Using Filters

Using Filters

Filters let you focus on specific subsets of your data. Instead of analyzing everything at once, you can narrow down to the cases, time periods, or patterns that matter most.

Why Use Filters?

Filters help you answer specific questions:

• “What happens to orders from this region?"
• "How did the process perform last quarter?"
• "Which cases took the longest path?"
• "What do failed cases have in common?”

Without filters, you’re looking at averages and totals. With filters, you can isolate and compare specific segments.

The Filter Panel

The filter panel is on the left side of the dashboard.

[IMAGE: FilterPanel.webp]

• Content: Screenshot of the filter panel showing active filters and the add button
• Alt text: “ProcessMind filter panel with active filters”

Filter Panel Controls

Adding Filters

There are three ways to add filters:

1. From the Filter Menu

1. Click + Add Filter in the filter panel
2. Choose a filter category
3. Select the specific filter type
4. Configure the filter values

2. From Charts

1. Click on a segment in any chart (e.g., a bar in a bar chart)
2. Click the Filter button that appears, or double-click the segment
3. The filter is automatically created based on your selection

3. From the Process Diagram

1. Click on an activity or connection in the process
2. Click Filter in the context menu
3. Choose the filter type to apply

Filter Types

ProcessMind organizes filters into categories:

Common Filters

These filters work across all processes:

Case Filter

Filter by how common a process path is.

• Slider range: Include only cases that follow paths occurring in X% to Y% of cases
• Use case: Exclude rare edge cases to focus on the main process, or isolate unusual variations

Followed By Filter

Filter based on the sequence of activities.

Use case: Find cases where approval didn’t happen before shipping, or identify rework loops.

Period Filter

Filter by time range.

[IMAGE: PeriodFilter.webp]

• Content: Screenshot of the period filter showing date range selection
• Alt text: “ProcessMind period filter with date range options”

Use case: Compare this quarter to last quarter, or focus on a specific incident period.

Variation Filter

Filter by process path (variant).

[IMAGE: VariationFilter.webp]

• Content: Screenshot of the variation filter showing different process paths
• Alt text: “ProcessMind variation filter showing process variants”

• Variant list: Shows all unique paths through the process
• Metrics: Each variant shows case count, average time, and more
• Preview: Click a variant to see its path highlighted
• Multi-select: Include or exclude multiple variants

Use case: Compare the “happy path” against problematic variations.

Default Attributes

Standard process mining metrics available on all datasets:

• Start Time: Filter by when cases started
• Cost: Filter by case cost (if available)
• tCO2e: Filter by carbon footprint (if available)

Dataset-Specific Filters

Filters based on attributes in your specific data:

• Customer type, region, product category
• Status codes, priority levels
• Any custom field in your dataset

These vary depending on what data was uploaded.

Managing Filters

Viewing Active Filters

All active filters appear in the filter panel. Each filter shows:

• Filter type and name
• Current filter values
• Remove (X) button

Removing Filters

• Single filter: Click the X next to the filter
• All filters: Click Clear All at the top of the filter panel

Temporarily Disabling Filters

Click the Eye Icon to disable all filters without removing them. This lets you:

• Quickly compare filtered vs. unfiltered views
• Check the impact of your filters
• Toggle filters on/off without reconfiguring

Click the eye icon again to re-enable filters.

Saving Filter Sets

You can save a combination of filters to reuse later.

[IMAGE: SaveFilters.webp]

• Content: Screenshot of the save filter set dialog
• Alt text: “ProcessMind save filter set dialog”

To Save Filters

1. Set up your filters as needed
2. Click the Filter Set icon in the filter panel
3. Enter a name and click Save

To Load Saved Filters

1. Click the Filter Set icon
2. Select a saved filter set from the list
3. The filters replace your current filters

Selectors

Selectors look similar to filters but serve a different purpose: instead of filtering out data, they let you choose which dimension to analyze by.

[IMAGE: Selectors.webp]

• Content: Screenshot showing selector dropdowns for choosing dimensions like region or product
• Alt text: “ProcessMind selectors for choosing analysis dimensions”

Filters vs. Selectors

How Selectors Work

Selectors change how data is grouped and displayed in charts and metrics:

• Region selector: View metrics broken down by region
• Product selector: See how different products perform
• Team selector: Compare performance across teams
• Time selector: Choose the time granularity (day, week, month)

The available selectors depend on the dimensions configured in your dataset.

Using Selectors

1. Find the selector dropdown (usually near the top of the dashboard or in chart settings)
2. Click to open the dropdown
3. Choose the dimension you want to analyze by
4. Charts and metrics update to reflect your selection

Combining Selectors with Filters

Selectors and filters work together:

• Filter first: Narrow down to the cases you care about
• Then select: Choose how to break down those cases

Example: Filter to Q4 data, then use the region selector to compare regions within Q4.

Filter Tips

Combining Filters

Multiple filters work together with AND logic. A case must match all active filters to be included.

Example: Period filter (January) + Region filter (Europe) = European cases from January only.

Order Doesn’t Matter

You can add filters in any order. The result is the same regardless of which filter you add first.

Watch Your Case Count

As you add filters, the case count decreases. If you filter too aggressively, you may end up with too few cases for meaningful analysis.

Look for the case count indicator to see how many cases match your current filters.

Start Broad, Then Narrow

Begin with minimal filters to understand the full picture, then progressively add filters to focus on specific questions.

Related Features

• Process Filters (Detailed Reference)  - Complete filter documentation
• Element Menus  - Filter from process elements
• Bookmarks  - Save filters with your view