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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Scoping your analysis

Define the data that you want to view in the graph.

You’ve selected the table from where you want to view data. You probably want to focus on one aspect of the data. The filters that display only the data you want to view in the graph sets the scope of your project.

The following sections have the details.

  • Set filter conditions
    Set filter conditions to limit the scope of your analysis.
  • Set activity definitions
    Set activity definitions to determine what appears on the process graph, such as State, Assignment group, or Assigned to. This enables you to discover, monitor, and improve processes by visually identifying bottlenecks, deviations, and inefficiencies in workflows.
  • Set breakdown definitions
    Set the breakdown definitions that act as filters for your project. Breakdown definitions are used to filter and analyze the data based on specific criteria or attributes. These definitions enable you to break down the analysis into smaller subsets, focusing on specific dimensions or perspectives of the process.
  • Set metrics
    Set the metrics to evaluate the process better and improve the process efficiency.
  • Set use cases
    Use cases are common patterns that you may be interested in your analysis. Once enabled, they’re automatically configured for the project.
  • Add a child entity
    Add a child or related table to track an activity from a related process.

Parent Topic:Create a project or template using Project Builder