- Working With Dashboards and Charts
- Working With Process Graphs
- Showing or Hiding the Menu
- Context Information
- Root Cause Analysis
- Sending Automation Ideas to UiPath Automation Hub
- Filters
- Simulating Automation Potential
- Tags
- Due Dates
- Compare
- Export
- Triggering an automation from a process app
- Starting a Task Mining project from Process Mining
Filters
Introduction
Filters can be created on dashboards and used to modify the information displayed on all dashboards. With filters, you can create subsets of your data to have a closer look at particular parts of the process. Filters can be created from the header bar and the Filters panel.
Timeframe Filter
The Timeframe filter is a predefined and immovable filter. This Timeframe filter splits the data according to the selected date field of relevant items in the dashboard. For example, purchase order items or purchase order events for purchase orders created in the selected timeframe. See the illustration below.
The Date field list contains all the fields of type date
that are defined for your dataset. Depending on the dashboard context, the selected Date field will return relevant results.
You can set a timeframe filter and save it to a filter collection.
Selecting the previous or next timeframe
The Next and Previous arrow buttons are only enabled if your dataset contains data for the next or previous timeframe.
Defining a Custom Timeframe
You can select a custom timeframe to be used as the timeframe filter. All relevant items that have a date according to the selected date field within the defined timeframe are displayed in the dashboard.
Follow these steps to select a custom timeframe.
- Select on the Timeframe filter button in the header bar.
- Select the Date field you want to use for the timeframe.
- Select the Type list box and select the Custom option from the list.
- Click on
in the From field and select the start date of the custom period you want to define from the date picker.
- Click on
in the To field and select the end date of the custom period you want to define from the date picker.
See the illustration below.
Filters Panel
Process apps contain multiple advanced filter types. These filters can be added to the dashboard and used to modify the information displayed. You can add filters for analyzing in more detail in the Filters panel.
Follow these steps to display the Filters panel.
The Filters panel is displayed.
The Filter button is a toggle button. When the Filters panel is visible, click on the Filter button to hide the Filters panel. The Filter button also indicates if there are filters applied.
Adding a Filter
Follow these steps to add a filter.
If you want to add a particular filter, you can search for available filters. See the illustration below.
Adding Filter Values
Follow these steps to add filter values.
- Go to the Filters panel.
- Select the filter to display the available values.
- Select the value or values you want to filter on.
The filter is added in the Filters panel. See the illustration below.
Data Selections
Selections in the dataset allow you to create a filter based on the information displayed in the dashboards. Selections can be triggered by dragging your mouse or by clicking on the graphs and charts.
Follow these steps to create a filter based on a data selection.
- Select the data you want to use to create a filter.
- Select
to open the Filter menu.
- Select the Filter by selected values option.
A filter is added to the Filters panel.
Instead of using the Filter menu you can also right-click and select Filter by selected values from the context menu.
The icon is only enabled when you have made a data selection.
Searching Applied Filters
To easily find a particular filter, you can search for applied filters.
Follow these steps to search for applied filters.
- Go to the Filters panel.
- Select the
icon to open the Search... field.
- Start typing the filter you want to find in the Search... field.
Percentage Cases and Events
The percentage graphics in the header bar display the percentage of cases and events for the applied filters. See the illustration below for an example.
Process Filters
Activity Filter
The Activity end-to-end process filter enables you to select activities to filter on cases that include the selected activities.
Filtering on cases that do not include the selected activity
If you want to filter on cases that do not include particular activities, you can select the Without option next the activity. See the illustration below for an example.
Directly Follows and Indirectly Follows
With the Directly follows and Indirectly follows end-to-end process filters you can filter particular activity paths, meaning directly or eventually followed activities. This enables you to analyze cases in which activities follow a certain order.
Creating a Directly Follows Filter
Follow these steps to add a Directly follows filter.
See the illustration below for an example.
Creating an Indirectly Follows Filter
Follow these steps to add an Indirectly follows filter.
You can also create a Directly follows filter, or Indirectly follows filter, by clicking on an edge in the process graph and selecting the Filter by selected values option from the context menu.
Filtering on cases that do not follow the selected activity path
If you want to filter on cases that do not follow a particular activity path, you can select the Without option for the Directly follows or Indirectly follows filter. See the illustration below for an example.
Starts with or Ends with
With the Starts with and Ends with end-to-end process filters, you can filter for cases that start or end with a selected activity. You can select the Without option if you want to filter for cases that do not start or end with the selected activity.
Rework Filter
The Rework filter enables you to filter for cases that have rework, meaning that one or multiple activities are executed more than once in the process.
Follow these steps to create a Rework filter.
- Add a Rework in the Filters panel.
- Select the activity for which you want to filter the occurrences from the Show cases where activity list.
- Use the Occurs .. times fields to select an operator (
<=
,>=
,=
) and the number of occurrences to define the filter expression.
See the illustration below for an example.
Filter Types
List Box
A list box filter allows you to select multiple values of a field.
See the illustration below.
Select all / Deselect all
You can select the Select all option to select all the options from the list box in one click.
Invert
You can click on Invert to change all unselected values into selected values, whereas all selected values will become unselected.
Combo Box
A Combo box filter allows you to only select one value of a field.
See the illustration below.
Range Selector
A range selector is created for numeric fields and time ranges. This filter allows for a range to be selected. You can either drag the dots on the line to select a range, or enter the desired start and end values in the value fields.
See the illustration below for an example.
For time ranges you can change the granularity of the selected range by selecting a different units from the drop-down lists. See the illustration below for an example.
Resetting Filters
Clear All
The Clear all option in the Filters panel enables you to reset all the current filters. This means that any selections in advanced filters are cleared and all filters are removed from the Filters panel.
Follow these steps to reset all filters.
- Go to the Filters panel.
-
Select the More
icon.
-
Select Clear all from the menu.
Resetting Individual Filters
Follow these steps to reset the values of an individual filter.
Removing Individual Filters
Follow these steps to remove an individual filter.
Filter Collections
Introduction
When you have set one or more filters, you can save these filters in a filter collection. This enables you to quickly and easily navigate to your frequently used filters when analyzing data.
Creating a New Filter Collection
Follow these steps to create a filter collection.
-
Add one or more filters.
-
In the Filters panel, select the More icon next to the Filter collections drop-down list, and select Save as filter collection.
-
In the Save filter collection dialog, enter a Name and a Description for the filter collection.
Changing a Filter Collection
You can change a filter collection, for example, by adding a new filter.
Follow these steps to change a filter collection.
-
In the Filters panel, select the filter collection you want to change.
-
Change the filters as desired.
-
Select the Save icon next to the Filter collections drop-down list.
Managing Filter Collections
Follow this step to manage existing filter collections.
-
In the Filters panel, click on the More icon next to the Filter collections drop-down list, and select Manage filter collections.
The Manage filter collections dialog is displayed. Here you can edit the Name or the Description for a filter collection, or you can delete the filter collection.
Changing the Name or Description of a Filter Collection
Follow these steps to edit the name and/or the description of the filter collection.
-
In the Manage filter collections list, locate the filter collection for which you wan to change the Name or Description.
-
Select the Edit icon.
-
Edit the Name or Description as desired.
Deleting a Filter Collection
Follow these steps to delete a filter collection.
1. In the Manage filter collections list, locate the filter collection you want to delete..
2. Select the Delete icon.
Applied Chart Filters
When you open a process app that contains one or more charts with chart filters, those charts will display data according
to the chart filters. When one or more filters are defined for a chart, the icon is displayed at the top of the chart.
You can select the icon to view the applied chart filters. See the illustration below.
You can still add global filters in the Filters panel, which are applied on top of the chart filters. You cannot change the chart filters.
- Introduction
- Timeframe Filter
- Selecting the previous or next timeframe
- Defining a Custom Timeframe
- Filters Panel
- Adding a Filter
- Adding Filter Values
- Data Selections
- Searching Applied Filters
- Percentage Cases and Events
- Process Filters
- Activity Filter
- Directly Follows and Indirectly Follows
- Starts with or Ends with
- Rework Filter
- Filter Types
- List Box
- Combo Box
- Range Selector
- Resetting Filters
- Clear All
- Resetting Individual Filters
- Removing Individual Filters
- Filter Collections
- Introduction
- Creating a New Filter Collection
- Changing a Filter Collection
- Managing Filter Collections
- Changing the Name or Description of a Filter Collection
- Deleting a Filter Collection
- Applied Chart Filters