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 data columns of the PPM system. For the Process Variants widget, the columns are automatically filtered, and the Process Mining context provides only the variant dimension and numeric columns available.

Procedure

  1. Click the Process Variants 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. See Settings for details.

  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. See Settings for details.

  5. Click OK to save your settings.

The widget shows the variants as a bar chart 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 Process Mining 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 Process Mining context to edit the data columns specified in the Process Mining context.

You can further configure the widget as follows:

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 Process Variants widget are matched (the comparison is case insensitive):

  • Variant dimension

    Is exactly "Variant"

    Contains "Variant"

  • Primary measure

    Is only matched if there is only a single column with numeric type.

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.

Settings

The Process Variants widget requires one column for the Variant dimension and one for the Primary measure element. Additionally, you can assign a data source column to the optional Additional measure element.

You can specify the Display name for the Variant dimension element. For the Primary measure and Additional measure elements, you can specify the Display name and the Format. If you enable the Round numerically option, the values are rounded according to the specified format, otherwise the digits are truncated. A column used as Primary measure cannot be used as Additional measure and vice versa.

If you use the PPM context for a Process Variants widget, you can rename the Display name of the Primary measure and Additional measure widget elements.

Option list

Field

Description

Variant dimension

Contains the column with the names of the variants, for example, v1, v2, or v1-3. The names are displayed as labels of the bars.

Mandatory.

Allows only text columns.

If the field is empty, no chart is displayed.

Primary measure

The values are used to compute the length of the bars and the sorting order of the variants. The data is always sorted in descending order. The order cannot be changed.

Mandatory.

Allows only numeric columns.

If the field is empty, no chart is displayed.

Additional measure

Contains additional measure values assigned to the various variants. The values are displayed on the right side of the chart besides the bars.

Optional.

Allows only numeric columns.

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.