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Analysis - How do I use Filtering and Grouping of responses?

Jessie Ashmore -

Question Grouping and Filtering are used to cross-reference respondents' answers.

For example, Filtering would allow you to look at how a question was answered only by respondents of a certain age bracket or from a certain area.

Grouping allows you to directly cross-reference responses between 2 questions.

Filtering responses 

Step 1

From the Consultation Dashboard, select either Responses Organised by Question or Responses Organised by Respondent. These links are on the left hand side of the dashboard, under 'Responses to this Consultation'.

Step 2

If using 'Responses organised by Respondent'

Under Filter responses by question, select the question you want to filter by and click 'Add Filter'.

View of Responses by Respondent filter dropdown with question selected in dropdown list. Screenshot.

Tick the box next to the answer you want to filter by and click 'Apply'.

View of Responses by Respondent filter dropdown with question selected in dropdown list and filter checkboxes with one checkbox selected. Screenshot.

You will now only see the responses that answered that question according to your selections. You can keep adding filters to narrow the number of responses down in the same way.

To remove a filter, just select 'Remove' on the one you wish to get rid of. You can also select the 'Clear All' button which will clear all filters and any grouping applied. 

 

If using 'Responses organised by Question'

Select the question you want to apply your filter to. For this example, we are going to look at the question, 'Who is your favourite Beatle?'.

View of consultations pages and questions listed on the 'Responses by Question' page. Screenshot.

Select the question you wish to filter by from the drop down list and then 'Add Filter'. You will now see the Filtering and Grouping box.

View of filter stack in responses by question view, showing one filter applied. Screenshot.

After applying the filter, a table and chart display the output from the selected option. In this case, 29 respondents selected John as their favourite Beatle. Screenshot.

You will now see only the responses from those who chose John as their favourite Beatle — which is 29 respondents

You can narrow this down further by filtering with the 'How old are you?' question. To do that, select the 'How old are you?' question from the drop down, then 'Add Filter'. You can select more than one option  in this example the '30 or under' and '31-45' age brackets are selected to enable us to see responses from anyone who selected John as their favourite Beatle and is from the 30 or under and 31-45 age brackets. 

View of filter stack in responses by question view, showing multiple filters applied. Screenshot.

After adding the filters, a table and chart display the output from the selected filtered options. In this case, 12 respondents selected John as their favourite Beatle and are either 30 or under or 31 to 45 years old. Screenshot.

In this case, 12 respondents selected John as their favourite Beatle and are either 30 or under or 31 to 45 years old.

You can keep adding filters in the same way to continue to narrow the number of responses down.

 To remove a filter, just click 'Remove'. 

It is possible to include or exclude 'not answered' from the charts or graphs, which you can read more about in our article detailing that option. 

Grouping responses

Step 1

From the Consultation Dashboard, select Responses Organised by Question. This link is on the left hand side of the screen, under 'Responses to this Consultation'.

Step 2

Select the question you want to cross-reference from. We are going to stick with the question, 'Who is your favourite Beatle?' to show the difference between filtering and grouping.

View of consultations pages and questions listed on the 'Responses by Question' page. Screenshot.

Step 3

As with filtering, once you've selected a question you will see the Filtering and Grouping box. 

We want to Group 'Who is your favourite Beatle?' by answers to the question 'How old are you?', so we select this option from the Grouping drop down menu:

View of Responses by Respondent grouping dropdown with 'age' question selected in dropdown list. Screenshot.

Then select 'Apply' to apply the grouping. Now we can see how the question was answered according to the respondent's answers to two questions  both in a table and a chart. 

View of Responses by Respondent grouping chart. Screenshot.

As with filtering, it is possible to include or exclude 'not answered' from the charts or graphs, which you can read more about in our article detailing that option.

Removing your filters and/or groupings

You can do this one by one by selecting the 'x' by each filter, or returning the grouping dropdown to 'Please select'. However, if you want to remove all the filters and any grouping you have applied, select the 'Clear all' button.

Filter stack from Responses by Question page, with 'Clear all' circled in red. Screenshot.