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Procedure documentationSetting Filter

 

You can restrict the data displayed for specific users by setting filters for analysis variants. You can set multiple filters for an analysis variant.

Procedure

  1. On the launchpad, choose Business Process Operations. Then choose Business Process Analytics.

  2. On the Key Figure Variants tab, choose Manage Variant Categories and Variants.

  3. On the Variant Maintenance tab, select a variant.

  4. In the Filter Characteristic screen area, choose the Add Filter Element button.

  5. Enter the filter characteristic which you want to 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.

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

    • Regular filter

    • Relative filter

    • Runtime user

    • Filter for Top N characteristic values

  7. Save your entries.

Note Note

You can define more than one filter for a variant, but you can only use one time characteristics filter per variant.

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Regular Filter

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

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

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

  2. 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

  3. To define more select options, choose Add and repeat steps 1 to 3.

  4. Save your entries by choosing the Save Filter button.

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 for the last ten days.

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

  2. 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.

  3. Save your entries by choosing the Save Filter button.

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

  2. Define the select options.

  3. Save your entries by choosing the Save Filter button.

Note Note

The filters are used during data collection in the order in which they were defined. 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 variant, but you can use only one on time characteristics filter per variant.

    End of the note.

  5. To change the sequence 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, so the data is displayed faster.

Note Note

Filtering is especially important when using the detail list connector. The detail list connector is used implicit for analysis types Age Analysis and Advanced Benchmarking. 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.