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Celonis Product Documentation

Creating a new Extension View from a Base

To better understand the advantages of the Base/Extension concept, the following section explains how to create an entirely new view focusing on a specific set of KPIs as defined in the Knowledge Model. Therefore, the already mentioned methods around Base/Extension Views are used to build a basic view.

To simplify the process, the following example will use some existing KPIs coming from the Knowledge Model that will result in a view allowing the business user to analyze the development of the “Return Rate” as well as the “amount affected sales orders”. This, however, will also work with any other KPI created in the Knowledge Model.

  1. To do this, first of all, create a new view in the same package where we store the other views of the Starter Kit App, ideally in the Tabs folder, called “Returns” (as an example) by clicking on the “+” icon in the folder.

  2. Select the Knowledge Model from the Dropdown and select the View Process Cockpit Base as the Base View for the new Extension View. Once the Base for the Returns view is selected, clicking the create button shows an exact copy of the base view in the Edit Mode.

  3. Switching to the YAML editor by clicking on the </> button in the top right corner results in basically an empty view without any Layout or Component definitions. All components you see in the View are inherited from the Base View. So far, nothing was overwritten by the Extension.

  4. To adapt the content to show the mentioned KPIs, all we need to do is change/add a few KPIs in the components. These would be:

    1. KPI List

    2. Trend Chart

    3. Drilldown table

  5. Once made the changes to the Base View, you can add new tables, charts depending on what you want to show for the Order Returns Process Cockpit View.