# Filters > 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. ## 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. ### Cross-filtering on dashboard level If you make a data selection on a chart, this will automatically update the data in the other charts on the dashboard according to the data selection. The selection is a temporary filter that will be reset automatically when you leave the selection. Also check out [Data selections](https://docs.uipath.com/process-mining/automation-suite/2.2510/user-guide/filters#data-selections). ## 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. ![Timeframe filter](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-timeframe-filter-298606-964f9a2d-75e1485d.webp) :::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. ![Next and Previous arrow buttons in timeframe filter](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-next-and-previous-arrow-buttons-in-timeframe-filter-298619-b9a104b5-53166581.webp) 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 in your dataset. For example, if you select **Last** `7` days, the filter will include data from the last 7 days available in your dataset. Note that this is not necessarily the data from the last 7 calendar days. 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 after a particular date until the current date. For instance, if you select **After** February 1, 2024, the filter will include all data after 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 objects’ start date, and returns the objects that started in the selected period. | You want to filter for objects 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 objects’ end date, and returns the objects that ended in the selected period. | You want to filter for objects that end in January 2024. | **Case end** = January 2024 | | Event end | Filters the data according to the events’ end date, and returns the objects 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 **Enable 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 the **Timeframe** filter button. 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. ![Selecting a custom timeframe](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-selecting-a-custom-timeframe-298614-2b135104-46f1c95b.webp) ## 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**![Filter icon](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-filter-icon-303300-c21d0193-58b76f6b.webp) icon. The **Filter** panel is displayed. The **Filter** icon shows the number of applied filters. ### Hiding or showing the Filter panel Follow this step to hide the **Filter** panel. 1. Select the **Filter** ![Filter icon](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-filter-icon-303300-c21d0193-58b76f6b.webp) icon. The **Filter** panel is hidden. Follow this step to show the **Filter** panel. 1. Select the **Filter** ![Filter icon](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-filter-icon-303300-c21d0193-58b76f6b.webp) 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. You can also select a chunk in a pie chart to create a filter on the values of the chunk. 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 by selected values** icon on the chart, or click on any other chart in the dashboard. A filter is added to the **Filter** panel. :::note If you do not want to create a filter from the data selection, you can select the **Clear selection** icon on the chart. ::: ### Percentage and number of objects The graphic in the filter title displays the percentage of objects for the applied filters. If you hover your mouse over the graphic, the number of objects in the selection out of the total number of objects, and the percentage of selected objects are displayed. :::note If you have set multiple filters, these are taken into account for each individual filter. ::: The following illustration shows an example. ![Percentage and total values for filters](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-percentage-and-total-values-for-filters-558687-ce9a07e3-652bef4a.webp) :::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 `Objects`, for example, `Purchase order items`, or `Incidents`. ::: ### Activity filter The **Activity** end-to-end process filter enables you to select activities to filter on objects 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 objects that include **all** the selected activities, rather than all objects that have any of the selected activities. ::: #### Filtering on objects that do not include the selected activity If you want to filter on objects that do not include particular activities, you can select the **Without** option next the activity. The foillowing illustration shows an example. ![Without option to filter on objects that do not inlude the activity](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-without-option-to-filter-on-objects-that-do-not-inlude-the-activity-15029-532328be-939ed92c.webp) ### 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 objects in which activities follow a certain order. :::note When you select multiple activity groups, you create a filter on objects that go through **all** the selected activity paths, rather than all objects 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 objects 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. ![Directly follows filter](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-directly-follows-filter-15149-7510aaed-4a25dbea.webp) #### 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 objects 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 objects that do not follow a particular activity path, you can select the **Without** option for the **Directly follows** or **Indirectly follows** filter. The following illustration shows an example. ![Without option for an indirectly follows filter](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-without-option-for-an-indirectly-follows-filter-14841-efe95470-eddf523e.webp) ### Starts with or Ends with With the **Starts with** and **Ends with** end-to-end process filters, you can filter for objects that start or end with a selected activity. You can select the **Without** option if you want to filter for objects 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 objects 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 objects 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 objects where activity** list. 3. Use the **Occurs .. times** fields to select an operator (`<=`, `>=`, `=`) and the number of occurrences to define the filter expression. ![Rework filter](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-rework-filter-266852-f64df688-95e262e3.webp) ### 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](https://docs.uipath.com/process-mining/automation-suite/2.2510/user-guide/optimizing-an-app#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. ![List box](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-list-box-16378-8c644243-c29da3aa.webp) :::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. #### Additional search options for list box If the field in the list box contains more than 20 options, the following additional search options appear. | | | | --- | --- | | **Option** | **Allows you to search for values that...** | | Contains | contain a specified string. | | Starts with | start with a specified string. | | Ends with | end with a specified string. | The following illustration shows an example. ![Additional search options for list box filter](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-additional-search-options-for-list-box-filter-539640-1709cce1-3913e0dd.webp) These search options allow you to search for the filter values that you want to select from within a larger list of values. With the **Select all results** option, you can select all the result values from the search at once, without having to individually select each value in the result. ### Combo box A Combo box filter allows you to only select one value of a field. ![Combo box](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-combo-box-15105-5ecc7a45-612991e7.webp) ### 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. The following illustration shows an example. ![Range selector](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-range-selector-15894-d4499bf9-a476272d.webp) For time ranges you can change the granularity of the selected range by selecting a different units from the drop-down lists. The following illustration shows an example. ![Change granularity](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-change-granularity-15902-62466531-bcb92129.webp) ## 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 ![More icon](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-image-129960-0d9a692d-b3b8346a.webp) . 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 ![Reset icon](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-reset-icon-130091-96edca45-6ca631c2.webp) ### 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 ![Delete icon](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-delete-icon-129868-220c2e6a-104ae3d1.webp) ![Remove filter](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-remove-filter-307647-5b513bd1-3ce0dbaf.webp) ## 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 filter actions** 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. ![Manage filter collections](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-manage-filter-collections-18996-4a73de6d-bda0484e.webp) ### 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. ![Delete icon to to delete a filter collection](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-delete-icon-to-to-delete-a-filter-collection-18964-e5eeb0a6-997a1cd5.webp) ## 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 ![Applied filters](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-chart-filters-icon-262047-1d01a1bc-f9111727.webp) 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. ![Dashboard level filters](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-dashboard-level-filter-447196-b84a745b-6d692732.webp) :::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 ![Applied filters](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-chart-filters-icon-262047-1d01a1bc-f9111727.webp) 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. ![Chart level filters](https://dev-assets.cms.uipath.com/assets/images/process-mining/process-mining-chart-filters-262314-e5096090-25bef494.webp) :::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. :::