Filter Your Data

The Filter Data feature lets you focus on a specific segment of respondents by applying demographic variables to your listening event data. You can apply multiple demographics in a single filter. For example, you can filter to view results only for female Product Engineers in South America. You can apply a filter to your dashboard results or a report.

Filters are available for Point-In-Time, Lifecycle, and 360 listening events. 

Note: The Filter Data feature is available only if your data file contains demographics or if your listening event contains demographic questions.

After you create a filter, you can save it to reuse at any time.

This article walks through:

• Create a New Filter
• Narrow or Expand Your Filter Results
• Save a Filter
• Clear a Filter
• Retrieve a Saved Filter
• Compare Results (Crowdsource Events)

Create a New Filter

1. Navigate to Advanced Reporting for your listening event.

2. Click Filter Data (top right), then select New Filter.

The New Filter dialog box appears.

Note: The dialog box includes a Further Refine Filter button and, for Perceptyx-led events, an Expand Filter button. See Narrow or Expand Your Filter Results below for details on how each option works.

3. Click the Select a Demographic dropdown and select a demographic.

Note: The demographics you have access to are based on role-based permissions.

The dialog box displays options associated with the selected demographic. 

4. Select the options you want to include.

The dialog box updates to show the respondent count for each selected option.

5. To add more demographics, click Expand Filter or Further Refine Filter, then select a demographic and its options. 

The bottom of the dialog box updates the count and lists each demographic included in the filter as you add them.

6. Repeat step 5 for any additional demographics.

Note: If your selections reduce the respondent count below the minimum threshold, the Count section will indicate the count is too few to display. Adjust your selections and try again. 

Note: The Filter Data tool can use exclusion rule filtering to prevent users from identifying scores for groups below the minimum threshold by requiring the remainder of the filter to also meet the minimum threshold. For more details, see the Exclusion Rule Filtering article.

7. Click Submit Filter.

The filter is applied to your dashboard or report. The count and filter details display at the top of the page.

Narrow or Expand Your Filter Results

The Further Refine Filter and Expand Filter buttons appear in the New Filter dialog box and become available once you select a demographic. They control how each additional demographic is applied to your filter. 

Note: Expand Filter is available for Perceptyx-led events only.

• Further Refine Filter applies AND logic. Results must match every condition you add, narrowing your results to a more specific group. For example, to understand engagement among new managers in North America, you would filter for Region = North America AND Role = Manager AND Tenure = 0–1 year.

• Expand Filter applies OR logic. Results can match any condition you add, broadening your results to include more respondents. For example, to capture responses from anyone in a leadership role regardless of business unit or region, you would filter for Role = Director OR Role = VP OR Role = Senior Manager.

Save a Filter

Once you create a filter, you can save it and use it later.

1. Click Filter Data (top right), then select Save Filter.

2. Type a name for your filter in the Name of the Filter box.

3. Click Save.

Clear a Filter

Clearing a filter returns you to a full set of results.

1. Click Filter Data (top right), then select Clear Filter.

Note: Always check the top of your dashboard or report page to confirm whether a filter is active. Any dashboard or report you view will show filtered results until you clear the filter.

Retrieve a Saved Filter

1. Click Filter Data (top right), then select Retrieve Saved Filter.

The Saved Filters dialog box appears, displaying all your saved filters.

2. Click Load for the filter you want to retrieve.

Compare Results (Crowdsource Events)

When viewing results for a Crowdsource listening event, you can use the Compare Results feature to apply filters to the results. Clicking Compare Results displays a list of filter options based on the employee tags specified for the event.

1. Click Compare Results.

The available filter options appear.

2. Click the dropdown for a demographic and then select an option.

3. Repeat for additional demographics, if desired.

4. Click Apply.

The results for the subset defined by your filter options display below the overall results. In the following example, a filter is applied to show results for the Finance department. For each question, the data for the Finance department displays below the overall results.

5. To remove a filter, click Compare Results, click Reset (top right), then click Apply.