Filtering Across Links...

Prior to OrgVue release 2.24, although link values and properties from the linked dataset were available to be used in the filter control, it wasn’t possible to filter across links, i.e. filtering nodes in a dataset wouldn’t extend the filtering criteria, either to the link's values or to the nodes in the dataset to which it has been linked.

In release 2.24, Filter control applies and combines filter criteria across linked datasets. It is not only dynamically responsive to properties in the current dataset, but also to links' values and to properties in the linked dataset.

 

  This icon is now available in the filter control and it can be used to drag all the filtered nodes in the Right dataset for further actions, e.g. cleansing, assigning new values or linking to many nodes in the Left dataset.

The left dataset is the dataset you open up.

The right dataset is the dataset you link to.

e.g. if you are in the Process tab and open a process dataset that is the left dataset. If you link to a people dataset, the people dataset is the right dataset.

 

Options: The following options can be toggled by clicking on this linking icon

  Fully linked: Filtering by properties of any dataset will have an effect in the Left dataset, Links values and Right dataset

 

  Right linked: Filtering by properties in Right dataset will have effect on Right dataset properties and Link values. No effect in Left dataset

 

  Not linked: No filtering across links. Filters apply only to properties in the same dataset

 

 Left linked: Filtering by properties in Left dataset will have effect on Left dataset properties and Link values. No effect in Right dataset

 

Here's how this all works.

 

No Filter Links Selected

This means you are using Process dataset properties only to filter your dataset.

Effectively this is the same as having no right dataset linked.

 

Left dataset linked to the links dataset

1. I want to filter the General services process

2. There are 65 activities in the General services process

3. 140 responsibility allocations were made on the survey to General services activities

4. No impact to the people dataset (count still the same as when no filter links), e.g. it does not give us a filtered list of which people allocated time to General services

 

Right dataset linked to the links dataset

1. I want to filter to the Finance function

2. There are 44 employees in the Finance function

3. 811 responsibility allocations were made on the survey in total by the Finance function

4. No impact to the process dataset (count still the same as when there were no filter links), e.g. it does not give us a filtered list of the activities people from Finance allocated time to.

NB: This is useful if you want to do counts/averages/sums/etc. in the filter view, but this achieves nothing as it doesn’t change what’s in the filtered view.

 

Note: If we select General services again in the left dataset, there is no impact to the links or right dataset as there is no filter link with the left dataset

Fully linked

1. I want to filter the General services process

2. There are 65 activities in the General services process

3. 140 responsibility allocations were made on the survey to General services activities

4. Now we can see that those 140 allocations were made by 12 unique employees who come from four different functions

 

1. I want to filter to the Finance function

2. There are 44 employees in the Finance function

3. 811 responsibility allocations were made on the survey in total by the Finance function

4. Now we can see the level 2 processes and activities which make up the 811 allocations

This is really useful if you want to see what activities people in different departments allocated time to. Further, you could also select any combination of RAS from the Links dataset to see what responsibility level they have.

 

1. I want to see all the activities employees support (S)

2. There are 105 employees supporting activities

3. Those 105 employees support 364 activities

4. If I click the filter button, I can see what the process are in the different views (see below for tree view example)

 

In tree view, the relevant activities are coloured. If links are turned on, I can see the employees who allocated time to the activities

Have more questions? Submit a request

Comments