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