Use the filter panel of Process Mining context-based widgets

You can display and configure the filter panel in dashboard edit and view mode.

Using the filter panel, you can filter widgets of a dashboard whose data are based on a Process Mining context. The filter panel replaces the standard filter method used for non-context-based widgets. The filter provides all text-based and filterable numeric data columns that are not yet assigned to any other context-based widget.

Prerequisites

The filter panel is enabled.

Procedure

  1. Open a dashboard in view mode.

  2. Click the << icon to show the filter panel on the right-hand side of the dashboard.

    The panel is hidden by default and no filter columns are specified.

  3. To hide the filter panel, click the >> icon.

  4. If no filter is specified, add filter criteria to the filter panel.

    1. Click the add filter Add filter icon to add an initial filter.

    2. Click the Search Filter settings icon to display filter options.

    3. Enter a term in the Search Search box to filter the column list.

      The list includes all data columns of text type that have not been assigned as filter columns to the Process Mining context-based widgets. See Assign data columns to Process Mining context-based widgets.

    4. Enable the Selected option to display only the data columns that have already been selected.

    5. Select the data columns you want to use as filter criteria.

    6. Click OK.

      Your settings are applied. An appropriate filter criterion is added to the filter panel for each selected data column.

  5. Specify further filter criteria to be used in the panel.

    1. Click Edit filter panel.

    2. Click the Search Filter settings icon to display filter options.

    3. Enter a term in the Search Search box to filter the values of a filter criterion.

    4. Enable the Selected option to display only the filter values that have already been selected.

    5. Select the data columns you want to use as filter criteria.

    6. You can use the filter criteria configured for context-based widgets in the filter panel. As long as such a filter criterion is enabled in the filter panel, the filter criterion is no longer available in the widget. These filter criteria are hidden by default.

      1. Enable the option Show configured context filters from dashboard widgets. The filter criteria are displayed and marked in bold.

      2. Select the context filter criteria that you want to use in the filter panel.

    7. Click OK.

      Your settings are applied. An appropriate filter criterion is added to the filter panel for each selected data column.

  6. Click the name of a text-based filter criterion to sort the values of the criterion.

  7. Select the individual values of the text-based criteria by which you want to filter the widgets.

  8. Adjust the slider using the mouse pointer to select the numeric filter values. You can adjust the minimum and maximum values and you can move the entire selected data range with the mouse pointer.

The filter panel is configured and the filter values for the widgets are specified. The values of all widgets are filtered according to your filter settings.