Vocalize - Filtering Dashboards | Qualtrics

Filtering Dashboards

Overview

In Vocalize, you can filter your dashboards by applying a filter to every widget on a page or by applying filters to individual widgets. This allows you to dive into the data and find trends that you would not be able to see with the data in aggregate alone. Different data types will result in different kinds of filters (e.g., Text Sets will give you a dropdown list of options while Dates will give you a calendar from which to select a date range).

Adding Page Filters

  1. Enable editing on your dashboard.
    D.1.6 - 1
  2. Click on the add a filter button at the top of your dashboard or underneath the Page Options.
    D.1.6 - 2 Fixed
  3. Select the field that you want users to be able to filter by.
    D.1.6 - 3

    Qtip: Page level filters apply to every widget on the page.
  4. Optionally, change the title of the filter.
    D.1.6 - 4
Qtip: If you don’t see any page options while in edit mode, you are probably viewing options for a widget on your page. You can get to page options either by clicking off of the widget or by clicking on Page Options at the top right.

Adding Widget Filters

  1. Enable editing on your dashboard.
    D.1.6 - 5
  2. Click on the widget that you want to filter.
    D.1.6 - 6 Fixed
  3. Either click on the add filter option in the Widget Options on the right, or click on the filter icon at the top right of the widget and click on add filter.
    D.1.6 - 7

    QTip: Filters set on individual widgets will not apply to anything else on the page.
  4. Select the field that you want users to be able to filter by.
    D.1.6 - 8
  5. Optionally, change the title of the filter.
    D.1.6 - 9

    Qtip: Different data types will result in different kinds of filters (e.g., Text Sets will give you a dropdown list of options while Dates will give you a calendar from which to select a date range).

Using Filters

  1. Click on the filter you want to use (widget filters can be accessed by clicking on the filter icon at the top right of the widget).
    D.1.6 - 16 Fixed
  2. Use the dropdown to select the data criteria that you want to view.
    D.1.6 - 17

Removing Filters

  1. Enable editing on your dashboard.
    D.1.6 - 13
  2. Click on the filter that you want to delete (widget filters can be accessed by clicking on the filter icon at the top right of the widget).
    D.1.6 - 14
  3. Click on the Remove Filter option.
    D.1.6 - 15 Fixed

Filter Interactions

Generally speaking, page level filters will apply to widgets that also have a widget level filter applied. However, in circumstances where the widget level filter and page level filter conflict, the widget level filter will override the page level filter.

For example, if a page filter is set to show only responses from male respondents, while a specific widget has a filter to show only responses from female respondents, the page level filter will be ignored and the widget will only show female responses.

However, in a situation where a page level filter is set to only show responses from male respondents and the widget level filter is set to show only responses from participants ages 18-24, then the widget will show responses for males who are 18-24 years of age.