Filters

The Filters section allows you to create filters that will apply to the graph and all project data. You can also find the same section in the Case Explorer page.

Available actions

To have access to the actions regarding the sets of filters, click on the following button:

In the opening menu you have access to the following actions:

Save filters as a set (project administrator only)

If you have filters applied in the Analysis and you are a project administrator you can save your current filters as a set. Click on the "Save new set of filters" menu item to open a pop-in.

In this pop-in, you will find a mandatory text field to be able to name your set and a summary of the filters that will be included in this set.

Once the validation is done, you can find the saved sets in the Saved filters tab of the project administration page or add them to the current ones by clicking an item from the submenu "Load a set of filters".

Update a set of filters (project administrator only)

If you have filters applied in the Analysis and you are a project administrator you can update a set of filters with the current filters. Click on the "Update a set of filters" menu item to open a pop-in.

In this pop-in, you just have to select the filter set you want to update. You'll then see, on the left, the current filters in the selected set and, on the right, the filters that will be in the set after the update.

Click validate once you've chosen the filter set you want to update.

Load a set of filters

To load a filter set, you must have filter sets saved in the project, otherwise the menu item for loading the sets will not appear.

Hover on it to open a submenu with the list of saved sets.

Then click on the desired set to add the filters to the current list.

Manage the sets of filters (project administrator only)

Click on the menu item "Manage set of filters" to go directly to the "Saved filters" tab in the "Settings" page of the project. This is a simply a navigation shortcut.

Copy URL with current filters in clipboard

Click on this menu item to copy in your clipboard a URL of the current page with your current filters included. When navigating to this URL, anyone that have access to the project will land on the page with the filters you shared in the URL.

Add a filter

To create a filter, click on the button

The following pop-up will open and ask what type of filter you want to apply

Types of fiters

Filter Period

This filter retains cases for a given Period of time.

Type de Period

Limits of this Period can be either Custom (Start time/ End time), or predefined (Current year, Previous year year, Current month, Previous month, Last 30 days of the project),

Part of the Process

Possible valuess : Start of the Process/End of the Process/All the Process duration.

Filter retains staring / ending / or complete known duration (All the Process duration) in the defined period of time.

For example, if you choose a past period, you can filter cases which started during this period (Start of the Process), or be more restrictive to retain cases which complete duration is included in this period of time (All the Process duration).

Note : "All the Process duration" refers to the known duration of the case, and doesn't presume the process is terminated. Other filters may apply for those criteria.

Filter Task

One or several tasks from the project can be selected for filtering. Only cases including or excluding those tasks will be retained.

Filter combinations

When several task values are selected (e.g: A, B), this is equivalent of a logical OR ("retain cases including task A OR task B").

If you need to filter with a logical AND, please create as many different task filters (to "retain cases including task A AND task B")

The same convention applies to all filter types.

Filter Dimension

The screenshot above corresponds to dimenstion 'ACTION'. The lits is adapted to the dimensions defined for your project, during injection of data.

Filter combinations

When several dimension values are selected (e.g: A, B), this is equivalent of a logical OR ("retain cases including dimension value A OR dimension value B").

If you need to filter with a logical AND, please create as many different dimension filters (to "retain cases including dimension value A AND dimension value B")

The same convention applies to all filter types.

Occurrences filter

This filter retains cases which contain task(s)/link(s) on a given number of occurrences. For example: all cases containing the task Choose best option at least two times (task Choose best option >= 2).

Rework filter

This filter retains cases which are being reworked (which loop a part of the process) for a given number of times. For example: all cases which loop a part of the process at least 2 times (cases with Rework >= 2).