Creating a Text Filter

In analyses, you can filter a text field by selecting values to include or exclude from a list of all value in the field. You can create the following types of text filters: filter list, custom filter list, custom filter, top and bottom filter.
To create a text filter:
  1. To filter text field values by a list:
    In analyses, you can filter a text field by selecting values to include or exclude from a list of all value in the field.
    1. Create a new filter using a text field. For more information about creating filters, see Creating Analysis Filters.
    2. In the Filters panel, choose the new filter to expand it.
    3. For Filter type, choose Filter list.
    4. For Filter condition, choose Include or Exclude.
    5. Choose the field values that you want to filter on. To do this, select the check box in front of each value.
      If there are too many values to choose from, enter a search term into the box above the checklist and choose Search. Search terms are case-insensitive. Any field value that contains the search term is returned. For example, searching on L returns al, AL, la, and LA. The values display alphabetically in the control, unless there are more than 1,000 distinct values. Then the control displays a search box instead. Each time that you search for the value that you want to use, it starts a new query. If the results contain more than 1,000 values, you can scroll through the values with pagination.
    6. When finished, choose Apply.
  2. To filter text field values by a custom list:
    You can specify one or more field values to filter on, and whether you want to include or exclude records that contain those values. The specified value and actual field value must match exactly for the filter to be applied to a given record.
    1. Create a new filter using a text field. For more information about creating filters, see Creating Analysis Filters.
    2. In the Filters panel, choose the new filter to expand it.
    3. For Filter type , choose Custom filter list.
    4. For Filter condition, choose Include or Exclude.
    5. For List, enter a value in the text box. The value must match an existing field value exactly.
    6. For Null options choose Exclude nulls, Include nulls, or Nulls only.
    7. When finished, choose Apply.
  3. To filter a single text field value:
    With the Custom filter filter type, you specify a single value that the field value must equal or not equal, or must match partially. If you choose an equal comparison, the specified value and actual field value must match exactly for the filter to be applied to a given record.
    1. Create a new filter using a text field. For more information about creating filters, see Creating Analysis Filters.
    2. In the Filters panel, choose the new filter to expand it.
    3. For Filter type , choose Custom filter.
    4. For Filter condition, choose one of the following:
      • Equals - When you choose this option, the values included or excluded in the field must match the value that you enter exactly.
      • Does not equal – When you choose this option, the values included or excluded in the field must match the value that you enter exactly.
      • Starts with – When you choose this option, the values included or excluded in the field must start with the value that you enter.
      • Ends with – When you choose this option, the values included or excluded in the field must start with the value that you enter.
      • Contains – When you choose this option, the values included or excluded in the field must contain the whole value that you enter.
      • Does not contain – When you choose this option, the values included or excluded in the field must not contain any part of the value that you enter.
      Note: Comparison types are case-sensitive.
    5. Do one of the following:
      • For Value, enter a literal value.
      • Select Use parameters to use an existing parameter, and then choose a parameter from the list.
    6. For List, enter a value in the text box. The value must match an existing field value exactly.
    7. For Null options choose Exclude nulls, Include nulls, or Nulls only.
    8. When finished, choose Apply.
  4. To filter text field values by a top or bottom value:
    You can use a Top and bottom filter to show the top or bottom n value of one field ranked by the values in another field.
    1. Create a new filter using a text field. For more information about creating filters, see Creating Analysis Filters.
    2. In the Filters panel, choose the new filter to expand it.
    3. For Filter type , choose Top and bottom filter.
    4. Choose Top or Bottom.
    5. For Show top integer (or Show bottom integer), enter the number of top or bottom items to show.
    6. For By choose a field to base the ranking on.
    7. When finished, choose Apply.
Parent topic: Creating Analysis Filters