Data Sources and Filters

Filter a data source to exclude certain responses from your report. Filters can be set based upon question responses, a date range, completion status, and other criteria.

1. Click Add a Filter next to any of your data sources.

   

2. Select the type of filter you want to add:

   

   • Filter by Question Response: Show only respondents who gave answers that meet the criteria you specify.
   • Filter by Completion Status: Display All Responses, only Completed Responses, or only Partial Responses.
   • Filter by Date Range: Only display responses submitted within a specified date range.
   • Filter by Scoring: Display only responses that have a score within a specified range.
   • Filter by Embedded Data: Display only responses that have embedded data which meets the criteria you specify.
3. Follow the prompts, entering the necessary information (question and answer choice, embedded data, date, and so on).

   

4. Click the gray plus and minus buttons to add or remove additional lines of logic as needed.

   

5. Click Apply the Filter.

   

To use the following options click the down arrow to the right of a data source:

• Generate Report: Create a new report based upon this data source.
• Edit Time Series: Subdivide charts and graphs into time periods to view data trends.
• Variable Weights: Weigh data to better reflect the target population.
• Rename Data Source: Create an alternate label or name for your data source.
• Choose Response Set: Select to pull data from a different response set within the data source. This feature is being phased out with the Reporting Beta.
• Set Data Source Group: Group data sources together. You can then collapse data sources using the plus button to the left of the grouped data sources.
• Collapsed: Collapse the space used for the data source.
• Remove Data Source: Remove the data source from the report. You can delete items and pages tied to this data source.
• Add a New Data Source: Add a new data source to the report. After adding a new data source with this method, the Generate Report option is typically used.

Subdivide tables and graphs into time periods to view data trends. To set up a time series, do the following:

1. Click the black drop-down arrow at the right of a data source.
   
2. Click Edit Time Series.
   
3. Specify how you want to set up the time series:
   
   • Last: Subdivide tables and graphs to show the specified number of previous days, weeks, months, quarters, or years. Select any of these additional options as needed:
     • Reversed: Show more recent data first in tables and graphs instead of last.
     • Use custom descriptions: Create a custom description for each time interval.
   • Sample Interval: Select the appropriate interval size. You can select from Hours, Days, Weeks, Months, Quarters, or Years.
   • Click Save.
     

Weigh your data to reflect real-world population characteristics. For example, if your target population has 50% males and 50% females, but your responses include 30% males and 70% females, variable weighting allows you to weigh male’s responses more heavily in the calculation of statistics. To set up variable weighting do the following:

1. Click the down arrow to the right of a data source.
   
2. Click Variable Weights.
   
3. Select a Weight Type.
   
   • Weight: Specify a multiplier to use for certain responses. For example, if you enter “2″ for Male, Male responses will each be counted twice in the report.
   • Target Percent: Specify a target percent for specific answer choices. For example, if you enter “50%” for Male, Male responses will be multiplied by a constant value so that they represent exactly 50% of the results.
   • Target Count: Specify a target count to be used for certain responses. For example, if you enter “100″ for Male, Male responses will be multiplied by a constant value so that they represent exactly 100 of the responses.
4. Click Select Question and then select the question and answer choice.
   
5. In the number field to the left, type the value that you want to use.
   
6. Click the blue plus button or click Add a Variable Weight Logic Set to weigh additional answer choices, if desired.
   
7. Click Save.
   

Report on survey results that weren’t collected in Qualtrics by using a Web Service or Predefined Data. For example, if you conduct an annual survey but have data from several years ago that wasn’t collected with Qualtrics, you can use these features to display the historical results right alongside results from your current survey.

1. Click the down arrow to the right of a data source.
   
2. Click Duplicate Data Source.
   
3. On the new data source, click the down arrow and select a Benchmark Data option in Choose Response Set.
   
   • Use Predefined Data: Specify the custom data by typing it directly into the Data Source.
   • Use Web Service: Retrieve and use data from a specially-formatted file somewhere on the Internet.

For more information on how to format and connect to external data sources, refer to our tutorial on Using External Data in Reports.