interpret Analyses Review Interpret Analyses
- 1. Quick Reference Guide Review and Interpret Analyses 🔗
- 2. Variant Explorer Discover all the different ways the process flows in your org. for improvement or compliance purposes. Select individual variants Review the top variants by clicking individual bars. Quickly find out if the majority of cases are flowing in a desired or undesired manner. Reveal more variants Click the “More” button to reveal additional variants. Switch displayed KPI Switch to a KPI other than “Case Frequency,” for example, “Activity Frequency” to see rework. When viewing multiple variants, switch to a “Throughput Time” KPI to find out how the addition of an activity impacted the throughput time for the cases in variant. Review TT KPI for each variant These numbers display the total “Throughput Time (Median)” for each variant Identify number of variants Check out the total number of variants for the entire analysis, or when filtered on cases, the total variants for the filtered cases. Filter using a connection or activity Click on a specific connection or activity to see how you can narrow the analysis focus. Connection: With, Without Activity: With, Without, Starting, Ending Review percentage of cases Review the percentage of total analysis cases that the selected variant(s) represent, or when filtered, the percentage out of the filtered cases. Select multiple variants In the bar chart, click a variant and drag to select multiple variants for comparison. Switch from “Graph” to “List” to select multiple non-adjacent variants. Review variant(s) For each variant, at Process Start, you can see how many cases have taken that exact set and sequence of activities. Filter the entire analysis Choose one or multiple variants and click the “Filter” button to apply the selection to the entire analysis (all sheets). Celonis Academy 01/2022
- 3. Process Explorer Quickly discover the activities and connections beyond the most common ones. Switch displayed KPI Just like in the Variant Explorer, you can switch KPIs to get additional insights. Filter using a connection or activity Click on a specific connection or activity to see how you can further narrow the analysis focus with the options available. Activity: With, Without, Starting, Ending Connection: With, Without Review the most common activities The Process Explorer, by default, looks at all the cases in the analysis as evident in the number noted at Process Start. Add/Remove connections Use the slider to control connections between activities. Tip: The displaying of connections depends on activities already being displayed. Hide/Show Activities Limit the activities to those that are relevant to you by selecting or deselecting from a list. Keep in mind, this is not an analysis filter. Add/Remove activities Use the slider to control the activity coverage. As you add activities, additional connections display as well. Celonis Academy 01/2022
- 4. Process Explorer (Full Screen differences) Find out how cases are flowing into and out of specific activities. Get a rundown on activities Switch to “List view” to see all activities along with the case frequency for each and even search for a specific one. Interpret the differences in case count The differences between the case count on a connection going into or out of an activity and the case count on the activity can be explained by the fact that not all activities and connections are displayed. Check out “predecessor and successor” activities. Review predecessor and successor activities When you left-click on an activity in the full screen Process Explorer, in addition to filtering options, you also see two tabs that show where the cases come from (predecessor) and where they go to (successor). This helps complete the picture as to why the case numbers differ across the connections going into and out of an activity and the activity itself. Tip: The KPI displayed in these updates dynamically depending on the KPI you’ve selected in the upper left of the Process Explorer. Filter using a connection or activity Once you left-click on an activity or connection, you can use the button and dropdown to see your filtering options. Tip: If you right-click an activity or connection, you’ll see the same filtering window as in the Variant Explorer and the non-full screen Process Explorer. Celonis Academy 01/2022
- 5. Charts and Tables The “Keep” and “Discard” options also appear in the top bar when you select values in charts and tables. Keep the selection Discard the selection Invert the selection Un/hide and reorder KPIs. Tip: This option also shows if you click the table header. Restrict the table by a specific dimension In a table, hover over the dimension column to see the search icon appear. Click it to search for a specific value to restrict the table. Tip: This filters the table and not the analysis. In a dynamic table where you switch dimensions from a dropdown menu, the dimension column remains filtered until you remove the search term. Know that if the search icon is blue, there’s an active search in the column. Filter in charts and tables When you select a value, you’ll get different selection options: Deep dive into the analysis with powerful filtering capabilities. Sort values in column Click the column header to sort the values. Celonis Academy 01/2022
- 6. Selection Views Use the comprehensive set of options to filter on cases if you know exactly what you’re looking for. Attribute selection You can specify one or more attributes found in the tables in the data model. Activity selection Use the Any/All button accordingly to ensure you’re setting the right filter. Process flow selection Pay attention to the options in the dropdown between the two activities you select. Throughput time selection Take note of the dropdowns with the option to specify “First occurrence” or “Last occurrence” above each activity. Rework selection Remember to note the number “2” or higher in the first field if you’re looking for cases where the activity occurred more than once. Crop selection This selection is beneficial if you want to break down all the flows between two specific activities. Celonis Academy 01/2022 Access the Selection Views Click this button in the top toolbar.
- 7. Case Explorer Select columns to display Expand the table columns window pane to specify which columns to include or exclude from the Case Explorer. Review case details Once you select a case, you can examine the case details in the sidebar. For example, for each activity, you can see if it was performed manually among other info. The amount of information displayed will depend on what columns the Data Engineer has added to the Activity Table. Filter the analysis If you select the case, the entire analysis will focus on this individual case. Investigate a few extreme cases in detail once you've narrowed down the analysis to the cases in question. Search in a column Hover over a column and search a specific value to filter. This does not filter the analysis, just the Case Explorer. Sort values in column Click the column header to see your sorting options. Celonis Academy 01/2022
- 8. Save & Share Analysis Selection Create a shared bookmark Hover over the bookmark, then select the sharing option. Your team will see this bookmark in the “Bookmarks Shared With You” section. Save selection as bookmark Click the dropdown icon next in the top toolbar to see your bookmarking options. One-time selection sharing Don’t want to save the current selection but want to share it? Use the “Share your Selections” button in the top right of the analysis. (Do not use the browser URL.) This button will produce a URL that you can copy to send to your teammates which will apply the filters you currently have applied. Save time by bookmarking analysis selections and easily sharing them. Celonis Academy 01/2022
- 9. Conformance checker Get automatic insights on how the process is performing against a specified process model. Review conformance at a high level Get quick insights by reviewing the overall conformance stats, Conformance history graph, and KPIs. Red color represents non-conforming cases. Review target process model Review the specified process that the Conformance sheet is comparing the as-is process to. Tip: Work with the the person building analyses to specify multiple process models in separate Conformance sheets, if necessary. Interpret the violations Click “View cases in” to open the corresponding cases in the desired sheet. Each violation represents either an activity not reflected in the process model or order of activities not reflected in the process model. Perform root cause analysis Click the button to perform a root cause analysis. Celonis will use the data and pinpoint possible reasons that are causing the violation. View violation detail page On the Conformance overview, click a violation to view its details. Here, you can examine the violation in detail and view the related cases in any of the analysis sheets. You can also add the violation to the “allowlist” to exclude it from the non-conforming cases. Celonis Academy 01/2022