In Pega Process Mining, filters are fundamental tools that shift analysis perspective and context based on attributes in the data. By applying filters, you shape the process data to focus on specific problems and opportunities, compare different scenarios, and find patterns to better understand the causes of inefficiencies.

Filtering by date interval

When you run a View, the header displays a filter called Filter on Case Interval. In the following figure, this filter shows that the View included data for a month, between March 3rd and April 29th.

The header of a View displays the Case Interval filter.

Filter on Case Interval

To help you manage the amount of data loaded during analysis, the system always applies an Interval filter to the View. To change this filter, in the upper-right corner of the page, adjust the Interval slider.


Interval slider shows the date range of data currently loaded for the View, which is one month in this example.

Interval slider
To improve your experience and application performance, by default, this Interval slider is configured to show Cases based on the following guidelines:
  • For datasets with more than 500,000 events, the Interval slider initially limits the dataset to only show Cases within the last 20% of the entire date interval.
  • For datasets with 500,000 events or fewer, the Interval slider shows the entire interval for the dataset.
NOTE: You can move the Interval slider to load more data at any time. If you increase the interval to load more than 500,000 events, the system might require more time to process and filter the increased number of Cases.
The Interval slider is especially useful with large datasets because you can work within specific date ranges without processing the entire dataset at once. As an alternative to the slider, you can select specific dates and times by clicking the arrow to expand the filter settings:

Expanded Interval filter provides date and time pickers.

Expanded Interval filter provides date and time pickers

Applying filters

To analyze processes effectively, you need to look at different slices and perspectives of the data. For this reason, Pega Process Mining offers many different ways to filter the data. As one example, if you click an activity on a Process Map, you can access filter options from the activity card:

On a Process Map, the card for a Rejected activity lists options to filter by Cases that did or did not pass the Rejected activity.
Filtering on an activity on a Process Map

When you select a filter, the system applies the filter globally to the other main areas of application, such as the Process Map, Replay, Analyses pages, and Dashboards. For example, if you select filters on the Process Map and then shift your analysis to a Dashboard, the Dashboard reflects the same filters. Maintaining filters across the View in this way provides continuity as you analyze your data.

When you apply filters, the system adds the filter to the header and updates the Cases and Events percentages included in your current analysis. In the following figure, based on the applied filters, the analysis contains only 1.43% of Events and less than 1% of Cases. If you are analyzing processes for regulatory compliance, then you likely want to continue this very focused analysis, despite the low percentages. If you are in a general process discovery mode, you might decide to change, invert, or remove filters to include more Cases and events.


The header displays applied filters and Events and Cases percentages.

Filters and dynamic Cases and Events percentages in the header

Filtering on a Dashboard example

On a Dashboard, every bar on a graph and segment of a pie chart offers single-click filtering. Using the following figure as an example, if you want to filter on the roadside assistance Case type, click the bar for Roadside Assistance:


The Roadside Assistance Case type is a clickable bar that filters the View.

Filtering by Case type on a Dashboard
The following figure shows the results of filtering by Roadside Assistance. The system applies the filter, displays the filter in the header, and updates the percentages of Cases and Events:

The system displays the Roadside Assistance filter in the header and updates the Cases and Events percentages.

Filter results

Removing filters

To expedite a shift in your analysis, you can remove filters with a single click. In the header of the application, applied filters display an x that you can click to remove the filter:


An x next to each filter provides a way to remove the filter with a single click.

Removing filters
NOTE: As shown the figure above, the Case Interval filter is permanent, and does not display an x because you cannot remove it.

Inverting filters

Similarly to removing filters, you can invert filters directly from the application header. In the following figure, the Process Map shows an applied filter on Cases that passed by the Rejected activity. To invert this filter, in the header, hover over the filter and then click the Invert icon:


Hovering over a filter displays the Invert icon, which is two arrows on top of each other pointing in opposite directions.

Inverting a filter

After inverting the filter, the system applies the filter to the View, updates the filter in the header, and updates the Cases and Events percentages:


The Process Map shows Cases that did not pass the Rejected activity.

Results of inverting a filter

Accessing minimized filters in the header

If you apply several filters, the application header displays the most recent filters that fit on the bar and minimizes the other filters. You can easily view these minimized filters by hovering over the icons for the filters. The icon for each filter varies, based on the type of filter. For example, if you applied a filter on an undesired activity, the filter icon is an X. For duration or interval filters, the icon is a calendar. In the following demo, one of the minimized filters is a trace filter, and the icon looks like a bulleted list.

Animation shows how to hover over filter icons in the header to show more filters.
Expanding the list of filters in the header

Managing filters

If you want to name filters for reuse or access more advanced filter management options, in the header of the application, click the Data Filters icon.

The application header includes a Data Filters icon.

Data Filters icon

The Filters dialog box displays the Active Filters tab, which lists the filters that are currently applied to the View. From this list, you can create named filters, invert filters, or remove filters.

Filter on Cases is a special filter that you typically want to configure and apply before you begin analysis. You can use this filter to ensure that metrics reflect only historical data by selecting start and end activities.


The Filters dialog box lists active filters and provides way to create named filters.

Filters dialog box