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Configuring Axis Allocation

The Create New Analysis Wizard (refer to Creating an Analysis for details) supports you during the creation of an analysis.

  • In step 1 the user must select a chart type.

  • In step 2 the process to be analyzed is selected

  • In step 3 the axis allocation for the analysis is configured.

  • In step 4 the user can finally create filtersConfiguring Filtersfor their analysis.

Only the first three steps are mandatory, the creation of a filter is optional. The allocation of axes differs depending on the chart type selected and offers different configuration options depending on the instance attributes chosen.

Selecting Instance Attributes

You can determine which instance attributes should be displayed in the chart in the axis allocation step. The available instance attributes are listed on the left.

Refer to Process Mining Glossary for detailed explanations of individual instance attributes.

The two areas for the content of the x and y axis are located on the right hand side of the dialog:

Icon

Description

dimension_icon.png
  • Dimensions are displayed on the x-axis.

key_indicator_icon.png
  • Key indicators are displayed on the y-axis. 

In distribution charts (all chart types except tachometer), key indicators can also be displayed as a dimension on the x-axis.

wizard_axis_allocation.png

To use an attribute, drag it from the list onto the area of ​​the corresponding axis. You can only drop instance attributes with the matching symbol onto the corresponding axis:

drawing_attribute.png

The correct allocation of dimensions and key indicators is visually supported. If the user tries to place an instance attribute on the wrong axis, the area will be framed in red:

wrong_attribute.png

A green frame signals that they are saving the selected instance attribute in the correct axis area:

correct_attribute.png

If instance attributes of differing levels are mixed, the resulting chart is not meaningful. The wizard therefore displays the following message: You combined process attributes with process step attributes. This kind of axis allocation will not lead to significant results. Please change your selection of instance attributes. Matching attributes are highlighted in color:

combination_note.png

Specific Differences Depending on Chart Type

The division of a chart into x and y axes is not applicable for all chart types. When selecting instance attributes, there are slight differences depending on the chart type.

x-Axis and y-Axis

For the following chart types, instance attributes can be distributed on an x-axis and an y-axis:

  • Line Chart

  • Area Chart

  • Area Spline Chart

  • Column Chart

  • Bar Chart

  • Spline Chart

  • Radar Chart

axes.png

In the chart, the allocated attributes are displayed on the x and y axes:

Pie Chart

You can also select a dimension and a key indicator in the pie chart. Due to the representation as a circle or pie, we speak of circle sections for the dimensions and section quantity for the key indicators:

sections.png

The circle sectors are differentiated in color in the chart, the sector sizes determine the size of the "piece of the pie":

Tachometer

The tachometer chart can only represent one key indicator. Rather than a second axis, corresponding upper and lower limits must be defined here. The entry of a time period can be carried out in weeks, days, hours, minutes and seconds (refer to Configuring Filters for details):

tachometer.png

The tachometer shows the current value between the lower and upper limit:

Configuration Options for Instance Attributes

The way in which instance attributes are displayed can be configured with a variety of setting options:

  • Displayable Number of Attributes: It is possible to display several key indicators and dimensions in one analysis. A key indicator can also be displayed several times in an analysis, for example to be able to compare minimum and maximum directly.

  • Measure Scales: In order to compare key indicators with different value ranges, you can select the display scale for key indicators.

  • Sorting Attributes:  You can also select sort criteria for different dimensions, which can be displayed in ascending or descending order.

  • Aggregation of Measures: You can set the desired aggregation for key indicators.

  • Configuring Time-based Instance Attributes: You can freely select the units for time-based instance attributes.

Displayable Number of Attributes

The number of instance attributes to be shown in an analysis is up to the user. However, the following restrictions apply to the configuration of an analysis:

Chart Type

Possible Number of Dimensions 

Possible Number of Key indicators 

1

1 - n°

2*

1

1

1 - n°

2*

1

1

1

1

1 - n°

2*

1

1

1 - n°

1

1 - n°

2*

1

0

1

* If two dimensions are selected, the combinations of time + category (e.g. Last Update + Step) and category + category (e.g. Step + Host) are allowed.

° A key indicator can be assigned several times. This enables the comparison of several aggregations of the same key indicator, such as minimum and maximum, in one analysis.

Examples

One Dimension:

  • Current Step (Category)

One Key Indicator:

One Dimension:

  • Current Step (Category)

One Key Indicator:

One Dimension:

  • Step (Category)

Two Key Indicators:

Two Dimensions:

  • Start Date (Time)

  • Step (Category)

One Key Indicator:

Measure Scales

If several key indicators are to be shown in one chart, you can choose between different types of representation. It is possible to show all key indicators on one axis or to display the scales separately. This is particularly helpful if the value ranges of key indicators differ or are measured in different units such as time and quantity.

The setting of scales is not available for tachometer, pie charts and radar charts.

After allocating key indicators, the scale desired can be set in the wizard using a selection list. The default setting for all key indicators assigned is primary:

scales.png

Open the selection list to change the setting of the scale:

Examples

Key Indicator Selection:

  • Process Count

    • Scale: Primary

  • Step Duration (aggregation: Average)

    • Scale: Primary

Key Indicator Selection:

  • Process Count

    • Scale: Primary

  • Step Duration (aggregation: Average)

    • Scale: Secondary

The more key indicators allocated to an axis, the greater the number of scales which can be set. Up to five scales can be displayed simultaneously in one analysis. The subordinate scales are shown in the analysis on the right.

Sorting Attributes

The analysis can be sorted in accordance with the attributes shown. Depending on the dimensions and key indicators allocated, the available sorting criteria can be set on the dimension axis using a selection list. With the help of the arrow that appears to the left of the sort criteria, you can amend the sorting direction to ascending or descending order.

Exceptions

  • The time-based dimensions end datelast update and start date are excluded from the sorting.

  • In general it is not possible to sort if two dimensions have been selected in an analysis (see Displayable Number of Attributes).

Once an instance attribute has been selected for the dimension axis, the Sort Criteria selection list will also be displayed:

sort_criteria.png

The instance attribute according to which sorting is to take place can be set via the list:

Use the arrow to the left of the selection list to set the sorting direction:

The arrows show the current sorting direction:

Icon

Description

arrow_up.png

Ascending

arrow_down.png

Descending

Examples

step_ascending.png

Setting in the Wizard

  • Sort Criteria: Step

  • Sorting Direction: Ascending

In the analysis, the steps are displayed alphabetically by the name of the step in ascending order.

step_descending.png

Setting in the Wizard

  • Sort Criteria: Step

  • Sorting Direction: Descending

In the analysis, the steps are displayed alphabetically by the name of the step in descending order.

Aggregation of Measures

For key indicators on the y-axis the required aggregation can be set using a selection list. An exception is the number of processes as aggregating these is not appropriate:

set_aggregation.png

The available choices are:

  • Number

  • Total

  • Average

  • Minimum

  • Maximum

Configuring Time-based Instance Attributes

The unit of time can be set for time-based dimensions. This is applicable to the following instance attributes:

  • End Date

  • Last Update

  • Start Date

time_attribute.png

The following units of time can be set:

  • Year

  • Month

  • Day

  • Hour

  • Minute

  • Second

Completing and Changing Axis Allocation

Once you have defined all the necessary instance attributes, click Create Analysis to create the chart in the content area (refer to Creating an Analysis for details).
If you wish to save filters for the data, select Next at this point to open the wizard in step 4:

create_analysis.png

Refer to Configuring Filters for detailed information about all filter settings.

The chart is created in the content area, the analysis settings are shown in the Analyses sidebar:

analysis_in_cockpit.png

Use the sidebar to assign a name and a description to the analysis. You can also edit the axis allocation via the sidebar. Click the x-axis / y-axis section in the sidebar to open a pop-up window in which you can adapt the axis allocation:

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