Sum of Values for Activity

Overview

The Sum of Values for Activity calculator aggregates values for a selected attribute filtered by a specific activity. This calculator helps you analyze totals associated with particular process steps, enabling activity-specific financial and quantitative analysis.

Common Uses

• Sum total values of posted invoices vs. cleared invoices
• Calculate total costs associated with specific activities
• Analyze revenue by processing step
• Compare values before and after key process milestones
• Add activity-specific summation values to dashboards

Settings

Activity Attribute: Select the numerical attribute you would like to sum up (e.g., Invoice Amount, Total Cost, Quantity).

Activity Value: Select the specific activity for which you want to calculate the sum (e.g., "Post Invoice", "Clear Invoice", "Approve Order").

Example

Comparing Posted vs. Cleared Invoice Values

Scenario: You want to compare the total cost of posted invoices against cleared invoices to identify outstanding amounts.

Step 1 - Total Cost of Posted Invoices:

Settings:

• Activity Attribute: Total Cost
• Activity Value: Post Invoice

Output: The calculator displays the total cost of all posted invoices.

Step 2 - Total Cost of Cleared Invoices:

Create another Sum of Values for Activity calculator with:

• Activity Attribute: Total Cost
• Activity Value: Clear Invoice

Dashboard View:

Add both calculators to the dashboard to compare:

• Total Posted Invoices: $2,450,000
• Total Cleared Invoices: $2,100,000
• Outstanding: $350,000 (calculated difference)

Insights: This comparison reveals:

• The total value of uncleared invoices
• Cash flow implications
• Potential collection issues
• Working capital tied up in the payment process

This activity-specific analysis helps you understand the financial impact of different process stages and identify bottlenecks in payment processing.

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This documentation is part of the mindzie Studio process mining platform.