Insights Essentials

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    Results - Charts - Filter Results - Create Variable

    There is the ability to create custom variables to use when filtering your results.

    Step 1: Click on the ‘Filter Results’ tab

    Step 2: In the dropdown click on ‘Variable’, then ‘Create Variable’.

    A new modal will open, this is where you will create the variable

    Step 3: 

    • Enter a ‘Name’ and ‘Description’ for the variable name
    • Click on the ‘+ New sub variable’ button

    Step 4: Enter the name of the ‘New sub-variable’ and click on the ‘Add criteria’ dropdown

    Step 5: Select from one of the variables in the list that opens.

    Step 6: Select the answer options to include

    Step 7: To add additional criteria to your variable click on

    Step 8: Click on the ‘And’ / ‘Or’ based on your variable conditions

    Step 9: Click on the dropdown for ‘Add criteria’ and repeat Steps 5-8

    • Keep selecting the and creating more criteria until your variable is created. 
    • Click on the if you need to remove criteria.  Or use the ‘Delete’ button to delete the full sub-variable

    Step 10:  Once your variable is created you can click on the ‘Save’ button to save this variable to use in the filtering

    Step 10: Click on the ‘+ New sub-variable’ button to add another option to the variable you are creating and then repeat Steps 4-10

    Step 13:  When your variable is created you will see this message and then please refresh the screen to be able to select this new variable in the filtering.

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