What are Record Filters used for?

Record Filters (filters that are specific to a dataset) are personalized based on the data you upload. This filter works best with structured data that accompanies the comments. If your dataset only contains one column, use the Search Filter instead. It offers the same functionality as the Record Filter, but with additional control and usability.

Where can I find the Record Filters? 

After uploading data, go to the analysis page. On the left, you should see the Record Filter panel. If you can't see it, click on "Record Filters" in the upper lefthand corner:  

How can I select specific datasets?

In the Record Filter panel, under “Analyzed sources”, you can see a list of the different datasets that were uploaded for the account. Click the box on the right of each dataset name to select or unselect a dataset. In the screenshot below only the dataset "Reviews" is selected, therefore only results from that dataset will be displayed.   

For datasets containing more then one comment column (such as a survey with multiple open-ended answers) you can exclude or include the content column. To do so, click the box with a + sign located to the right of the dataset name, then click on the box to the left of each content column name to select or deselect it.

How to apply Record Filters?

To apply a personalized filter, click on the "+ Add filter" button.

You will then need to choose the Record (previously uploaded dataset) you wish to filter. Results will only be shown from chosen Records. However, it's possible to add multiple filters.  

Each column in the original dataset acts as a custom filter. Select which column you wish to filter by. The type of filter (text, numbers or dates) is dictated by the nature of the dataset before the upload. 

Can I filter based on a Record while retaining the data in the other Records? 

Yes. An easy way to show other sources is to select one of their fields and apply the filter "is known" to include every record that has a value for that field.

Did this answer your question?