QPR Installation Instructions

View Filter Designer View

View Filter Designer View

Previous topic Next topic  

View Filter Designer View

Previous topic Next topic JavaScript is required for the print function  

In the View Filter Designer view you can add and remove filters which define the selection of actions or model elements that are included in the analysis, actions, or navigator view. This view can be accessed through the View Designer View. Note that you can resize the window by dragging from the corner of the window with your mouse. Increasing the size of the window enables viewing e.g. long custom attribute names.

 

A filter can be defined by first selecting the desired logical operator option from the drop-down box containing the "and" and "or" operators (not available for the first filter). After defining the operator, select the attribute the filtering is based on from the drop-down menu. The rest of the contents of the view depends on the selected attribute. See the table below for listing of possible combinations. Note that all attributes are not available in all views, i.e. the selection of attributes depends on whether you are working with the analysis view for Processes, Scorecards, or Actions tab. In addition, the field that filtering is based on needs to be included in the view in order for the filtering to work correctly. In addition, text used in filters is not case sensitive, so for instance Name + contains "Process" works similarly as Name + contains "process".

 

To apply the filter to textual values (values that are in a text type series), select the Text check box.

 

In the case you combine multiple filters with the "and" and "or" operators, note that the operators have equal priority and they are applied from left to right. For example, in the case there is a filter expression1 or expression2 and expression3 or expression4, it is equal to ((expression1 or expression2) and expression3) or expression4.

 

Click the Add button to add a filter and Remove button to delete a defined filter.

 

Attribute(s)

Options

Additional selections/input

Header, Name, Description, Id, Symbol, Category, Status, Scorecard, Model, Author, Comment, Flow from, Flow to, Flow from process level, Flow to process level, Store type, Information item type, Information item link, Trend, Trend and period, Resource type, Resource unit, Organization unit type, Custom attribute, Roles, Linked to, Version, Severity, Probability, Impact Minimization, Mitigation, Impact, Rating, Notes, Index number, or Scorecard description

contains, does not contain, is, is not, role name is.

With custom attributes you also need to select the custom attribute that is filtered.

Input text for the filter. The difference between the contains/does not contain and is/is not options is that the first filters check whether the attribute includes or does not include the text in the selected attribute, and the latter filters check whether the attribute text is or is not exactly the typed text.

Type

In the Actions tab: "(is any of the following)"

 

Otherwise see the previous section.

In the Actions tab: Select one or more (multiple items can be selected with the help of Ctrl and Shift keys) action types.

 

Otherwise see the previous section.

Modifier, Creator, Owner, Assigned to, Approved by, Identified by

is, is not, belongs to group, does not belong to group, is current user, is not current user, has, does not have, has user belonging to group, does not have user belonging to group, has current user, does not have current user

Click the Select button to open the user selection view for selecting a user on whom the filter is based on. For "is current user" and "is not current user" the user is the user currently logged in to QPR Portal.

Last modified, Creation date, Approved date, Start date, Deadline, Identified, Valid from, Valid to, Model creation date, Model last saved date, Date stamp

after, before, in, not in

Define the year, month, and day on which the filter is based on.

Progress

is equal to, is not equal to, is greater than, is less than, is greater than or equal to, is less than or equal to

Input a percentage on which the filter is based on. Note that 1 = 100%, 0.5 = 50%, etc.

Value, Value and period, Range value, Range value and period

is equal to, is not equal to, is greater than, is less than, is greater than or equal to, is less than or equal to, is null, is not null

Input the desired value into the text field. Define also the period and series as well as period offset. The period offset allows you to e.g. display values of two different periods simultaneously. This can be done by having e.g. two fields that display a value included in the table and for instance configuring the first field to display the value of the current period and configuring the second field to display value for a period that is as many periods before or after the current period as defined in the offset, which can be a positive or a negative integer value.

 

 

Click OK to commit the changes to filtering options and to return to the View Designer view. Click Cancel to close the filter designer view without changing any filtering settings.

 

Example filters:

Filter

View

Description

Owner + belongs to group + Management Group

Processes -> Analysis

Displays all elements the owner of which belongs to a user group called Management Group.

Information item type + is + Quality Document

Processes -> Analysis

Displays all elements which have information items of the type "Quality Document" connected to them. Equivalent results can also be achieved with Information item type + contains + Quality filter.

Range name + is + Poor + Series and Period at View default and period offset at 0

Scorecards -> Analysis

Displays all measures with their value in the "Poor" (i.e. red) range for the period and series selected for the view.

Progress + is less than or equal + 0.4

Actions -> Analysis or Discussion

Displays all action plans which have progress of 40% or less.