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:

Series Groups being used to display charts or tables
Record Sets being used to display discrete data in report layouts (e.g. tables)

The Data Set tab updates based on the selection.

Series Groups

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

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:

Count
Process Instance Duration
Root Process Instance Duration
Numeric Descriptors (Note that Date, Date Time, String, Boolean and other non-numeric descriptors are not supported)

Figure: Select Fact

In case Duration is selected, the unit can also be specified as displayed in the following screenshot.

Figure: Specify Unit

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

Count
Activity Instance Duration
Process Instance Duration
Root Process Instance Duration
Numeric Descriptors (Note that Date, Date Time, String, Boolean and other non-numeric descriptors are not supported)

Figure: Select Fact

In case Duration 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 are:

String
Date
Date Time
Boolean

Cumulation intervals can also be set for date and numeric fields. The Dimension drop-down list includes all Descriptors and Computed Columns that are of the above data types.

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

Process Instance Properties:
- Priority
- Process Instance OID
- Process Name
- Process Start Timestamp
- Process State
- Root Process Start Timestamp
- Starting User Name
- Termination Timestamp
Descriptors:
- Case Description
- Case Name
- Descriptors

Figure: Select Dimension for Process Instances

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

Activity Instance Properties:
- Activity Instance OID
- Activity Name
- Activity Start Timestamp
- Activity State
- Criticality
- Last Modification Timestamp
- Process Instance OID
- Process Name
- Process Start Timestamp
- Role/Organization Performer Name
- Root Process Start Timestamp
- User Performer Name
Descriptors:
- Case Description
- Case Name
- Descriptors

Figure: Select Dimension for Activity Instances

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

Figure: Select Cumulation Interval

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

Figure: Select Date Unit

Example

Selecting Switch to Start Date and End Date allows you to enter start and end dates

For other selections of the first dimension, select boxes are provided.

Filtering Data Sets

The data set can be filtered by all Data Sources including all descriptors and computed columns. It is possible to create multiple filters.

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

Figure: Filtering Data Sets

The Filter list options are grouped as follows:

Process Instance Properties or Activity Instance Properties
Descriptors
Computed Columns

Figure: Filter Operators

Filtering via From / To Date Time Calendars

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

Greater or Equal = Entry in From field only
Less or Equal = Entry in To field only
Between = Entries in both fields. To must be more recent than From.
Equals = Same entry in both fields

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

Process Instance Properties

Field/Type	Operator	UI Control	Contents
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. Commas can be used to separate values when In or Not In operator is specified.
Process Name	Equal In List (implicit)	Multi-select box Includes option to show/hide `Auxiliary Processes`	Process Definitions in all active models.
Process Start Timestamp	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars
Process State	Equal In List (implicit)	Multi-select box	The following states can be selected:
Root Process Start Timestamp	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars
Starting User Name	Equal In List (implicit)	User Search/Select Control	All users should be retrievable. Multiple users can be selected.
Termination Timestamp	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars

Activity Instance PropertiesActivity Instance

Field/Type	Operator	UI Control	Contents
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	Equals In List (implicit)	Multi-select boxes with options to show/hide: Auxiliary Processes Non-Interactive Activities Interactive Activities Auxiliary Activities An option to select to show all processes is provided.	All Processes /All Activities
Activity Start Timestamp	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars
Activity State	Equals In List (implicit)	Multi-select box
Criticality	Equal Less or Equal Greater or Equal Not Equal	Drop List	Criticality labels
Last Modification Timestamp	Greater or Equal Less or Equal Between Equal (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 Name	Equals In List (implicit)	Multi-select box with option to show/hide Auxiliary Processes .	Process Definitions in all active models.
Process Start Timestamp	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars
Role/Organization Performer Name	Equals In List (implicit)	Multi-select box Role/Organization is indicated with Icons in front of each.
Root Process Start Timestamp	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars
User Performer Name	Equal In List (implicit)	User Search/Select Control	All users. Selecting multiple users is supported.

Descriptors

Field/Type	Operator	UI Control	Contents
Boolean	Equal (implicit)	Checkbox	selected/unselected
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 Less or Equal Greater or Equal Not Equal In Not In Like	Text Entry box	Accepts any value. Commas can be used to separate values when In, Not In operator is specified.
Date / Date Time	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars
Enumerations	Equals In List (implicit)	Multi-Select

Computed Columns

Field/Type	Operator	UI Control
String	Equal Less or Equal Greater or 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 In Not In	Numeric Box
Timestamp	Greater or Equal Less or Equal Between Equal (implicit)	From / To Date Time Calendars
Duration	Equal Less or Equal Greater or Equal Not Equal In Not In	Numeric Box

Grouping Data Sets

Data sets can be grouped by any Data Source including Descriptors and Computed Columns.

The Group By list groups options under the following headers:

Process Instance Properties or Activity Instance Properties
Descriptors
Computed Columns

Figure: Grouping Data Sets for Process Instances

Figure: Grouping Data Sets for Activity Instances

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.

Available columns also include 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.

If the data set is grouped, only the Group By data and other numeric data are available in the Selected Columns. All other data are filtered out of the column selector control.

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.

Figure: Record Set Columns for Process Instances

Figure: Record Set Columns for Activity Instances

Filtering Record Sets

The filtering of record sets is the same as for filtering data sets. Please refer to section Filtering Data Sets for details.

Grouping Record Sets

The process for grouping record sets is the same as for grouping data sets. Please refer to section Grouping Data Sets for details. Note that selecting a Group by data for a record set affects the columns available for selection.

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.

Clicking the icon next to a Filter (or Dimension for Series Groups) sets that data as a Report Parameter:

Is Parameter =
Not Parameter =

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.