This month’s updates give admins and data analysts even more control, agility, and visibility across the platform. You’ll find new versioning capabilities in the PI Graph for structured change tracking and safer data model deployments. Your data analysts can now build event logs directly in Views — no SQL required — enabling faster, more flexible analysis. And for your business stakeholders, scheduled reporting makes it easier than ever to stay on top of the latest insights. 

Dive into the full post for everything that’s new!

DATA INTEGRATION

Renaming target table in cloud extractions 

You can now rename the target table in the Celonis Platform when extracting data from a cloud based source system such as SAP Ariba, Salesforce, and Oracle Fusion Cloud.

When creating extraction tasks, select Rename name target in the Table Configuration settings and then specify the table name:

For more information about connecting to cloud based source systems, see: Cloud based data sources.

And for information about creating extraction tasks, see: Creating extraction tasks using the visual editor.
 

PI GRAPH

Extend custom object types from source system tables 

As an alternative to importing a complete object type from a table in your source data, you can now use a source system table to extend a custom object type that you've started to model. If you're modeling iteratively, this is a good way to complete your initial objects after validating them with stakeholders.

You can select columns from the table to become attributes of the custom object type, and you can map columns to attributes that you already modeled. If you didn't create transformations yet for the object type, a SQL transformation script will be generated automatically that populates the attributes you imported or mapped. You can repeat the process with other source system tables to add more attributes to the object type, though the transformation script will only be generated once. For more information, see Importing object types and relationships from source data.
 

PROCESS DESIGNER

Best practice task import from PAM 

When exporting BPMN models from Process Adherence Manager to Process Designer, best practice tasks are now automatically created in Process Designer. The corresponding event ids, as well as further attributes such as team id, pool id and namespace are maintained automatically. This makes the configuration of Process Cockpit easier, as users no longer need to create best practice tasks manually.

For more information, refer to the documentation.

PROCESS NAVIGATOR

Language indicator moved to top navigation 

We've moved the language indicator to the top navigation. This makes it much easier for users to see and change the language for their workspace. Previously, they had to click into the Profile dropdown to access this setting.

For more information, refer to the documentation.
 

Submit request on task level 
 

Users with the Viewer role in Process Navigator can now submit requests based on a specific task in the Navigator. The request will display in the Action Center, with a link to the task the request is based on. Previously, users were only able to submit a request at the subprocess level, which was not precise enough.

For more information, refer to the documentation.

PROCESS NAVIGATOR and PROCESS DESIGNER

Activating and configuring live data enhancement 

We've greatly simplified the process of setting up the live data connection between the Celonis Platform and Celonis Process Management. Administrators can now activate and configure the live data connection themselves through Celonis Process Management. This makes it much easier to set up Process Cockpit for use in Process Navigator.

For more information, refer to the documentation.
 

SSO configuration enhancements 

We've enhanced our Single Sign-On (SSO) feature to be more intuitive. When admins set up SSO for the first time, the form will now autofill the service provider URL. We've also added a reminder encouraging admins to switch off the standard login method as a final step in configuring SSO. This helps admins in streamlining their end-users login experience and adopting a better security practice.

For more information, refer to the documentation.

Version number in profile dropdown

You can now see the Celonis Process Management version number in the profile dropdown.

STUDIO

Scheduling View reports

In addition to manually exporting your Views as PDFs, you can now schedule automated emails to be sent with the View report PDFs attached. These emails can be sent on a daily, weekly, or monthly basis, with the ability to customize the email and the PDF settings for each report.

You can schedule your Studio View reports within a View by clicking Share or export View - Schedule reports:

Once scheduled, your Studio View reports can be edited, permanently deleted, and activated / deactivated depending on its status:

For more information about scheduling View reports, see: View Reports.
 

Migrating Analysis assets to Views 

You can now migrate your Analysis assets to Studio Views, allowing you to create dashboards and reports using our enhanced View editing experience. This includes both step-by-step (load scripts, saved formulas, variables, etc.) and full sheet migration options.

Celonis continues to maintain Analysis (by fixing bugs and ensuring that performance remains strong) but no further feature development will take place. As such, we recommend you migrate your Analysis assets to Studio Views.

• Step-by-step migration: You can manually migrate individual Analysis assets to Studio Views. Our step-by-step guide explains e.g. how to move load scripts from Analysis to filters in Views, how to copy single or multiple components from Analysis to Views or how to export saved formulas to a Knowledge model. This is especially helpful when you only want to move single parts of your Analysis.
  See: Migrating step-by-step
• Full sheet migration: Alternatively, if you want to move the full Analysis over to Views, you can use the full sheet migration wizard. This wizard guides you through the migration of a full Analysis sheet (including all components, saved formulas and variables) to a View, saving you from manually exporting each element to the Knowledge Model or View.
  See: Migrating full sheets

For an overview of your migration options, see: Migrating Analysis to Views

Divider component added to Views 
 

You can now add horizontal and vertical dividers to your Studio Views, allowing you to visually separate sections and improve your content hierarchy within your View.

In this example, horizontal dividers have been used to visually separate different View components:

To learn more about creating Views, see: Views.
 

Pivot table component for Views 
 

You can now add a pivot table to your Studio Views, allowing you to summarize, analyze, and present large datasets without altering the original data.

In this example, a pivot table is used to display customer sales information based on regions. Each cell represents the average sales per customer in that region, with their customer and region subtotals displayed. Any cells with a positive value are then colored, making the table easier to read.

To learn more about pivot tables, see: Pivot table.
 

Data health checks in Process Copilots
 

Celonis now performs automated scans to check your Knowledge Models for potential issues such as missing descriptions, schema changes, duplicate entries, outdated attributes, and other problems that could confuse the Large Language Models used in your AI tools such as Process Copilot. Resolving these issues will prevent your AI tools from analyzing inconsistent or incomplete data which can impact the quality of your outputs. Properly configuring your data will improve the accuracy of your responses and provide more reliable results.

The findings from these scans are displayed in the Knowledge Input section of the Process Copilot configuration screen. Each impacted knowledge item is displayed as a separate line with a description of the problem and a link to access the impacted item directly in the Knowledge Model. Hover over the warning or error icon in the Issues column to see the cause of the problem and then select the Click to edit link to open this knowledge item in the Knowledge Model.

For more information, see Knowledge Input in Process Copilots.
 

Smart inputs added to View and component fields 

We've enhanced the text field inputs in Studio Views to suggest variables, translations, and JavaScript when inside the “${}“ syntax. When typing in supported text fields, smart inputs give you auto complete suggestions from existing queries in your package. You can then click on the suggestion or use the arrow keys and hit Enter to add it to your expression.

For example, a smart input is used in the tab name to display the current date:

This is configured using the following smart input:

${new Date().toDateString()}

For a video overview of smart inputs in Views:

Smart inputs are enabled for the following Studio features: Button label, Button variant, Color Mapping (View Components), component information, filter dropdown label, input box label, input dropdown label, tab Container, tab name, and View name.

For more information smart inputs, see: Smart inputs.
 

Copying filters between Views 

Any filters you set in a View can now also be copied into other Views within your Celonis Platform team, saving you from manually configuring them each time. Copied filters are saved on a clipboard for 10 minutes, with a prompt for you to apply the filter when you open subsequent Views.

To learn more about copying filters between Studio Views, see: Copying filters between Views.