Creating Filters

Users with the Administrate Online Coding permission for a survey can create filters such that for example only the answers given by a particular group of respondents will be visible to the coder. To create a filter:

1. In the Administrate Online Coding page, go to the Filters tab.

Any filters that have been defined for this survey are listed.

2. Click the New Filter button located towards the right side of the Filters tab toolbar.

The New Filter overlay appears - .



Figure 1 - The New Filters overlay

3. Type a name for your filter into the Filter Name field.
4. Check any Interview Status boxes as appropriate.
5. To use the expression builder:
6. In the left column click on the question you wish to use (in the event the question list is extensive, scroll or use the Search functionality as necessary).
7. Select the required Operator (the expression must begin with "None").
8. Select the desired Variable, Function and Value.
9. Click Add to expression. The selected items are added to the Expression field - .



Figure 2 - Creating the filter expression

10. Click Validate to check that your expression is correct.
11. Save your changes.

Once the filter has been saved, it will appear in the list on the Filters tab - .

Figure 3 - The new filter in the Filters tab list

To activate the filter, move the mouse cursor over the blue filter Name link, click the down-arrow button which appears beside the link, then select Activate. When a filter is active, the filter Name link will be presented in bold text.

When activated, the filter in the example will show only those respondents who have completed the survey and who have stated that their favorite car is either a Ford or a BMW.

To deactivate the filter, click Clear Filter.

To edit the filter, click on the blue filter Name link to open the filter editing overlay, or move the mouse cursor over the link, click the down-arrow which appears beside the link, then select Edit.