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Celonis Product Documentation

Filtering Views

Note

You're currently viewing a topic describing a Studio feature using the general availability feature set. This feature is also available in the new Studio experience, however both the design and the way it works may be different to what you see described here.

For more information about the new Studio experience, see: Studio (new experience).

About filtering in Views

You use filters in Views to display data that matches certain criteria. You can either:

  • Define a filter in the Knowledge Model or View (known as a preset filter); or

  • Add a filter and select filter options from the View UI (known as a temporary filter)

There are currently three different preset filter types and two temporary filter types. Which type of filter you use will depend on what you want to do and your edit rights.

Note

If you want to define, add or edit a preset filter, you'll need edit rights for the package that contains the Knowledge Model and View. For more information, see permissions in Studio. If you don't have edit rights, use temporary filters in your View.

View Filter types and uses

Type

Filter

Where you add the filter

What it filters

Key points

Visibility and editability

Preset

View

In a View.

A specific View.

Applies filters and filter settings:

  • To a specific View

  • For all users of that View

  • Visible in the View for all users by default.

  • Can be defined and/or edited by an analyst in View edit mode.

  • When displayed, users may be able to temporarily turn it off depending on how it's been set up.

  • If turned off by user, restored when View is reloaded.

Preset

Component

In a View.

A specific component in a specific View.

Applies filters and filter settings:

  • To a specific component in a specific View

  • For all users of that View

  • Can be defined and/or edited by an analyst in View edit mode.

  • Not visible to users in the View.

Preset

Global

In a Knowledge Model

Tip

For more information about Knowledge Model filters, see Filters.

All Views built using that Knowledge Model.

Applies the same filters and filter settings:

  • To multiple Views

  • For all users of those Views

  • Can be defined and/or edited by an analyst in the Knowledge Model.

  • Not visible to users in the View.

Temporary

Filter Bar

On the View UI.

A specific View using:

  • Selected values alone and in combination

  • Key words

Click the UI to apply and edit multiple filters in your View.

  • Visible and editable by the user.

  • Not visible to other users.

Temporary

Component

On the View UI.

A specific View with:

  • Filter applied from a component

  • All other data in the View updated to reflect the filter results

Click the UI to apply to a component and the rest of the View.

  • Visible and editable by the user.

  • Not visible to other users.

Note

User permissions are stored in Data Models. If you want to filter using user permissions, do this directly in the relevant Data Model. For further information about permissions and Data Models, see Permissions overview.

Adding a preset View Filter
  1. Open a View in Studio.

  2. Open Visual Editor.

  3. Select Filter > Add Knowledge Model Filters.

  4. Select:

    1. Create Filter if you want to create a filter from scratch; or

    2. An existing filter displayed here as a basis for your new filter

  5. Complete the fields in the Create Filter screen.

  6. Select Save.

Making View Filters visible and editable
  1. Open the View in Studio.

  2. Open Visual Editor.

  3. Hover over the filter you want to edit.

  4. Click filter settings button.

  5. Select/deselect the Hide from user and Read-only for user options.

    Note

    If you want users to be able to temporarily turn the filter off, select both Hide from user and Read-only for user here.

  6. Select Save.

Adding a Global Filter for Views
  1. Open the Knowledge Model in Studio.

  2. Open the Visual Editor.

  3. Select:

    1. Create Filter if you want to create a filter from scratch; or

    2. An existing filter displayed here as a basis for your new filter

  4. Complete the fields in the Create Filter screen.

  5. In Filter Settings, toggle Global Filter to on.

  6. Select Save.

Persisting filters between Views

If you want user filters to be retained when they move between Views, you'll need to configure the Button component. For more information, see OnClick button configuration.

Adding conditional filters

You can add a filter that will filter components once a specific action has been performed, such as selection of a KPI. In this example, you can check if your VARIABLE has an expected value then apply a Knowledge Model filter.

Important

This isn't supported in the Visual Editor so you'll need to use the Code Editor and add this to your YAML.

id: ${ (VARIABLE === 'EXPECTED_VARIABLE_VALUE' && 'KM_FILTER_ID')}

or

id: ${(VARIABLE === 'EXPECTED_VARIABLE_VALUE1' && 'KM_FILTER_ID1')  ||
      (VARIABLE ===   'EXPECTED_VARIABLE_VALUE2' && 'KM_FILTER_ID2') ||
      (VARIABLE === 'EXPECTED_VARIABLE_VALUE3' && 'KM_FILTER_ID3')  ||
      (VARIABLE === 'EXPECTED_VARIABLE_VALUE4' && 'KM_FILTER_ID4')  ||
      'KM_FILTER_FALLBACK'}