QPR ProcessAnalyzer Wiki: Difference between revisions

Latest revision as of 15:44, 2 December 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.

Getting Started

Working with Dashboards

Project Workspace: Projects, Dashboards, Models, Datatables, Scripts, Recycle Bin
Using Filters
Creating Dashboards
AI Assistant (powered by generative AI)
Dynamic Variables in Dashboards
Business Calendar to Calculate Durations
Best Practices for Designing Dashboards

Analyses and Visualizations

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.

Expression Language Reference

SQL Expressions for Snowflake
In-memory expressions: Basic Syntax and Operations / Generic Functions
Generic types (Generic Properties, Array, DateTime, String, Timespan, Dictionary)
In-memory models API (AttributeType, Case, Event, EventLog, EventType, Flow, FlowOccurrence, Variation)
Configuration objects (Dashboard, Datatable, Model, Filter, Diagram, Script, Project, User/Group)
Tabular data (DataFrame, SqlDataFrame, DataFlow)
Machine Learning API / Conformance Checking
Filter Rules JSON
System Library

Create Process Mining Models

For In-memory Models

Data Integrations and Connectors

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.

Planning Installation

Installing and Configuring

Administrating System

Agreements

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

@@ Line 1: / Line 1: @@
-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 ==
+<div style="height:5px;"></div>
+== 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:
+<div style="display: flex;flex-wrap: wrap;">
+<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+=== 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]]
+</div>
-[[File:Ribbon.png]]
+<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== 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]]
+</div>
-=== Analysis ===
+<div style="flex: 1 0 370px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-Run [[Process Analysis|Process]], [[Duration Analysis|Duration]], [[Profiling Analysis|Profiling]], or [[Path Analysis|Path]] analysis.
-=== Show ===
+=== Analyses and Visualizations ===
-Show events filtered according to the [[Cases]], [[Variations]], [[Events]], [[Event Types]], or [[Flows]] of the selected element(s).
+<div style="float:left; width:50%;">
+* [[Process Flowchart|Case-Centric Flowchart]]
+* [[Object-Centric_Flowchart|Object-Centric 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]]
+</div>
+<div style="float:left; width:50%;">
+* [[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]]
+* [[External_Content|Embedded webpage]]
+</div>
+</div>
-=== View ===
+</div>
-[[Filtering|Include Only]]<br\>
-[[Filtering|Exclude]]<br\>
-[[Change View|Change]]<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 ==
+<div style="display: flex;flex-wrap: wrap;">
-See the [[Use Cases]] page for different QPR ProcessAnalyzer tools.
+<div style="flex: 1 0 370px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+=== 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]]
+* [[System Library]]
+</div>
+<div style="flex: 1 0 250px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+=== 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]]
+* [[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]]
+* [[Create Simulated Eventlog]]
+==== For In-memory Models ====
+* [[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]]
+</div>
+<div style="flex: 1 0 250px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+=== 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]]
+</div>
+</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.
+<div style="display: flex;flex-wrap: wrap;">
+<div style="flex: 1 0 290px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+=== 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]]
+</div>
+<div style="flex: 1 0 290px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+=== 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]]
+</div>
+<div style="flex: 1 0 290px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+=== 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]]
+</div>
+</div>
+== Agreements ==
+See the [[QPR End User Software License Agreement]] and [[QPR Software as a Service Agreement]].
+__NOTOC__