Specifying Data Sets

Data retrieved from Audit Trail Data, external data sources and also computed columns, as specified on the Data Sources tab described above, can be used to create two different kinds of data sets:

The Data Set tab updates based on the selection.

Defining Series Groups

Series groups can be displayed in charts and/or tables.

Series Groups
Figure: Series Groups

Facts

Facts are the quantities you intend to investigate, typically Duration or Count of Process Instances or Activity Instances as selected in the Retrieve Data about drop list on the Data Source tab.

For example, for a report about Process Instances you would select Process Instance Duration to investigate the average Process Instance duration over an interval or Count to investigate the number of Process Instances completed over an interval.

Facts can be viewed as the "y-axis" of an XY chart.

Supported facts for process instances selected as data source are the following:

In case duration or processing time is selected, the unit can also be specified as displayed in the following screenshot.

Specify Unit
Figure: Specify Unit

Supported facts for activity instances selected as data source are the following:

In case duration or processing time is selected, the unit can also be specified as described above.

Dimensions

Dimensions are quantities over which the facts will vary. An (average) process duration for example may vary over time, the process priority, or some process data, e.g. the postal code of the customer. Dimensions can be viewed as the "x-axis" of an XY chart.

The dimensions available are based on the Data Sources.

Supported Data Types

Supported Data Types are:

The Dimension drop-down list includes all descriptors and computed columns that are of the above data types. Note that composite as well as link type descriptors are not supported.

In case duration or processing time is selected, the unit can also be specified as described for facts.

Cumulation

Cumulation intervals can also be set for date and numeric fields.

Select Cumulation Interval
Figure: Select Cumulation Interval

In case a date dimension is selected, the unit can also be specified along with the cumulation.

Select Date Unit
Figure: Select Date Unit

Properties available for Process Instances

The following dimensions are provided per default for Process Instances data sources:

Select Dimension for Process Instances
Figure: Select Dimension for Process Instances

Properties available for Activity Instances

The following dimensions are provided per default for Activity Instances data sources:

Select Dimension for Activity Instances
Figure: Select Dimension for Activity Instances

Using Benchmark as Dimension

You have the option to filter for Benchmark Category statistics for Process Instances and Activity Instances in the following cases:

The Benchmark categories are displayed as labels of the Dimension.

Dimension Benchmark Example
Figure: Dimension Benchmark Example

Descriptor Dimension Example

In the following example we set a Descriptor as Dimension.

Dimension Example
Figure: Setting a Descriptor as Dimension

The Report Preview with this Dimension based on the Descriptor values will look similar to the following (here a Bar char layout is used):

Dimension Example
Figure: Example Report with Dimension based on Descriptor values

Defining Record Sets

Record Sets should be defined when the report data is displayed in tables.

Record Set Columns

A column selector is provided to allow you to select the columns for the report.

The columns available for selection are based on the defined Data Sources and include all descriptors and computed columns of the supported data types listed in section Supported Data Types. For available properties, please see sections Properties available for Process Instances and Properties available for Activity Instances, respectively. Note that Active Instances Over Period is not available for Record Sets.

Available columns also include Process Instance Duration, Root Process Instance Duration and Activity Instance Duration.

Refer to section Retrieving Audit Trail Data in chapter Specifying Data Sources for an overview on the data that can be retrieved for process instance and activity instance data sources accordingly.

Record Set Columns for Process Instances
Figure: Record Set Columns for Process Instances

Record Set Columns for Activity Instances
Figure: Record Set Columns for Activity Instances

The order of the Selected Columns determines the order in which they will appear in the Report. They can be re-arranged using the Move Up and Move Down arrow buttons accordingly. By default, the table is sorted on the first column.

Ordering Selected Columns

The order of the selected columns determines the order in which they will appear in the Report table. They can be re-arranged using using the Move Up and Move Down arrow buttons accordingly. By default the table will be sorted on the first column.

Ordering Selected Columns
Figure: Changing the Order of Selected Columns

Filtering Data Sets and Record Sets

You can define report parameters for your data set, which are saved with your report and can be edited in the report viewer. The data set can be filtered by all Data Sources including all descriptors and computed columns of the supported data types listed in section Supported Data Types. You may create multiple filters.

Filters can optionally be parameterized. Refer to section Defining Report Parameters for details.

Filtering Data Sets
Figure: Filtering Data Sets

The Filter list options are grouped as follows:

Filter Operator

Filter operators are provided according to the selected filter.

Filter Operators
Figure: Filter Operators

Process Instance Properties

The following table lists available operators for specific field types for process instance properties:

Field/Type Operator UI Control Contents
Active Instances Over Period

Implicit

From / To Date Time Calendars
Benchmark

Implicit (Equals / In List)

Multi-select boxes for selecting Benchmarks and categories

Priority
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
Drop List Selection of priority values:

Process Instance OID
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
  • In
  • Not In
Numeric box

Accepts any numeric value.

Numeric Filter

Commas can be used to separate values when In or Not In operator is specified.

Numeric Filter List
Process Name

Implicit (Equals / In List)

Multi-select box

Process Definitions in all active models.

Process Start Timestamp

Implicit

From / To Date Time Calendars
Process State

Implicit (Equals / In List)

Multi-select box The following states can be selected:

Termination Timestamp

Implicit

From / To Date Time Calendars

Activity Instance Properties

The following table lists available operators for specific field types for activity instance properties:

Field/Type Operator UI Control Contents
Active Instances Over Period

Implicit

From / To Date Time Calendars
Activity Instance OID
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
  • In
  • Not In
Numeric box

Accepts any numeric value.

Commas can be used to separate values when In or Not In operator is specified.

Activity Name

Implicit (Equal / In List)

Multi-select boxes with options to show/hide:
  • Activities:
    • Non-Interactive Activities
    • Interactive Activities
    • Auxiliary Activities

All Processes /All Activities

Activity Start Timestamp

Implicit

From / To Date Time Calendars
Benchmark

Implicit (Equals / In List)

Multi-select boxes for selecting Benchmarks and categories

Activity State

Implicit (Equal / In List)

Multi-select box

Criticality
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
Drop List Criticality labels

Last Modification Timestamp

Implicit

From / To Date Time Calendars
Process Instance OID
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
  • In
  • Not In

Numeric box

Accepts any numeric value.

Commas can be used to separate values when In, Not In operator is specified.

Process Start Timestamp

Implicit

From / To Date Time Calendars

Descriptors

The following table lists available operators for specific field types for descriptors:

Field/Type Operator UI Control Contents
Boolean Implicit (Equals)

Checkbox

selected (true) / unselected (false)
Numeric
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
  • In
  • Not In

Numeric box

Accepts any numeric value.

Commas can be used to separate values when In, Not In operator is specified.

Simple Types

long, number 32-bit, number 16-bit, number 8-bit, Scientific High, Scientific Regular, Money

XSD Types

byte, date, double, float, int, integer, long, negativeInteger, nonNegativeInteger, nonPostiveInteger, postiveInteger, short, time, unsignedbyte, unsignedInt, unsignedLong, unsignedShort

String
  • Equal
  • Not Equal
  • In
  • Not In
  • Like

Text Entry box

String Descriptor Filter

Accepts any value.

Commas can be used to separate values when In, Not In operator is specified.

Date / Date Time

Implicit

From / To Date Time Calendars
Enumerations

Implicit (Equals / In List)

Multi-Select

Please refer to section Supported Data Types for a list of supported data types for descriptors to be available.

Computed Columns

The following table lists available operators for specific field types for computed columns:

Field/Type Operator UI Control
String
  • Equal
  • Not Equal
  • In
  • Not In
  • Like
Text Entry box
Integer
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
  • In
  • Not In
Numeric Box
Decimal
  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
  • In
  • Not In
Numeric Box

Count

  • Equal
  • Less or Equal
  • Greater or Equal
  • Not Equal
Numeric Box
Timestamp

Implicit

From / To Date Time Calendars

Filtering via From / To Date Time Calendars

For filtering via From / To Date Time calendars the operator is implicit and derived as follows:

You can use the calendar that pops up when clicking the entry field to enter start or end date respectively.


Figure: Date/Time Calendar

You can switch to start date and duration time and date settings, by clicking the Switch to Start Date and Duration option below the entry fields.


Figure: Switch to Start Date and Duration

To switch to start date and end date settings, click the Switch to Start Date and End Date option below the entry fields accordingly.


Figure: Switch to Start Date and End Date

Defining Report Parameters

Report Definitions can be parameterized e.g. to run a report for a time frame starting from a varying date or by filtering the report by varying data. Report Parameters are specifically important for the re-use of Report Definitions as Report Templates.

Wherever an input in the Infinity Process Platform Reporting is succeeded by the

Clicking the Set Parameter icon next to a Filter (or Dimension for Series Groups) sets that data as a Report Parameter. In turn the Remove Parameter icon removes the data from the parameter list.

All defined parameters appear in the top part section of the Preview tab, where they can be edited and re-run. In the following example, we set a parameter defining the Process Name with name Order Process.

Parameter for a specific Process Name
Figure: Setting a Parameter for a specific Process Name

This parameter appears in the top section of the Preview tab, where it can be modified and submitted as described in chapter Previewing Reports.

Parameter appearing in the Preview Tab
Figure: Parameter appearing in the Preview Tab

You can define multiple parameters for a Report Definition. All dimensions and filters can be parameters, including computed columns. Note that all date and date/time parameters appear in the Map Report Execution Time to field on Scheduling tab.

All Parameters must have a default value. For composite reports, only the parameters defined in the parent report will be displayed in the report at runtime, and these parameters can be passed to child reports.

Grouping Data Sets

Data sets can be grouped by any Data Source including Descriptors and Computed Columns of the supported data types listed in section Supported Data Types.

The Group By list groups options under the following headers:

Grouping Data Sets for Process Instances
Figure: Grouping Data Sets for Process Instances

Grouping Data Sets for Activity Instances
Figure: Grouping Data Sets for Activity Instances

Grouping Record Sets

Note that selecting a Group by data for a record set affects the columns available for selection. If the data set is grouped, only the Group By data and other numeric descriptors are available in the Selected Columns. All other data are filtered out of the column selector control.

Record Set Columns for Grouped Process Instances
Figure: Record Set Columns for Grouped Process Instances

Aggregate operations are available for the following durations and each numeric descriptor:

Record Set Columns Example for a numeric Descriptor
Figure: Record Set Columns Example for a numeric Descriptor

The available operations are the following:

Grouping Examples

Grouping by Descriptor Example

In the following example we group a Report by a Descriptor CustomerName.

Grouping Example
Figure: Select a Descriptor to group by

In the Report Preview the report will look similar to the following, using a different color for each customer name (here a XY Plot layout is used):

Grouping Data Sets Example
Figure: Example Report with Grouped Data Sets by Descriptor value

Grouping by Activity Type Example

In the next example we group a Report by Activity Type.

Grouping Example
Figure: Select a Descriptor to group by

In the Report Preview the report will look similar to the following, using a different color for each Activity Type (here a Bar chart with Stack Series layout is used):

Grouping Data Sets Example
Figure: Example Report with Grouped Data Sets by Activity Type

Grouping by Benchmark Example

If you select to group by Benchmark, the report is grouped by the categories that are defined for the Benchmark associated with the activity or process. The Category labels are shown as part of the legend.

In the following example, the selected activity is associated with Benchmark that has the categories On Time, Almost Late and Late defined.

If we group our report by Benchmark, the labels of the Benchmark categories are displayed in the chart accordingly:

Benchmark Grouping Example
Figure: Report grouped by Benchmark Categories

Grouping Record Set Example

In this example we use a record set to display values for a numeric descriptor OrderCount and group them by descriptor ProductName. The values displayed in the following screenshots were entered for the descriptors:

Record Set Grouping Example
Figure: Values for ProductName and OrderCount

We select Record Set and group by descriptor ProductName. From the Available Columns section we move ProductName and all aggregate operations available for OrderCount to the Selected Columns part.

Record Set Grouping Example - Selected Columns
Figure: Selected Columns

We see the following table with values calculated accordingly in the Preview tab:

Record Set Grouping Example Resulting Table
Figure: Resulting Table