Overview
The Rate Over Time calculator shows how the fraction of cases in a selected category changes over time. This calculator helps you track trends and patterns in your process metrics by comparing filtered cases against all cases over specified time periods, displaying results as percentages.
Common Uses
- Calculate rate of early/late payments, shipments, or deliveries over time
- Calculate rate of short/long cases over time
- Calculate the rate of cases with rework over time
- Monitor compliance rates across time periods
- Track quality or error rates by month, quarter, or year
Settings
Date Attribute: Select the date attribute that will represent the base for calculating the rate (e.g., Case Start Date, Case End Date, or Activity Time).
Activity Name: (Appears only if Activity Time is selected) Select the specific activity that will represent the start of each calculation (e.g., 'Enter Invoice', 'Pay Invoice').
Activity Selection Type: (Appears only if Activity Time is selected) Choose whether the first or last occurrence of the selected activity will be used as the start date for calculation.
Over Time Period: Select the period frequency for rate calculation (Daily, Weekly, Monthly, Quarterly, Yearly).
Aggregate Function: Choose how to aggregate the data:
- Case count: Calculates the ratio based on count of cases
- Sum: Calculates the ratio based on the sum of a chosen attribute
Select cases in which: Define filter criteria to identify the cases you want to measure (e.g., cases with refunds, long duration cases, late payments).
Example
Calculating Rate of Long Duration Cases Over Time
Scenario: You want to track what percentage of cases exceed 60 days duration each month to monitor process performance.
Settings:
- Date Attribute: Case Start Date
- Over Time Period: Monthly
- Aggregate Function: Case count
- Select cases in which: Case Duration > 60 days
Output:
The side-by-side bar chart displays:
- Light purple bars: Total case count (left axis)
- Dark purple bars: Filtered case count (left axis)
- Line graph: Rate percentage (right axis)
From this visualization, you can see that the highest rate of long duration cases happened in November 2019, where about 70% of cases exceeded 60 days.
Insights: This helps identify time periods with performance issues and measure the impact of process improvements over time.
Output
The calculator provides:
- Dual-axis chart: Shows both absolute counts and percentage rates
- Trend visualization: Clear view of rate changes over time
- Grid view: Detailed numerical data for each time period
This documentation is part of the mindzie Studio process mining platform.