Creating Filters

Explore your data with AI generate filters

Written By revealai

Last updated 4 months ago

This guide explains how to create custom filters to explore your interview data and search through interviews based on specific criteria. For example, you can create filters to find interviews where users mentioned specific products, expressed certain sentiments, or discussed particular topics.

Creating a New Filter

Step 1: Define Your Filter

  1. Filter Name: Give your filter a descriptive name (e.g., "Overall Sentiment", "Product Mentions")

  2. Choose a Preset: Select from predefined filter types to get started quickly:

    • Mentions: Find interviews where specific topics, products, or concepts are discussed

    • Categories: Classify interviews into predefined groups or categories

    • Custom: Create your own unique filter criteria

  3. Filter Definition: Describe exactly what you want the filter to identify. Be specific about what you're looking for.

    Examples:

    • For Mentions: "Names of national parks, monuments, or outdoor locations visited"

    • For Categories: "Enthusiasm for the product idea - assign to 'very enthusiastic', 'neutral/unclear', or 'not enthusiastic'"

Step 2: Advanced Options (Optional)

Input Data Selection: By default, filters analyze the entire interview transcript. You can optionally select specific questions to focus the analysis and reduce the amount of data that is used as input for the filter. If done correctly this can increase the speed and accuracy by preventing irrelevant parts of the transcript from being processed by the AI.

Step 3: Review Sample Results

Before applying the filter to all interviews:

  1. The system generates sample results from 10 randomly selected interviews

  2. Review these samples to ensure the filter is working as expected

  3. Check that the assigned values match your intentions

  4. If not satisfied, go back and refine your filter definition

  5. If satisfied, proceed to generate for all interviews

Step 4: Generate for All Interviews

Once you approve the sample results, the filter will be applied to all interviews in your project. This process may take some time depending on the number of interviews that need to be processed

Editing Existing Filters

You can modify existing filters at any time:

  • Title changes: Update just the display name without regenerating results

  • Definition changes: Modify the filter criteria, which will require regenerating results for all interviews

  • Delete filters: Remove filters you no longer need (this action cannot be undone)

Tips for Better Filters

  • Be specific and clear in your filter definitions

  • Use the preset options as starting points

  • Don't be afraid to experiment with different definitions and iterate with sample generation until you get a definition you like.

  • Consider focusing on specific questions if your filter targets particular topics.