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. Click on New Smart Group in the ribbon, or right-click select this option from the context menu.
Accept the suggested name or enter a new one, and click Create.
Smart entities can be recognized by the little gray circle at the bottom left of the icon.

Editing a Smart Group

Smart groups can only be edited in their respective group managers.

Go to the Home ribbon, click on the drop-down of the appropriate entity and select [ ] Groups.
Select the smart group you want to edit and click Edit Smart Group in the ribbon.
This opens the Smart Group Editor that looks similar to the query tool.

The following operators are available:

OR: combines all selected groups and forms a larger group AND: creates a smart group consisting of the intersection of the selected groups like 'female respondents from urban areas'. ONE OF (Exactly one of the following is true): 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.


NOT (None of the following are true): creates a smart group excluding the members of the selected group. Example: The sample project children and happiness contains two document groups that have been created based on the issues coded in the data. These are: documents that contain codings on positive and negative effects of parenting. There are some documents that only contain codings on positive effects, others that only contain codings on negative effects, and yet some that contain both. If you want to find only those documents that contain codings on positive effects, you can create the following smart document group:

NOT negative effects AND positive effects.


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