Working With Smart Groups

A reason for creating a smart group is to apply them as global filter. See Applying Global Filters For Data Analysis. Another application is to add them to a network and display document group - code connections.

Creating a Smart Group

To create a new smart group, open a Manager and select two or more groups, right-click select Create New Smart Group from the context menu.
Accept the default name or modify it, and click Create.
Create smart group
Smart entities can be recognized by the little gray circle at the bottom left of the icon.

Editing a Smart Group

Open the respective Manager. Select the smart group you want to edit, right-click and select Edit Query.
This opens the Smart Group Editor that looks similar to the query tool.

Edit smart group

The following operators are available:

any: combines all selected groups and forms a larger group all: creates a smart group consisting of the intersection of the selected groups like 'female respondents from urban areas'. exactly one: creates a smart group only containing members that are unique to each group and do not occur in any of the other selected groups. Example: In the sample project Evaluation of a computer game, respondents evaluate the game in different ways. If you want to find those respondents who either evaluate the game as being creative or educational (and not both), you can use the one of operator.


See how to build a query for further information on how to understand and modify the query of a smart group.