Process Filters

Process Filters

ProcessMind enables you to apply filters to processes and metadata, allowing you to focus on specific parts of the data. This filtering capability lets you “slice and dice” the data for more detailed insights and analysis.

Adding Filters

You can add filters in three ways:

1. Select Data from Charts:
   Select data directly in a chart and click the Filter button in the top-right corner to apply the filter. You can also double click on a selection which will also auto create the filter for you.

2. Manually Add Filters:
   Click the + sign in the Filter tab to manually add filters. This will open a menu with various filter categories.

3. Select an activity or connection in the process model and click Filter. Here you will find the available filters you can set for the representing object.

Removing Filters

ProcessMind offers flexibility in managing filters, allowing you to remove them individually or all at once:

• Removing Individual Filters:
  To remove a specific filter, click the X button next to the filter in the Filter tab. This allows you to selectively clear filters while keeping others intact.

• Removing All Filters:
  To remove all active filters at once, click the Remove All Filters icon located at the top of the Filter tab. This clears all filters and resets your process view to its default state.

These options make it easy to manage and adjust filters as needed during your analysis.

Disabling Filters

You can temporarily disable a filter without losing its settings by clicking the eye icon above the filter panel.

This is useful when you want to:

• Compare results before and after applying a filter
• Toggle filters on and off quickly without reconfiguring them

The filter stays in place but will not affect the view while disabled.

Saving and Reusing Filters

You can save a filter set to easily reuse it later—even across different datasets or processes.

How to use:

1. Set up your filters as needed.
2. Click the filter set icon as shown in the image above
3. Enter a name and click Save filter set.

Saved filter sets will appear in the panel. From here, you can:

• Apply the filter to your current view. This will replace all existing filters with the saved ones.
• Delete a filter set from the list if it is no longer needed.
• View quickly check what filters are included in the saved set.

This helps maintain consistency and saves time when switching between analyses.

Filter Categories

Filters in ProcessMind are grouped into the following categories:

• Common Filters
• Default Attributes
• Dataset-Specific Filters

Each category contains specialized filter types to refine your process analysis.

Common filters

Case Filter

• Purpose: Filter outliers based on their occurrence percentage.
• How It Works:
  A slider allows you to adjust the range, filtering out cases that fall above or below a certain percentage. This filter operates at the case instance level, removing process variations based on how often they occur in the process.

Followed By Filter

The Followed By filter lets you analyze the relationship between two activities in a process. You select a start activity and an end activity, then choose how strictly you want to define the connection.

Filter options:

• → Directly Followed By
  The end activity must occur immediately after the start activity—no steps in between.

• ⇄ Indirectly Followed By
  The end activity must happen after the start activity, but other steps in between are allowed.

• ⇋ Not Directly Followed By
  The end activity must not happen immediately after the start activity—but it can still occur later.

• 🚫 Never Followed By
  The end activity must never occur at any point after the start activity.

This filter is useful for understanding sequences, exceptions, or confirming if a process step is consistently followed.

Period Selector

• Purpose: Filter data based on specific time or date ranges.
• Range Options:
  • Custom Period: Select your own “from” and “to” date range.
  • Year: Include all data from a specified year.
  • Quarter: Filter within a specified range of quarters.
  • Month: Focus on a specific range of months.
  • Week: Filter data by week range.
  • Day + Time: Define a precise date and time range for filtering.

Variation Filter

• Purpose: Filter process variations based on your selection.
• Features:
  • Multi-select options to include or exclude specific variations.
  • Invert selections or quickly select multiple attributes by dragging the mouse up or down.

Default Attributes

Default attributes represent standard process mining metrics available across all attached datasets. These include:

• Start Time: Filter cases based on their start time.
• Cost: Filter data based on cost attributes.
• *tCO2e: * If available, filter based on the carbon footprint metric.

Dataset-Specific Filters

• Purpose: Filter on attributes unique to a specific dataset.
• How It Works: Filters are tailored to the type of data in the dataset, ensuring relevant filtering options are available.

By utilizing these filters, ProcessMind provides a flexible way to refine and analyze your process data, helping you focus on the areas that matter most.