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Version: 9.4

Introduction to Filters

Qrvey Composer provides filtering capabilities to focus on the portion of the data relevant to your analysis, affecting the data displayed in the widgets. You can change these filters to focus on more specific data.

Hierarchy and Scope​

Qrvey applies security filters to data before additional filters refine the results. The following image displays the hierarchical model.

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Hidden Filters​

The filters in this category are mainly for security purposes and are hidden from the end-user view. You cannot interact with these filters.

  • Security Filters - These filters are applied before any other filter. The Record-Level Security feature uses this type of filter to restrict user access to data they are permitted to view. Security filters are applied to datasets and rely on identifier columns in the data. The scope of Security Filters is the entire application. For example, they govern data used in workflows, pages, reports, and so on.

  • Data Filters - Creators can define data filters inside the User Management section of the Dashboard to restrict access to the data based on the end-user's user group. The scope of this type of filter is the end-user site.

  • Default Filters - Creators can apply these filters to an individual chart inside the Chart Builder. When applied, their scope is limited to the chart.

Interactive Filters​

Creators define these interactive filters when building a report or a page for analysis. In the Filter Panel, end users can view, enable, or disable these filters, as well as add new filters or conditions based on permissions.

interactive-filters

Just as a page can contain multiple tabs and a tab can contain many panels, their filter scope also corresponds to the same hierarchy:

  • Global Filters - Applies to all panels on all tabs on all pages.

  • Page Filters - Applies to all panels on all tabs within that page.

  • Tab Filters - Applies to all panels of the selected tab.

  • Panel Filters - Applies directly to the charts. Panel filters only apply to the chart where they were defined.

  • Action Filters - Applies when using actions such as See Data, Filter by, or Drill-down. Action filter scope can extemd beyond a single panel and can apply to the entire page, as defined in the configuration panel.

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Filter Logic​

When applying filters, several elements act to provide the correct results. Each filter employs Boolean logic to refine the data based on the user’s criteria.

The following image shows the filter logic used in Qrvey:

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Layers​

Each scope in the hierarchy of interactive filters is a layer. Global, Page, Tab, and Chart panels are considered lLayers.

AND logic is applied between each layer of filter to refine the data based on the hierarchy defined in Hierarchy and Scope.

Example: The following image shows an example of filtering the sales data for all pages to only include sales for the US. A Global filter has been set to filter “country Equals USA”.

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The example concentrates on the sales for the first quarter of 2020 in the “Sold Items per Quarter” chart. This requires the application of a Panel filter for the chart to filter “orderDate Quarter Equals Q1 2020”. Because these two filters work on different layers, the logic between them is AND, resulting in the combined filter showing sales data for only Q1 2020 and in the US.

Columns​

When filtering multiple columns within the same layer, AND logic is applied among the column filters by default. However, you can change the logic to OR.

Example: Consider the same chart from the previous example. The Global filter is still set to “country Equals USA”. In the following image, the example shows how to filter all charts based on the same Sales Data dataset to show data for “orderDate Quarter Equals Q1 2020”. To do so, you should also set this second filter at the Global level. By default, the filter logic between the two filters will be AND, resulting in the same visualization.

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In this example, this filter has been set among the columns of the same dataset and in the same scope layer, and therefore the logic can be changed from AND to OR, resulting in the data for either the US for any date or Q1 2020 of any country. This result set can be substantially larger, as seen in the next image.

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Conditions​

When applying multiple conditions to the same column of data, OR logic is applied between those conditions.

Example: Using the same chart, you can look for data that was either generated in Q1 2020 or before the year 2019. The two different conditions apply to the same column of the same dataset and OR logic is applied between them: orderDate Quarter Equals Q1 2020 OR orderDate Quarter is Before Q1 2019. The following image shows a gap between the last two bars, the result of all quarters of 2019 having been filtered out.

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Values​

When selecting multiple values of the same column to filter the data, OR logic is used.

Example: Select all records where orderDate Quarter is Equal to Q1 2020 OR Q1 2019.

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Additional Filter Logic Guidelines​

  • Filter logic can only be edited between AND and OR within the same scope (only within Global filters OR Panel filters OR Page filters).
  • Apply OR logic to multiple values within the same filter (Country: USA OR Australia OR Spain).
  • Apply AND logic for filters in different scopes (Global filters AND Panel filters AND Page filters).