From CSV to Process Metrics
BusinessOptix' process mining capability provides the option of taking a CSV of your process transactions or events and creating a process metrics model.
The library requires Process Mining be enabled on your library.
Importing an Event CSV into BusinessOptix Process Metrics
Prepare the CSV
- You will first need to get access to event data from your business application. This guide assumes you know where and how to gain access from those systems.
- The Event CSV will need certain data in order for process mining to work. This includes at least the following columns:
- Identifier - a unique identifier for each process instance.
- Activity Name - the name of an activity/task performed
- Completion Timestamp - a timestamp for each activity so that we can sequence them in the correct order
- Optionally you can also include columns that include:
- Start Timestamp - a timestamp for each activity that allows us to work out when the activity was waiting to be processed and how long the working time was
- Resource Identifier/Name - something that identifies who did the work, e.g. user id or user name
- Role - details of the role responsible for performing the activity
- Group - details of the role that is accountable for the activity
- Business Classifiers - one or more pieces of business data to segment your process metrics
Import the CSV
- Log into your Library and from Author select Import.
- Select the CSV you wish to import.
- Select the Extensible Event Stream (XES) import format
- Configure the columns that you are importing. Instance, Activity and Completion Timestamp are mandatory. Each of the fields expects the column name from your CSV.
- As timestamps come in a variety of formats, we need you to tell us the format used in your CSV. We provide a number of examples, but you can also set this to exactly match the format you have.
- Your Process Metrics model will be imported and saved in My Work/Temp.