Record Filters (filters that are specific to a dataset) are based on the data you upload. They mirror the columns in your CSV file. Record Filters work best with the structured data that accompanies the comments.
If your dataset only contains a comment/feedback column, use the Search Filter instead. It offers the same functionality as the Record Filter, but with additional control and usability.
Accessing the Record Filters panel
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:
Selecting specific datasets
In the Analyzed Sources section of the Record Filters panel, you will find a list of datasets. These are the CVS files that have been uploaded on the Sources page. Check the box to the right of each dataset to select or unselect it. In the screenshot below only the dataset "Hotel Reviews" is selected, therefore only results from that dataset will be displayed on the Analytics page.
For datasets containing more than one comment column (such as a survey with multiple open-ended answers), you can exclude or include individual content columns. To do so, check the +sign located to the right of the dataset name, then check the box to the left of each content column name to select or deselect it.
Applying Record Filters
To apply a Record Filter, select the + Add filter button.
You will then need to choose the dataset you wish to filter. Results will only be shown from the datasets that were selected in the Analyzed Sources section of the panel. It's possible to add multiple filters.
Each column in the original dataset acts as a Record Filter. Select the 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.
Applying multiple Record Filters
You can apply multiple Record Filters at the same time. If you apply multiple filter parameters within the same Record Filter (column), OR Boolean logic is used, with the exception of number data types which use AND logic. If multiple filter parameters are chosen amongst different Record Filters, AND Boolean logic is used.
Can I filter based on a Record on one source while retaining the data in another source?
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.