Today we will be discussing how to use filters in the Data & Analysis tab.ย By the end of this video you will know how to Add & Save Filters, Load Saved Filters, and Apply the Basics of Building Conditions.
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FAQ for Using Filters in the Data & Analysis Tab
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How do I get to the filtering tools?
- Click the Data & Analysis tab in the top-left of the interface.
- Click the Add Filter button to begin creating a filter.
What are the parts of a filter condition? A single condition has three parts:
- Field: the item to filter on (survey metadata, a survey question, or Embedded Data).
- Operator: determines how the field relates to the operand (available operators depend on the field type).
- Operand (value): the specific value you want to isolate.
Can you give an example of a simple condition?
To filter respondents over 18:
- Field: Age question
- Operator: is not
- Operand: under 18
Once set, responses will automatically update to match the filter.
How do I add additional conditions?
Click the plus (+) button to add another condition. This opens a prompt where you can continue building the filter and name and save it.
How do I create a filter with combined condition sets (any/all logic)?
- Click the down arrow beside Add Filter and choose Create a new filter (or click the plus when editing).
- In the prompt you can add condition sets and choose whether Any or All of the conditions must be met.
- You can also insert additional condition sets to combine different groups of criteria.
Can you show an example of a combined filter?
Example: To get respondents above age 18 who selected either 1 or 3 as their favorite number:
- Condition set 1: Age > 18 (All of the following)
- Insert a new condition set and select Any of the following: Favorite number is 1 OR Favorite number is 3
Name this filter (e.g., โOver 18 + 1 & 3โ) and click Apply and Save Filter. The filtered responses update immediately.
How do I remove a filter?
Click the X button shown next to the active filter to remove it from the view.
How do I access saved filters later?
Click the down arrow next to Add Filter and select a saved filter or open Manage Filters.
What can I do in Manage Filters?
- View and apply saved filters.
- Edit or duplicate a filter (click the arrow next to a saved filter to reveal options).
- See the Filter ID and all condition details.
- Delete a saved filter using the trash can icon.
How do condition sets look in practice?
You can combine sets to capture complex segments. Example shown in the video:
- Condition set A (Any of): respondents aged 18โ24 who chose favorite number 1 or 2
- Condition set B (Any of): respondents aged 55+ who chose favorite number 4 or 5
Anything else to know?
After creating or applying a filter, results update immediately so you can confirm the filter is working. Name filters clearly to make them easy to find and reuse.
