Advanced Filter Options

Introduction

Advanced filter options in LeanIX allow you to refine your filter criteria, combine AND, OR, and NONE logic, allow filtering by fields on relation, invert applied filters, and more for effective search. In this guide, you can also learn about using lifecycle and subscription filters.

Advanced Filtering

Advanced filtering allows you to refine your filter criteria for more specific results. The filter panel on the left might not list all the filter criteria to keep the layout clean and user-friendly. For example, if you want to find applications used by a particular level 2 business capability, you can use advanced filtering to find the level 2 business capabilities.

Advanced filtering also allows you to filter the filter criteria by related fact sheet types. For instance, assume you want to identify all applications that support business capabilities associated with the customer's online purchase journey. First, using the advanced filter option, filter the specific business capabilities associated with the online purchase journey. Then apply those business capabilities as filters to identify all the applications supporting those business capabilities.

Combining the Filters with AND, OR, and NONE Logic

You can combine filters using AND, OR, and NONE logic to refine your search results by including or excluding specific fact sheets, tags, and other filter criteria.

You can filter fact sheets that are related to:

• At least one of the selected filter criteria. This is, in effect, using OR logic.
• All of the selected filters. This is, in effect, using AND logic
• None of the selected filters. This is helpful for inverting the applied filters to have a list of all fact sheets not related to the applied filters.

You can select these options in the filter group settings by clicking the wrench icon in either the filter panel or the filter bar.

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Note

When applying related fact sheets as filters, use the advanced filter to see the complete list of related fact sheets. To learn more, see Advanced Filtering.

Filtering by Fields on Relation

You can use fields on relation as filter criteria to refine your search and gain better insights. Here are a few example queries that can be answered using fields on relation as filters:

• All applications owned or used by an organization and not just related to an organization.
• All applications where marketing is the leading business capability.
• All applications where the data object 'Customer' is created or updated.
• All IT components approved for the tech category 'Middleware'.

At the bottom of a filter group, the Add field filter drop-down list includes all default and custom fields on relations that you can select as filters. Select the necessary field from the list to apply the filter. You can select multiple fields in one search. Additionally, you can apply fields from multiple relations simultaneously by selecting the + Add relation field button, which appears after you have used at least one field on a relation as a filter.

Inverting Applied Fields on Relation Filter

You can invert the applied filter in the filter group settings by clicking the wrench icon in either the filter panel or the filter bar and then selecting none for the relation field filters.

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Tip

In single-select and multi-select fields on relation, 'n/a' is also an option. When you want to apply 'n/a' as a filter, select all the values of the field as filters and then simply invert it.

Making Fact Sheet Fields Available as Filter Options

If certain fields on relations are not available in the filter options, it means they are not configured to be shown in filters. You can configure these fields by enabling the Show in filters toggle in the fact sheet configuration. For a detailed guide, see Showing Fields in Filters and Views.

Using the Lifecycle Filter

The lifecycle filter enables filtering of fact sheets by their lifecycle state: plan, phase-in, active, phase-out, and end-of-life. It is useful for viewing your architecture at a specific point in time. This capability allows you to easily analyze your target architecture landscape, provided that you have also modeled successors effectively.

In the context of application fact sheets, you can filter by the following lifecycle states:

• Plan: Filter applications that are still in the planning stage and it is unclear whether they will be implemented or introduced.
• Phase In: Filter applications that are in the phase of being built or acquired.
• Active: Filter applications that are productive and in active use.
• Phase Out: Filter applications that will be retired at the end of this phase
• End of Life: Filter applications that are not in use.
• Any: Filter applications that are in any lifecycle state, including those without lifecycle information, except for fact sheets in the end-of-life state.

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Note

The lifecycle state can have slightly different meanings depending on the fact sheet type. Check the help texts in the fact sheet itself to understand what the lifecycle phases mean for each type.

A lifecycle filter can be applied to a specific point in time or over a time frame by selecting the needed options from the lifecycle filter.

You have the following options:

• Effective Within Time Frame: Filters fact sheets that are in the selected lifecycle state at any point during the specified time frame.
• Starts Within Time Frame: Filters fact sheets that begin the selected lifecycle state within the selected time frame.
• Ends Within Time Frame: Filters fact sheets that end the selected lifecycle state within the selected time frame.
• Point of Time: Filters fact sheets that are in the selected lifecycle state at a specific point in time. You can also choose Today, End of Month, and End of Year for quick and easy filtering.

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Note

When combined with a relation filter, the lifecycle filter also takes the relation Active from/Active until fields into consideration.

Filtering by Subscriptions

Filtering by subscriptions enables you to find fact sheets based on subscribers or specific subscriber roles, as well as those without any subscribers. This is particularly valuable when you have to identify fact sheets without subscribers so as to assign ownership and maintain accountability effectively.

In the subscriptions filter group, select My Subscriptions to list all fact sheets you have subscribed to. Similarly, selecting the name of another user allows you to view the fact sheets they are subscribed to. You can further refine the list based on subscription type or subscription role by selecting the appropriate type and role from the Type / Role filter drop-down list.

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Note

If the subscription filter group is not visible in the filter panel, you can make it visible through the Manage Filters settings. To learn more, see Displaying and Hiding Filters.

Listing the Fact Sheets Without Subscriptions

In the subscriptions filter group, select ‘n/a' to list all fact sheets without subscriptions.

Further, if you select a subscription type or role from the drop-down list below, all fact sheets without subscriptions of that type or role are also added to the list, even if those fact sheets have another type of subscription. So, in effect, selecting ‘n/a' and a particular subscription type or role gives you the list of fact sheets without a subscription of that type or role.

Listing All Fact Sheets With a Specific Subscription Type or Role

To list all fact sheets with a specific subscription type or role, do the following:

1. In the subscriptions filter group, select ‘n/a' to list all fact sheets without subscriptions.
2. Select a subscription type or role from the drop-down list below. This lists all fact sheets without subscriptions of that type or role.
3. From the filter group settings (wrench icon), select none of the selected filters. This inverts the previous list to show all fact sheets with that specific subscription type or role.