Interact with Charts and Tables in Views

In this course, you will learn all about tables and charts in Views.

This course is part of the Use and Interpret Views Training Track. We highly encourage you to take all the courses in the track, in the order that is predefined for you to help you gain a holistic understanding of Views.

After completing this course, you will be able to:

Explain what a process metric is.

Review and interpret data visualizations in tables and charts.

Leverage filtering options in Views.

Take actions in Views.

It will take you about 30 minutes to complete this course.

Are you ready? Let’s get going! 🚀

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In Courses: Switching languages will not affect your progress. If you are multilingual, comparing languages can even help deepen your understanding. In Exams: Do not switch the language once you start the exam. If you switch the language when you're already reviewing questions and answers, the page will refresh, causing your exam attempt to end prematurely. (Note: Once inside the exam course, you can switch the language anytime before clicking the Start Exam button.)

If you encounter any technical or access issues during this course, check out our FAQs in the Support area or reach out to us via our Academy contact form.

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When working with Charts and Tables in Views, you’ll be working with various process metrics and dimensions to obtain data-driven process insights. Let’s start with an overview of what process metrics and dimensions mean.

Process metrics are quantitative measures used to evaluate the efficiency and quality of a specific business process. These are often the key performance indicators (KPIs) of various business processes, which you might be familiar with. In Views, process metrics or KPIs can appear as a standalone number or in charts and tables.

Below are some examples of process metrics/KPIs for Celonis Core 5 Processes.

Order Management

Blocked Orders, Open Orders, Open Net Order Value, Aged Value

Accounts Payable

Cost-per Invoice, No Touch Rate, Paid-on-time rate, Invoice Processing Cycle Time

Accounts Receivable

Days Sales Outstanding, Revenue Leakage, AR Turnover Ratio, Invoice Paid On-Time

Inventory Management

Active Stock Level, Current Stock Level, Excess Inventory Rate, Material Availability

Procurement

Three-way Mismatch, Open Requisitions, Net Requisition Value

Please note that process metrics are different from dimensions.

What is a Dimension?

A dimension is a category of attributes; for example, the dimension "customer name" is a category for individual customer names. Other examples of dimensions, depending on the nature of the process, can include vendor name, sales organization, region, material group, and the like.

You can leverage charts and tables in Views for various purposes from reviewing trends in your process metrics to comparing performance.

Before you get your hands dirty in your training environment, check out the chart types and tables available in Views below.

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Category charts are used to show categorical information, allowing for easy comparisons, identifying patterns, and exploring relationships within the data. Examples include bar charts and their variations, as well as pie and donut charts.

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Check out Celonis Documentation for more information, as well as the latest updates on the available chart types.

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Get your hands dirty and interact with tables and charts yourself!

In the following hands-on exercises, you will imagine yourself stepping into the role of a Process Lead in the order management department at SecureNet Data Centers. As part of your daily work, you leverage a Celonis App to investigate and refine the order management process, aiming to boost efficiency and ensure timely delivery.

The challenge: You have been informed that there are big issues with on-time delivery. Orders related to backup power generators material group are particularly problematic, leading to increased customer complaints.

Let’s jump into the exercises to understand what is happening at SecureNet Data Centers. To do so, follow the exercises on the next page to navigate to the View dedicated to the Use & Interpret Views training track.

In this course, you’ll have the opportunity to have hands-on experience using a View in a custom training environment. Go through the following steps to get access.

Step 1

Click on the button to be added to the custom training team.

Add me to the environment

Step 2

In the custom training team, go to Apps.

Look for the Space “Business User Training”.

In that Space, there should be an “Use and Interpret Views” Package, which you will use for this course.

Click on it, and you'll open the "Use & Interpret Views - Order Management Hands-on Exercise" App.

The video shows you how to do it. ⬇️

Step 3

For the exercises in this course, go to the Charts & Tables tab within the View.

After completing these steps, you're ready to begin the hands-on exercises! 🚀

If you encounter any issues, you can contact us here.

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Let’s start by exploring our main process metrics or KPIs. Have a look at the KPI list to understand the amount of sales orders, sales order items, net order value, on-time delivery, and average delays.

What is the current on-time delivery rate and the average delay (in terms of days)?

Answer

20.24% on-time delivery rate and 8.53 days of average delay.

Here is where you find the answer. ⬇️

Check on the KPI Cards for On-Time Delivery Rate and Average Delay.

How do these KPIs change for orders classified as late? Hint: interact with the pie chart for filtering.

Answer

The on-time delivery rate is of course 0% as you’ve filtered for the late orders. And the average delay is 10.17 days.

Here is how you get the answer. ⬇️ (Note: This video has no audio; detailed solution steps are provided below the video.)

Interact with the pie chart called “Delivery Classification”: Click on the “Late Delivery” to filter for the sales orders that were late. Then check out how the KPI Cards for On-Time Delivery Rate and Average Delay get updated.

Now let's check out the Filter Bar (hint: use the “Show filter bar” button to display it on the right side of the View). You’ll see that it also includes a filtering option for early, on-time, and late deliveries, among others, that has been configured for this View. Thus, you can quickly use these filters, instead of interacting with the charts, if you prefer.

Hint: You can click on the images/GIFs to see them full-screen!

Please note that when doing the exercises, there might be multiple ways to get to the correct answer!

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Remove the filter that you have applied (or disable it, if you'd like to return to it later) before moving on.

Then, turn your attention to the bar chart to get more insights into the different material groups and how much Net Order Value they have.

Which Material Group has the highest Net Order Value?

Answer

"Backup power generators". This is also the material segment that you’ve been warned about as there is increased customer complaints.

Here is where you find the answer. ⬇️

Check out the bar graph showing the Net Order Value per Material Group. It ranks the material groups from highest to lowest Net Order Value.

Let’s dig deeper!

It’s time to use the table component to dive deeper into our analysis. Let’s first watch this video to get familiar with the capabilities of the table component.

Filter on the "Backup Power Generators" material group (hint: by interacting with the bar chart) and check out the table to explore the materials that are part of this material group and the plants where they are manufactured by changing the breakdown of the table.

Which two materials in the "Backup Power Generators" material group are the ones with the highest Net Order Value and the lowest On-Time Delivery Rate?

Answer

“Diesel Generator (100kW)” and “Natural Gas Generator (50kW)” are not only the materials with the highest Net Order Value for the category but also the ones with the lowest on-time delivery rate within that category. If you would need to prioritize, this would be a good starting point.

Here is how you get the answer. ⬇️ (Note: This video has no audio; detailed solution steps are provided below the video.)

Interact with the bar graph to filter the dataset: Click on the bar designating the “Backup Power Generators” material group and apply the filter.

Then, go over to the Table and change the breakdown to Material. Next, sort the Net Order Value from highest to lowest by clicking on the column header once. Lastly, apply a secondary sorting to sort the On-Time Delivery Rate from lowest to highest. To do so, click on the column header twice.

Check out the first two items listed on the table.

What about the plants? (Hint: Switch the dimension being displayed in the table to Plant.)

Which two plants are the ones with the highest Net Order Value but lowest On-Time Delivery Rate for the "Backup Power Generators" Material group?

Answer

South Africa and Philadelphia: They are the ones with the highest net order value by far, but they also have low delivery rates for this material group.

Check out below, if you need support for getting the answer ⬇️(Note: This video has no audio; detailed solution steps are provided below the video.)

Keeping the same filtering and sorting, change the breakdown of the table to Plant. Check out the first two items displayed on the table.

Let’s dig deeper into these plants and materials that you have identified as crucial.

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Now let’s focus our analysis by filtering for the South Africa plant. Next, add the Philadelphia plant to your selection by clicking on the filter chip: You can search by the name or scroll down to find it.

Click on the tab for guidance on how to do it. ⬇️

Click Here

(Note: This video has no audio; written solution steps are provided additionally.)

Click on the line for the South Africa Plant to filter the dataset. Then, click on the filter chip that has appeared and search for the Philadelphia Plant to adjust your filter.

Next, let’s try out the filter bar to filter for the materials (“Diesel Generator (100kW)” and “Natural Gas Generator (50kW)”).

Click on the tab for guidance on how to do it. ⬇️

Click Here

(Note: This video has no audio; written solution steps are provided additionally.)

You'll notice that all the components within your View have adjusted according to the filters you applied.

Let's dig in!

What is the late delivery rate for the sales orders you have filtered for?

Answer

78.66%

Check the “Delivery Classification” pie chart for the late deliveries.

What’s the number of sales orders (that you have already filtered for) that are late by 5 days or more? (Hint: interact with the histogram)

Answer

1408

Watch the video for guidance on how to do it. ⬇️ (Note: This video has no audio; written solution steps are provided additionally.)

On this histogram, select all the bars that designate the sales orders that were delivered at least 5 days late and more. Then check out how the KPI card showing the number of sales orders gets updated.

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Next Lesson Bookmark Your Exploration

In the exercises, you interacted with the various components of the View and the filtering options to uncover valuable insights about the material groups and plants. You have taken the first crucial steps to improve the Order Management process and improve the on-time delivery rate! Great job!

Before moving on, save this state of the View with the bookmark button so that you can easily come back to it later, without having to re-do all the steps you’ve taken. You could also easily share this bookmark with your colleagues!

Click below for guidance on how to do it. ⬇️

Please note that shared bookmarks will be visible to other learners.

Click Here

Click on the bookmark button, select "Create a bookmark", name your bookmark, hit the "create" button.

⭐ Remember to remove all filters that you have previously set before moving on to a different exploration.

⭐ Keep in mind that you can also disable the filters if you want to enable and reuse them at a later point in time.

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By now you know that you can use Views to review and analyze your process data. But did you know you can also perform actions such as sending emails and updating items’ status in them?

Let's have a look at an example:

This is a View from an Inventory Management App. It matches high urgency items with open orders for the material and distribution centers that need the item, and automatically executes the stock transfer.

The table component outlines details such as material ID, urgency, and allocation status. Selecting one or more of the listed items (by checking the boxes on their left) reveals actions which can be performed on each item. These actions are fully customizable. Often they include activities like sending an email to stakeholders about an item, updating the status of an item, or allocating it to an order. You can also leverage actions to assign a task to relevant stakeholders.

The options here are manifold. You can reach out to your Data Analyst if you have a specific action in mind and would like to discuss its feasibility.

Let's try it out on the next page!

Note that, you can perform actions not only through buttons embedded within tables but also via standalone buttons incorporated directly into the View.

Would you like to try an action in a View yourself? You can! The only prerequisite is that you have a local email application installed on your computer.

Returning to our hands-on exercises, your new goal is to identify the customers who have an On-Time Delivery Rate that is at least 2.5% below the overall average. 🎯

If a customer's On-Time Delivery Rate drops more than this threshold, then the case needs to be flagged and sent to colleagues in the warehouse for further analysis.

It's time for you to test whether this goal is met for all the customers. To do so, make sure the dimension being displayed on the table at the bottom of the View is Customer, and sort the table by the On-Time Delivery Rate (lowest to highest).

Is there a customer for whom the On-Time Delivery Rate is 2.5 below the overall average? (Hint: currently, this corresponds to numbers below 18%) If so, which customer(s)?

Answer

Yes, there is one customer. NexusPoint Infrastructure with 17.59% On-Time Delivery Rate.

Here is where you find the answer. ⬇️ (Note: This video has no audio; detailed solution steps are provided below the video.)

Make sure that the dimension being displayed on the table is Customer. Then, sort the table by clicking on the On-Time Delivery Rate column header twice to display the values in ascending order. Check out the table.

Let's continue in the next page!

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Next Lesson Take Action in Views

Now that you have identified a customer for whom the On-Time Delivery Rate is below the target value, you need to flag it to the relevant stakeholders!

To do so, select the row with the customer "NexusPoint Infrastructure" by using the checkboxes on the left-hand side of the table. You'll see an action button appearing at the top of the table which says "Flag low On-Time Delivery Rate". Hovering the button provides additional information about what this button does: It lets you send an email including the information about the selected customer, flagging that this customer's On-Time Delivery Rate is off target and needs to be checked.

Click on the checkbox next to your selected item and a button will appear for the corresponding action you can take!

If you have a local email app installed, go ahead and click the button. It'll create a new email draft with a templated message, including all the relevant details from the table (e.g., customer's On-Time Delivery Rate, affected Net Order Value). All you need to do is specify the recipient of the email, and hit send.

There you go! You've just taken your first action in a View! 🎉

You've now gotten a first taste of what "taking action in Views" looks like. Sending an email is just one example of an action you can take. Depending on the use case, you can even trigger entire workflows with just the click of a button… You will certainly explore a lot once you start working with your real-life Views.

Note that examples like the one we've used for this exercise are good use cases to leverage Celonis' automation capabilities!

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You have reached the end of this course. 🎉

Now you are able to:

Explain what a process metric is.

Review and interpret data visualizations in tables and charts.

Use the various filtering options to deepen your process insights.

Take action in Views.

Next up in the Use and Interpret Views training track, you will get more into process visualization and learn how to use the Variant Explorer with even more hands-on exercises. See you there!

Before you go, please share your feedback with us on the next page so that we can further improve our learning content. Thank you!

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