Applying Filters

Applying filters helps you to scope the data you want to review. You need to provide the following information:

Note: The filter criteria created in the Data Browser can be used as a Process Insight rule condition while building your rule by right-clicking the rule condition and selecting Copy Condition from.

To apply filters:

From the Connection drop-down list, select a connection.
From the Insight drop-down list, select an Insight. The Insight drop-down displays the Process Insight as this feature is supported only for Process Insight.
From the Date Range field, either select All dates to view all the data extracted for the selected connection or provide a date range to view data extracted in the specified range.
Click Show Results to view the required data. A list of primary objects for the Insight is displayed in the Primary Object Type column in the Objects tab with the extracted data counts. If connections are secured, signed in users will be able to view and use only those connections that they have access to.
In the Primary Object Type column, click an object to view details. The selected object details open in the Data tab.
Provide a unique filter name to save your filter set and to identify the filter later. This field is mandatory.
This Primary Object Type field populates the object type selected in the Objects tab. The drop-down lists all the object types available to you through Process Insight. For example, if you wanted to search for goods receipts that had no corresponding purchase orders, you would select 'Goods receipt line' as the primary object.
Click Add Filter to add conditions that refine your search. You can add a maximum of five filters to scope data with an AND condition between filters.
Select the required field attribute for the primary object type selected or a child object. The objects displayed in this list are related to the primary object selected. For example, if the primary object selected was Journal, this list will contain related objects such as Journal Lines and the fields associated with Journal such as Journal Type of Posting Date.
Select the required operator. The operator will depend on the attribute selected.
Click the Browse icon. The Browse Values page is displayed. This page provides the following two tabs:
1. The Distinct Values tab displays a non-repeating list of values pertaining to the attribute selected.
2. The All Values tab displays all existing values as per the attribute selected with duplicates.
Select the desired value for the selected attribute. The value appears in the text box on the Data page. You can even use the search filter to locate the desired value.
Click Show Results , on the top panel, to display the data or click Save Filters , on the top panel, to view the data at a later stage. When you click Show Results, the relevant data is displayed on the same page. For example, if you select the primary object as the purchase order then details such as the purchase order status, created by and the creation date and time is also displayed on this page. Click on a primary object link to view the Object Details.
Click Save Filters, on the top panel, to save the filter for further use. You must provide a Filter Name before you save your settings.

Note: To view or to use the saved filter, click Reset Filter on the top panel of the page. The saved filters will be displayed on the page. The saved filters are visible only to the user who created and saved the filters.