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This wiki contains the documentation for QPR ProcessAnalyzer, which is a Microsoft Office Excel Add-in for Automated Business Process Discovery.
<div class="downloadButton" style="width:190px;float:right;margin: 3px 12px 0px 15px;">[[Online_Learning_Platform|Online Learning<br />Platform]]</div>


== Installing ==
Welcome to QPR ProcessAnalyzer Wiki! QPR ProcessAnalyzer is a software for turning event and transactional data into visual process analysis and intelligence. Topics in this documentation are divided based on user roles for process analysts, developers and administrators.
See the [[Installing QPR ProcessAnalyzer]] page for instructions on how to install QPR ProcessAnalyzer.


== Using QPR ProcessAnalyzer ==
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== For Process Analysts ==
This section contains information how to get started with QPR ProcessAnalyzer and how to create your first dashboards! This section also describes how to use filters and how to make different kinds of analyses with QPR ProcessAnalyzer.


QPR ProcessAnalyzer commands are located on the QPR ProcessAnalyzer tab on the ribbon:
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=== Getting Started ===
* [[Getting Started with QPR ProcessAnalyzer]]
* [[QPR_ProcessAnalyzer_Native_App_in_Snowflake|Snowflake Native App]]
* [[Introduction to Process Mining|Introduction to Process Mining]]
* [[Process_Mining_Concepts|Process Mining Concepts]]
* [[Log_in_QPR_ProcessAnalyzer|Log in QPR ProcessAnalyzer]]
* [[Languages and Localization|Language and Localization Settings]]
* [[User Settings|User Settings]]
* [[Navigation_Menu|Navigation Menu Functions]]
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[[File:Ribbon.png]]
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=== Tools ===
=== Working with Dashboards ===
[[Data Source]]: configuring ProcesAnalyzer web service address and credentials.<br\>
* [[QPR_ProcessAnalyzer_Project_Workspace|Project Workspace]]: [[QPR_ProcessAnalyzer_Project_Workspace#Projects|Projects]], [[QPR_ProcessAnalyzer_Project_Workspace#Dashboards|Dashboards]], [[QPR_ProcessAnalyzer_Project_Workspace#Models|Models]], [[QPR_ProcessAnalyzer_Project_Workspace#Datatables|Datatables]], [[Managing_Scripts|Scripts]], [[QPR_ProcessAnalyzer_Project_Workspace#Recycle_Bin|Recycle Bin]]
[[User Manager]]: create, edit, and delete users and manage user roles.<br\>
* [[Filtering_in_QPR_ProcessAnalyzer|Using Filters]]
[[Model Manager]]: manage models available on the current ProcessAnalyzer web service connection.<br\>
* [[QPR ProcessAnalyzer Dashboard Designer|Creating Dashboards]]
* [[AI Assistant for QPR ProcessAnalyzer|AI Assistant]] (powered by generative AI)
* [[Dashboard Variables|Dynamic Variables in Dashboards]]
* [[Business Calendar|Business Calendar to Calculate Durations]]
* [[Best Practices for Designing Dashboards|Best Practices for Designing Dashboards]]
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=== Analysis ===
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Run [[Process Analysis|Process]], [[Duration Analysis|Duration]], [[Profiling Analysis|Profiling]], or [[Path Analysis|Path]] analysis.<br\>
The Analysis Settings pane can be opened by clicking the [[File:SettingsLink.png]] button in the Analysis group of the ribbon.<br\>


=== Show ===
=== Analyses and Visualizations ===
Show events filtered according to the [[Cases]], [[Variations]], [[Events]], [[Event Types]], or [[Flows]] of the selected element(s).
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* [[Process Flowchart|Process Flowchart]]
* [[QPR ProcessAnalyzer Chart|Chart]] / [[Snowflake Chart|Snowflake Chart]]
** [[QPR ProcessAnalyzer Graphs|Graphs]]
** [[QPR_ProcessAnalyzer_Table|Table]]
** [[QPR_ProcessAnalyzer_Pivot_Table|Pivot Table]]
** [[QPR_ProcessAnalyzer_KPI_Card|KPI Card]]
** [[Measure,_Dimension_and_Column_Settings|Measure Settings]]
** [[Chart_On-screen_Settings|On-screen Settings]]
** [[Chart_Linked_Settings|Linked Settings]]
** [[Actions_to_Run_Script_in_Table|Run Script Actions]]
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* [[Root Causes|Root Causes Analysis]]
* [[Clustering Analysis|Clustering Analysis]]
* [[Conformance Analysis|Conformance Analysis]]
* [[Design Diagram|Design Diagram]] / [[QPR ProcessAnalyzer BPMN Editor|BPMN Editor]]
* [[Gantt_Chart|Gantt Chart]]
* [[Sankey_Chart|Sankey Chart]]
* [[Label and Link]]
* [[Image|Image]]
* [[Filter_Selectors|Filter Selectors]] / [[Dropdown_List_Selector|Dropdown List Selector]]
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=== View ===
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The [[Filtering|Include Only]] and [[Filtering|Exclude]] buttons will create a filtered view according to what's selected in the analysis view.<br\>
The [[Views#Change View|Change]] button can be used to change the view.<br\>
The [[Views#View Manager|View Manager]] can be opened by clicking the [[File:SettingsLink.png]] button in the View group of the ribbon.<br\>


=== Help ===
== For Citizen Developers ==
Access QPR Processanalyzer Tutorial, Sample Files, About, and QPR ProcessAnalyzer Web User Interface.
This section describes how to build ETL scripts that transform the source data into process mining models. There is also a detailed description how the process mining models can be configured so that they are optimal for the desired analyses. Finally, there is reference documentation for all expression language related functionality, that can be used both when writing custom KPI's in dashboards and in the ETL scripts.


== Use Cases ==
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See the [[Use Cases]] page for different QPR ProcessAnalyzer tools.
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=== Expression Language Reference ===
* [[SQL_Expressions|SQL Expressions for Snowflake]]
* In-memory expressions: [[QPR_ProcessAnalyzer_Expressions|Basic Syntax and Operations]] / [[Generic Functions in QPR ProcessAnalyzer|Generic Functions]]
* [[Generic_Objects_in_Expression_Language|Generic types]] ([[Generic_Properties_in_Expression_Language|Generic Properties]], [[Generic_Objects_in_Expression_Language#Array|Array]], [[Generic_Objects_in_Expression_Language#DateTime|DateTime]], [[Generic_Objects_in_Expression_Language#String|String]], [[Generic_Objects_in_Expression_Language#Timespan|Timespan]],  [[Generic_Objects_in_Expression_Language#Dictionary|Dictionary]])
* [[Process_Mining_Objects_in_Expression_Language|In-memory models API]] ([[Process_Mining_Objects_in_Expression_Language#AttributeType|AttributeType]], [[Process_Mining_Objects_in_Expression_Language#Case|Case]], [[Process_Mining_Objects_in_Expression_Language#Event|Event]], [[Process_Mining_Objects_in_Expression_Language#EventLog|EventLog]], [[Process_Mining_Objects_in_Expression_Language#EventType|EventType]], [[Process_Mining_Objects_in_Expression_Language#Flow|Flow]], [[Process_Mining_Objects_in_Expression_Language#FlowOccurrence|FlowOccurrence]], [[Process_Mining_Objects_in_Expression_Language#Variation|Variation]])
* Configuration objects ([[Dashboard_in_Expression_Language|Dashboard]], [[Datatable_in_Expression_Language|Datatable]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Model|Model]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Filter|Filter]], [[Diagram_in_Expression_Language|Diagram]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Script|Script]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Project|Project]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#User.2FGroup|User/Group]])
* Tabular data ([[DataFrame in Expression Language|DataFrame]], [[SqlDataFrame in Expression Language|SqlDataFrame]],  [[DataFlow_in_Expression_Language|DataFlow]])
* [[Machine_Learning_Functions_in_Expression_Language|Machine Learning API]] / [[Conformance_Checking|Conformance Checking]]
* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filter Rules JSON]]
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=== Create Process Mining Models ===
* [[Creating Process Mining Model|Walkthrough: Creating Process Mining Model]]
* [[Exporting_and_Importing_Data_in_QPR_ProcessAnalyzer|Importing Data from CSV, XES and PACM files]]
* [[Object-centric_Process_Mining_Model|Object-centric Process Mining]]
* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Case and Event Attributes]]
* [[Email Notifications|Email Notifications]]
* [[QPR ProcessAnalyzer Model Datasources|Model datasources]] ([[QPR ProcessAnalyzer Model Datasources#Loading Data from Datatables|Datatable]], [[QPR ProcessAnalyzer Model Datasources#Loading Script|Loading Script]], [[QPR ProcessAnalyzer Model Datasources#ODBC_Datasource|ODBC]])
* [[Case Level Permissions|Case Level Permissions]]
* [[Automatic Model Loading on Server Startup|Keeping Models Always Available]]
* [[Event Ordering for Identical Timestamps|Event Ordering for Identical Timestamps]]
* [[Managing Time Zones and Local Time|Time Zones and Local Time]]
* [[Best_Practices_for_Designing_Models|Best Practices for Designing Models]]
* [[Create_Predicted_Eventlog|Create Predicted Eventlog]]
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=== Data Integrations and Connectors ===
* [[Managing Scripts|Managing Scripts in Workspace]]
* [[Datatable_Properties_Dialog|Managing Datatables in Workspace]]
* [[SQL Scripting for ETL|Writing SQL Scripts]]
* [[SQL Scripting Commands|SQL Scripting Commands Reference]]
* [[Storing Secrets for Scripts|Storing Secrets]]
* [[QPR ProcessAnalyzer ScriptLauncher|Installing and using QPR ScriptLauncher]]
* [[Importing_Data_from_SAP|How to Import Data from SAP]]
* [[Anonymize data|Anonymize data]]
* [[Expression Script Examples|Expression Script Examples]]
* [[QPR ProcessAnalyzer API|QPR ProcessAnalyzer REST API]]
* [[Sample Eventlog Files|Sample Eventlogs]]
* [[QPR TaskRecorder]]
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</div>
 
== For System Administrators ==
This section starts with the planning of QPR ProcessAnalyzer installation. After all requirements have been fulfilled, you can continue with the installation and configuration of QPR ProcessAnalyzer. Finally, learn how to manage users and perform other administrative tasks.
 
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=== Planning Installation ===
* [[QPR ProcessAnalyzer System Requirements|System Requirements]]
* [[QPR ProcessAnalyzer System Architecture|System Architecture]]
* [[User Session Management|User Session Management]]
* [[QPR ProcessAnalyzer Release Notes|QPR ProcessAnalyzer Release Notes]]
* [[QPR_TaskRecorder_Release_Notes|QPR TaskRecorder Release Notes]]
* [[QPR_ProcessAnalyzer_Downloads|Downloads Page]]
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=== Installing and Configuring ===
* [[Installing QPR ProcessAnalyzer Server|Install QPR ProcessAnalyzer Server]] (or [[Updating_QPR_ProcessAnalyzer_Server|update existing]])
* [[Snowflake_Connection_Configuration|Configure Snowflake Connection]]
* [[Setting_up_Scripting_Sandbox|Setting up SQL Scripting Sandbox]]
* [[SAML_2.0_Federated_Authentication|SAML 2.0 Authentication]]
* [[QPR ProcessAnalyzer Security Hardening|Security Hardening]]
* [[Activate_QPR_ProcessAnalyzer_using_ActivationUtility|Activation without Internet Connection]]
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=== Administrating System ===
* [[Roles and Permissions|User Roles and Permissions]]
* [[Manage Users and Groups|Managing Users]]
* [[PA_Configuration_database_table|System Configurations]]
* [[QPR ProcessAnalyzer Logs|Logs for Audit and Troubleshooting]]
* [[In-memory_Models_Management|In-memory Models Management]]
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== Agreements ==
See the [[QPR End User Software License Agreement]] and [[QPR Software as a Service Agreement]].
 
__NOTOC__

Latest revision as of 07:53, 3 October 2024

Welcome to QPR ProcessAnalyzer Wiki! QPR ProcessAnalyzer is a software for turning event and transactional data into visual process analysis and intelligence. Topics in this documentation are divided based on user roles for process analysts, developers and administrators.

For Process Analysts

This section contains information how to get started with QPR ProcessAnalyzer and how to create your first dashboards! This section also describes how to use filters and how to make different kinds of analyses with QPR ProcessAnalyzer.

For Citizen Developers

This section describes how to build ETL scripts that transform the source data into process mining models. There is also a detailed description how the process mining models can be configured so that they are optimal for the desired analyses. Finally, there is reference documentation for all expression language related functionality, that can be used both when writing custom KPI's in dashboards and in the ETL scripts.

For System Administrators

This section starts with the planning of QPR ProcessAnalyzer installation. After all requirements have been fulfilled, you can continue with the installation and configuration of QPR ProcessAnalyzer. Finally, learn how to manage users and perform other administrative tasks.

Agreements

See the QPR End User Software License Agreement and QPR Software as a Service Agreement.