Creating an Analysis
You can create an analysis via the Analyses sidebar. It is then shown as chart in the content area. During the creation of the analysis, you must determine which process data should be analyzed, how the data should appear and whether the data should be filtered. A user-friendly wizard guides you through these steps.
A Process Mining user is authorized to create analyses for all processes that are saved in their profiles. If a user's authorization for a profile is revoked, they can no longer analyze the processes from this profile. If they have already created analyses prior to the loss of authorization, the analysis in the content area is shown with the message No authorization to analyse this process.
Note for administrators: The allocation of authorizations and profiles is explained in detail in the Administration Guide.
Creating a New Analysis
To create a new analysis, open the Analysis sidebar. Drag the New Analysis link onto the content area (this content area is also known as the Process Analyzer):
The Create New Analysis wizard opens in a separate window. Follow the wizard step by step through the configuration process.
Use the buttons at the bottom to navigate through the wizard:
Cancel: Closes the wizard without creating an analysis.
Back: Goes back to the previous step.
Next: Saves the entries and opens the next step.
Create Analysis: Creates the analysis in the Process Analyzer. This option is only enabled if the basis data for an analysis has been set.
First decide how you want to create the new analysis:
Create New Analysis: Configure the analysis from scratch (default).
Use Template: Use a template that already contains basis data for the analysis (refer to chapter Templates for details).
Step 1: Choosing a Chart Type
Choose a chart type for your analysis. The chart type selected is marked with a colored frame. The following chart types are available:
Tachometer
Pie Chart
Line Chart
Area Chart
Area Spline Chart
Column Chart
Bar Chart
Spline Chart
Radar chart
Once a chart type has been selected, click Next to proceed to step 2.
Step 2: Selecting a Process
In the second step, you define the process on which the analysis is to be based. The wizard automatically lists all processes that deliver data to Scheer PAS Process Mining. The processes are sorted alphabetically in accordance with profiles and within a profile. Select the process you want to analyze and click Next:
Is the process you are looking for not showing in the list? In order for data from the integration or BPaaS component to be transferred to process mining, the corresponding process must have been run at least once.
Step 3: Allocating Axes
The two areas for the content of the x and y axis are located on the right hand side of the dialog:
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In distribution charts (all chart types except tachometer), key indicators can also be displayed as a dimension on the x-axis.
Refer to Configuring Axis Allocation for detailed explanations on the possible settings for axis allocation.
Once you have defined all the necessary instance attributes, you can create the chart. Click Create Analysis. If you wish to save data filters, select Next at this point to open step 4 of the wizard:
Step 4: Creating Filters
Only the first three steps are mandatory for the creation of an analysis. The creation of a filter is optional. In step 4, option Applying no filter is selected by default. You can still create an analysis directly without a filter clicking option Create Analysis:
If you change the option on the create following filter function, the filter entry is displayed:
Refer to Configuring Filters for detailed information about all filter settings.
When you have created the filters you want, click Create Analysis to create the chart in the content area. The chart is created in the Process Analyzer. The analysis settings are shown in the sidebar.
Use the sidebar to assign the analysis a name and a description. The axis allocation and filter settings can also be edited via the sidebar: Click on the corresponding properties in the sidebar to open a dialog box where you can change the settings.
It can be the case that the selected axis allocation or the filter settings do not deliver any results. In such cases, the message No data found matching your configuration is shown instead of a chart:
In these cases, adjust the settings of your analysis via the sidebar.