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. See the illustration below.

Period filter

The Period filter is a predefined and immovable filter. This Period filter splits the data according to the start date of relevant items in the dashboard. For example, purchase order items or events, in the selected period. See the illustration below.

Defining a custom period

You can also select a custom period to be used as the period filter. All relevant items that have a start date within the defined period are displayed in the dashboard.

Follow these steps to select a custom period.

1. Click on the Period filter button in the header bar.
2. Click on the Type list box and select the Custom option from the list.
3. Click on in the From field and select the start date of the custom period you want to define from the date picker.
4. 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

You can add filters for analyzing in more detail in the Filters panel. See the illustration below for an example.

Process apps contain multiple advanced filter types. These filters can be added to the dashboard and used to modify the information displayed.

Follow this step to display the Filters panel.

1. Click on button in the upper-right corner of the dashboard.

The Filters panel is displayed to the right.

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 the number of applied filters.

Adding a filter

Follow these steps to add a filter.

1. Go to the Filters panel.

2. Click on Add filter.

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

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

See the illustration below.

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.

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

The filter is added in the Filters panel. See the illustration below.

The enables you to toggle between the selected field value or all possible field values.

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. Click on to open the Filter menu.
3. 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.

1. Go to the Filters panel.
2. Start typing the filter you want to find in the Search... field.

See the illustration below for an example.

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.

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.

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.

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 in the Filters 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 directly followed by activity list.

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

See the illustration below for an example.

Creating an Indirectly follows filter

Follow these steps to add an Indirectly follows filter.

1. Add a Indirectly follows in the Filters 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.

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. See the illustration below.

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.

1. Go to the Filters panel.
2. Click on Clear all.

The Clear all option only applies to the filters in the Filters panel, the Period filter remains unchanged.

Resetting individual filters

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

1. Go to the Filters panel and locate the filter for which you want to reset the values.

2. Click on Clear filter.