Filtering

Filtering lets you apply a strategic lens to your analysis. Instead of viewing your results in aggregate, you can drill into key segments of your audience, such as those most engaged, most at risk, or most profitable, and see how their preferences or behaviors differ.

Well-designed filters make your data more actionable. Want to understand how preferences shift by age group? Which product bundle performs best among budget-conscious shoppers? Or how different messaging appeals to different personas? Filtering brings these comparisons into focus.

Filters work across all analysis, including question reports, exercises, and crosstabs, allowing you to maintain a consistent view of your target audience as you explore the data from multiple angles.

Filtering analysis data in Discover is done in two ways: quick filters and advanced filters.

Quick filters are, as the name implies, intended to be quick and simple. They don’t offer elaborate logic building; rather, they allow you to set quick parameters based on question responses and variable data.

To apply quick filters:

Navigate to the Analysis section of Discover.
Click the Filter button in the filter toolbar located at the top of the center reports panel on the page.
In the variable menu, select the question or variable you want to filter on.
Finally, enter the response criteria you want to include in the filter. Then click Apply to update the analysis.

The final step varies depending on the data type of the question or variable you selected.

For categorical data (such as single- or multi-select questions), you'll see a list of checkboxes to include in the filter.
For numeric or text data, you’ll enter a value directly into an input field.

After the configuration of each quick filter, the analysis area refreshes to show the filtered data, and a filter chip appears in the filter toolbar.

Note that multiple quick filters may be applied simultaneously.

You can clear each quick filter individually by hovering over a filter chip and clicking the X button that appears or clear all the quick filters at once by clicking the Clear button at the end of the quick filters list.

For convenience and repeated use, quick filters may be saved as an advanced filter by clicking the Save button at the end of the quick filters list. To reselect a saved filter, open the filter menu and look under the Advanced filters subsection

Advanced filters are used when complex logic is needed to construct the filter. Logic is built with the dropdown interface you may have previously used in survey authoring, like skip logic, quotas, or display logic.

In addition to supporting complex logic, advanced filters offer the convenience of saving any filter setup for future use. Once saved, they can be easily accessed from the filter menu without having to recreate the conditions each time.

To learn more about how logic building works in Discover read the skip logic documentation.

Note: Advanced filter logic has two limitations: open end questions only support the Is Any/Is not any and the Is answered/Is not answered operators, and analysis variables (variables derived from Segment Finder) are not supported.

To apply advanced filters:

Navigate to the Analysis section of Discover.
Click the Filter button in the filter toolbar located at the top of the center reports panel on the page.
In the variable menu, click the +Advanced filter button at the bottom
In the new filter dialog, name your filter and configure the logic using the dropdown interface
Once ready, click the Save and apply button.

Note: Only one advanced filter may be selected at a time. To switch, clear the filter by clicking the X button that appears on the chip when hovering, then open the filter menu and select a different filter.

Qualified responses

For a respondent to be included in a filtered report, they must first qualify by having a valid response for the question/data being reported. This means unanswered questions disqualify respondents from appearing in the question report—even if they met the criteria of the filter.

For example, in a numeric question that calculates the average given by respondents, respondents that didn’t answer, or otherwise skipped over that question, are not included in the reported N and average calculation.

Not-equal-to numeric operators

When the “is not equal to" operator is used, this includes all respondents who didn't provide the given number and anyone who provided no number at all.

In contrast, other operators like less than or greater than assume a number. So, logic that returns all respondents who answered less than 10, does not include respondents who answered nothing.

To manage your saved advanced filters, navigate to the filter manager by clicking the manager icon in the top right of the filter menu.

In the manager, you can add new advanced filters, rename, edit, and delete.

Discover Help Guide

Filtering

Introduction

Using filters

Quick filters

Managing quick filters

Advanced filters

Filtering special cases

Managing filters