In SAP Process Mining by Celonis there are some filter components available, allowing you to provide easy filtering mechanisms for the viewers of your analysis. These include the Search Field, the Dropdown, the Attribute Filter and the Time Filter which will be described in the following sections.
Adding a Search Field to your analysis will allow viewers to filter components based on text expressions they enter into the field. Once you decided on implementing a Search Field, you will see the Search Field Configuration Menu as shown in Figure 3.16.
Figure 3.16: Search Field Configuration Menu
For viewers of your analysis to be able to use the Search Field, you will have to specify the data basis they can search in. This will be done by choosing an arbitrary amount of columns from the tables of your data cube. If values are entered into the Search Field, they will only be matched with the entries contained in the columns you selected during the configuration.
In the configuration menu, you will see two different lists. “Table” contains a list of all the available tables you can choose columns from. The list of available tables depends on the data cube you chose when creating your analysis document (as explained in Creating an Analysis). Once you selected a table, the “Column” list on the right side of the menu will show all the columns available for selection. To add one of these columns to the data basis of your Search Field, just click on the desired column. Note that it is also possible to mix columns from different tables!
A Dropdown Field will give the viewers of your analysis the option to choose values for filtering from a dropdown list. The values available will depend on the data you select as a basis for the Dropdown Field during its configuration. The different options available during configuration will be explained in the following sections.
Figure 3.17: Dropdown Configuration Menu
In the lower right corner of the Dropdown Filter 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 component. For the definition, any statement made in PQL Syntax can be used.
With the help of Attribute Filters it is possible to set a filter on single columns and limit the range of the values considered for filtering. For columns containing numeric values for example, you can choose to limit results to values greater or lesser than a threshold you define. For string values it is possible to retrieve only results that match the given string value or to invert the filter and retrieve those results that do not match it. The options available for configuring the Attribute Filter will be explained in the following sections.
Figure 3.18: Free Attribute Filter Menu
In the lower right corner of the Attribute Filter 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 component. For the definition, any statement made in PQL Syntax can be used.
The Time Filter allows users of your analysis to filter data rapidly according to time criteria. The filter will appear in the form of buttons labeled with whatever time aggregation you chose for the filter (e.g. years, quarters, months). An example can be seen in Figure 3.20.
Figure 3.19: Time Filter Appearance in Analysis
Figure 3.20: Configure Time Filter Menu
In the lower right corner of the Time Filter 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 component. For the definition, any statement made in PQL Syntax can be used.