{"id":5939,"date":"2021-06-24T10:59:48","date_gmt":"2021-06-24T09:59:48","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&p=5939"},"modified":"2023-10-04T15:45:53","modified_gmt":"2023-10-04T14:45:53","slug":"using-external-filters-and-contexts","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/using-external-filters-and-contexts\/","title":{"rendered":"Using external filters and contexts"},"content":{"rendered":"\n

External filters and contexts can be defined in the Analyses and Reports windows. They are available to apply to analyses and reports to limit which data responses are included in the analysis or report. The external filters and contexts are also used to specify how a shared user can filter reports and analyses in Snap XMP Online. <\/p>\n\n\n\n

Defining external filters and contexts <\/h2>\n\n\n\n

The external filters and contexts are defined from the Analyses or Reports windows. Once defined, the\u00a0filter\u00a0or context can be applied to reports and analyses in Snap XMP Desktop and Snap XMP Online. <\/p>\n\n\n\n

\"DefFilterContext.PNG\"<\/figure>\n\n\n\n
    \n
  1. Click\u00a0Analyses<\/strong> \"AnalysesIcon.png\" or Reports<\/strong>\u00a0 \"ReportsIcon.png\" on the Snap XMP Desktop toolbar. <\/li>\n\n\n\n
  2. \n Click on Define External Filter\/Context<\/strong> \n \"FilterIcon.png\"\n . This opens the Define External Filter\/Context dialog.\n<\/li>\n\n\n\n
  3. \n Select the Filter<\/strong> tab to enter a filter or the Context<\/strong> tab to enter a context.\n<\/li>\n\n\n\n
  4. \n Click Add<\/strong> to add a new filter or context variable to the list. Select from the list of variables in the selected survey and click OK<\/strong>.\n<\/li>\n\n\n\n
  5. \n Use Move Up<\/strong> and Move Down<\/strong> to change the order of the list.\n<\/li>\n\n\n\n
  6. \n Select the variable that you wish to apply a mask to and enter the name of the mask variable in the Mask <\/strong>field (this must be in the format of variable<\/em>@context<\/strong>).\n<\/li>\n<\/ol>\n\n\n\n

    Applying external filters and contexts <\/h2>\n\n\n\n

    External\u00a0filters\u00a0or contexts allow you to\u00a0filter\u00a0the cases used in an analysis or report without changing the analysis or report definition. This is useful for testing the filters available in\u00a0Snap XMP Online. <\/p>\n\n\n\n

    \n Apply a filter or context for an analysis by:\n<\/p>\n\n\n\n

      \n
    1. Click\u00a0Analyses<\/strong> \"AnalysesIcon.png\" on the Snap XMP Desktop toolbar. <\/li>\n\n\n\n
    2. \n Open the analysis in the Analysis Display dialog.\n<\/li>\n\n\n\n
    3. \n Click on Apply External Filter\/Context<\/strong> \n \"FilterIcon.png\"\n . This opens the Apply External Filter\/Context<\/strong> dialog. If this is disabled then select Allow additional filters<\/strong> on the Analysis Definition dialog.\n<\/li>\n<\/ol>\n\n\n\n

      \n Apply a filter or context for a report by:\n<\/p>\n\n\n\n

        \n
      1. Click\u00a0Reports\u00a0 \"ReportsIcon.png\" on the Snap XMP Desktop toolbar. <\/li>\n\n\n\n
      2. \n Select the Report and click Execute\/Check Report<\/strong> \n \"RunIcon.png\"\n on the Reports toolbar.\n<\/li>\n\n\n\n
      3. \n Click the Filter\/Context<\/strong> button. This opens the Apply External Filter\/Context<\/strong> dialog.\n<\/li>\n<\/ol>\n\n\n\n

        \n In the Apply External Filter\/Context<\/strong> dialog:\n<\/p>\n\n\n\n

          \n
        1. Select the Filter<\/strong> or Context<\/strong> tab. <\/li>\n\n\n\n
        2. Select the code(s) in the selected variable(s) in the list to apply a filter or context. <\/li>\n\n\n\n
        3. If you have applied a mask to the filter, the filter codes displayed will depend on the mask settings.<\/li>\n<\/ol>\n\n\n\n
          \"ApplyFilterContext.PNG\"<\/figure>\n\n\n\n
            \n
          1. Click OK to apply the filters and contexts to the analysis or report.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

            External filters and contexts can be defined in the Analyses and Reports windows. They are available to apply to analyses and reports to limit which data responses are included in the analysis or report. The external filters and contexts are also used to specify how a shared user can filter reports and analyses in Snap […]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[57,72],"epkb_post_type_1_tag":[],"class_list":["post-5939","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-snap-analyses","epkb_post_type_1_category-using-contexts-in-reports"],"acf":[],"yoast_head":"\nUsing external filters and contexts | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/using-external-filters-and-contexts\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using external filters and contexts | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"External filters and contexts can be defined in the Analyses and Reports windows. 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