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Celonis Product Documentation

Review your insights

The Explore and prioritize insights page of Insight Explorer displays all the insights calculated from your selected data in the form of cards that you can click on to analyze further. Insights are ranked by potential improvement and organized into three tabs: Inbox, Starred, and Hidden. You can click on any insight card to investigate the data further, click the Star insight icon to save an insight for later or click the Hide insight icon to hide an insight from the list. Insights that have been saved will be moved to the Starred tab and insights that you want to hide are moved to the Hidden tab.Inspect insight details

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Using the toolbar at the top of the page, you can rerun the analysis, see information about the analysis such as any issues that occurred during the run, and revisit the Configuration page.

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Components of an insight
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  1. Quantifies this insight in terms of:

    • Potential improvement: How much the global value of the metric could improve.

    • Affected objects: The number of objects in scope for the insight (as both a percentage and a number).

  2. Indicates which subgroup is performing poorly.

  3. An explanation of the insight.

  4. Categorize the insight:

    • Click the star icon to add this insight to the Starred tab to be able to return to it later.

    • Click the hide icon to remove the insight from the Inbox tab and ensure it does not reappear in future analyses.

Potential improvement

The potential improvement measures the impact of an insight which helps you compare insights against each other. The potential improvement attempts to balance the size of a subgroup with its performance, emphasizing insights that are not so small that they are insignificant and yet not so big that they are unrealistic. The potential improvement is not intended to be a precise calculation and should be combined with other factors to assess the value of the insight.

Specifically, the potential improvement is calculated by comparing the value of the metric within the subgroup versus outside the subgroup and simulating the change in the global value of the metric if the subgroup were brought to the level of the rest of the population. The following examples illustrate this in more detail.

Example 1

  • Order Cancellation Rate is 16.2% overall.

  • Order Cancellation Rate is 49.6% for orders with credit holds.

  • Order Cancellation Rate is 14.1% for orders without credit holds.

  • If Order Cancellation Rate for orders with credit holds were reduced from 49.6% to 14.1%, the overall Order Cancellation Rate would be reduced from 16.2% to 14.1%.

Example 2

  • Number of Canceled Orders is 39.1K out of 242K orders overall.

  • Number of Canceled Orders is 6.89K out of 13.9K orders with credit holds.

  • Number of Canceled Orders is 32.2K out of 227.6K orders without credit holds.

  • If Number of Canceled Orders for orders with credit holds were reduced from 6.89K to 1.96K, the overall Order Cancellation Rate would be reduced from 39.1K to 34.1K.

Note

To see an explanation of a calculation, hover over the info icon next to the potential improvement.

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Regenerate insights

Insights are not refreshed automatically when changes are made to the underlying Data Model or Knowledge Model. If these changes happen, you will see a warning icon on the Last run button in the toolbar and accompanying timestamps. Click the Run Analysis button to re-run the analysis in order to avoid inconsistencies between insights within Insight Explorer or between Insight Explorer and other assets connected to the same Knowledge Model.

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Note

After re-running an analysis, your starred insights will remain starred and your hidden insights will remain hidden.

Inspect insight details

Click any insight to access the Insight Details page, where you can do follow-up analysis using the provided tables and visualizations.

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The View section of the details page contains:

  1. View

    • For each metric: Evolution over time, distribution, breakdown by various attributes

    • Case Explorer for a granular look at the specific objects affected

    • Process Explorer

  2. Filters

The header section of the details page contains:

  1. Card for the insight you are currently investigating.

  2. Save filter changes: When you apply or remove a filter in the View section, the scope and potential improvement of the insight is recomputed to reflect your filter changes.

  3. Export to View: Export the insight details to a new View in the package to make customizations and configure Actions.