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Procedure documentationSetting Filter

 

The data displayed in BPO dashboards can be restricted by filtering on analytical key figure instances. You can set multiple filters for an AKFI.

Procedure

To set up a filter:

  1. In Setup BPO Dashboards, on the Setup Analytical Key figure Instance tab, select an analytical key figure instance, and choose Change.

  2. In the Filter Characteristic screen area, choose Add Filter Element.

  3. Enter the filter characteristic for which you want to set a filter.

    There are the following filter characteristic types:

    • Time characteristic, for example, Calendar day or Calendar week.

    • System characteristics, for example, System ID or Monitoring ID.

    • Analytical key figure specific characteristics, for example, sales organization. Which characteristics are available depends on the selected key figure.

  4. Select a filter type. The following filter types are available:

    • Regular filter

    • Relative filter

    • Runtime filter

    • Filter for Top N characteristic values

  5. Save your entries.

Note Note

You can maintain more than one filter for one AKFI, but you can use only one time characteristics filter per AKFI.

End of the note.
Regular Filter

A regular filter directly filters certain values of a filter characteristic. Regular filters can be used with all filter characteristics.

Typical use case: You want to display data for a single sales organization only.

  1. In Setup BPO Dashboards, on the Setup Analytical Key figure Instance tab, select an analytical key figure instance, and choose Change.

  2. Choose Add Filter Element.

  3. Select the filter characteristics and the Regular Filter filter type.

  4. To define a select option, enter the following data:

    • Sign (mandatory): I (Include) or E (Exclude)

      Note Note

      For time characteristics, only I (Include) is supported.

      End of the note.

    • Option (mandatory): EQ (Equal), BT (Between), CP (Contains Pattern)

      Note Note

      For time characteristics, only BT (Between) is supported.

      End of the note.

    • Low (mandatory): Enter a characteristic value you want to exclude or include in the filter.

    • If you have selected BT (Between): High (optional): If you want to exclude or include a range of characteristic values, enter values for Low and High.

  5. Choose Add to add the select option to the filter.

  6. To define more select options, repeat steps 1 to 3.

  7. Save your entries.

Relative Filter

Using a relative filter, you can filter dynamically. Relative filters can only be used for time characteristics.

Typical use case: You want to display data from the last ten days.

  1. In Setup BPO Dashboards, on the Setup Analytical Key figure Instance tab, select an analytical key figure instance, and choose Change.

  2. Choose Add Filter Element.

  3. Select the filter characteristics and the Relative Filter filter type.

  4. To define a select option, enter the following data:

    • Sign (mandatory): I (Include)

      Note Note

      Even though exclude can be selected, it is not supported.

      End of the note.

    • Option (mandatory): BT (Between)

    • Low (mandatory): Enter the lowest value of a relative range.

    • High (mandatory): Enter the highest value of a relative range.

  5. Choose Add to add the select option to the filter.

  6. Save your entries.

Runtime Filter

With runtime filters, you can define category and drilldown characteristics. The system applies runtime filters during runtime when a panel calls a detail panel.

  1. In Setup BPO Dashboards, on the Setup Analytical Key figure Instance tab, select an analytical key figure instance and choose Change.

  2. Choose Add Filter Element.

  3. Select the filter characteristics and the Runtime Filter filter type.

  4. To define a select option, enter the following data:

    • Sign (mandatory): I (Include) or E (Exclude)

      Note Note

      For time characteristics, only I (Include) is supported.

      End of the note.

    • Option (mandatory): EQ (Equal), BT (Between)

      Note Note

      For time characteristics, only BT (Between) is supported.

      End of the note.

    • Low (mandatory): Enter a characteristic value you want to exclude or include in the filter.

    • High (optional): If you want to exclude or include a range of characteristic values, enter values for Low and High.

  5. Choose Add to add the select option to the filter.

  6. To define more select options, repeat steps 1 to 5.

  7. Save your entries.

Filter for Top N Characteristic Values

With the filter for top n characteristic values, you can filter for only the highest values of the selected filter characteristic.

The top n filter cannot be used with time characteristics.

  1. In Setup BPO Dashboards, on the Setup Analytical Key figure Instance tab, select an analytical key figure instance, and choose Change.

  2. Choose Add Filter Element.

  3. Select the filter type Filter for Top N Characteristic Values.

  4. Choose how many values you want to display in the AKFI panel.

  5. Save your entries.

Note Note

When using the filter for top n characteristic values in combination with other filters, set the filter for top n characteristic values as the last filter. Otherwise, data collection runtime is longer and performance is reduced.

End of the note.
Filter Overview

  1. After saving a filter, the filter appears in the Analytical Key Figure Details screen in the Filter Characteristic screen area.

  2. To display the select options for a filter in the Select Options screen area, select a filter.

  3. To delete a filter, select it and choose Remove Filter Element.

  4. To add a new filter, choose Add Filter Element.

    Note Note

    You can maintain more than one filter for one AKFI, but you can use only one time characteristics filter per AKFI.

    End of the note.

  5. The Maintain Thresholds pushbutton is only available to display analytical key figure instances that were created in a previous version of BPO dashboards, and were transported to SAP Solution Manager 7.1 SP 05 and higher during an update.

  6. To change the sequence/order of the filter elements, select a filter and choose the up or down button.

Best Practice for Filters

Set filters as specifically as possible. When you set a filter (for example, on solution and monitoring ID), you restrict the amount of data to be evaluated. This improves the performance when calling the dashboard, so the data is displayed faster.

Note Note

Filtering is especially important when using the detail list connector. The detail list connector only works if a filter is set to only a single detail list. Otherwise, an error occurs. A detail list is uniquely identified by system, client, solution, and monitoring ID. It is sufficient to set a filter on a monitoring ID.

End of the note.
Required Filters to Refer Directly to Key Figures from SAP Business Process Analytics or SAP Business Process Monitoring in BPO Dashboards

In BPO dashboards, to refer directly to key figures from SAP Business Process Analytics or SAP Business Process Monitoring, set a filter on SM_MONID (monitoring ID) and SM_SOLUT (solution monitoring ID).

Key figures in SAP Business Process Monitoring and SAP Business Process Analytics always refer to a specific collector set up in a specified solution (from Business Process Monitoring Setup). In contrast, AKFIs in the BPO dashboards refer to single collector setups, and even across solutions, to the data of all monitors set up for a certain key figure in Business Process Monitoring Setup.

To avoid displaying cross-collector data in BPO dashboards, filter on monitoring ID and solution monitoring ID.

To refer directly to key figures from SAP Business Process Analytics or SAP Business Process Monitoring in BPO dashboards:

  1. In the SAP Solution Manager Business Process Operations work center, choose Setup Business Process Monitoring.

    The Business Process Monitoring Setup screen appears.

    Navigate to the Monitoring Collector Setup for the key figure you want to use in BPO dashboards.

  2. Choose Technical Information.

  3. From Technical Information, copy the monitoring ID and solution monitoring ID.

  4. In BPO dashboards, create an AKFI for the key figure.

  5. Create the following filters on the AKFI:

    • Create a regular filter for the SM_SOLUT filter characteristic:

      1. Sign = I

      2. Option = EQ

      3. Low = the solution monitoring ID you copied in step 3 from Business Process Analytics

      4. Choose Add and save your entries.

    • Create a regular filter for the SM_MONID filter characteristic:

      1. Sign = I

      2. Option = EQ

      3. Low = the monitoring ID you copied in step 3 from Business Process Analytics

      4. Choose Add and save your entries.