Ad Hoc View – Filters

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Filters allow you to easily change which records are displayed in an Ad Hoc View, based on selected criteria.

You can choose to exclude or include values on one or multiple fields.

Ad Hoc Views allow you to visualise and analyse the data you capture for your organisation.

 

 

Instructions

Step 1.  Open or create a new ad hoc view (refer to Creating Ad Hoc Views)

Step 2. Right-click a field to filter on
(e.g. Gender).

Tip: You can right click on the field in the fields pane, in the columns and groups area, or within the view pane.

Field pane

Field Pane Filter

 

Columns and Groups or Rows

Columns and Groups Filter

 

View pane

View Pane Filter

 

Step 3. Select Create Filter

Filter appears in the Filters pane on the right-hand side

Filter created

 

Tip: The filter will not become active until you click the Apply button at the bottom of the Filters pane

 

Step 4. Click on the equals drop down next to the filter name. Select from the available filter options.

(e.g. equals)

Filter Options

 

Step 6. Select the required value from the values list

(e.g. Female)

Select Filter Value

 

Step 7.  Click Apply

Apply Button

The newly filtered information will appear in the table.

Filtered information

Tip: Some fields cannot be used as filters.

 

In Crosstabs, you can also create a filter by click on a field entry.

Step 8. Right click on a row entry

Step 9. Select Keep only

Row entry

 

The selected field is created as a filter with only the selected value displayed.

The filter is automatically applied. (You do not need to press apply)

 

Step 10. To remove the filter, right click on the filter in the Filters pane and select Remove Filter

Remove Filter

 

Step 11. Click Apply at the bottom of the Filters pane for the filter to be removed.

Apply Button

 

Step 12. To exclude a particular value, right click the field and select Exclude

Exclude value filter

 

 

A new filter is added to the Filters pane and the selected field value is excluded

Excluded Filter

The filter is automatically applied. (You do not need to press apply)

 

Once the filter is created in the Filters pane you can edit it as described in the earlier steps.

 

Further Information

For more information, refer to the following articles:

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