Use the following workflows as a guide for creating different
filters.
Filter one condition
Example
You want to report only on female participants.
Keep
Include so that the filter statement reads
"Include data from participants who match the following
conditions".
Keep the
AND setting.
Select
This Survey as the condition source.
Select
gender as the
question.
Keep the operator set to
Is.
Select
Female as an answer
value.
"And" statements
Example
You want to report on participants who visit your website frequently
using smartphones.
Keep
Include so that the filter statement reads
"Include data from participants who match the following
conditions".
Keep the
AND setting.
Select
This Survey as the condition source.
Select
Visit Frequency as
the question.
Keep the operator set to
Is.
Select
A few times a day,
Once a day, and
A few times a week
as answer values.
Beside the Visit
Frequency condition, click
Add to create another condition.
Select
This Survey as the condition source.
Select
Device as the
question.
Keep the operator set to
Is.
Select
Phones as an answer
value.
"Or" statements
Example 3
You want to report only on participants who are interested in sale
notifications, or who have purchased something from your shopping site's flash
sales.
Keep
Include so that the filter statement reads
"Include data from participants who match the following
conditions".
Select
OR.
Select
This Survey as the condition source.
Select
Flash Sale Purchase
History as the question.
Keep the operator set to
Is.
Select
Yes, I have as an
answer value.
Add another condition.
Select
This Survey as the source for the new
condition.
Select
Features as the
question.
Keep the operator set to
Is.
Select
Notifications of upcoming
sales as an answer value.
Rank Order and Allocation questions
Example
You want to report on customers who care more about shopping for
home decor online than the rest of your customer base. To do so, you filter on
participants who rank home decor highly compared to other purchase categories,
or who allocate at least 25% of their shopping budget to home decor purchases.
Keep
Include so that the filter statement reads
"Include data from participants who match the following
conditions".
Select
OR.
Select
This Survey as the condition source.
Select
Budget allocation as
the question.
Select
Home and gifts as
the answer.
Select
Greater than or equal
to as the operator.
Type
25 as the allocation
value.
Add another condition.
Select
This Survey as the source for the new
condition.
Select
Rank shopping
preferences as the question.
Select
Home decor and furniture as the answer.
Keep the operator set to
Is.
Select
Rank 1 and
Rank 2 as rank values.
Date question
Example
You want to report on customers who visited your store in September
2022.
Keep
Include so that the filter statement reads
"Include data from participants who match the following
conditions".
Select
This Survey as the condition source.
Select
Most Recent Store
Visit as the question.
Select
Is on or after as the operator.
Select
09/01/2022 as the date.
Add another filter
statement.
Select
This Survey as the condition source.
Select
Most Recent Store
Visit as the question.
Select
Is on or before as the operator.
Select
09/30/2022 as the date.
Select
AND.
Survey questions and profile variables
Example
You want to report on full-time employees who are likely to
recommend your company to others as a workplace. Likelihood to Recommend is a
question in your quarterly employee satisfaction survey, while Employment
Status is a profile variable.
Keep
Include so that the filter statement reads
"Include data from participants who match the following
conditions".
Select
AND.
Select
This Survey as the condition source.
Select
Q4 Likelihood to
Recommend as the question.
Keep the operator set to
Is.
Select
4 and
5 - Extremely likely
as answer values.
Add another condition.
Select
Profile as the source for the new condition.
Select
employment as the
profile variable.
Keep the operator set to
Is.
Select
Employed Full Time (40 hours or
more per week) as an answer value.
Exclude participants
Example
You want to exclude participants whose income exceeds $150,000, so
you can better focus on responses from participants with incomes below that.
Change
Include to
Exclude.
Leave
And as is.
Select
Profile as the condition source.
Select
householdincome as the profile variable.
Select
$150,000 or more as
the profile variable value.
When you click
Count, the total reflects the number of
participants who have a
householdincome value below $150,000.
Participants who have no value for
householdincome are
excluded from this count.
