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FocusVision Knowledge Base

Creating Dashboard Filters

Adding Filters

The keyword filter allows you to restrict the respondent data included within a dashboard. If a filter does not have a title, it will always be applied and you will not be able to toggle it on/off.

Add default=1 to select a filter by default.

filter [default=1] <condition> [title]

Example #1:

filter id=db-9 Q5.r1 Only Social Media Users
filter id=db-3 Q3.r1 Only Android Users
filter id=db-4 Q3.r2 Only Blackberry Users
filter id=db-5 Q3.r3 Only iPhone Users
filter id=db-6 Q3.r4 Only Windows Users
filter id=db-7 Q3.r5 Only Other Users

dec_creating_dashboard_filters_001.png

With filters added, users can click on the gear icon within the dashboard to choose and apply filters:

dec_creating_dashboard_filters_002.png

When viewing a dashboard with this configuration, users would be able to view the data by "Only Social Media Users", "Only Android Users", etc., or even with no filter at all. By default, the data is filtered by "Only Social Media Users":

dec_creating_dashboard_filters_003.png

Example #2:

You can filter the data by a respondent's status (qualified, terminated, and overquota). If no filter is applied, the status defaults to "all" data, including partials.

filter default=1 qualified Qualifieds only
filter terminated Terminates only
filter overquota Overquota only

With the above dashboard configuration, you can filter the data by "Qualifieds only", "Terminates only", "Overquota only" or no filter at all. By default, the data is filtered by "Qualifieds only":

dec_creating_dashboard_filters_004.png

Filtering by Date Range

If you want to filter by a date range, you can use filter datepicker. While using this filter, make sure that the dashboard compat level is set to "2 (faster)" / "1 (compat 123)" or higher.

When this filter is applied, a date picker is available for your input from the left drop-down filter panel when viewing the dashboard:

dec_creating_dashboard_filters_005.png

Filtering by Local Data

The keyword filter.local allows restricting respondents' data within a table or chart. This overrides all other filters.

filter.local <condition>

Example:

chart Gender of Respondents
  rows Q1.r1-r2
  filter.local Q1.r1

This chart only shows data for Q1.r1 because the chart's data is filtered to show only the data that matches the condition provided for the local filter

dec_creating_dashboard_filters_006.png

Using Dynamic Grouped Filters

The keyword filtergroup allows you to create dynamic grouped filters.

filtergroup <title>

Example:

To view all of the existing tables or charts based on males who primarily use an iPhone, or based on females who primarily use a Blackberry, you would use the following code:

filtergroup Gender
  filter q1.r1 Males
  filter q1.r2 Females
filtergroup Primary Smartphones
  filter q2.r1 iPhone
  filter q2.r2 Android
  filter q2.r3 Blackberry
  filter q2.r4 Windows
  filter q2.r5 Other

This creates two new filter groups available for toggling within the dashboard viewer:

dec_creating_dashboard_filters_007.png

By default, the logical relation between filters in a filtergroup is an “AND” statement. You can change the relationship to a logical “OR” statement using the keyword argument multi=or.

Example:

To show data grouped by any smartphone, you would use the following code:

filtergroup multi=or Primary Smartphones
  filter q2.r1 iPhone
  filter q2.r2 Android
  filter q2.r3 Blackberry
  filter q2.r4 Windows
  filter q2.r5 Other

You can also add exclusivity to the filters by adding exclusive=1 to a filtergroup. The keyword argument "Exclusive" is an user interface (UI) setting only. It displays the filters in a filtergroup as mutually exclusive (whether or not they actually are) and allows the user to select at most one.

Example:

To make your smartphone filter selection mutually exclusive, you could use the following code:

filtergroup exclusive=1 Primary Smartphones
  filter q2.r1 iPhone
  filter q2.r2 Android
  filter q2.r3 Blackberry
  filter q2.r4 Windows
  filter q2.r5 Other

This changes the filter selection to a radio button:

dec_creating_dashboard_filters_008.png

Adding Drop-down Menus for Selectable Filters

Note: When creating selectable local filters, make sure that the dashboard compat level is set to 2+.

You can use filtergroup.local to add drop-downs for selectable filters on charts and tables. These filters are applied in addition to any global filters.

Example:

To add a drop-down togglable filter for region, you could use the following code:

chart id=db-48 Nutritional Information Frequency
type column
filtergroup.local multi=or Generations
filter.local id=db-49 GEN.r1 Millenial
filter.local id=db-50 GEN.r2 Gen X
filter.local id=db-51 GEN.r3 Baby Boomers
rows s5.r1-r8

When added to a chart or table definition, this would create a selectable drop-down filter on the element itself:

dec_creating_dashboard_filters_009.png

Specifying the Filters/Segments/Rows to be Shown with Certain Filters

The showif attribute can be added to rows, local filters, and local segments, so you can specify the filters/segments/rows that are shown with certain filters. The showif condition only applies if at least one filter from the same filtergroup is selected.

Note: When using a showif condition to display a row that is included in a sum or net, the sum or net and all its rows should have the same condition.

Example:

The following example shows certain filters/rows when the "Desktop" filter is applied and different filters/rows when the "Mobile Device" filter is applied. Both local filters and rows are changed based on the filter selection.

table id=db-15 "Table with conditional rows and filter"
filtergroup.local Mobile OS
filter.local showif="db-20" id=db-21  vmobileos.r0 iOS
filter.local showif="db-20" id=db-22  vmobileos.r1 Android
filter.local showif="db-20" id=db-23  vmobileos.r3 Windows 7
filter.local showif="db-20" id=db-24  vmobileos.r0 Mac OS X or older

filtergroup.local Desktop OS
filter.local showif="db-14" id=db-27 vos.r2 Windows 8
filter.local showif="db-14" id=db-28 vos.r3 Windows 10
filter.local showif="db-14" id=db-29 vos.r4 Windows 7
filter.local showif="db-14" id=db-30 vos.r5 Windows Vista
filter.local showif="db-14" id=db-32 vos.r7 Windows XP

row showif='db-20' vmobiledevice.r0 Smartphone
row showif='db-20' vmobiledevice.r1 Featurephone
row showif='db-20' vmobiledevice.r2 Tablet
row showif='db-20' vmobiledevice.r3 Other mobile
row showif='db-14' vmobiledevice.r4 Desktop

When the "Desktop" filter is applied, only the "Desktop" rows are shown:

dec_creating_dashboard_filters_010.png

Similarly to that, when choosing to apply a local filter, only the "Desktop OS" filter menu has items in it.

dec_creating_dashboard_filters_011.png

When the "Mobile Device" filter is applied, the device types rows are shown:

dec_creating_dashboard_filters_012.png

As well as only the "Device Mobile OS" filters:

dec_creating_dashboard_filters_013.png

Creating Multiple Nested Filters

Note: When nesting filters make sure that the dashboard compat level is set to level 2+.

Filters can be nested to provide multiple levels by which you can drill-down your view of the data. You can create a nested filter by adding the filterlevel attribute to a filter and assigning it a number (1, 2, 3 and so on).

For example, to specify the top level of an hierarchy set filterlevel=1, then list any filters under that one that should be children of that filter. Then assign the next nesting level as filterlevel=2, and so on. Children of a filter are hidden in the filters drop-down menu until selected.

Additionally, you can specify a filterlabel as a description for the next drop-down. The filterlabel displays with the options "All" and "Multiple".

Note: The "All" and "Multiple" options do not display if the filtergroup is setup as "exclusive".

Creating a drill-down for country, state, county, province, and municipality would require using the following code:

filtergroup multi=or filterlabel="Country"  "Region"
filter id=db-33 filterlabel="State" filterlevel=1 "q11.r1" "United States of America"
filter id=db-34 filterlabel="County" filterlevel=2 "q12.r1" "California"
filter id=db-35 "q13.r1" "Fresno County"
filter id=db-36 "q13.r2" "Kern County"
filter id=db-37 "q13.r3" "Kings County"
filter id=db-38 filterlabel="County" filterlevel=2 "q12.r2" "Nevada"
filter id=db-39 "q13.r4" "Carson City"
filter id=db-40 "q14.r5" "Clark County"

This would create a nested filter like the one displayed below, including the "All" and "Multiple" options for each filter level:

dec_creating_dashboard_filters_014.png

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