Applying Filters in Qualtrics Survey Data Segment

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Qualtrics
Qualtrics CX
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Filters in the Qualtrics Data and Analysis tab allow you to narrow your view of responses based on specific criteria. You can filter by question answers, embedded data, demographics, metadata, or any combination of conditions. This helps agencies better understand different groups of respondents, isolate patterns, and run cleaner analyses.

What are Filters in Data and Analysis?

The Data and Analysis page is where you view, search, and manage your raw survey responses. Qualtrics lets you apply filters to temporarily hide data you do not need so you can focus strictly on the responses that meet specific criteria. Filtering changes your immediate view, but it does not alter, delete, or permanently edit your original dataset.

Benefits of Using Survey Filters

Agencies use filters to focus on specific groups in their survey data, making it easier to spot trends and compare different segments. Filters help create cleaner reports, speed up analysis, and make results easier to interpret. Saved filters can also be reused, keeping reporting consistent across projects.
 

When Should You Use Survey Filters?

Always. You should use filters whenever you need to break down high-level survey results into meaningful groups. Instead of viewing thousands of mixed responses at once, filtering lets you see exact behaviors, satisfaction levels, and pain points for specific groups of respondents.

Common Scenarios

Here are typical ways Iowa agencies use filters:

  • Looking at feedback from specific age groups
    • Example: Analyze only respondents aged 18 or older.
  • Filtering by selected service or program
    • Example: View responses where users selected a specific agency department or program type.
  • Combining multiple conditions
    • Example: See responses that match Age 18–34 AND Preferred Online Services AND Low Satisfaction.
  • Comparing groups side-by-side
    • Example: Compare feedback trends between older and younger users to identify potential digital accessibility gaps.
  • Screening and cleaning responses
    • Example: Hide test entries or remove participants who did not consent to the survey.

Resources

Instructions

Use the steps below to create a basic survey filter, add more filter conditions, and edit, duplicate, or delete existing filters.

Build and Save a Basic Survey Filter

  • Open your Qualtrics survey.
  • Click the Data and Analysis tab at the top.
  • Click Add Filter.

You’ll see new dropdown menus appear where you can define your filter criteria.

Your data will filter automatically.

Qualtrics Add filter located underneath the Data Table
Qualtrics adding additional conditions plus sign location

Special Note: Keep in mind that when you add a filter, you’ll see three key parts:

  • Field: what you want to filter by, like a survey question, survey metadata, or embedded data.
  • Operator: how the field relates to the value, like is, is not, contains, and greater than.
  • Operand: the specific value or answer you want to isolate.

Adding Additional Survey Filter Conditions

If you need more than one filter condition:

  • Click the plus (+) button next to your filter.
  • Add your next field, operator, and operand.
  • Continue adding as many conditions as needed.
  • Give your filter a descriptive name.
  • Click Save.

Edit, Duplicate, or Delete Filters

  • Click the downward arrow next to the Add Filter button.
  • Select Manage Filters from the dropdown menu.
  • Click the arrow next to any saved filter.
  • Choose: Edit, Duplicate, or Delete the trash can icon
  • Review the filter ID and full list of conditions.