Perform a cluster analysis

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Generate a cluster analysis on an activity, connection between activities, route, or an improvement opportunity.

    Before you begin
    • Configure a process for a clustering solution. To generate a cluster analysis, the project must have a process configured with a clustering solution on the relevant table.
    • Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin
    • An analysis can be performed on an activity, connection, improvement opportunity, or combined routes with a minimum of 100 and maximum of 300,000 records.

    Run a cluster analysis in one of the following ways.

    • From the Summary and insights page:
      1. From the Improvement Opportunities section, select a finding.
      2. In the Action list, select Requester intent (cluster).Cluster analysis from Improvement Opportunities section
        Note:
        The status of the request is displayed in the same option as In progress until the task completes.
    • From an activity or connection on the process map:
      1. Select an activity or connection from the process map that you want to perform a cluster analysis on.
      2. From the metrics box, select Investigate > Requestor intent (cluster).

        You will get a notification that the task is running in the background. You can close the notification. When the task completes, you will be notified. You can see the details in the Scheduled tasks window.

        Cluster analysis from Analyst workbench

      3. From the Scheduled tasks panel or the metrics box that the cluster analysis was requested on, select View result after generation completes.