Analyst workbench page

View the visualized process map with tools for managing visualizations and performing analysis tasks from a project's page.

Access the Analyst workbench

From Analyst workbench, you can access visualized process workflow data and tools for analyzing the data.

To access Analyst workbench:

1. Navigate to Workspaces > Process Mining Workspace.
2. Open a project, and navigate to Analyst workbench.

Breakdowns

Use the Breakdowns tab to create and delete filter sets, and set advanced filter conditions. Note: You can apply breakdown filters on parent and child tables.
Use the Filter breakdowns icon () to filter your breakdowns based on criteria you select in the filters.
Use the Process steps button to define advanced filters on your transitions. For details on this process, see Create a process step filter manually. You can filter the parent and the child tables in the multidimensional projects.
You can also view the number of touchpoint records from the Breakdowns tab by selecting the columns.
You can also view the number of idle case records from the Breakdowns tab by selecting the columns.

Variation analysis

Use the Variants tab to view the routes taken by your records, the number of cases, average duration, and number of steps involved in each route. Select a route to highlight the route in the process map.
View the number of touchpoints from the Variants tab by selecting the columns.
View the number of idle case records from the Variants tab by selecting the columns.

Process map

Use the Process map to view a visualized map of your project. Within the map, you can drill down into your business process to better understand and optimize them. The process map also displays routes according to the KPIs you want to view or measure.
Select a node or transition line within the map to view additional details about the selected item in a modal window. These windows contain bar chart histograms displaying additional information. Select a node to view distribution or repetition information. Select a transition line to view duration or repetition information. Select a bar, and select Apply as filter to filter by these results. For more information on using this tool, Refining a process map. When you select a node, the modal window displays the outgoing and incoming distribution of records via the selected node. This information is displayed in the Transitions section.
When you select a transition line, the modal window displays the occurrences, repetitions, and duration for the transition. From the Investigate drop-down, you can also view the relevant records, work notes analysis, run cluster analysis, root cause analysis, or apply a transition. These tasks are run using scheduled tasks that run in the background. For information on each analysis, see the following topics: Cluster analysis Work notes analysis Automated root cause analysis
Select a node or transition, and from the dialog box, select Filter on Process step in the Investigate section. You can edit the process step and apply it. This task runs using the scheduled tasks that run in the background. After the task completes, you can view the result.
Select a node, and from the dialog box, select Outgoing or Incoming from the Transitions section. Now, go to the Investigate section, and select Filter on process steps. The filter is created with the preference you chose in the Transitions section. Select Apply. This task runs using the scheduled tasks that run in the background. After the task completes, you can view the result.
If a node name is long and is being truncated, you can view its full name. From the Modal Options window, Auto fit node names option.
You can apply multiple activity definitions in one view. Select multiple activity definitions from the Views area, and select Apply view.
You can chose to hide only incoming arcs, only outgoing arcs, or both. From Modal Options, select Hide incoming connections, Hide outgoing connections, or both to view the connections as per your need. Note: This option is available only for multi-table projects.
You can view the number of touchpoints for the project from the process map. Select a transition and view the details to know how many touchpoints took place between the selected steps. Select a node and view the details to know how many touchpoints took place until the record moves to any next step. You can view the histogram distribution of touchpoints on the node. You can also set a touchpoint from the histogram as a filter. Select a node. On the details window, select Touchpoints from the Metrics list of the Records distribution section. Now, select a touchpoint from the histogram, and select Set as filter. This task runs in the background using scheduled tasks. Yo can view the data on this filter after the task is complete.
You can view the number of idle time cases for the project from the process map. From the model options, filter the view by a team (for example, Assignment group). Select a node, and view the details to know the total idle time cases. You can view the histogram distribution of idle time on the node.
Create a Task Mining project. Select a node, then select the Create project button in the Task Mining section. For information on creating a Task Mining project, see Create Task Mining project. You can access the associated Task Mining projects from the right panel using the icon ().

Note:

You can reproduce most of the functionality of a process map in a dashboard on a configurable workspace. For more information, see Configure a Process Mining map on a dashboard.