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. 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

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 this step to display the Filters panel.

Select the 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 Filter panel.
2. Select + 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.

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.

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 Filter panel.
2. Select the icon to open the Search... field.
3. 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

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.

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.

Filter types

List box

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

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.

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. Select the More icon.

3. Select Clear all from the menu.

Note: 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.
   
   

   

   
   

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 next to the Filter collections drop-down list, and select Save as filter collection.

3. 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.

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

2. Change the filters as desired.

3. Select the Save icon next to the Filter collections drop-down list.

Managing filter collections

Follow this step to manage existing filter collections.

1. In the Filter panel, select 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.

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 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.