Working with Global Filters

Global filters are a powerful tool to analyze your data. As compared to local filters that you can invoke in each manager, global filters have an effect on the entire project.

Currently, all groups can be set as global filter.

Creating a Global Filter

Creating a global filter means creating a group.

Code Groups as Global filter

  • In the Project Explorer, and the Code Browser only the codes of the code group set as global filter are shown.

Effects of a code group set as global filter in the Project Explorer and Code Browser

  • When coding only the codes of the code group set as global filter are shown.

Effects of a code group set as global filter when coding

  • In the margin area only the codes of the code group set as global filter are shown.

Effects of a code group set as global filter in the margin area

  • In the code manager only the codes of the code group set as global filter are shown.

Effects of a code group set as global filter

  • In all selection lists of all analysis tools only the codes of the code group set as global filter are shown.

  • Code groups as global filters are very useful in networks when you use the options: Add Neighbors and Add Co-occurring Codes. Then only the codes of the code group set as global filter are added.

  • In a network, all codes that are not in the code group set as global filter are faded out.

Effects of global filters on networks

Document Groups as Global Filter

Document groups as global filter affect the list of documents and quotations. Thus, the list of quotations shown in the quotation manager or as results of queries is reduced to those documents that are in the filter.

  • When retrieving quotations with a double-click on a code in the code manager, the quotation reader will only show quotations from the documents that are in the filter.

  • In the Code-Document Table, it allows you to add a layer to the analysis. If for instance you compare the frequency of codes by respondents with different educational levels, you can set a document group as global filter to refine the analysis to only male respondents.

Effects of a global filter in the Code-Document Table

  • If you run a Code Co-occurrence Analysis it will apply to all data in your project. If you want to restrict the analysis, to only a particular group of respondents or type of data, you can set a document group as global filter.

  • In a network, all documents that are not in the document group set as global filter are faded out.

Memo Groups as Global Filter

  • Memo groups as filters affect the list of memos you see in the memo manager and all selection lists.
  • Only memos that are in the memo group set as global filter are shown in the margin area.
  • In a network, all memos that are not in the memo group set as global filter are faded out.

Network Groups as Global Filter

  • Network groups as filters affect the list of networks you see in the network manager and all selection lists.
  • In the margin area, only networks that are in the network group set as global filter are shown.
  • In a network, all networks that are not in the network group set as global filter are faded out.

Setting a Global Filter

Global filters can be set in the Project Explorer on the left and in each manager.

Right-click on a group and select the option Set Global Filter.

Setting a global filter

In the ribbon of the Managers, you can also set and remove global filters in the Search & Filter tab.

Display Of Global Filters

If a global filter is set, all affected managers, browsers, lists and tools show a colored bar on top indicating which filter has been set.

  • global document filters are blue.
  • global quotations filters are orange.
  • global code filters are green.
  • global memo filters are magenta.
  • global network filters are purple

Display of global filters

Activating / Deactivating Global Filters

While a global filter is active, you can temporarily deactivate it by clicking on the check-box in the global filter bar you see above each filtered list or table.

Changing a Global Filter

To change a global filter, right-click on a different group of the same type and set it as global filter. This will automatically deactivate the currently active filter.

Removing a Global Filter

To remove a global filter, click on the x on the right-hand side of the global filter bar. Another option is to right-click on the group you have filtered and select Clear Global Filter from the context menu.