This article applies to all users in the PI2 platform.
Diagnose’s filtering feature allows you to slice and dice survey data based on the organization data you imported prior to sending out your survey.
Important: Survey filtering is only available for surveys conducted via organization data import. Surveys sent via quick link are 100% anonymous (even to PI), so filter data isn’t collected.
What survey filters are available?
Diagnose supports the following survey filters:
Manager - Includes responses from everyone who reports up to the selected manager(s)
Department
Age group - Calculated as of the survey’s end date (using date of birth)
Employee type
Employee level
Gender
Location
Tenure - Calculated as of the survey’s end date (using date of hire)
Custom 1
Custom 2
Custom 3
Note: Custom field filters are optional filters determined based on the custom field(s) you added before scheduling your survey. Up to 3 custom fields can be set per survey.
How to filter survey data
Log in to the PI software.
Select Diagnose from the top navigation bar.
You will land on the Survey Center.
Select a “Closed” survey that is ready to review.
Note: If a survey is “Ready to close,” click into that survey. You can officially close the survey by clicking the “Close Survey” button next to the survey’s name.
Click the Analyze tab (if you didn’t already land there).
Click the “Filter” button on the right-hand side.
A panel will open prompting you to select your filters.
Click a filter to expand it.
Select whatever checkbox(es) you’d like to include in your filter.
Repeat as needed for the other filters.
Click “Apply” to confirm.
Your filters will be applied across all pages in the Analyze tab.
From here, you can hop between various pages—e.g., Overview, Strengths and Caution Areas, Survey Questions—and see how the filters impact the results.
Important: Heatmap data and survey comments cannot be filtered.
Are there any restrictions on these filters?
To protect anonymity, filters must yield a baseline number of survey responses to be applied.
There are two restrictions to keep in mind:
1. Individual filters must have at least 3 survey responses.
Example: You want to filter survey results by location. Boston has 9 responses, whereas Los Angeles only has 2 responses.
In this case, you would be able to select the Boston filter, but the Los Angeles filter would be greyed out.
2. Combined filters must have at least 5 survey responses.
Example: You want to filter survey results by location and employee type. You select Boston for location (9 responses), then part-time for employee type (6 responses). When combined, the total number of responses drops to 3 (i.e., only 3 Boston employees are also part-time).
As individual filters, either filter could be applied to your survey. However, when combined, the response yield is too narrow and thus cannot be applied.
A note on protected classes
Please keep in mind that two filters—age group and gender—are protected classes. Any data filtered based on age or other protected classes should be used responsibly and in compliance with all applicable laws. For additional guidance, consult legal counsel.
FAQs
Troubleshooting tips
The “Filter” button is greyed out. Why?
The “Filter” button is greyed out. Why?
If the filter button is greyed out, it likely means your organization has exceeded its survey limit.
For full results and filtering, please upgrade your PI subscription.
A specific filter on the “Select survey filters” panel is greyed out. Why?
A specific filter on the “Select survey filters” panel is greyed out. Why?
Individual filters must have at least 3 survey responses; otherwise, they will be greyed out.
Example: You want to filter survey results by location. Boston has 9 responses, whereas Los Angeles only has 2 responses.
In this case, you would be able to select the Boston filter, but the Los Angeles filter would be greyed out.
I’ve selected filters but am unable to click “Apply.” Why?
I’ve selected filters but am unable to click “Apply.” Why?
Next to the “Apply” button, you will see the following text: Responses: XX
This number represents the number of responses your filters will currently produce.
The total number of responses must be at least 5; otherwise, you will see the following error message: Current filters do not have enough responses to generate anonymous results.
To avoid this error, make sure your combined filters allow for a subset of at least 5 survey responses.
Survey statuses
Can a live survey be filtered?
Can a live survey be filtered?
While you can visit the Analyze tab and click the “Filter” button to preview the different survey filters, you won’t be able to actually filter the data until the survey has been closed.
My survey says “Ready to close.” What now?
My survey says “Ready to close.” What now?
If your survey says “Ready to close”:
Click into that survey from the Survey Center.
Hit the “Close Survey” button next to the survey’s name.
Doing so will officially close the survey, allowing you to filter the results.
Survey reports
Do the filters I set also apply to downloaded resources?
Do the filters I set also apply to downloaded resources?
The filters you set in Diagnose do not carry over to downloaded resources.
That said, any CSV files you download will include row names based on your fields, allowing you to filter and sort the data however you'd like.
You can also download reports for specific subsets of your organization. To do so:
Click the download button next to the survey name.
A panel titled “Download survey reports” will open.
Select which report(s) you’d like to download.
Select which respondent subset(s) you’d like these reports to include.
Click the “Download items” button to confirm.
Note: When downloading multiple reports, each report will download as a separate file.
Best practices
Our employee base is particularly small. How should I use filters?
Our employee base is particularly small. How should I use filters?
If your company has a relatively small headcount, we recommend broadening the categories you use to organize employees when importing organization data for a survey.
Doing so will help ensure your filters don’t get too specific (and thus help you avoid anonymity restrictions).
Example: Your organization has a headcount of 30 employees. Rather than organize the Location filter by city (Boston, Los Angeles, etc.), consider organizing the filter by region (Northeast, Midwest, etc.) or by time zone (Eastern, Central, etc.).
Additional support