How to Clear Selections in CPM 4.5

Hi,

I have a query relating to saved formula / dropdowns that are derived (i.e. using a CASE WHEN for example). I have an analysis where the dropdown has required updating but when published the updated logic is only applied when the dropdown is reapplied which makes sense.

However, this also means that if the selection is made and the user reopens the analysis after the change is made that the view will not show the updated logic unless they manually clear and reapply the selection from the dropdown.

A feature that used to exist prior to Celonis 4.5 where Selections could be cleared on opening an analysis either using the Analysis / Tab Load Script ‘Clear Selections;’. This forced users to apply filters. This would allow me to ensure that users are always making selections from the latest logic and not just viewing old selections that have not been updated. Despite the help pages suggesting this is possible Help Pages the error message ‘Select is not supported anymore. Use Filter instead’ appears.

Is there any alternative options to do something similar here in the current 4.5 version without the ability to utilise the ‘Clear Selections’ option which appears to be now unavailable?

Many thanks,

Neil

Hi Neil,

welcome to the celonis community!

The PQL selection features were removed in 4.5. Unfortunately, the documentation was wrong here, so I just updated it.

Instead, you can now use “Publish with selections”. The currently applied selections are then automatically applied when the published analysis is opened.

image

Cheers
David

Hi David,

Thanks for the response, unfortunately I’m looking to clear any previously applied selections by the user when a user opens an analysis to ensure that any updated logic (in saved formula / dropdowns) is captured by forcing the user to reapply any desired selections.

We’re seeing examples where an update is made to logic which is not being seen by ours users because a previously applied selection is not updated / overwritten.

The only other alternative we currently have would be to save a copy of the updated analysis (with new logic) and delete the old version.

Welcome any thoughts,

Thanks,

Neil

Hi,

there is no such a feature in CPM4.5. It is however possible for the viewer to click the “Clear selections” button.

Can you give us an example for your problem? So how can we reproduce your issue? In which exact case is it necessary to clear old selections?

Best
David

Hi,

Sure, I’ll do my best. Hopefully this make sense.

Imagine a dropdown option that is derived from a saved formula X (i.e. KPI(“X”) )

Simple Example

X:

CASE

WHEN BSEG.BUKRS IN(‘X’,’Y’) THEN ‘A’

ELSE ‘B’

END

User will view analysis and applies the filter from the dropdown option to
A. When the user closes Celonis and returns to this analysis, the filter remains applied.

Imagine, the requirements have changed for the Saved Formula and it is now:

Simple Example – v2

X:

CASE

WHEN BSEG.BUKRS IN(‘X’,’Y’,’Z’) THEN ‘A’

ELSE ‘B’

END

Once the analysis is published, the user then returns to the analysis and the
filter A is still applied but this will not pick up the updated logic and show cases with BSEG.BUKRS = Z only showing X & Y unless the filter is cleared and re-applied.

My preference would ideally be that the when the updated logic in the analysis is published, that any already applied filters are updated so the user will see the updated picture without having to
do anything but this doesn’t appear to be the case currently.

Please let me know if this isn’t clear or you are unable to replicate.

Many thanks,

Neil

Hi Neil.

thanks! We now understand the problem. Ideally, as you said, would be that the selection gets updated accordingly.
I forwarded the problem. Unfortunately, I don’t know any workaround for now except the one you suggested (copy analysis and delete the old one). However, I would imagine that such kind of changes should occur quite unfrequently anyway.

Best
David