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 right side of the dashboard.

Filter Panel Controls

Control	Action
+ Add Filter	Open filter menu to add a new filter
Active Filters	List of currently applied filters
X on filter	Remove that specific filter
Reset filters	Remove all filters at once
Eye Icon	Temporarily disable filters without removing them

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 (for example, 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:

Followed By Filter

Filter based on the sequence of activities.

Option	Meaning
Directly Followed By	Activity B immediately follows Activity A
Indirectly Followed By	Activity B happens at any point after Activity A
Not Directly Followed By	Activity B does not immediately follow A (but may happen later)
Never Followed By	Activity B never happens after Activity A

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

Period Filter

Filter by time range.

Option	Description
Custom Period	Select specific start and end dates
Year	All data from a specific year
Quarter	Data from specific quarters
Month	Data from specific months
Week	Data from specific weeks
Day + Time	Precise date and time range

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

Variation Filter

Filter by process path (variant).

• 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:

• 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, and product category
• Status codes, priority levels
• Any custom field in your dataset

These vary depending on what data was uploaded.

Special Filters

A few filters address specific analysis scenarios. They live in the Process filters and Sequence features groups of the filter menu:

Case ID

Filter to specific cases by their case ID. Type or paste one or more case IDs to analyze exactly those cases, ideal for investigating a known problematic order, ticket, or customer.

Four Eyes / SoD Control

The Four Eyes / SoD Control filter finds cases that pass through specific combinations of activities. It is commonly used to check segregation of duties (for example, that the same person does not both create and approve a purchase order). Select the elements that must appear in a case; the filter returns the cases that pass through them.

Sequence Feature Filters

Sequence feature filters help you investigate how cases move through the process. They include Happy Path, Conformance, Rework, Stuck Cases, and Resources.

Happy Path

The Happy Path filter keeps only cases that follow the most common route through the process. Use it to measure how often work actually follows the main flow, or to compare the ideal path against deviations.

Conformance Filters

Conformance filters surface cases that deviate from the expected model, for example, cases with invalid transitions (steps that should not occur in that order). Combine them with Conformance Checking to find compliance issues.

Rework

The Rework filter finds cases where activities are repeated. Use it to identify loops, repeated approvals, or other work that had to be performed more than once.

Stuck Cases

The Stuck Cases filter highlights cases that are currently blocked or have stopped progressing. Use it to focus follow-up work on cases that need attention.

Resources

The Resources filter narrows cases based on the people, teams, or other resources involved in executing the process. Use it to compare how different resources affect process behavior and outcomes.

Available with a Process Intelligence seat or higher.

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 Reset filters 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 Filters with Tags

You can save a combination of filters as a tag to reuse later.

To Save Filters as a Tag

1. Set up your filters as needed.
2. Open the Tags menu in the filter panel.
3. Add a tag: the active filters are saved with it.

To Reuse a Tag

1. Open the Tags menu in the filter panel.
2. Select the tag you saved: its filters are applied to your view.

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.

Filters vs. Selectors

	Filters	Selectors
Purpose	Exclude data	Choose perspective
Effect	Reduces case count	Changes grouping/breakdown
Example	“Show only Europe”	“Break down by region”
Result	Fewer cases	Same cases, different view

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.

Check 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 topics

• Element Menus - Filter from process elements
• Bookmarks - Save filters with your view