Validating KPIs for the object-centric Unearned Cash Discount app
In the Unearned Cash Discount app’s Knowledge Model “Unearned Cash Discount Knowledge Model”, check that all the KPIs (key performance indicators) contain the correct business logic for your organization. For the Unearned Cash Discount app, you can manage the setting for the most important KPI (tolerance days) using the Settings view.
The main Knowledge Model for the Unearned Cash Discount app is “Unearned Cash Discount Knowledge Model”, which is in the app’s Knowledge Models folder. Work with this Knowledge Model to validate and change KPIs. “Unearned Cash Discount Knowledge Model” points to the base Knowledge Model stored in the Celonis Marketplace, which you can’t update directly. Changes that you make to the PQL formulas, KPI names, or formatting in “Unearned Cash Discount Knowledge Model” override the base Knowledge Model.
Each KPI in a Knowledge Model contains a PQL (Process Query Language) formula. Some KPIs are reused inside other KPIs as nested formulas. When you adjust the business logic in a single formula, and save it, the change is simultaneously reflected in all the KPIs that reuse the formula.
You work with Knowledge Models in Studio, and any changes you make are applied when you publish a new version of the app. You’ll need Analyst permissions on Studio and the Knowledge Model to modify any of the KPIs and their calculations. If you need training, check out the training track “Build Knowledge Models and Views” on the Celonis Academy.
Here’s how to work with the KPIs in “Unearned Cash Discount Knowledge Model”:
In the Celonis navigation menu, select Studio.
In the Studio overview, find the Unearned Cash Discount app in the space where you installed it, and click its tile.
Go to the Knowledge Models folder and select “Unearned Cash Discount Knowledge Model”.
Select the KPIs section of the Knowledge Model.
You can sort and search the KPIs using their name or ID. The prefix to the ID shows what type of component they are.
To see and edit the full PQL formula and other settings for a KPI, click its row to open an editor. The editor automatically validates any changes that you make in the PQL formula.
If you want a fuller-featured PQL editor that lets you select from the tables and columns in your data, click on the pen icon next to the PQL formula.
If you need to disable a KPI or formula, click the three vertical dots at the top of the editor, and select Disable Scope, then click Disable to confirm. When you do this, the object can't be accessed or used anywhere in the package, including by other apps that depend on it.
When you’ve made changes to the KPIs, use the Publish button at the top of the screen in your Studio space to publish a new version of the app.
