Before you can display content in the Conformance check widget, you must first assign all required data columns to this widget. The column assignment is done automatically based on your Process Mining context settings, but you must open the assignment dialog to confirm the settings.
The Process Mining context provides all relevant data based on the measures and dimensions configured in PPM. The required measures and dimensions for the Conformance check widget are only available if you have configured PPM for a conformance check accordingly. For details on configuring a conformance check, see the PPM Process Conformance Checking with ARIS document.
To assign the relevant data columns to the widget elements, you must first set the Conformance issue relation as Relation for measures and dimensions in the Process Mining context.
Prerequisites
You have configured PPM to perform a conformance check.
You have created a Process Mining context.
You have specified the Conformance issue relation for the Process Mining context.
Procedure
Click the Conformance check widget on the dashboard. The relevant properties dialog is displayed.
Click Assign data to edit the data source assignment. The Assign data (2/2) dialog is displayed.
Here you can assign the data source columns to the individual widget elements. For details, see chapter Settings.
Assign the data columns of the Process Mining context to the widget elements using drag and drop.
By default, the relevant columns are already assigned to the widget elements.
The following widget elements are mandatory. If they are not configured, no data is displayed in the widget.
Number of processes
Conformance rate
Conformance issue type
Non-conforming function
Preceding function
Click the assigned columns to specify the columns settings. For details, see chapter Settings.
Click OK to save your settings.
The widget shows a Conformance check based on the assigned data columns.
If required, you can adjust the list of data columns provided for the data columns assignment. Click Edit context to edit the data columns specified in the Process Mining context.
You can further configure the widget as follows:
The source columns are automatically matched to the widget elements based on keywords of the criteria. The criteria keywords are defined in the PPM settings specifically for the PPM conformance check with ARIS.
For details on configuring a conformance check, see the PPM Process Conformance Checking with ARIS document.
The names of the widget elements are also taken from the PPM settings. The names are in English only, but you can change them manually.
The matching is only done if there are no columns already assigned to some widget elements.
The following elements of the Conformance check widget are matched:
Number of processes
Column is a process measure with keyword PNUM.
Is exactly "Number of processes" then
Contains "Number of processes".
Conformance rate
Column is a process or relation measure with keyword KI_CONFORMANCE_RATE.
Is exactly "Conformance rate [%]" then
Contains "Conformance rate".
Conformance issue type
Column is a relation dimension with keyword D_CONFORMANCE_ISSUE_TYPE.
Is exactly "Conformance issue type (Conformance issue)" then
Contains "Conformance issue type".
Non-conforming function
Column is a relation dimension with keyword D_NONCONFORMING_FUNCTION
Is exactly "Non-conforming function (Conformance issue)" then
Contains "Non-conforming function".
Preceding function
Column is a relation dimension with keyword D_PRECEDING_FUNCTION.
Is exactly "Preceding function (Conformance issue)" then
Contains "Preceding function".
If there is no matching source column for a widget element, the widget element stays unassigned, and you must manually assign the column to be used.
The Conformance check widget requires assigned columns for the elements Number of processes, Conformance rate, Conformance issue type, Non-conforming function, and Preceding function.
You can specify the Display name and Format for the Number of processes, Conformance rate, and Additional measures elements. For Additional measure, you can additionally specify the Aggregation. If you enable the Round numerically option, the values are rounded according to the specified format, otherwise the digits are truncated.
Option list
Field |
Description |
---|---|
Number of processes |
Provides the number of conforming and non-conforming processes for each additional measure and additionally per conformance issue type. Allows only numeric columns. The values are displayed in the overview and issues area of the widget. The element is required. |
Conformance rate |
Provides the conformance rate of process instances. The conformance rate distinguishes between conforming (conformance rate = 100%) and non-conforming (conformance rate = 0%) processes. Allows only numeric columns. The element is required. |
Conformance issue type |
Provides the conformance issue type. Allows only text columns. The values are displayed in the issues area of the widget together with the non-conforming function. Additionally, the preceding function is displayed if the issue type is "should not follow". The element is required. |
Non-conforming function |
Provides the non-conforming function that causes the issue type. Allows only text columns. The values are displayed together with the issue type in the issues area of the widget. The element is required. |
Preceding function |
Provides the preceding function if the issue type is "should not follow". Otherwise, the value of this element is not displayed. Allows only text columns. The values are displayed together with the issue type in the issues area of the widget. The element is required. |
Additional measures |
Provides two additional measures that can be used to display the difference of the measure regarding conforming and non-conforming process instances. Allows only numeric columns and columns that contain process measures. The values are displayed in the overview and in the issues area. The element is optional. By default, the first field is preset with the PDLZ measure if it is available. You can also add the same measure twice with different aggregations. But in this case, the display names of both fields must be different. |
Advanced options
Field |
Description |
---|---|
Display name |
New column name displayed in the widget that is used for measure, data point, or tool tip, for example. By default, the data source column name is used. |
Aggregation |
Specifies how the measure value is calculated. Available for numeric columns. The preset aggregation type depends on the configuration in PPM. The number of aggregation types provided by context-based widgets may differ from non-context-based widgets. |
Format |
Output format of the column values that is used for data points or tool tip, for example. Available for columns of date and numeric type. |
Round Numerically |
Displays rounded measure values in the chart. Available for numeric columns. Enabled by default. |