Global date filter
The global date filter makes it possible to define time points or periods in the BPC across modules. This setting can then be used by the modules to filter data according to the set period.
Use
The following application modules can use the global date filter:
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Process Monitor, see Configuration of the monitor columns
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Data Analysis, see global variables
Position on the user interface
If the filter function is available to you, a calendar icon appears in the BPC toolbar.
If necessary, contact your administrator.
Open and close date field
To save space on the BPC toolbar, the filter setting options are hidden. Configuration is only possible once the date field has been opened.
Open date field
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Click on the icon.
A date field and two quick navigation arrows appear in the toolbar.
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Click on the icon.
The selection component for time periods (see Selecting the date range (Date Range Picker)) is opened.
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If the date filter has already been closed and is then opened again, the last selected time period filter is automatically called up. |
Activating/deactivating the global filter
It is possible to deactivate the global date filter and activate the module date filter instead. Next to the calendar icon for opening the date field, there is a button for switching between the modes.
If the "Global" mode is activated, the filter affects all modules. The "Global" mode is indicated by the highlighted globe icon.
If the "Module" mode is activated, the defined filter is saved for the current module you are in. The filter then only affects this module. The "Global" mode is indicated by the crossed-out navigator icon.
You can switch between the modes at any time by clicking on the button.
Quick navigation
There is an arrow on both sides of the date field for quick navigation of the selected filter period or time.
The interval at which you can move backwards or forwards can be set at Configuration.
By default, the current period is shifted by the currently selected interval between the start and end date.
If, for example, the period of one week is selected as a filter, the filter period is shifted backwards or forwards by one week when you click on one of the arrows. If, for example, "Today" is selected as a filter, the filter is shifted to yesterday or tomorrow when you click on one of the arrows.
Quick selection
By default, the quick selection of the global date filter contains common, predefined time periods, e.g. "Today", "Yesterday" or other current time periods.
The left-hand column contains the name and the right-hand column contains a date preview.
Open quick selection
There are two ways to access the quick selection:
Option 1: Via the icon:
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Open the date field.
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Move the mouse over the date field.
A star appears in the field.
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Click on the star.
The quick selection opens.
Option 2: Via the quick selection tab:
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Open the date field.
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Click on the icon.
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Select the quick selection tab if it is not already preselected.
Add your own time periods to the quick selection
You can also add individually set times or time periods to the quick selection.
This requires the appropriate rights, contact your admin if necessary.
You can configure your own quick selection options in the "Floating period" and "Extended" areas.
Set the desired period in the respective tab and then click on the corresponding button.
In the window that opens, you can enter a name for the quick selection period and assign its visibility rights according to the "Mapping of organizations, roles and rights" principle.
Selecting the date range (Date Range Picker)
The Date Range Picker allows you to enter flexible time periods. The component is divided into several tabs, whereby the active tab always defines the period used.
If not all tabs are visible, you can use the arrows to access the others:
Clicking on the OK button activates the selected or configured date filter in the BPC.
Fixed period
There are 4 further subdivisions in the "Fixed period" tab: "from to", "from", "to" and "on". A start and end date ("from to") is specified by default.
The orange dot always indicates today.
| Period/time | Description |
|---|---|
from to |
Two calendars are displayed.
The left-hand calendar refers to the start date and the right-hand calendar to the end date. |
from |
A calendar is displayed.
The selected day marks the start date of the filter.
The end date is open. |
to |
A calendar is displayed.
The selected day marks the end date of the filter.
The start date is open. |
at |
A calendar is displayed.
The selected day marks the start and end date of the filter. |
Change month/year
The double arrows take you to the previous or following month:
If you want to set a more distant month or a different year, click on the current month or the arrow next to it:
An extra window opens in which you can select months and years from the overview:
To navigate between other years, use the double arrows.
The extra window is closed by confirming the OK button or by clicking the Cancel button.
Select today’s day
To select today’s day, you can click the corresponding button in the calendars.
This automatically selects today’s day as the start or end date in the relevant calendar.
Set fixed time
If desired, you can specify an explicit time for all selectable periods and points (exception: the entire day is counted for "on"). To do this, select the checkbox and enter a time (format hh:mm) or select a time from the list using the icon.
You can delete the time entry using the icon.
Floating period
Floating periods refer to the current date. In this tab, it is possible to select the period by years, months, weeks, days or hours using the respective subordinate tabs.
The view contains a preview of the selected period:
A self-created sliding period can be added to the Quick selection if you have the appropriate rights to do so.
If necessary, contact your administrator.
Advanced
If the existing filter periods are too imprecise for you, you can define completely individual values in this tab. The possible settings in this tab always refer to the current date and, if applicable, the current time.
As in the Fixed period tab, there are the subordinate tabs "from to", "from" and "to".
Under "from to" you can set a start and end value.
Under "from" you can set a start value, the end value is automatically the current time.
Under "to", the start value is automatically the current time, you can specify the end value.
Round values
It is possible to automatically round the selected values up or down.
To do this, select the desired unit in the list next to the "Round to" value.
The resulting time is displayed in the preview.
There is also the option "Round first".
Examples
Rounding*:*
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You are in the subordinate "From" tab.
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Enter "-1" in the field next to the value Years.
or
You click with the
-Icons to the value "-1". -
Under Rounding, select the entry "Month".
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Click OK.
The set start date is then "The first day of the month one year ago".
Round first:
With the "Round first" option, rounding is moved to an earlier point in the calculation.
To illustrate this, here are two examples with the starting time 14.11.2022, 13:40 and the same calculation values: The first example does not use the "Round first" option, the second example does.
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You are in the subordinate "From" tab.
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Enter "12" in the field next to the hours value.
or
You click with the-Icons to the value "12". -
Under Rounds, select the "Day" entry.
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Click OK.
The set start date is calculated as follows:
The current time plus 12 hours, i.e. 15.11.2022 at 1:40 a.m.
This time rounded to the day results in *15.11.2022, 0:00 a.m.*
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You are in the subordinate "From" tab.
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Enter "12" in the field next to the hours value.
or
You click using the-Icons to the value "12". -
Under Round to, select the "Day" entry.
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Select the option "Round first".
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Click OK.
The set start date is calculated as follows:
The current time rounded to the day, i.e. today, 14.11.2022, 0:00.
Then the 12 hours are added, i.e. *14.11.2022, 12:00 a.m.*
Configuration
In this tab you can configure how long the shift interval of Quick navigation should be.
You can select the shift interval from a list of time units, e.g. years or minutes. The shift amount can be adjusted as required.
