Configuring widgets
To configure a widget, complete the following steps:
- Click the edit button on the header of a dashboard.
- On the chosen widget's header, select the settings icon.
- Change the settings in the Configuration tab, Style tab, and Help tab.
Configuration tab
You can use the Configuration tab to change the following settings of your widget:
- From clause
- Multi event log
- Dimensions
- Measures (Query)
- Filters
- Activity interval
- Apply dashboard filters
- Keep last event for each case
- Activities conformance
- Order by
Some settings are applicable only to specific types of widgets.
From clause
The from clause is an equivalent of FROM
SQL query. You can choose where your data comes from. eventlog
is your main source data, but you can choose to use data from object tables. If an object table is joined with
CaseStats
, you can use it together with CaseStats
without using eventlog as a data source. For more information, see Object tables.
You can add dimensions that are based on an object table. For example, you can use the role
column from your object table to filter the data of your event logs.
You can choose multiple sources of data. However, if you select a certain event log, you cannot also select an object table that is not joined with it.
When you remove a certain data source, all other data sources dependent on it also get removed. This happens when the data sources that you chose cannot be joined without the one you removed. Example: You select a certain event log, and then some object tables that are joined with it. Then, you remove the event log from the data sources. All the object tables with joins dependent on the event log also get removed.
To use a custom metric where the Group by clause includes an event log column, include the statistics table in the from clause. Make sure that the table is created for the respective column.
Multi event log
This feature is available as a technology preview.
When two or more event logs are connected with the same object tables available in your organization, you can include another event log in your project. For example, when a purchase invoices
column is related to purchase orders
column in another event log, you can connect them.
When you use more than one data source, you must select the join path, that is, all the tables that the two data sources are joined through. To view the connection between the data sources, see Help.
High cardinality join paths with complex many-to-many relationships are automatically excluded while connecting 2 event logs. If 2 event logs are connected only through invalid join paths, you are not able to use them together in the same project.
Columns from those event logs can be later used in Dimensions and Measures and to configure Pathtime
in Activity interval.
The multi event log feature can only be used in Charts and Card widgets. For more information, see Widget types.
Dimensions
Dimensions represent the category of information that you want to track, such as activities, referrers, pages, country of origin, product category, and other items whose attributes are often nonnumerical. A dimension produces a GROUP BY clause in the underlying SQL query. Depending on the widget, these fields can be case-id, activity, resource, role, pathtime, or any custom field. The analysis can be grouped by the end-time or start-time of the cases (on either an hourly, daily, monthly, or yearly time frame).
More than one dimension might be required depending on the widget.
From an SQL perspective, the dimensions are the values of the columns you select from the eventlog or object tables (in the From clause) and on which you group by your selection.
Set Case fill to On to auto-fill custom fields that have empty values by using previous value in the same case.
When you create an analytics widget that uses a field name with special characters, you must enter the custom field names in double quotation marks (" ").
Measures (Query)
Measures indicate the quantities that you want to measure such as number of visits, page views, hits, bounce rates, and other items that can be strings or dates. Measures can be used as an SQL builder. Each measure needs to specify the following values:
- A label (the alias of the measure)
- A query
When you start typing, you can see all the available data sources (event logs and object tables) in the autocomplete dropdown list. Add a dot after the data source name to see all the columns available for that table.
When you create an analytics widget by using a field name with special characters, you must enter the custom field names in double quotation marks (" ").
As Measures are displayed in the widget, insert custom queries to specify what you want to analyze. For example, you can compose a measure query by using operators
together with columns
, parameters
or custom metrics
.
Along with the standard SQL operators and functions such as AVG
, COUNT
, SUM
, or DISTINCT
and in addition to the data columns imported by the user (they can be viewed in the Help section), IBM Process Mining calculates parameters that are designed for process analysis.
The COUNT(*)
operator is applied on the rows that are filtered by the widget, which includes the set of filters that are applied at PM, dashboard and widget where clause
levels.
When you use a COUNT
function with an input argument, the function counts only the rows that are retrieved by the widget.
IBM Process Mining facilitates the use of the following functions:
casecost()
This computes the cost of a case, according to the defined cost model. This custom function is a CASE property.
leadtime()
This precomputed parameter is a CASE property and it returns the lead time of the case that the event belongs to. Leadtime() indicates the timespan between the start time of the first event and the end time
of the last event.
keeplast()
This function keeps only the last eventlog record for each case. This prevents cardinality issues while using leadtime and functions from case_stats table. The following code is an example of this function:
select avg(leadtime), keeplast(Region)
from case_stats, join eventlog
group by Region
The formatter shows the value of a measure. It can be set to the following configurations:
- Auto
- Date
- Duration
- Lead time
- Heatmap
- Number
- Percentage
- Text
When you select duration as formatter, business hours and calendar are expressed in hours.
When you select lead time as formatter, business hours and calendar are expressed in days.
The following table presents the numerical functions that you can use inside queries:
Table | Function | Description |
---|---|---|
eventlog |
caseid (key) | The unique identifier of a process instance. |
starttime | The registered start time of an activity. | |
resource | The user who performed the activity. | |
activity | The activity name. | |
role | The role of a person performing the activity. | |
cost | The cost of an activity, as configured in the Cost settings. Depends on working time, resource hourly cost, and activity standard cost. | |
endtime | The registered end time of an activity. | |
workingtime | The working time spent on an activity. | |
servicetime | The total time elapsed to complete an activity, including idle time and other components. | |
waittime | The elapsed time between the start of an activity and the end of the previous one with same caseid . |
|
pathtime | The lead time between the two activities specified in the Activity Interval clause. | |
case_stats |
starttime | The beginning date of a case (process instance) equals the start time of its first activity. |
endtime | The end date of a case (process instance), equals the end time of its last activity. | |
leadtime | The total elapsed time between the start and the end time of a case. | |
cost | The total cost of a case. Equals to the sum of the cost of its activities. | |
running | The value is 1 if the case is running, 0 if it is completed. A case is defined completed if its last activity is set as the end activity (in Data & Settings). |
|
conformant | The value is 1 if the case is conformant, 0 if it is not. A case is defined non-conformant if none of its activities or transitions occur in the reference model. |
|
Project |
TOTAL_EVENTS | A custom metric. The total number of events uploaded in the eventlog . Since it ignores filters, it can be used to calculate ratios along with filtered measures. |
TOTAL_CASES | A custom metric. The total number of cases uploaded in the eventlog . Since it ignores filters, it can be used to calculate ratios along with filtered measures. |
|
TOTAL_COMPLETED_CASES | A custom metric. The total number of completed cases uploaded in the eventlog . It depends on the end activities configuration. |
|
TOTAL_RUNNING_CASES | A custom metric. The total number of running cases uploaded in the eventlog . It depends on the end activities configuration. |
Filters
Filters direct analytics to the cases on which you want to run the query. A filter produces a WHERE
clause in the underlying SQL query.
Set specific filters for the widget to analyze the dimensions and measures only for the filtered events. When you start typing, you can see all the available data sources (event logs and object tables) in the autocomplete dropdown list. Add a dot after the data source name to see all the columns available for that table.
From an SQL point of view, filters express WHERE
conditions. You can use subquery statements to make them more specific.
Example: Subquery to select cases awaiting validation:
caseid in (select caseid from eventlog where eventlog.ACTIVITY = 'Waiting validation')
To apply filters with Boolean values, such as parameters or custom metrics, use 1
for true
and 0
for false
.
Dashboard filters are applied on top of the filters that are applied on the event log.
Activity interval
You can restrict the measure computation to the activities in the defined interval.
You must activate and select the activity interval to compute the Pathtime based measure.
For both the start and the end activity of the path, you can choose whether to consider the following settings:
First instance
If reworks occurred on the activity, the path considers the first execution.
Last instance
If reworks occurred on the activity, the path considers the last execution.
For both the start and the end activity of the path, you can choose whether to consider the following settings:
The start time
The start activity execution time is included in the path or the end activity execution time is excluded from the path.
The end time (if available)
The start activity execution time is excluded from the path or the end activity execution time is included in the path.
For example, the following picture shows the differences on the computation of the average pathtime from the start of “Warehouse Loading” to the end of “Invoice Check”:
You can use the following examples to configure the Activity interval widget:
-
Setting the Activity interval to “from last instance by using start time to first instance by using end time” excludes all the reworks from the computation.
-
Setting the Activity interval to “from first instance by using start time to first instance by using start time” includes all the reworks on the start activity.
-
Setting the Activity interval to “from last instance by using end time to last instance by using end time” includes all the reworks on the start activity. Then, the path also includes “Goods check” and “Wait” activities.
-
Setting the Activity interval to “from first instance by using start time to last instance by using end time" includes all the reworks in the computation.
Apply dashboard filters
You can choose whether the dashboard filters are used in the chosen filter. If you do not use them, only IBM Process Mining filters are applied. This decision can be useful when comparing measures with and without specific filters.
Activities conformance
You can choose whether you want to keep conformant or non-conformant activities.
Keep last event for each case
If selected, only the last event per case is considered for the selected measures.
The following table represents a part of an event log.
CaseID | Activity | Date | Amount |
---|---|---|---|
A | Activity1 | 01/01/2024 | 100 |
A | Activity2 | 02/01/2024 | 100 |
A | Activity2 | 03/01/2024 | 100 |
A | Activity4 | 04/01/2024 | 100 |
A | Activity2 | 27/01/2024 | 50 |
A | Activity3 | 28/01/2024 | 50 |
The values in the Amount column cannot be defined as case-level
or event-level
.
If you calculate the average of the data in the Amount field, the returned value is 83.333(3) because the average is calculated by considering each event separately.
If you want to calculate the average at a case-level
, enable the Keep last event for each case function.
This toggle allows you to keep the last events (from a timestamp perspective) that are returned for each case, and filter out all the other filters. These events are filtered through the Date
column.
The following table represents the data that is returned by the event log filter with the Keep last event for each case function enabled:
CaseID | Activity | Date | Amount |
---|---|---|---|
A | Activity4 | 04/01/2024 | 100 |
B | Activity3 | 28/01/2024 | 50 |
If you calculate the average of the data in the Amount field with Keep last event for each case switch that is enabled, the returned value is 75.
Keep last event for each case is applied on top of the other widget filters, including activity interval.
For example, the filtering can be applied without the Keep last event for each case option:
Filters: activity = 'Activity2'
The following table represents the 3 events from the event log that is returned with this configuration:
CaseID | Activity | Date | Amount |
---|---|---|---|
A | Activity2 | 02/01/2024 | 100 |
A | Activity2 | 03/01/2024 | 100 |
B | Activity2 | 27/01/2024 | 50 |
The following table represents the 2 events from the event log that is returned with the Keep last event for each case enabled:
CaseID | Activity | Date | Amount |
---|---|---|---|
A | Activity2 | 03/01/2024 | 100 |
B | Activity2 | 27/01/2024 | 50 |
The widget filter is applied first, then the Keep last event for each case option keeps the last event of each case.
Order by
Order by specifies the measure or dimension by which the underlying SQL query must be sorted. The results might vary depending on the selected ordering. You can view the results in a descending or ascending order.
Style tab
You can customize the style of representation of data in your widgets. To change the style of the widget, select the Style tab from the widget settings.
The Style tab is not available for some of the widgets.
The following table presents the functions of each available option in the style settings:
Setting | Description | Additional information | |
---|---|---|---|
1 | Rowset threshold | Specifies the limit of table rows to display. | |
2 | Hide empty dimensions | Specifies whether empty dimensions are hidden in the table or chart. | |
3 | Display as chart | Specifies whether the data must be displayed as a table or chart. | |
4 | Chart type | Specifies the type of chart to visualize data. | Available only when Display as chart is selected. |
5 | Basic edit mode | Specifies the chart editing mode. | You can choose to use buttons and toggles or code to configure the chart. |
6 | Color palette | Specifies the colors that are used in the charts. | Click the colors to customize the palette. |
7 | Show axis 1 | Specifies whether the Axis 1 is displayed in the chart. | |
8 | Show axis 2 | Specifies whether the Axis 1 is displayed in the chart. | |
9 | Inverse axis direction | Specifies whether the direction of the axis must be inversed. | |
10 | Axis name | Specifies the name of the axis. | |
11 | Display axis label inside | Specifies whether the name of the axis is displayed in the chart. | |
12 | Display axis as type | Specifies the type of the data that is denoted in the axis. | |
13 | Min/Max axis interval | Specifies the minimum and maximum interval values for the axis. | |
14 | Use dimension as data series | Specifies whether to use a dimension as an axis in the chart. | Select the dimension to use as an axis and select the sorting order as ascending or descending. |
15 | Visual map | Specifies whether to enable a visual map for the chart. | Visual mapping enhances the visualization of the chart by using colors to define data ranges. You can filter the required data in the chart by clicking the required legend. |
16 | Show toggle chart type | Specifies whether chart type buttons are displayed. | You can use the chart type buttons to switch the chart type. |
17 | Show save chart as image | Specifies whether the Save as image button is displayed. | You can use the Save as image button to download the chart as an image. |
18 | Show chart source data | Specifies whether the Data view button is displayed. | You can use the Data view button to view the source data that is used to create the chart. |
19 | Show restore default chart | Specifies whether the Restore button is displayed. | You can use the Restore button to reset the chart settings. |
20 | Show legend | Specifies whether the chart legend is displayed. | |
21 | Zoom inside chart | Specifies whether zoom by scroll wheel is enabled in the chart. | |
22 | Show bottom zoom slider | Specifies whether the chart zoom slider is displayed. | You can use the zoom slider to zoom into the required chart data range. |
23 | Show grid borders | Specifies whether the chart grid borders are displayed. | |
24 | Avoid label overflow | Specifies whether the chart label overflow is allowed. | |
25 | Normalize axis | If selected, the measures are normalized. | |
26 | Render axis labels | It forces the widget to render axis tick labels. | |
27 | Activities conformance | If an activity is selected as a dimension and you uploaded a reference model into IBM Process Mining, you can focus on all activities, only conformant activities or not conformant activities. | |
28 | Hide search box | If selected, the search box on the upper right corner of the widget is not displayed. | |
29 | Add constant line | You can add a constant line on the chart and set its measure unit (number, days, hours, minutes). | |
30 | Rowset threshold | Set the number of rowset to be displayed by the widget, up to 10000. | |
31 | Show SQL-like query | It displays the SQL query that you are inserting in the widget, as a combination of dimensions, measures and filters. For more information, see Queries. |
Help tab
You can view the relationship model in the Help section. The tables visible in the Help section display the relations between event logs.
Some tables that are available in the Help section are not visible in the Data & Settings > Object tables. The Help section also displays data that was not imported by
a user, that is, data that was analyzed by Process Mining. For example, the automatically generated case_stats
table is connected to eventlog
through Case ID.
You can view columns in the data source files, precomputed custom metrics ([x]
), and values ([Fx]
).
Eventlog
, case_stats
, and Projects
table are visible in every project, as they are calculated automatically. The Project
table contains automatically created custom metrics.
Every value that you can see that in the table can be used as a measure.