In qualitative pages, Welphi lets the participants view the previous round’s statistics to help them decide whether to change their previous answer. The statistics are displayed as percentages and absolute numbers.

To further help the participants, you can also allow them to filter the statistics based on the group they belong to (note: this feature is only included in the Premium plan). In Welphi, the participant group can be defined in two ways:

1 – When you already know to which group a participant belongs, you can use the “Custom participant field” feature to create a group field and fill that field for each participant (click here to know more about the custom participant field);

2—If you want the participants to tell you which group they belong to during the questionnaire, add a survey-type page with a closed-ended question inside. This way, the participants can select which group they belong to among the possible options you have created.

Once you have told Welphi how to group your participants, you can set up your filtering options on the qualitative page.

Setting up the filter

The filter options are located in the qualitative page’s left setup panel under “STATISTICS”.

Note: This section will only appear if the previous round also included the page you are working on.

 

Statistics section

Statistics section

 

By default, the “SHOW GLOBAL STATISTICS” checkbox will be checked so that your participants can see the global statistics, i.e., the statistics built using all the answers regardless of any group setting (please note that the setting “Include statistics from uncompleted participants” may change the information shown in the global statistics).

To allow participants to filter the statistics visible on the page, click on the “ADD FILTER” button and follow the steps below:

Using a custom participant field as a filter

1 – Selecting the source for the filter options

As explained above, the statistics can be filtered by the participants’ groups. These groups are defined by a “custom participant group” or a question on a survey page. The first box in the filter setup panel lets you choose which one to use.

Let’s start by choosing “CUSTOM PARTICIPANT FIELD”

Filter setup popup

Filter setup popup

2 -Selecting the field for the filter options

Now that we have selected the origin, we need to choose the field to use as a filter. Let’s pick the “Group” field (note: this field was previously created in the participants window).

 

Filter setup popup (Field selection)

Filter setup popup (Field selection)

 

3 – Selecting the possible options

Once the field is selected, welphi will show you the possible existing field values. The software automatically creates a list of fields based on the values associated with each participant on the participant’s page. Additionally, Welphi will present the number of participants who are members of each group. In this case, we can see that there are two members of the “Europe” group, two members of the “Asia” group, and two members of the “North America” group.

By default, all groups will be selected, which means participants can filter the statistics by any of these groups.

 

Filter setup popup (Options selection)

Filter setup popup (Options selection)

 

The “USER CHOICE” option

You may have noticed that the first option is, in fact, “USER CHOICE.” This option will allow participants to see which group they belong to when they open the filter box. Additionally, suppose you uncheck all other boxes and only leave this one checked. In that case, you will make all participants see the statistics based only upon the answers from people belonging to the same group as the participant. If the “SHOW GLOBAL STATISTICS” is also selected, participants can choose that filter too.

Please keep in mind that when only one filter option is selected, Welphi will automatically apply that filter and hide the filter box for participants.

Using a closed survey question as a filter

1 – Selecting the source for the filter options

This time, we will create the statistics filter by using a closed question on a survey page in our questionnaire.

In the filter source box, choose “CLOSED SURVEY QUESTION”

 

Filter setup popup (source selection)

Filter setup popup (source selection)

2 – Selecting the page hosting the question

In this step, we must select the page where our closed question is. Welphi will list all survey pages in any previous round of your questionnaire where there is at least one closed-ended question.

Note: If the same page exists in multiple rounds of your questionnaire, Welphi will only list the one in the most recent round.

In this example we are selecting the question “Round 1: Page 3. Demographics “:

 

Filter setup popup (page selection)

Filter setup popup (page selection)

2 -Selecting the question to filter the statistics

In this step, we must select the closed-ended question containing the options participants will use to filter the statistics. Welphi will list all the questions on the chosen page where at least one option is selected.

 

Filter setup popup (question selection)

Filter setup popup (question selection)

3 – Selecting the possible answer options

Once the question is selected, Welphi will show you the possible answers. The software automatically presents the number of participants who have answered each one. For example, we can see that five participants answered “PhD.”

 

Filter setup popup (answers selection)

Filter setup popup (answers selection)

 

Using the Filter

Once you have defined your filter, participants can use it to filter the statistics they see on the page. Below is an example of how this looks on the qualitative page.

 

Using the filter

Using the filter