Overview
The Selected Cases by Category calculator analyzes and calculates metrics for cases grouped by categorical attributes. This calculator helps you understand how different categories of cases behave and perform within your process.
Common Uses
- Analyze case volumes by customer, product, or region
- Compare performance metrics across different case categories
- Identify trends and patterns within specific categories
- Segment cases for targeted analysis
- Track category-specific KPIs
Settings
Category Attribute: Select the categorical attribute to group cases by (e.g., Customer, Product Type, Region, Status).
Metric to Calculate: Choose the metric you want to analyze for each category:
- Case count
- Average duration
- Sum of values
- Other aggregate functions
Filter Criteria (Optional): Apply filters to focus on specific subsets of cases before categorization.
Example
Analyzing Orders by Customer Category
Scenario: You want to see how many orders come from different customer categories and compare their characteristics.
Settings:
- Category Attribute: Customer Category
- Metric: Case Count
Output:
The calculator displays a breakdown showing:
- Enterprise customers: 450 orders
- SMB customers: 1,200 orders
- Individual customers: 3,500 orders
You can switch between different visualizations (grid, bar chart, pie chart) using the dropdown in the top right corner.
Insights: This helps you understand your customer mix and can guide resource allocation, pricing strategies, and process optimization efforts for different customer segments.
Getting Started
To use this calculator effectively:
- Load your dataset
- Create or open an investigation
- Create an analysis
- Apply relevant filters (if needed)
- Add the Selected Cases by Category calculator
- Select your category attribute and desired metrics
This documentation is part of the mindzie Studio process mining platform.