Overview
The Breakdown by Categories calculator analyzes data by grouping it into selected categorical attributes. This powerful calculator allows you to perform cross-tabulation analysis, showing how different categories relate to various metrics in your process.
Common Uses
- Identify top customers by total invoice value
- See the number of activities performed by different resources
- Identify the number of late deliveries by vendor
- Analyze case volumes by product category
- Compare performance metrics across different organizational units
Settings
First Category Attribute: Select the primary categorical attribute for your breakdown (e.g., 'Resource', 'Customer', 'Vendor').
Second Category Attribute (optional): Select an additional categorical attribute for cross-tabulation analysis. For example, select 'Resource' as the first category and 'Activity Name' as the second to see which activities each resource performs.
Aggregate Function: Choose how to aggregate the data:
- Case Count: Count the number of cases per category
- Event Count: Count the number of activities per category
- Sum: Calculate the total of a selected attribute
- Average: Calculate the mean of a selected attribute
- Minimum: Find the minimum value
- Maximum: Find the maximum value
Value Attribute: For aggregate functions like Sum or Average, select the numerical attribute you want to analyze (e.g., 'Case Duration', 'Invoice Amount').
Max Categories: Specify the maximum number of categories to display in the output (e.g., set to 10 to see only the top 10 categories).
Category Ordering: Choose whether to sort results in:
- Descending order: Show highest values first (default)
- Ascending order: Show lowest values first
Examples
Example 1: Top 10 Customers by Total Invoice Value
Scenario: You want to identify your most valuable customers based on total invoice amounts.
Settings:
- First Category Attribute: Customer
- Aggregate Function: Sum
- Value Attribute: Total Invoice Value
- Max Categories: 10
- Category Ordering: Descending
Output:
The calculator provides multiple visualization options:
Grid (default): Tabular view showing each customer and their total invoice value. Click on a customer name to drill down into their specific data.
Horizontal Bar Chart: Visual comparison of customer values, making it easy to see relative differences.
Pie Chart: Proportion view showing each customer's share of total invoice value.
Insights: This helps you identify key accounts that require special attention and relationship management.
Example 2: Activity Executions by Resource
Scenario: You want to see which activities are performed by your top 10 most active resources.
Settings:
- First Category Attribute: Resource
- Second Category Attribute: Activity Name
- Aggregate Function: Event Count
- Max Categories: 10
- Category Ordering: Descending
Output:
The calculator provides multiple visualization options:
Tree Map (default): Hierarchical visualization showing resources as large blocks, with activities as nested blocks within each resource. Click on a resource to see the breakdown of activities they perform.
Vertical Grid: Matrix view showing resources and their activity distribution.
Grid: Tabular view with drill-down capabilities.
Insights: This reveals workload distribution, specialization patterns, and potential bottlenecks in resource allocation.
Output
The calculator supports multiple output formats that can be selected from the dropdown in the top right corner:
- Grid view (tabular data with drill-down)
- Bar charts (horizontal or vertical)
- Pie chart
- Tree map (for two-category breakdowns)
All outputs support interactive filtering and drill-down capabilities to explore your data in detail.
This documentation is part of the mindzie Studio process mining platform.