Filtering vision data
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Prerequisite
- Access to a view created from a query, a portal, or an analytics dashboard.
Presentation
When configuring the view, it is possible to include filters that allow you to restrict the data, displaying only the information that meets certain criteria.
With filters, it's possible to focus on specific periods, categories, users, or any other relevant condition, making the analysis more targeted and precise, facilitating the interpretation of results and decision-making.
In the "Workflows started by month" view, we can, for example, include a filter by process, so that only instances of a specific process are displayed in the graph.
See how to filter the data from the view:
Filtering vision data
1. Access the view editor.
2. In the View Data, click the Filters option.
3. Select the field to be used as a filter and make the necessary settings. The settings change depending on the type of field selected for the filter:
BigText type dimension
List
When you select this option, the system displays all existing values for the field in list format.
Additionally, the user can define whether the condition will be Contains (only the selected values) or Does not contain (all values except the selected ones).
Value
By selecting Value , the filter allows you to create custom conditions.
The user needs to select an operator and define which value will be used to filter the data. Check out the available operators:
| It's the same. | Returns the records whose value is exactly the one provided. |
| CONTAINS | Returns the records that contain the specified value anywhere. |
| IT STARTS WITH | Returns the records that begin with the specified value. |
| ENDS IN | Returns the records that end with the specified value. |
| It's zero. | Returns the records where the field is empty. |
| IT'S NOT THE SAME | Returns all records that do not match the given value. |
| DOES NOT CONTAIN | Returns the records that do not contain the specified value anywhere. |
| It doesn't start with | Returns the records that do not start with the specified value. |
| IT DOES NOT END WITH | Returns the records that do not end with the specified value. |
| It is not null. | Returns only the records where the field has a value filled in. |
If the Use constant option is enabled, you must select a system constant in the Value field .
DateTime type dimension
In the Type field , choose which setting will be applied to the filter:
| Last | This option allows you to display the values for the last period. The period is determined by the number of days, weeks, months, quarters, years, hours, minutes, or seconds. |
| Next | This option allows you to display the values for the next period. The period is determined by the number of days, weeks, months, quarters, years, hours, minutes, or seconds. |
| Current | This option allows you to display the values for the current period. The period is determined by the following options: day (today), week, month, quarter, year, and hour. |
| Only one value |
This option allows you to filter the results using a value. To do this, select an operator and the value to be used for the filter. Check the Use constant option to use a constant, predefined by the system, instead of using a value. |
| Interval between two values |
This option allows you to filter results that fall between two values. To do this, enter the Minimum Value and Maximum Value of the results that will be displayed in the analysis. Check the Use constant option to use a constant, predefined by the system, instead of using a value. |
| List of values |
This option allows you to analyze specific values in a field. When you select this option, a list containing the field's values will be displayed. Then, select the desired values. If the "Contains" option is selected , the analysis will show the values selected in the list; otherwise, if the " Does not contain" option is selected , only the values not selected in the list will be displayed. |
Measurement
Value
By selecting Value , the filter allows you to create custom conditions.
The user needs to select an operator and define which value will be used to filter the data. Check out the available operators:
| It's the same. | Returns the records whose value is exactly the one provided. |
| BIGGER | Returns the records where the field value is numerically or chronologically greater than the specified value. |
| GREATER THAN EQUAL | Returns the records where the field value is greater than or equal to the specified value. |
| LOWER | Returns the records where the field value is numerically or chronologically less than the specified value. |
| LESS THAN EQUAL TO | Returns the records where the field value is less than or equal to the specified value. |
| It's zero. | Returns the records where the field is empty. |
| IT'S NOT THE SAME | Returns all records that do not match the given value. |
| It is not null. | Returns only the records where the field has a value filled in. |
If the Use constant option is enabled, you must select a system constant in the Value field .
Interval
This option allows you to filter results that fall between two values. To do this, enter the minimum and maximum values for the results to be displayed in the analysis.
Select the Use constant option to use a constant, predefined by the system, instead of using a value.
List
When you select this option, the system displays all existing values for the field in list format.
Additionally, the user can define whether the condition will be Contains (only the selected values) or Does not contain (all values except the selected ones).
4. After configuring the filter, click the Apply button.
5. Refresh the view and click the Save and Exit button.
Conclusion
Done! Now you know how to filter the data in the view.