Page tree
Skip to end of metadata
Go to start of metadata

The User Filters are configured by a dashboard creator and allow the dashboard viewers to filter collected data.

The User Filters tab is located on the Edit Dashboard panel next to the Data Filters tab. 

The Filters, as well as values and dimensions for charts, are added by dragging elements from the Data Source panel:

You may drag questions, their parts, or system fields to the Filter panel to create a filter. Compatible fields will have the following indicator next to them:

The Filter name is inherited from the question/answer/system field it is based on, but can be changed. To do that, hover over the filter you would like to change, and click the Edit button:

The Settings button  , which is located next to Edit, allows to configure the following filter display options:

  • Show Expanded - Defines the default display of filter options for the dashboard viewer. When set to ON, the filter will be displayed with the first five options underneath the filter header. When set to OFF, just the filter header will be displayed, and the dashboard viewer will be able to expand it to see all filter options. Show expanded is on by default for List Type filters based on questions with predefined answer options (Pick one, Check all, Dropdown, List Box, etc.) This setting is switched off by default for filters based on open-ended fields (Single Line, Numeric Allocation, General fields in 3D Matrix, etc.).
  • Allow User-Defined Range - Available only for Numeric Range filters. This option is turned ON by default. It displays two inputs for the dashboard viewer where he may specify a custom date range and filter data accordingly.

If the list of filter options is long, only five will be displayed, and the Show All Filters button will appear at the bottom:

The Filters can be reordered by dragging them up and down on the Filters tab of the Edit Dashboard panel. To remove a filter, click the Delete button next to it.

The configured filters will appear on the Filters tab in the Dashboard Preview mode, and the dashboard viewer will be able to apply them in real time:

Filter Types

Based on the question type and format of the field used as a Filter, they can be of the following types:

 Click here for more details:

List Type Filters allow the dashboard viewer to filter the dashboard based on the answer options of form/survey questions.

If the list of filter options is long, you may use the Search field to find the necessary answer option. To exit the Search mode, click the Clear button or collapse the filter:

Compatible Question Types

If added as filters, the following question types and system fields will result in List Type Filters:

  • System fields without numeric or date format (for instance, Response Label, Code etc.);
  • Pick One or Other/Pick One with Comment/Check All that Apply/List Box/Dropdown questions;

    Please note, that the Other and Comment fields can be added as a separate filter.

  • Single Line Text with Pre-format Options question fields without numeric or date format;
  • Multiline Text Response question;
  • Rate Different Items Along the Scale of Your Choice/3D Matrix;

     Click here to view which filter options can be created for these types of questions:

    Rate Different Items Along the Scale of Your Choice:

    • If the whole question (Qx) is added as a filter, the answer options will become filter options;
    • If an answer option (Qx.Ay) is added as a filter, the columns will become filter options.

    3D Matrix:

    • If the whole question (Qx) is added as a filter, the answer options will become filter options;
    • If an answer option (Qx.Ay) is added as a filter, the columns will become filter options;
    • If a Dropdown column (Qx.Ay.Cz) is added as a filter, the options in the dropdown will become filter options.
    • If a General column (Qx.Ay.Cz) is added as a filter, unique respondent entries to this text field will become filter options.
  • Object Lookup fields;

     Click here for more details:

    You can set up a filter based on the fields in your Data Model or Contact Manager used in an Object Lookup question. The columns which do not have a numeric or date format applied will result in the List Type Filters:

    Dashboard Owner Filter Panel Dashboard Viewer Filter Panel

  • Multiple Object Lookup. All selected unique objects will be shown as filter options;
  • File Upload answer options. Each unique file name will create a separate filter option.

    If open-ended question fields are used as a filter (Single Line, Multiline, Other and Comment options in Pick One / Check All questions, etc), each unique answer provided by the respondent will create a separate filter option

 Click here for more details:

Date Filters allow the dashboard viewer to specify a range of dates using the calendar, to either show data submitted during a certain period, or show respondents who have selected a date in a certain range.

To create a Date Filter, drag an answer option, a system field, or a column, formatted as a date, to the Filters tab.

 You may also use the default Submit Date filter, which appears at the top.

The Date filters on the Filter panel in the Dashboard Preview mode are always collapsed. Click the arrow on the left to expand this filter and see a calendar for selecting a date range. You may choose the dates from the calendar or enter them manually: 

To collapse the calendar, click anywhere outside of the date range fields, or select another filter.

 Click here for more details:

Numeric Range Filters allow the dashboard viewer to filter the dashboard records based on numeric data provided in the responses.

To set one up, drag a numeric answer option to the Filters tab. You will see two fields for inserting the min and max value for the numeric range. By clicking the Add Interval button, you can add as many ranges as needed. 

The Settings button allows you to toggle two options:

1) Show expanded
 - Shows the dashboard viewer all filter options without the need to expand them;
2) Allow User-Defined Range - Lets the dashboard viewer specify a custom date range and filter data accordingly. The Delete button resets both entered values.

Numeric Ranges

Ranges can be set up the following way:

  • Specify only the min value and leave the max value empty. This will result in 'N and above' range;
  • Specify only the max value and leave the min value empty. This will result in 'Up to N' range;
  • Specify both the min and max values. This will result in 'N - N' range.

Compatible Question Types

The Numeric Range Filter can be created based on the following:

  • System field with the numeric format (Response ID)
  • Numeric field in a 'Single line text with pre-format options' question;
  • 'Numeric Allocation' answer option;
  • Numeric field in a 3D Matrix question;
  • Numeric field in a (Multiple) Object Lookup (if a numeric format is applied to it in the associated Contact Manager / Data Model).

Submit Date Filter

The Submit Date Filter is the default filter type. It always appears at the top of the filters list, and is disabled by default.

If enabled, the dashboard viewer will see a calendar on the top of the filter panel and will be able to select a period of time to view only responses that were submitted during that period.

Please note that our platform uses the US Eastern time zone by default; however, the dashboard uses the GMT (Greenwich Mean Time) zone by default. Therefore, the issue may occur when using the Submit Date filters in your dashboards that will cause the system to record the answers for the dashboards using the incorrect time stap. For more information on this, contact the Support team.