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Question

Create sheet / component filter to include completed order items only

  • May 14, 2019
  • 5 replies
  • 21 views
michaela.gebha
Level 3
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Dear Community, For the KPIs in our O2C process we have created some dashboards, but would like to have only order items included that are fully processed, e.g. where the invoice is cleared. I currently do this by using an activity selection in the filter which is not very practical. Is it possible to have this as a component or sheet filter and how can I do it? Thanks for your help and please excuse this beginner question. Regards, Michaela

5 replies

D
Level 1
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Hello Michaela, welcome to the Celonis Community! You can use the MATCH_ACTIVITIES PQL function to filter on cases that flow through a certain activity. The filter statement (which can be used in Component, Sheet and Analysis filters) looks like this: FILTER MATCH_ACTIVITIES ( "<your activity table>"."<your activity column>" , NODE [ 'Clear Invoice' ] ) = 1 ; You can find Documentation with more examples in the help space of your Celonis version (here for CPM4 or here if youre on IBC). Best, David
michaela.gebha
Level 3
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Hello David, Thank you for your quick reply and help It works perfectly. Best regards, Michaela
C
Level 0
  • cj.kling
  • Level 0
  • July 9, 2020
Great help/insight! I am looking to achieve the same result, inversely; wondering how to apply an analysis/sheet filter to only show Open sales orders. Essentially, how to write the PQL formula to filter OUT cases that flow through a certain activity?
V
Level 0
Hi, for filtering on cases that does not have a certain activity, you can actually use (almost) the same formula. You would check if the function returns 0 instead of 1, this means that the case does not flow through the activity. FILTER MATCH_ACTIVITIES ( "<your activity table>"."<your activity column>" , NODE [ 'Clear Invoice' ] ) = 0;
B
Level 2
  • bhavya.r11
  • Level 2
  • July 28, 2023
Hi, for filtering on cases that does not have a certain activity, you can actually use (almost) the same formula. You would check if the function returns 0 instead of 1, this means that the case does not flow through the activity. FILTER MATCH_ACTIVITIES ( "<your activity table>"."<your activity column>" , NODE [ 'Clear Invoice' ] ) = 0;

Hi Viana,

 

Is it possible for you to help with including 2 activities to the above filter and which will work as AND? i.e, the first activity and the 2nd activity both should be considered in the filter.

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