Insights Canvas: Global Filters

Insights Canvas Global Filters allow you to create filter conditions based on Data Elements that have been added to your canvas (specifically the surveys associated with those data elements). Your global filter can incorporate multiple surveys and can be applied in two ways:

1. The global filter can be activated on your canvas and shared with your stakeholders. In this case, you are sharing a filtered canvas and thus your stakeholders only see the data that matches your filter rule(s).

2. The global filter can be attached to a Tap Event. Attaching a filter to a tap event allows those who are viewing a shared canvas to toggle the filter on/off. You can create multiple filters (each associated with a tap event), allowing your canvas viewers to dynamically change the canvas' data output.

Setup

In order to make use of global filters within your Insights Canvas, you need to add at least one Data Element to the canvas. This can be a Question Chart, Calculation, Response Map, or one of the other available data elements.

  1. If you have not done so already, use the Insert button or click anywhere on your canvas to add a Data Element. We will use an example scenario to walk through the process.
    Add Data ElementIn our example, we administer a product satisfaction survey each quarter. We ask respondents whether they purchased Product A or Product B, and then ask a series of satisfaction and demographics questions.

    We add Question Charts to our canvas to show the data from our product satisfaction question (one chart for the Q1 Survey and one chart for the Q2 survey).
    Insights Canvas with Question Charts Added
  2. Now that you have Data Elements on our canvas, you can add Global Filters. To do so, click on the funnel icon in the upper-left of your canvas. Once the Global Filters section expands, click the Add Filter button.
    Access Global Filters
  3. Use the Name of Filter field to give your filter a title. This should be descriptive enough to allow you to easily identify the filter later on, if needed.
    Name Your Global Filter
    • Going back to our example, we will create two filters (one filter for Product A and a second filter for Product B.
    • Each of the above-mentioned filters will include data from two surveys (Q1 Survey and Q2 Survey).
  4. Now that your first filter has a name, click Add Survey to select the survey that will be the source for your filter condition.

    It is important to note that only surveys connected to previously added Data Elements will be available as a source for your filter condition. In our example, we previously added a Question Chart for the product satisfaction question from two surveys: Q1 Survey and  Q2 Survey. As such, only the Q1 and Q2 surveys will be available as source surveys for our global filters.
    Select Source Survey for your FilterWe will select the Q1 Survey as the source for our first filter condition. You will then see the logic builder load where you can proceed to build your condition. If you are familiar with creating logic conditions or report filters in SurveyGizmo, you should feel right at home. Otherwise, visit the Report Filtering documentation for a crash course.
  5. Next, select the survey question which will be the basis for your filter and build out your logic rule.

    In our example, we selected the question where our respondents identified which product they purchased. We then set the filter to only return data for Product A.
    Build Filter Condition
  6. Once your filter condition is set, choose the response statuses that you want to include with your filter. Complete responses will be selected by default.
    Choose Response Status for your Filter
  7. You can certainly stop here if don't need to add additional filters or expand your current filter. Feel free to Save your filter and return to your canvas.

    1. In our example, we want to expand this global filter to our Q2 Survey (which also contains a product question).
    2. To do this, we click Add Survey directly below our existing filter condition.
      Add Survey to Your Global Filter
    3. This time we select the Q2 Survey, and repeat the filter condition for Product A. This results in essentially an identical filter condition for each survey. Now, when this filter is activated, the data elements associated with each of the surveys will be filtered to only show data associated with Product A.
      Filter Data for Multiple Surveys
  8. We now have a Global Filter to show Product A data for both our Q1 and Q2 surveys. We also need to add a second Global Filter to account for the Product B data. To do this, we need to repeat steps 2 - 7 above, this time selecting Product B within our filter conditions. We now have two global filters.
    Accessing Your Created Global Filters

Any Global Filters that are created are activated by default. To activate/de-activate a Global Filter, select/de-select the checkbox associated with the filter. You will see your canvas data updated (assuming that the filter applies).

Activate a Global Filter

Add Toggle Tap-Event

One of the most powerful features of Global Filters is the ability to let your canvas viewers toggle your filters on/off. This allows those viewing your canvas to dynamically update the data that they are seeing.

Toggle Global Filters On/Off

In order to enable this toggle capability, you will need to assign a Tap Event. A tap event allows you to assign an action to a compatible canvas element; the action is triggered when a canvas viewer clicks on that element.

  • In the above example we have added two text elements: Product A and Product B.
  • We then assigned a tap event to each element. For Product A, the tap event will trigger our Product A global filter and for Product B, the tap event will trigger our Product B global filter.
  • Last, we added CSS code to create a border around our text and to change the border color of the text elements when the tap event is active. This will help indicate that a filter is active.

Let's see how a toggle event is added!

Add Toggle Tap-Event

  1. On your canvas, use the Insert button or click anywhere on your canvas to add an element (learn which elements are compatible with Tap Events) In our example we are adding two Text elements: Product A and Product B.
  2. Once you have added at least one element, edit the element and navigate to the Layout & Options tab. Here you will have access to tap events (located at the bottom).
    Access Tap Event Settings
  3. Within the Tap Event section, select Toggle Filter and choose one of the available global filters that you created earlier. In our example, we select our Product A filter for our Product A text element and the Product B filter for the Product B text element.
    Toggle Filter Tap Event
  4. Make sure to Save your element once you are finished setting up your Tap Event.

At this stage, your tap event is ready to use. Using our example, we can now click on our text elements to toggle the global filters that have been associated with each element's toggle tap-event. There is certainly no requirement to take this further, but in our example we want to add some styling to help visually communicate that a filter is active.

Use CSS to Style Active Filter

Once a canvas element has a tap event assigned, it's ready to be used. Hovering over that element will indicate that it can be clicked via a blue underline (by default). However, once an element has been toggled on, it can be difficult to know that it is active.

Tap Event Has Been Added

In our example, we want to add some styling to better indicate that a toggle tap-event is active. We will add a default border to our text elements and change the border color when our global filter is active.

Add CSS Styles to Text Elements

  1. In order to most efficiently target both of the text elements that we have added, we will append a class name to each element. To do so, edit the element and navigate to Layout & Options.
  2. Locate the Class Name field and assign a name of your choosing. It is best to keep this to something simple; in our example we input inactive as the class name since these styles will be applied as a default to our text elements.
    Add CSS Class Name
  3. With a Class Name added, we can now access Canvas Style > Custom Code > Custom CSS  (in the left-hand panel) and input our custom CSS code to target the class.
    Access Canvas Style Settings
  4. We add the below CSS code in the Custom CSS field. The CSS adds a solid border with the defined color. This border will be added as a default for any elements with the inactive class.
    Default State for Text Elements
      .inactive{
    border: 5px solid #79c5dc;
    border-radius: 5px;
    min-height: 0px;		
    }
  5. Now that we have our default styles in place, we can add styles for our active state. It is important to note that when a toggle tap-event is active, a special CSS class is automatically added: tap-filter-active. We can use the class to apply styles only when the filter is active.
  6. We can navigate back to Canvas Style > Custom Code > Custom CSS and this time add the below CSS code. This code only overrides the border color when the global filter is active.
    Active Tap Event
      .tap-filter-active{
    border: 5px solid #319ebe;
    }

With our CSS code added, our Product A and Product B text elements will have a default border color. That color will change when the toggle event is active.

Inactive vs Active Tap Events

Now you can share your Insights Canvas and allow your audience to apply your filters as needed via the Tap Events that you just added!

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