Assign data columns of a Process Mining context

If you have configured a Process Mining context for your dashboard, you need only assign the data columns provided by the Process Mining context to the elements of the dashboard widgets (Assign data (2/2) dialog). You do not have to assign a data source to each widget first (Assign data (1/2) dialog). The Process Mining context is automatically assigned to all widgets in the dashboard that have no data source assigned.

By default, the Process Mining context provides all available data columns of the PPM system. For the Function Flow widget, the columns are automatically filtered, and the Process Mining context provides all relevant data columns.

Procedure

  1. Click the Function Flow widget on the dashboard. The relevant properties dialog is displayed.

  2. Click assign data 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.

  3. Assign the data columns of the Process Mining context to the widget elements using drag and drop.

  4. Click the assigned columns to specify the columns settings. For details, see chapter Settings.

  5. You can configure thresholds for the function measure values.

  6. Click OK to save your settings.

The widget shows a Function Flow diagram based on the data of the assigned data source.

If you do not want to use context-based data columns, you can assign any other data source provided. You can change the data source by clicking Use other data. The Assign data (1/2) dialog opens. Here you can assign any data source provided. If you assign another data source, you cannot reassign the PPM context to the dashboard widget. For details, see chapter Assign data sources.

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:

Configure thresholds_connect

You can define thresholds for the function measures to display their status. In view mode, a colored marker shows the threshold range in which a function measure value is located.

Procedure

  1. Click a Function measure value box that contains an assigned data column.

  2. Under Thresholds click a Color box to select a color for each threshold.

  3. Select an operator for each threshold to define the measure value range, for example, < (less than).

  4. Enter a value for each threshold.

    Only numeric values are allowed.

  5. Click the Add Plus button to add a threshold or click the Remove Minus button to remove a threshold.

    By default, there are initially three lines to configure thresholds.

The thresholds are configured.

In dashboard view mode, you can view the colored markers for each function measure for which you have specified thresholds.

Column matching

To facilitate the assignment of the source columns to the widget elements, the names of the source columns are automatically matched to the default names of the columns in the standard customizing (in English and German only). The matching is only done if there are no columns already assigned to some widget elements.

The following elements of the Function Flow widget are matched (the comparison is case insensitive):

  • Start function

    Contains "Function (Start)"

    Contains "(Start)"

  • End function

    Contains "Function (Target)"

    Contains "(Target)"

  • Function names

    Contains "Function" then

    Is exactly "Function"

  • Number of start functions

    Contains "Number of start functions" then

    Contains "Number of start functions"

  • Number of end functions

    Contains "Number of end functions" then

    Contains "Number of end functions"

  • Relevance column

    Is estimated if there is only a single column with type numeric, then

    Is exactly "Number of processes" then

    Contains "Number of processes"

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.