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Data Requirements and Mapping

The basic way to start with a Process Analysis project is to upload prepared CSV files manually. Such data import helps you get familiar with the Timeline functionality and features it offers, create a mapping for future automatic uploads, or check the uploaded information. In the guidelines below, find instructions on how to prepare a file with a proper structure and map fields.

Note. In addition to the manual file upload, you can import data to the project using different data sources or upload processed data from Repository.
For details, see:
Data Sources
ETL in the Cloud

Where to take data for upload?

Getting data ready for upload

The uploaded data should meet certain criteria. The points below cover the essential information related to creating a correct file for upload.

1. Data structure

2. Mandatory and optional fields within the data structure

3. File format

Mapping data

Once you have uploaded your file, you need to map the data. This is the process of association data received from IT systems with attributes that display in Timeline. For example, map a mandatory column Timestamp in order that the program pulls timestamps for the processes from this column. Or map a column with employees' names using a New attribute label to be able to make a breakdown by dimensions and see who is in charge of specific processes.
Note. Timeline imports only mapped table columns as event attributes. Fields without mapping labels are not uploaded to the project.

The descriptions below contain information about the mapping process, and mandatory and optional fields.

1. How to map fields

2. How to define mandatory fields

3. How to define and use optional fields

Process view page

After the data upload, the program generates timelines using processed data and opens the Process view page. By default, the program shows Primary path view. This graph displays the most common flow of events in timelines. You can switch to Milestone view to discover the current timeline set. On the right, you will see Default board showing the overview statistics for the selected view module, such as Count of timelines, Time range, etc.

For more details on the new analysis tool, see Getting Started with Process View.

22.02.2024 17:28:05

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