Data transformations

Useful links

• Event logs

• Tips for writing SQL

• SQL examples for configuring Tags

• SQL examples for configuring Due dates

Editing transformations locally

When you create a process app from an app template, you want to make sure the data used in the process app reflects your process in the correct way. With Data transformations you can customize the data used for Process Mining.

You can either customize the transformations from within Process Mining using Data transformations, or you can edit them locally on your desktop, see Editing data transformations in a local environment

This page describes how to customize data transformations from within Process Mining. Data transformations are integrated in the dashboard editor. See Working with the dashboard editor.

Data transformations enable you to:

• add new fields for group by and filters. For example, Quality check type.

• add events. For example, Invoice quality check done.

• add tags. For example, Failed to meet SLA, Four eyes violation.

• add business logic for calculating KPIs. For example, Case_has_maverick_buying.

Prerequisites

When starting editing data transformations it is strongly recommended that you:

• have in-depth knowledge of SQL;

• are familiar with the source system that is used for data extraction.

Opening Data transformations

1. Select the Data transformations button in the upper right corner of the dashboard editor to open the Data transformations.

Note:

If you open the in-line editor for the first time, it will take some time to load the editor.

The in-line data transformations editor is displayed.

Input data

The input data panel shows the input tables that have been loaded into the process app as raw data. Select a table to see the fields and the data contents in the data preview. The data preview enables you to check if the input data looks as expected.

Note:

The preview shows 1000 records of data. If you want to filter for specific data, create a temporary debug query, refer to Data transformations.

Note:

The Preview panel shows the data of the last data run in which this table was recalculated. If you have made recent changes, then start a new data run to view its results, refer to Editing and testing data transformations.

Transformations

1. Select Transformations to view the structure of the transformations and to display the .sql files.

Refer to Structure of transformations for more information on the structure of the transformations.

Each .sql file defines a new table in the data model. If you select the a .sql file in the Transformations panel, the SQL query is displayed in the Transformations and a preview of the data file you are editing is displayed in the Preview panel.

When editing a query, you can see a preview of the data of the last time the query was run in the Preview panel.

Important:

If there are any unsaved changes in the transformations, the Save button is enabled. Select Save to save the changes. The status of the transofrmation will be set to Up to date.