Configuring Your Dataset

Guide to the Dataset Screen

Once your dataset is fully uploaded, ProcessMind opens its Dataset screen. This is where you configure how your data is interpreted for process mining: which columns hold the case, the activity, and the timestamps, what the uploaded file contains, and which rows to analyze. The same screen is used for every supported file format.

Two related guides help you prepare and use your data:

• Data Quality: understand the quality badge and the slide-in quality panel.
• AI Data Recommendations: let AI suggest improvements to your dataset and mapping.

1. Dataset Name

The header shows Dataset: followed by the name of the open dataset. Click the name to edit it and give it something recognizable, such as Customer Orders Data or Incident Reports. The header also carries the comment button and the dataset quality badge.

2. Tabs

Below the header, the dataset is configured in tabs:

• General: opens first; replace or append the data, check the file details, map the process mining columns, and set a dataset filter.
• Attributes: review the detected columns, rename them, attach an expression, and hide the columns that should stay out of the analysis.
• Activities: the same controls for the activities that were built from your data.
• Data: browse the rows as ProcessMind reads them, with paging and sorting.
• Recommendations Process Intelligence Process Intelligence Available with a Process Intelligence seat or higher. Only seats on this plan or a higher one can use this feature. Compare plans : let AI suggest improvements to your dataset and mapping. Not shown for simulation datasets.

3. The General Tab

Dataset Warnings

When something still blocks analysis, a red list appears above the panels. It points at the missing piece: Case ID, Activity, or End time in the Process Mining panel, activities without data, attributes without values, or a mismatch between a re-uploaded file and the selected process type.

Replace Data / Append Data

The left panel uploads new rows:

• Replace Data is the default: drag and drop a file onto the box, or click it to browse. Replacing removes the current rows, and every process that uses the dataset is refreshed.
• Append Data: turn on the Append switch to add rows to the existing data instead. The structure of the appended file must match the current dataset.

For simulation datasets, this panel only states that the dataset was generated by a simulation.

Details

The right panel lists what ProcessMind knows about the file:

• Filename, Uploaded at, Size, Rows, and File last modified.
• Process Type and Source System: the detected business process and source system, used for automatic column mapping.

The settings icon next to Process Type opens Process Type Settings, where you pick another process and system or click Auto detect process and system and then Save. Changing either one may change all column mappings.

The menu (⋯) in the panel header offers Add to model, Download, Show usage to see which processes use the dataset, and Get Data Table ID for the data table and tenant IDs used in API calls.

Process Mining

Map the columns process mining needs. The three required fields are:

1. Case ID: the unique identifier of each case.
2. Activity: the column that becomes the activities in your process.
3. End time: the timestamp used as the moment the activity happened.

The optional fields add context to the analysis:

1. Start time: when the activity started. If your data has a single timestamp, map it as the end time instead.
2. User: who performed the activity.
3. Cost: the cost of the activity.
4. tCO₂e: the CO2 footprint of the activity in tonnes of CO2 equivalent, used for sustainability metrics such as the tCO₂e per activity chart in your dashboards (see Process Charts).

Global Dataset Filter

The Global Dataset Filter narrows the rows ProcessMind analyzes. Click Add filter expression… to build a row filter in the expression editor; the filter applies wherever the dataset is used.

Final Steps

• Review your selections: make sure the right columns are mapped to Case ID, Activity, and End time before you analyze.
• Clear the warnings: fix any dataset warnings that are still listed, then continue with process mining on the configured data.

Once these are in place, ProcessMind uses the dataset for discovery, dashboards, and simulation without further setup.