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How to Apply Filters to Columns or Rows

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The rule applies separate filters to specified columns or rows of a table. These filters are applied in addition to existing filters applied to the whole table. Optionally, the filtered rows or columns can be added at the bottom or right of the table.

Example

In the table below, the row shown in green has an additional filter applied, so that only respondents who prefer coke are included. In this case the numbers in that row have been replaced by the filtered statistics.FilteringRowRule.png

 

Adding new rows or columns

This table shows a SUMMARY of a Pick One - Multi question. In this table we can compare the proportion of respondents who Love Coca Cola and Pepsi with the complete scale showing. If we would also like to split these results by Gender then we can use the rule to provide results filtered by Males and Females on the same table.

FilteringNewColumnsBefore.png

The options for doing so are shown below. Note that we have two filters, Male and Female already set up in the project, and we have specified labels and spans for the new columns.

FilteringNewColumnsOptions.png

The resulting table now has four additional columns added, one for each of the filters that we have specified. Note that the statistics below the table (Average and Column n) have also been filtered.

FilteringNewColumnsAfter.png

Technical details

  1. To remove a column or row from filtering, select "(none)" in the combo box. The filtered columns or rows are shaded light green by default, although shading can be turned off in the Rule's settings.
  2. Combo boxes remember the last selected column, row and filter labels. If the table questions or filters are changed but happen to have column, row or filter labels matching the previous selections, then the current selections will correspond to the new columns, rows or filters with the matching labels. If there is no matching label, then the selection will be empty. Be aware that the table or chart does not provide an alert when its values have changed due to changes to questions or filters.
  3. Significance testing results are not available on the table due to the nature of the modifications made by this Rule. A warning will be placed in the footer of the table, and there is an option to turn off the warning in the Rule's settings. Some statistical testing can be added manually using the rule Significance Testing - Independent Samples Column Means and Proportions Tests.
  4. Tables showing Date questions cannot be filtered by this rule.
  5. When not adding columns or rows only a single filter may be selected for each column or row.
  6. Filtering changes the numbers only within the filtered column or row, and any rows or columns which are not selected for filtering remain unchanged.

Marginal statistics

When filtering the columns of the table the Statistics - Below are also filtered but the Statistics - Right are not available.

When filtering the rows of the table the Statistics - Right are filtered but the Statistics - Below are not available.

The exceptions to this are Ranking and Experiment questions for which both Statistics - Below and Statistics - Right are unavailable when this rule is applied.

How to apply this rule

For the first time in a project

  • Select the table(s)/chart(s) that you wish to apply the rule to.
  • Start typing the name of the Rule into the Search features and data box in the top right of the Q window.
  • Click on the Rule when it appears in the QScripts and Rules section of the search results.

OR

  • Select Automate > Browse Online Library.
  • Choose this rule from the list.

Additional applications of the rule

  • Select a table or chart that has the rule and any table(s)/chart(s) that you wish to apply the rule to.
  • Click on the Rules tab (bottom-left of the table/chart).
  • Select the rule that you wish to apply.
  • Click on the Apply drop-down and choose your desired option.
  • Check New items to have it automatically applied to new items that you create. Use Edit > Project Options > Save as Template to create a new project template that automatically uses this rule.

Removing the rule

  • Select the table(s)/chart(s) that you wish to remove the rule from.
  • Press the Rules tab (bottom-right corner).
  • Press Apply next to the rule you wish to remove and choose the appropriate option.

How to modify the rule

  • Click on the Rules tab (bottom-left of the table/chart).
  • Select the rule that you wish to modify.
  • Click Edit Rule and make the desired changes. Alternatively, you can use the JavaScript below to make your own rule (see Customizing Rules).

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