Filters

Case attributes

Use the following steps to create a case attribute filter:

1. Decide whether you want to include or exclude the cases that match the specified attributes by selecting include matched cases or exclude matched cases, and then select one of the following options:

   • match anywhere
     Match the filter for all activities anywhere within a case.
   • match at start case
     Match the filter anywhere within a case at the start of the case (only the first activity of each case is considered to decide whether to apply the filter).
   • match at end case
     Match the filter anywhere within a case at the end of the case (only the last activity of each case is considered to decide whether to apply the filter).

2. In the including events with attribute field, select the case attribute, and then in the Specific attribute list, specify the attribute value.

3. Optional: Select the Consider only cases in specific timespan checkbox and then set the values in the Timestamp start date and the End date fields to filter the results to a specific time frame.

4. Click Add filter to add and activate the filter.

Activity

Use the following steps to create an activity filter:

1. Decide whether you want to include or exclude the cases that match the specified attributes by selecting include matched cases or exclude matched cases, and then select one of the following options:

   • match anywhere
     Match the filter for all activities anywhere within a case.
   • match at start case
     Match the filter anywhere within a case at the start of the case (only the first activity of each case is considered to decide whether to apply the filter).
   • match at end case
     Match the filter anywhere within a case at the end of the case (only the last activity of each case is considered to decide whether to apply the filter).

2. In the containing activity field, select the activity for which you must create the filter.

3. Optional: Select the Consider only cases in specific timespan checkbox and then set the values in the Timestamp start date and the End date fields to filter the results to a specific time frame.

4. Click Add filter to add and activate the filter.

Process flow

Use the following steps to create a process flow filter:

1. Decide whether you want to include or exclude the cases that match the specified attributes by selecting include matched cases or exclude matched cases, and then select an attribute from the list, such as Activity, Customer, Role, and Resource.

2. In the Process flow section, select the attribute, and then select the flow precedence condition and the rework boundaries based on a selected attribute. Depending on the selected event attribute, different flow precedence conditions are displayed.

ⓘ Example: If the event attribute is set to Activity, you can select the activity from the Select Activity list, select the condition from the Select an option list such as is followed by, and then select another activity.

If the attribute that is selected in the window is Activity, you can also use the Select activities from model link to select the required process flow, the flow precedence condition, and the rework boundaries for the selected activity. Use the following steps to select the process flow filter by using the model view:

1. In the Process flow page, click the Select activities from model link.
2. In the Selected activities page, select the activities based on the required process flow.
3. In the right pane, select the flow precedence condition and the rework boundaries, and then click Add selected activities.

ⓘ Notes:

• To clear all the selections in the Selected activities page, click Clear all.
• To deselect an activity, click the activity. This process automatically changes the flow precedence number.
• The view in the Selected activities page depends on the View options that is selected in the Model page. Hence, you must ensure that the correct view options are selected before you create a process flow filter.

Case

You can select one or multiple options in the Filter options section:

• Running or complete cases
  Use this case filter to create a filter to exclude running cases or completed cases. Running cases are automatically identified by IBM Process Mining. You can fine-tune the algorithm by using the End activities in the Settings.

• Conformant cases
  Use this case filter to create a filter exclude conformant and nonconformant cases to the reference model. This option is available only if a reference model is imported for this process.

• Select cases with a specific duration
  Use this case filter to create a filter for a defined time duration (Days/Hours/Minutes/Seconds). You can choose either of the following formats:

  • Over
    Filters cases that have a duration of more than X Days/Hours/Minutes/Seconds.
  • Under
    Filters cases that have a duration of less or exactly X Days/Hours/Minutes/Seconds. You can select the granularity of the time filter (Days/Hours/Minutes/Seconds).

• Consider only cases in a specific timespan
  Use this case filter to create a filter for a specific timespan. You must select the start date and the end date. Additionally, you can choose whether to you want all the case events or at least one case event in the mentioned time boundary.

Outlier

Outliers are cases and activities whose performance is different from the average.

By using outlier filtering, you can remove the outliers from the process to have more uniform performances, or you can focus only on the outliers to analyze them.

ⓘ Note: Outlier filtering is applied at case level (like every filter). Therefore, if a certain case contains only an outlier activity, the whole case is included or excluded by applying the filter.

Use the following steps to create an outlier filter:

1. Decide whether you want to include or exclude the cases that match the specified attributes by selecting include matched cases or exclude matched cases.

2. Select one or multiple outlier rules in the Outlier focus section:

   • Case lead time
     Include or exclude cases whose lead time is detected as outlier. Outlier threshold is identified using statistical quantiles and user-defined Outlier filtering level (%).

   • Activity wait time
     Include or exclude cases with at least an activity wait time detected as outlier. Outlier threshold is identified using statistical quantiles and user-defined Outlier filtering level (%).

   • Activity service time
     Include or exclude cases with at least an activity duration detected as outlier. Outlier threshold is identified using statistical quantiles and user-defined Outlier filtering level (%).

3. In the Outlier filtering level (%) scroll-bar, change the strength of the filter. The stronger the filter is, the lower tolerance is used to compute what cases and activities are outliers.

4. In the Filter selection section, select one of the following options:

   • Lower
     Only the performances that are lower than the average are considered as outliers.
   • Upper
     Only the performances that are higher than the average are considered as outliers.
   • Both
     Both the performances that are higher and lower than the average are considered as outliers.

Custom metrics

Custom metrics are customized business metrics that you use to analyze a process. To learn more about Custom metrics, see Custom metrics overview.

To create a filter using a custom metric, do the following steps:

1. In the Define filter details page, choose a custom metric from the Select custom metric dropdown.

2. In the Select conditions dropdown, choose from the list of conditions per the data type of the custom metric. See 'Table 1. Conditions for data type' to learn more about the conditions available for each data type.

   Resource type	Conditional values
   Boolean	True
   	False
   Date	is after
   	is on or after
   	is before
   	is on or before
   	is on
   	is not on
   	is between
   Double	is equal to
   	is not equal to
   	is greater than
   	is greater than or equal to
   	is less than
   	is less than or equal to
   String	is equal to
   	is not equal to

   Table 1. Conditions for data type

3. Enter the value for the selected condition in the Enter condition value field.

4. Click the Add Filter button to complete the creation of the Custom metrics filter.

KPI

You can filter and visualize cases that violate with one or multiple KPI rules.

Use the following steps to create a filter based on KPI:

1. Decide whether you want to include or exclude the cases that match the specified attributes by selecting one of the following options:

   • include KPI critical cases
   • include cases within KPI boundaries

2. In the KPI focus section, select one or multiple KPI rules:

   • Case lead time
     Include or exclude cases whose lead time exceeds the case duration threshold (previously defined in the KPI settings).

   • Activity wait time
     Include or exclude cases that contain at least one activity whose wait time exceeds the activity wait queue threshold (previously defined in the KPI settings).

   • Activity throughput time
     Include or exclude cases that contain at least one activity whose throughput time (service + wait) exceeds the activity throughput threshold (previously defined in the KPI settings).

   • Activity service time
     Include or exclude cases that contain at least one activity whose service time exceeds the activity duration threshold (previously defined in the KPI settings).

Simulated data

Use the following steps to create a simulation data filter:

1. If you want to exclude cases that originate from simulation data or exclude cases that originate from real data (uploaded from data source), select the Simulation data checkbox.

2. Select either of the following options:

   • Exclude cases originating from simulation data
   • Exclude cases originating from real data

   IBM Process Mining can automatically distinguish the simulated scenarios from the real data that is imported from data sources. For more information, see Simulation

Advanced filters

In IBM Process Mining, a Create advanced filter wizard is provided to developers who intend on building code-based filters.

Use the following steps to create an advanced filter:

1. In the Add Filter wizard, click Create advanced filter.

2. Select include matched cases or exclude matched cases to include or exclude the cases that match the specified attributes.

3. In the Filter name field, enter the name of the filter.

4. Select an advanced filter template from the Pre-defined advanced filters list.

ⓘ Important:

• You can select any script from the available list of scripts and customize the scripts as required.
• To reset the script in the pre-defined filter, click Reset filter.
• For more information on the available advanced scripts, see Advanced filter.

Edit existing filters

To edit a filter, click the Edit Filter icon () corresponding to the filter name in the Manage filters wizard.

⚠ Important: When you choose to edit a process flow activity filter, you can select only from the attributes that satisfy this filter and not from the complete process model.
For example, assume that the process flow activity filter is selected as indicated in the following figure:

When you choose to edit this filter, you can select only the activities from the list as illustrated in the following figure and not the complete process model:

Delete filters

Use any of the following steps to delete a filter:

• To delete a filter, click the Delete filter icon () corresponding to the filter.

• To delete all the filters, click the Remove all current filters link.

After the filters are deleted, they will not be displayed in the Active filters list in the View options section of the Model page.

Save filters as templates

You can save a set of filters as a filter template to reuse it in the future by creating a filter template.

Use the following steps to save filters as a template:

1. In the Manage filters wizard, click Save as template.

2. In the Create filter template wizard, do the following steps:
   a. In the Filter template name box, enter the filter template name.
   b. Set Share with other in organization to Enabled or Disabled to share the filter template within the users of the same organization.
   c. Click Create filter template.
   

   

3. Click the icon next to the filter template name, select the following options as you need:

   • Load template
     The selected filter template overrides the current filters.

   • Share template
     Share a filter template with other users to enable them to see and use the filters. This option is visible only if the template sharing is disabled.

   • Disable sharing
     Disable the sharing of the filter template with other users. This option is visible only if the template sharing is enabled.

   • Delete template
     Delete the selected filter template. This option is enabled only if you are the owner of the filter template.