Ranking and Metric Filters

Ranking and Metric Filters

Overview

Ranking and Metric Filters help you focus on the most relevant data in Crosstabs by allowing you to rank rows or columns and filter results based on specific metrics.

Both features are available within a single side panel, making it easy to configure rankings and metric-based filters without leaving the Crosstab view.

When to use it:

Use Ranking and Metric Filters when you want to:

  • Display specific top or bottom results
  • Rank data based on a selected measure
  • Filter Crosstab results based on metric conditions
  • Focus your analysis on specific data points
  • Combine ranking and metric filters for more targeted analysis
Info
Combine Metric Filters with Ranking to narrow down your dataset first and then identify the relevant ranked results.

Key Use Cases

  • Display top or bottom performing rows or columns
  • Rank data using Total Count or Percentage
  • Filter Crosstab results using specific metrics
  • Apply Custom Metrics in Crosstab filtering
  • Add multiple Metric Filters
  • Simplify analysis of large Crosstabs

How to Access Ranking and Metric Filters

  1. Open a Crosstab report.
  2. Select the table you want to analyze.
  3. Open Ranking & Filters from the toolbar.


A side panel opens from the right, where you can configure Ranking and Metric Filters.

Ranking Data

The Ranking section allows you to limit the Crosstab results based on their ranking.

You can choose between:

  • Ranking by Column
  • Ranking by Row

The configuration options available depend on the selected ranking type.

Ranking by Column

Ranking by Column allows you to rank the data within a selected column.

To configure column ranking:

  1. Select Ranking by Column.
  2. Select the column on which you want to apply the ranking.
  3. Select the ranking type, such as Top N or Bottom N.
  4. Enter the number of results to display.
  5. Select the measure used to calculate the ranking.

The Select Measure option allows you to choose the measure on which the ranking should be calculated. For example, you can select:

  • Total Count
  • Percentage
  • NPS Score

This is useful when the Crosstab contains multiple measures and you want to specify which measure should determine the ranking.


Info
The selected measure determines how the results are ranked. For example, selecting Total Count ranks the results based on response count, while selecting Percentage ranks them based on their percentage values.

Ranking by Row

Ranking by Row allows you to rank data across rows.

To configure row ranking:

  1. Select Ranking by Row.
  2. Configure the ranking criteria available for the rows.
  3. Select the ranking type and specify the number of results to display.


Applying Metric Filters

Metric Filters allow you to filter Crosstab results based on a specific metric and a defined condition.

To add a Metric Filter:

  1. Click Add Metric Filter.
  2. Select the metric you want to use for filtering.
  3. Select the metric to evaluate.
  4. Select the required operator.
  5. Enter the threshold value.

For example, you can configure a filter to display results where a selected metric is equal to a specific value.


The Metric Filter configuration includes:

  • Metric Source – Select the metric or data point to be evaluated.
  • Metric – Select the metric available for the selected source.
  • Operator – Define how the metric should be compared.
  • Threshold Value – Enter the value against which the metric is evaluated.

The Crosstab is filtered according to the configured condition after you click Apply Changes.

Info
The available metric options depend on the data available in the selected Crosstab.

Using Custom Metrics

Metric Filters can also be used with Custom Metrics.

When available, Custom Metrics can be selected as the metric used for filtering. This allows you to filter Crosstab results using calculated KPIs in addition to standard survey metrics.

Info
Only existing Custom Metrics are available for selection in Metric Filters.

Using Multiple Metric Filters

You can add multiple Metric Filters to a Crosstab.

Each filter can have its own:

  • Metric
  • Operator
  • Threshold Value

This allows you to apply multiple conditions to narrow down the data used for analysis.

For example, you can add one filter based on a survey metric and another based on a Custom Metric.

Applying Changes

Once the Ranking and Metric Filter configurations are complete, click Apply Changes to apply them to the Crosstab.

Click Cancel to close the panel without applying the changes.

Notes
Changes configured in the Ranking and Metric Filters panel are applied to the Crosstab only when you click Apply Changes.

Combining Ranking and Metric Filters

Ranking and Metric Filters can be configured together to create a more focused analysis.

For example, you can:

  1. Apply a Metric Filter to narrow the data based on a specific metric.
  2. Configure Ranking to identify the relevant top or bottom results from the filtered data.
  3. Click Apply Changes to update the Crosstab.

This can be useful when working with large datasets where you want to focus only on results that meet specific criteria.

Best Practices

  • Use Total Count when your analysis focuses on response volume.
  • Use Percentage when you want to rank results based on proportions.
  • Use Metric Filters to narrow down the data before analyzing ranked results.
  • Use multiple Metric Filters when your analysis requires more than one condition.
  • Review the selected measure carefully when using column ranking, especially when the Crosstab contains multiple measures.