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Filter text responses

Lisa Wong
Updated

Use survey questions, respondent variables, and profile variables (coming soon) to filter text responses.

Create a text analysis from Open End questions.

  1. On the toolbar, click Filter.
    The Filter panel appears.
  2. Set your filter options.

    The following table refers to the preceding image and explains the various options in the Filter panel.

    Option Description
    1. Include/Exclude Specify whether to include or exclude text responses based on the filter conditions that follow.
    2. AND/OR Specify whether responses must meet any conditions (OR) or all conditions (AND) to have their data included or excluded.
    3. Condition source Specify whether the condition is based on:
    • This Survey
    • Respondent Variables
    • Profile Variable (coming soon)
    4. Question or respondent variable

    Choose the question or variable from the list.

    You can use the following question types as filters:

    • Allocation
    • Multiple Choice
    • Multiple Choice Grid
    • Net Promoter Score℠1 (Detractor/Passive/Promoter categorization)
    • Number
    • Profile action (except Date)
    • Rank Order
    • Single Choice
    • Single Choice Grid

    You can use the following respondent variables as filters:

    • DisplayType
    • RespondentLocale
    5. Row or item (Grid, Rank Order, or Allocation question) If the condition is based on a Grid, Rank Order, or Allocation question, specify the row or item.
    6. Condition operator

    Select the operator for the condition. For most question types, the options are:

    • Is
    • Is not

    For Number and Allocation questions, the options are:

    • Equals
    • Does not equal
    • Greater than
    • Greater than or equal to
    • Less than
    • Less than or equal to
    7. Answer or value Select one or more answers or values for the condition.
    • For most question types, select one or more answers.
    • For Number and Allocation questions, type a numerical value.
    • For Rank Order questions, select the ranks associated with the answer.
    8. Add a condition Click the plus sign button to add another condition. The relationship between conditions depends on whether AND or OR is used.
    9. Delete a condition Click the x button to delete an unnecessary condition.
    Tip: Filtering in text analysis is similar to filtering in a standard report. For detailed examples of filter statements, see Filter examples.
  3. Optional: Click Count to see how many responses will be included after you apply your filter.
    Count is useful for spotting possible errors in filter logic. For example, if you expect approximately 200-300 responses to be included after you apply a filter, but Count shows 0 responses will be included, you may want to check your filter again.
  4. Click Apply.
    The report updates and displays responses that meet the filter's conditions. On the toolbar, a red dot appears next to Filter indicating that a filter was applied.
  5. To edit the filter, click Filter on the toolbar, make your changes to the filter statements, and click Apply.

The filters you apply will affect the data included in CSV exports.

1 Net Promoter, NPS, and the NPS-related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., NICE Systems, Inc. and Fred Reichheld.

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