After selecting the Case Explorer for your new component (see Figure 3.7), you will be prompted with the Case Configuration screen shown in Figure 3.10. Basically you could just click Done now and the component would already be functioning with the default settings. However, it might make sense to adjust some of the settings to your personal preferences.
The Case Explorer displays data in a process model as well as in a table. Therefore, you will find options for configuring both parts in the Case Configuration menu.
Figure 3.10: Case Explorer - Configuration
The preview slot is the most easily understandable part of the configuration screen. While configuring your Case Explorer, simply click on the slot to see what your current explorer looks like. That way you can easily try different forms of presentation for your data and select the one most suitable for your purposes. Since the preview slot does not update automatically, you need to click on it every time you want changes to appear.
In the Main Settings you can specify a title for your Case Explorer as well as choose between different general options for presentation.
Directly below the headline “Choose Column(s)” you will find a field labeled “Data Source”. Here you can select the table you want to choose your columns from. The tables you can select depend on the data cube you selected when creating a new document (as explained in Chapter 3.2. Depending on your selection, the columns available will adapt automatically.
Please note that the selection of a data source only has an effect on the “Choose Column(s)” section since the columns available in the “Choose Activity” section will always be extracted from the respective activities table.
The “Choose Columns” and “Choose Activity Column” section shows all columns available depending on the Data Source you selected. To add a column simply click on the “+” icon. The column will be added to the column list on the right side of the “Choose Column(s)” or “Choose Activity Column” section and if you want to apply any changes you can start configuring it by clicking the small screwdriver icon. The configuration of columns will be explained in the following sections.
The configuration menu is the same for the configuration of Case Explorer columns as well as for the configuration of dimension and aggregation settings for charts and tables. Therefore, some of the menu items do not have any effects for Case Explorer columns. The following section will concentrate only on the settings relevant for Case Explorer columns. The rest of the settings will be explained in the context of configuring charts and tables later in this section.
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In the lower right corner of the Case Explorer Configuration menu you will find the Filters button.
The Filters button is available in most components and gives you the possibility to define a filter that will be applied only to this component. If you apply a filter, only the data conforming to the filter criteria will be chosen as basis for the Case Explorer. For the definition, any statement made in PQL Syntax can be used.