Configure the filter panel

You can add and remove filter criteria to the filter panel.

Using the filter panel in view mode, you can filter widgets on a dashboard whose data is based on a Process Mining context.

Prerequisites

The filter panel is enabled.

Procedure

  1. Open a dashboard in the dashboard editor.
  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. A corresponding dialog opens.
    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. If the filter panel already contains filter criteria, you can add additional criteria that will 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.

The filter panel is configured and the filter values are specified.

You can use the filter panel to filter context-based widgets in dashboard view mode.