Grouping Analysis

What are data filters?

Data filters let you sort your responses based on parameters such as responses to a particular question in the survey, custom variables, or time.

How can I create data filters?

  • Login » Surveys » Reports » Advanced » Data Segmentation
  • Click New Data Filter.


  • Enter a name for the new filter. Select which type of data segment to use as the basis for the filter.
    • Responses to the Survey. This data segment type allows you to select a particular question and then select answers using equal, greater than or equal to, less than or equal to, greater than, or not equal to.
    • Custom Variables/System Variables. Use this to filter based on variables in the survey.
    • Time Based Criteria. This will allow you to select a start date and time, and an end date and time as parameters for your report.grouping-analysis_2
  • Select the Survey Status (all, completed, started, or terminated).
  • Click Next.
  • Complete the criteria requirements.
  • Click Finish.
  • Your criteria will now be listed under Current Data Filters and will be available anywhere that the option Data Set Filter appears (Trend Analysis, TURF Analysis, etc.).


From here, you can click Report Options to generate an Excel, Word, or PowerPoint report with the particular filter applied. You can also select multiple filters, click More Actions and view the Online Comparison Report. This will look like the Live Summary Report, only filtered with the data filters you selected.

Other options after a filter is created: Rename or Delete the filter, or Add Time Filter.


Can you explain the Data Segment Types?

Responses to the Survey

This data segment type lets you choose a question in the survey and then establish the following types of criteria:

  • Equals
  • Equal to or greater than
  • Equal to of less than
  • Greater than
  • Less than
  • Not equal to

Each of these criteria are then associated with one or more answers. To associate the value with more than one answer, hold the CTRL key when clicking on the answer options.


Custom Variables/System Variables

This data segment type allows you to choose custom variables or system variables to filter data. The variable names should match the names used in the survey or in the email list that was uploaded. If you want to use a custom variable assigned to slot 6 or higher, use the Extended Variables section, enter the variable number in the Index field, then the value assigned to that custom variable in the Value field. You can also use the Geo Location Filter. Select City, State/County, or Country Code, then enter the value desired in Geo Location Value. If you want to filter to a specific Email List, choose the list from the drop-down provided.


Time Based Criteria

Time based criteria lets you filter based on when a survey was completed. Enter the date range and the time range desired.


How can I add Multiple Filters to the same Group?

  1. This can only be done when using the Responses to the Survey data segment type.
  2. Set up the criteria for the first question to use in the filter.
  3. Click Add Additional Criteria.
  4. Now again select another question, choose the operator and then choose the answer option. Select the AND / OR logic for the filter. You can add up to 5 criteria for the Responses to the Survey data segment type.
  5. After adding the filters, click the Finish button to save the data filter.

Is there a limit on number of data filters that can be created?

You can have a maximum of 10 filters at a time. If you need more data filters, you can delete the created ones that are not required and create new data filters. Deleting a data filter does not affect the data in any way.

Do I need to set up the filters before people start taking the survey?

NO! You can create the data filters any time during your data collection. It is independent of the data collection process.

Can I use this data filter functionality in combination with advanced analysis tools like Trend and TURF Analysis?

Yes! – The Trend and TURF modules are integrated with the data filters.

I have created the filter, but I don’t see any count for the created segment. What have I done wrong?

This might happen if the page is cached on your browser. Please refresh the Create Data Filters page after you have created the segments. Make sure that you set the correct operator for the filter (Equals/ Greater than/ Less than, etc.). All the matched responses are included in the segment.