How to Create a Simple Filter

There are many ways to create a filter in Displayr. When you want to simply filter on select categories in a variable or across variables, the easiest way to do this is through our filtering interface. It supports basic filter logic, like in the example below, as well as advanced logic discussed later on. This article describes the filtering tool interface and a Method to create a simple filter. Filters can be used in View Mode for viewers to filter pages interactively or in Edit Mode to filter outputs in the Document.

Requirements

Introduction to Filtering
A Displayr document containing a Data Set.

The filtering tool interface

The filter name that shows up in the Data Sources tree and Filter(s) list on outputs and in View Mode.
Basic/Advanced is a toggle which allows for additionally matching conditions on combo box and list box controls when Advanced is selected. See How to Create a Complicated Filter for an example.
Logic for joining conditions
- ALL: All conditions must be true for a respondent to be included in the filter.
- ANY: Any one of the conditions must be true for a respondent to be included in the filter.
- NONE: No conditions must be true for a respondent to be included in the filter.
- NOT ALL: Any one of the conditions must be false for a respondent to be included in the filter.
The number and percentage of respondents filtered in by this group of conditions.
The number and percentage of respondents filtered in by this individual condition.
The variable set used to create a condition for the filter.
The optional variable set used to add column data and create a grid of categories for the filter condition.
Depending on the structure of #6, you may be prompted for other logic fields:
- Nominal - you can create a grid with another question to be even more specific with your filters.
- Binary-Multi - you can change the logic to be things like, is any of, is none of, is only, etc.
- Numeric - you have common numeric operators like greater/less than, equal to, between, etc.
- Date/Time - similar to numeric, but has even more operators like is within last period, outside, is before last period, etc - plus you get to select the aggregation of the period (year, month, etc).
- Text - operators include contains, starts with, contains regular expression, etc.
For Nominal or Binary-Multi variable sets, the categories are listed for you to select for the criteria.
Add Condition is what you will use to add another bit of criteria (or comparison) for your filter.
Add Group will create a new grouping for you to add conditions to, otherwise known as nesting your conditions. In criteria like: "(a equals 2 or b equals 3) and c equals 4", the a part of the logic inside the () would be a group of the two conditions for a and b.
The number and percentage of respondents filtered in by all conditions.

An example of adding multiple conditions and groups is discussed in our How to Create a Complicated Filter article.

Method

In the Data Sources tree, hover over a variable in your data set and click + > Filter > New (or click the New button next to the Filter(s) dropdown in the Properties of an output).
Select the variable you wish to use as a filter from the Select Data drop-down menu (e.g., Age).
Select the categories(s) you wish to be included in the filter (e.g., 18 to 24, 25 to 29, and 30 to 34).
OPTIONAL: Type in the desired Filter label in the text field at the top.
Select Create filter.

Technical Details

To update any filter conditions, select your variable in the Data Sources tree and click Data > Filter via the Properties of the variable.

Filters created with the filtering tool will automatically be structured into a Nominal (categorical) variable. However, the underlying values of the filter are binary (Selected = 1 and Not selected = 0). The Nominal variable will show these categories if used in a table like so:

However, if you would like to only show a % of selected without the header, you can change the Structure of the variable to Binary-Multi via the Properties of the variable. You can click Fix to confirm you want to count Selected and include Not selected in the base: