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I am trying to create a report with the following logic for a filter:

 

field “Date” -   after  -  7/1/23

AND 

field “Program Code”  is : program code1 OR  program code 2 OR program code 3...

 

We have only two choices for a filter “ALL”  or “ANY”

 

When I select “ALL” I get zero results, because the logic is not true for all the programs codes.

 

When I select “ANY” I get results for all programs instead of specific programs, because the second part of the filter does not have “OR” condition. How do I get “OR” logic in the second part?

 

I see operator Contains. How does it work? Do I need to separate programs with specific separator? Comma and semicolon did not work.  

 

 

Hi @mkarpbel ,

Is it possible for you to share a screen shot of the actual filter you created? There are several intricacies to report filters, especially with the way they are grouped/nested, that might be easier for community users to spot if they can see the filter as it appears in Qualtrics. 

Also, is your “Date” field a survey question that you created, or is it one of the Metadata date fields from Qualtrics?

 


Hi @mkarpbel ,

 

field “Date” -   after  -  7/1/23

AND 

field “Program Code”  is : program code1 OR  program code 2 OR program code 3...

Based on your requirements, you are seeking to create a filter for dates after 7/1/23 and falls within the program codes list ranging from 1 to 3.

Once filtered, you would have data starting after 7/1/23 and from program code1 to 3.

 

Then, you may have set the 2nd part of logic within the same condition set by accidentally.

Original condition set (all): Date after 7/1/23 (if date is metadata date)

Insert new condition set (any): “Program code” is program code1

Insert new condition: “Program code” is program code2

Insert new condition: “Program code” is program code3

… (If you wish to include more programs or you have other OR condition)

A sample to illustrate the logic

Also to take note on Matthew’s post about date field being metadata or from a question.

 

The example above takes date to be metadata date. If “Date” is from a question, the operator may not have “after” option available to select.

 

Hope this helps.


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