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Celonis Product Documentation

Configuring temporary filtering options for App users

You can enable or disable the ability for App users to apply temporary filters to published versions of your View and the individual components within the View. These temporary filters can be set per user, with any filters applied by the user being persisted and applied the next time they load the View.

Enabling advanced filters for Views

You can enable advanced filters for your Views, applying a filter on your attributes. Attribute filter means that the user can search for any table or column and then apply a filter on selected values e.g. order number = 1, 2, 3

To enable advanced filters, click View Settings and check Advanced Filters:

advanced_filtering.png
When advanced filters are enabled

The App user can click Filters - Add filter and select from the available attribute filters:

example_with_advanced_filtering_turned_on.png

The user can then choose between Include or Exclude filters:

include_and_exclude.png
When advanced filters are disabled

The App user can still apply filters e.g. via using components (see below), however, the attribute filter is not shown.

example_with_advanced_filtering_turned_off.png
Configuring temporary filters for components

In the Interactions section of your component settings, you can enable and disable whether users can set temporary filters when interacting with that component.

  • Exclude from user filtering: When enabled, this prevents the app user from apply a temporary filter to the data within the component.

  • Can't be used to set filters: When enabled, this prevents the app user from using the component to set temporary filters for the whole View.

Component_preset_filters.png

Enabled: In this example, the chart has been configured to allow the user to click a region and filter their View based on that region. In addition to updating the component itself, the filter is then applied to the whole View and a filter chip is added to the toolbar.

component_preset_enabled_filter.png

Disabled: And with the same chart, the filtering options have been disabled and the user can't set a filter when clicking on a region:

component_preset_disabled_filter.png
Configuring a Filterbar for your View

You can also add a Filterbar to your View, giving users the option to open a side panel in your published View and select from your configured components. These are also temporary filters for individual users, with any filters applied by the user being persisted and applied the next time they load the View.

To learn how to configure a Filterbar for your View, see: Configuring a Filterbar for your View.

An example of a configured Filterbar in a View:

example_of_view_with_filterbar.png