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The premise is in regards to the process explorer and its behavior when applying different levels of filters:

  • applying process-related filters (flows through, select cases going from A to 😎 everything works as expected.
  • Applying attribute selections on an activity level, i.e. selecting all activities performed by a single department, process explorer returns all cases where at least one activity within that case abides by the selected filter.

Thus it appears that the behavior of the process explorer is as follows:

  • First find all activities that meet the defined condition
  • Select all cases that belong to those activities
  • visualize all activities for those cases in the process explorer without filtering the activities that do not meet the criteria.

 

What makes this matter more complex is the following:

  • Standard Process Explorer KPIs (case count, activity count) are calculated based on the latter conditions. So all information of the case and all activities regardless of activity attribute conditions.
  • Whereas custom Process Explorer KPIs (i.e. activities per case) are calculated based on the applied conditions or filter. Thus they look at a different activity table to calculate the KPI compared to the standard process explorer KPIs. Especially for a KPI like activities per case this difference is hard to explain as it is also a standard KPI provided when selecting an activity. For an example see the attached image: 1.3 is the calculated KPI based on the applied filters, whereas the 2.2 times per case is the calculated KPI if those filters are ignored.
  • Example of activities per case, 1.3 is calculated based on the applied attribute filter, 2.2 is the ratio when this filter is not applied

 

I'm struggling to explain this behavior to my colleagues. I think the main reason is that the process explorer always tries to provide the full picture and will not crop the process due to selections on an activity level.

 

What are your thoughts on this?

 

Hi @1460069522,

 

Despite the fact that this sounds a bit unfortunate, maybe the FILTER_TO_NULL function can be helpful to filter activities based on attributes? It would set all non-selected activities to null and they would therefore not be visible in the Process Explorer.

 


Hi @[Maurits Akkerman] 

 

You are right that the Process Explorer always shows the full cases, and the FILTER statements and selections only have an effect on which cases are shown.

 

Because of that, the predefined KPIs are also on case-level. The custom KPIs usually depend on the filter statement because you use standard aggregations like AVG, SUM or COUNT, which take filters into account.

 

In general, to "crop" a process (i.e., to filter on activity level and to not take specific activities into account), it is preferred to not use a FILTER statement. Instead, you should use the custom dimension of the Process Explorer and set the activities that should not be taken into account to NULL. That means that you would write a CASE WHEN with your filter condition on the activities, and return the activity column if the condition is satisfied, and NULL if it is not. The custom KPI and the predefined KPI should then match.

 

Best

David

 


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