Filters

Introduction

Filters can be created on dashboards and charts, and can be 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.

Using multiple filters

When you add additional filters, you are further reducing the subset because you are applying more specific or additional criteria to be met. Only the data that meets all the filter criteria will be included in the final subset. In other words, multiple filters are combined as an AND in a logical statement where the data has to meet the conditions of Filter 1 AND Filter 2 AND Filter 3...so on, to be in the final subset.

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.

Note:

The Date field list contains all the fields of type datetime that are defined for your dataset. Depending on the dashboard context, the selected Date field will return relevant results.

Tip:

You can set a timeframe filter and save it to a filter collection.

Selecting the previous or next timeframe

You can use the Next and Previous arrow buttons in front of the timeframe filter to navigate to the previous or next timeframe.

In this example the timeframe filter will be set to Document date: Oct 2020 if you select the previous timeframe, and to Document date: Dec 2020 if you select the next timeframe.

Note:

The Next and Previous arrow buttons are only enabled if your dataset contains data for the next or previous timeframe.

Last, Before, and After timeframe filter types

The Last timeframe filter type allows you to specify a timeframe that includes the most recent or last period. For example, if you select Last 7 days, the filter will include data from the past week.

The Before timeframe filter type allows you to specify a timeframe for the period that includes all data before a specific date. For example, if you select Before January 1, 2024, the filter will include all data up until December 31, 2023.

The After timeframe filter option allows you to specify a timeframe that includes all data from a particular date until the current date. For instance, if you select After February 1, 2024, the filter will include all data from that date to today's date.

Case start, Case end, and Event end filters

Filter	Description	Use case	Example
Case start (Purchase order item start, Sales order item start)	Filters the data according to the cases’ start date, and returns the cases that started in the selected period.	You want to filter for cases that start in October 2023.	Case start = October 2023
Case end (Purchase order item end, Sales order item end)	Filters the data according to the cases’ end date, and returns the cases that ended in the selected period.	You want to filter for cases that end in January 2024.	Case end = January 2024
Event end	Filters the data according to the events’ end date, and returns the cases that have events that ended in the selected period.	You want to filter for events that happen in 2023.	Event end = 2023

Fiscal calendar

If the Fiscal calendar option is selected, you can select the applicable calendar type from the list of available calendar types.

The fiscal calendar allows for better year-over-year comparison.

To use the fiscal calender in the Timeframe filter, the Use fiscal calendar option must be enabled in the Timeframe filter.

Offset calendar

When an offset calendar type has been configured for your process app, and you select the Year or Quarter option for the Timeframe filter, the data is displayed starting from the month as configured.

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.

1. Select on the Timeframe filter button in the header bar.
2. Select the Date field you want to use for the timeframe.
3. Select the Type list box and select the Custom option from the list.
4. Select the From field and select the start date of the custom period you want to define from the date picker.
5. Select the To field and select the end date of the custom period you want to define from the date picker.

Filter 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 Filter panel.

Follow these steps to display the Filter panel.

Select the Filter button in the upper-right corner of the dashboard to open the Filter panel at the right.

The Filter panel is displayed. The Filter icon in the top bar indicates if there are filters applied.

Hiding or showing the Filter panel

Follow this step to hide the Filter panel.

1. Select the hide icon .

The Filter panel is hidden and the icon is changed to the show icon .

Follow this step to show the Filter panel.

1. Select the show icon.

The Filter panel is expanded.

Adding a filter

Follow these steps to add a filter.

1. Go to the Filter panel.
2. Select the Filter search bar.

   A drop-down list with all the available filters is displayed.

3. Select the filter you want to add from the drop-down list.

If you want to add a particular filter, you can search for available filters.

Adding filter values

Follow these steps to add filter values.

1. Go to the Filter panel.
2. Select the filter to display the available values.
3. Select the value or values you want to filter on.

The filter is added in the Filter panel.

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.

1. Select the data you want to use to create a filter.
2. Select the Filter icon on the chart to open the Filter menu.
3. Select the Filter by selected values option.

A filter is added to the Filter panel.

Instead of using the Filter menu you can also right-click and select Filter by selected values from the context menu.

The Filter icon is only visible when you have made a data selection.

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.

Note:

If ~0% or ~100% is displayed, this indicates that the value is not exactly zero or 100, but that it rounded to 0 or 100.

Process filters

Note:

Depending on the process, a process-specific name is displayed to identify Cases, for example, Purchase order items, or Incidents.

Activity filter

The Activity end-to-end process filter enables you to select activities to filter on cases that include the selected activities.

Note: When you select multiple activities from the process graph or activity list to filter by, this creates a filter on cases that include all the selected activities, rather than all cases that have any of 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.

Note: When you select multiple activity groups, you create a filter on cases that go through all the selected activity paths, rather than all cases that go through any of the selected activity paths.

Creating a Directly follows filter

Follow these steps to add a Directly follows filter.

1. Add a Directly follows filter in the Filter panel.
2. Selectr +Add activity group.
3. Select the activity that is the start of the activity path from Show cases where activity list.

   You can start typing an activity name in the list field to search for a particular activity.

4. Select the directly following activity from the is directly followed by activity list.

   You can start typing an activity name in the list field to search for a particular activity.

Creating an Indirectly follows filter

Follow these steps to add an Indirectly follows filter.

1. Add a Indirectly follows filter in the Filter panel.
2. Click on +Add activity group.
3. Select the activity that is the start of the activity path from Show cases where activity list.

   You can start typing an activity name in the list field to search for a particular activity.

4. Select the directly following activity from the is eventually followed by activity list.

   You can start typing an activity name in the list field to search for a particular activity.

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.

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.

You can define multiple Starts with or Ends with filters. This allows you to filter on parallel activities by searching for cases that start with the specified activities as Starts with, or end with the specified activities as Ends with, respectively.

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.

1. Add a Rework filter in the Filter panel.
2. Select the activity for which you want to filter the occurrences from the Show cases where activity list.
3. Use the Occurs .. times fields to select an operator (<=, >=, =) and the number of occurrences to define the filter expression.

Process cropping filter

Note:

If you want to use the Process cropping filter for an existing process app, you must first optimize the process app.

Refer to Optimizing an app for more information.

With the Process cropping filter, you can view a subset of the process. This enables you to zoom in to the process and analyze particular parts of the process in more detail.

Tip:

You can use the Process cropping filter to check the throughput time between selected activities.

Follow these steps to create a Process cropping filter.

1. In the Filter panel, add a Process cropping filter.

2. Select the activity you want to use as the start activity for the subset from the list in the From field.

3. Select the activity you want to use as the end activity for the subset from the list in the To field.

The process graph changes and only shows the activities that are part of the selection. The From <activity> will be the first instance, and the To <activity> will be the last instance of the process. The data in other charts and the KPIs on the dashboard are updated and only show the values related to the selection.

Filter types

List box

A list box filter allows you to select multiple values of a field.

Note:

When you have defined multiple filters, these can impact the selection of values that are visible in your list box filter. Some options in your list box filter might become unavailable based on the values of other filters. Unavailable values are also displayed in the list, but they are grayed out to indicate their unavailability at that time.

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 select 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.

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 Filter 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 Filter panel.

Follow these steps to reset all filters.

1. Go to the Filter panel.

2. Select the More icon .

3. Select Clear all from the menu.

Resetting individual filters

Follow these steps to reset the values of an individual filter.

1. Go to the Filter panel and locate the filter for which you want to reset the values.
2. Select the reset icon

Removing individual filters

Follow these steps to remove an individual filter.

1. Go to the Filter panel and locate the filter you want to delete.
2. Select the delete icon
   
   

   

   
   

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.

1. Add one or more filters.

2. In the Filter panel, select the More icon to open the drop-down menu.

3. Select Save as filter collection.

4. In the Save filter collection dialog, enter a Name and a Description for the filter collection.

The filter collection is added in the Saved filter collections in the Filters list.

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.

1. In the Filter panel, select the filter collection you want to change from the Filter search list.

2. Add new filters or change the filters as desired.

3. Select the Save icon next to the Filter search list field.

Note:

The Save icon is only visible if the filters in the filter collection have changed.

Managing filter collections

Follow these steps to manage existing filter collections.

1. In the Filter panel, select the More icon next to open the drop-dwon menu

2. 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.

1. In the Manage filter collections list, locate the filter collection for which you want to change the Name or Description.

2. Select the Edit icon.

3. 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 dashboard level filters

When you open a dashboard that contains dashboard level filters, the dashboard will display data according to the applied dashboard level filters. When one or more filters are defined for a dashboard, the icon is displayed in the dashboard header.

You can select the icon to view the applied dashboard filters. The following illustration shows an example of dashboard level filters.

Note:

You can still add global filters in the Filter panel, which are applied on top of the dashboard filters. You cannot change the dashboard level filters.

Applied chart filters

When you open a dashboard 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. The following illustration shows an example of chart level filters.

Note:

You can still add global filters in the Filter panel, which are applied on top of the chart filters. You cannot change the chart filters.