How to Create a Text Box Filter

You may want to give viewers the option to input text into your report to filter outputs. This can be helpful if you want to show the raw open end responses that contain certain words. This article describes how to create a Text box control and use it as a filter. The steps will take you from a Page containing a table containing verbatim responses and a grid of bars chart based on coded data of these responses...

...to a Page containing a Text Box Filter that can be used to filter the table and the chart. In the below example, the filter is based on an open-ended cola awareness question. When we type "Cola" into the text field, both outputs are filtered to those respondents who included the word "Cola" in their verbatim response.

Requirements

A Displayr output to filter (e.g., table, chart, visualization, etc.).
A text variable to use as a filter.

Method

Select the output(s) you wish to filter based on the input from the Text Box field.
From the toolbar, click Anything > Filter > Control > Text Box Filters on an Output.
Select the text response variable(s) you wish to use to compare against the text entered by the viewer and press OK.
Select Yes if you wish to ignore case (e.g., match "Cola" with "cola"), or select No if you wish for the filter to be case-sensitive.

Displayr will then do the following:

Add a Text box field on your Page for every text variable you select in Step 3.
Create a Text Box Filter variable in your Data Sources tree linked to each Text box selection.
Apply the filter to all the outputs selected in Step 1.