Global filters

Limit scope of entire project

Updated at July 27th, 2023

Global scenarios allow you to limit the entire project in order to consider a particular subset of respondents. Global scenarios limit all analysis including current and baseline filters.

For instance, a project may define two scenarios, "Completes only" and "All respondents." This allows the analyst to focus on completes most of the time, and occasionally look at all respondents.

You can use the "Global" filter button to limit such selections. Once a global filter is set, it is applied first to filter the respondents to only those who fit the criteria, before current filter, baseline filter, and element specific filter is applied.

Creating global filters

First, add the element $global anywhere within the project (e.g. use "+" to add a new tab) and then refresh the project

You can now add the current filter to the list of global filters by selecting "Set current filters as new scenario."

Note that only those filters selected as current filters will be added to your new global filter option. If a different global filter is currently in place, those filters will not be part of the new global filter.

Unlike "Scenarios," global filters cannot be removed by pressing ESC or the "Clear" button on the toolbar. To change the global filters, you will need to press the "Global" button on the toolbar and choose a different filter.

Global vs Scenarios

Global filters limit all analysis including current and baseline filters, whereas adding a scenario is the same as pressing on values to filter and does not affect the baseline scenario.

For instance, the Global button may select for "Completes only", and the Scenario button may select for "Early adopters." 

In this case, both current and baseline scenarios would consider only completes, and the current scenario would be further limited to just "Early adopters."

Using global filters as a crosstab

Global filters are stored in a special element with key $global.  You can show this to your project by pressing the "+" to create a new tab and entering the title "$global". You can then use this like any other element in your data.

You can even edit the "$global" element.  If you open the element definition in "Edit JSON...," the scenarios are defined under the "recode" attribute in MongoDB syntax. 

Was this article helpful?