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Advanced Dashboard Filters

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About Advanced Dashboard Filters

The way standard dashboard filters (CX|EX) work is that every new field is joined by “and,” but multiple values of the same field are joined by “or.” For example, if I filter for two marital statuses (married, single) and one employment status (unemployed), all the results must include respondents who are unemployed, but they can be married or single.

However, sometimes you will want to filter your data in ways that are more complicated that this. Advanced filters are a great way to narrow down your data to the most specific requirement.

Like all filters, advanced filters are on the page level.

Qtip: Advanced filters always apply and are not overridden by widget-level filters. This behavior is different than page filters which will be overridden by any widget-level filters.

Adding Advanced Filters

  1. Click Edit Page to put the dashboard in edit mode.
    Selecting the edit page button
  2. Click Add Filter.
    Add Filter on far-left with menu with Advanced Filter at the top
  3. Select Advanced Filter at the top.
  4. Label the filter. If you do not fill out this field, the filter will become a combination of all the fields included.
    Advanced Filter window
  5. Click Insert New Condition to start defining the conditions under which data is included in the dashboard page.
  6. In the first field, decide what kind of information you’d like to filter by.
    A filter with a completed condition
  7. Fill out the following fields according to your desired filter.
  8. If desired, click Insert New Condition Set to nest a new filter beneath the first one.
    Qtip: Read the All & Any Sets and Condition Sets sections for more details.
  9. When you’re done, click Save Filter.

Fields You Can Filter By

Every field type (CX|EX) interacts a little differently with advanced filters.

  • GenericValue: Text Value fields. You can compare a value by “doesn’t / equal(s),” “doesn’t / contain(s),” and “is / is not empty.”
    What is your zip code? Equals 90210
    When filling out a value in the open-ended field:

    • All terms in the field will be found. For example, typing “All” will also return answers containing “Tall” and “Tally.”
    • Do not use quotes.
    • Spaces after the last word are ignored, but spaces between words will not be ignored.
  • EnumerableValue: Text Set fields. You can specify a value by whether it “is / is not,” “is / is not empty,” and whether it “includes / doesn’t include” the selected values.
    Did you vote in the last election? Is Yes

    • Values can “include” multiple choices that will be treated as if joined by “or.” (E.g., “includes married, single” will return both married and single results.)
    • “Doesn’t include” searches joins results by an “and.” E.g., “doesn’t include married, single” with exclude married results AND single results.
  • EnumerableValueSet: Multi-Answer Text Set fields. You can specify a value by whether it “is / is not empty,” whether it “includes / doesn’t include” the selected values, or whether it “exclusively is” the selected value. If you use “exclusively is” and have more than one value selected, the data must contain BOTH values to be included. This is useful for filtering multiple select questions.
  • EnumerableScalarValue: Number Set fields. Use numeric comparisons like “greater than,” “less than,” equal to,” etc.
    Metadata Finished Survey equals 1
  • ScalarValue: Numeric fields. Use numeric comparisons like “greater than,” “less than,” equal to,” etc.
  • DateTime: Date fields. Select from a series of time conventions, such as “before” a date, “after,” “between,” or from within a dynamic, preset amount of time. For example, “Last 14 Days” will adjust so as to always be the last 14 days’ worth of data, not 14 days from the time of adding the filter.
    Metadata Start Date is before Jun 15 2018
    You can also filter “within the last” amount of days, weeks, months, quarters, or years. From there you can “Shift back” (CX|EX) the date range.
    Filter for end date is within the last quarter shifted back a year
  • Id: The Data Set Source. Here, you can specify a value by whether it “is / is not,” “is / is not empty,” and whether it “includes / doesn’t include” the selected values.
    Data Set Source includes all responses. Also a Theme Park Survey option. Both these options are the same in this case since there's only one source
    Values include:

    • All responses
    • Specific sources that are mapped. For example, if you have three surveys mapped, you can select data from just the one instead.

All & Any Sets

You add statements to your condition by clicking New Condition.

GreenInsert New Condition button adds another statement beneath the first, indented on the same level

Whenever you have more than one condition, you’ll need to decide how the conditions are connected to each other. Do both conditions need to be met (e.g., a response must be from a particular month AND for a specific manager to be included)? Or does only one of the conditions need to be true (e.g., data may be included in the report if it was collected either in the Northeast OR the Southeast)?

Conditions linked by an AND conjunction are called ALL condition sets (i.e., “only show data where ALL of these conditions are true”). Conditions linked by an OR conjunction are called ANY condition sets (i.e., “only show data where ANY of these conditions are true”).

Example: Look at the following screenshot. Because “All of the following are true” is being used, this filter will capture everyone from the zip code 90210 who ALSO voted into the last election. Contacts who voted but who aren’t from 90210, and contacts who are from 90210 but didn’t vote will not be included.
All of the following is true: what is your zip code? equals 90210, did you vote in the last election? is Yes

Condition Sets

Conditions within the same Condition Set are all indented the same amount and are beneath the same ALL/ANY header.

Two different condition sets marked in red to show they are indented the same

You can create new condition groups by clicking Insert New Condition Set. This will nest a new condition set under the condition set you’re currently working on.

Insert new condition set button in green

At any point, you can delete an entire condition set by hovering over the ANY/ALL header and clicking the minus sign (). Note that this deletes all conditions nested underneath, including additional condition sets!

Minus sign next to Any dropdown

Nesting Logic

Nesting condition sets allows you to create more advanced criteria to filter your data by.

A advanced filter with multiple sets

This report will only include responses from people who have been to Wally World and buy food when they visit OR people who have been to Brisbyland and buy food when they visit.

In the above example, the very outermost group is an ANY group. People are either one thing OR they’re another. Nested within that ANY group are two ALL groups:

  • People who have been to Wally World and buy food when they visit
  • People who have been to Brisbyland and buy food when they visit

Essentially, you’ll make a new condition set every time you want to switch from an ANY to an ALL (and vice versa).

With this structure, it is therefore very important to consider which type of group (ALL or ANY) is your very outermost group before you start adding conditions and nesting. The question to ask is whether, at the highest level, you are looking for responses that meet all necessary conditions (ALL group) or are you looking for responses that meet one or more of possible conditions (ANY group).

3 line icons next to left of conditions and sets

To change the order in which conditions or groups appear, hover over that condition or group, click the icon, and drag. Note that you can only reorder items nested on the same level – you cannot use this function to nest items differently!

Nesting Basics

  • Clicking New Condition will add a new statement within the same condition set.
  • Clicking New Condition Set will nest a new condition set under the one you’re working on.
  • Click the minus sign () next to a condition or condition set to delete it.
  • Clicking the minus sign () to the right of a condition set’s header will delete the whole group and everything inside it, so be careful!
  • You cannot add items a level above. You can only add them a level below and reorder within a level.

Using Advanced Filters

Once you add an advanced filter to the dashboard, all users will have it available to them.

Users are allowed to change how the filter appears to them, only, by adding new conditions and condition sets.

Qtip: You can prevent users from modifying the filter at all by selecting Lock filter when you create it.

Lock Filter option in upper-right

Removing Advanced Filters

If you have editing access to filters, you can remove the advanced filter by clicking it and selecting Remove Filter.

Opening filter reveals a Remove filter button on the lower-left