Use filters on Rally tables to narrow down and display specific Participants. This allows you to find the most relevant Participants for your research, or locate Participants in various stages of an ongoing Study. Each filter you configure will consist of a Property + an operator + a value.

Use AI Filtering

Use natural language descriptions to generate filters automatically and find participants faster.

1. Select the Filters button at the top of a table.

2. Select AI Filter.

3. Enter a description of the Participants you're looking for in the text input field. The more specific your description, the more precise the generated filters will be.

4. Review the filter results that appear below the input field.

Some examples to try:

• Participants who are in cooldown

• Participants in the North America region who are enterprise customers

• Participants who completed a survey in the last 90 days but have not been contacted in the last 60 days

Add a Filter Manually

1. Select the Filters button at the top of a table (such as from People > Everyone, from a Study > Participants, from a Panel > Panelists, from Incentives > Recipients).

2. Use the Filter by... search field to find a property, or browse by All properties, Custom Properties, or Rally Properties.

   

3. Select an operator. The options available depend on the data type of the property and update automatically based on the property selected.

   Some examples of operators you may see depending on the Property:

   • contains

   • does not contain

   • equals

   • does not equal

   • ends with

   • is

   • is not

   • is empty

   • is not empty

   • starts with

   • is after

   • is before

   • is on or after

   • is on or before

   • is within

4. Select a value. If provided with a text field, enter a value (e.g. first name, last name).

5. Select + Add Filter to add another filter, or select + Add a Filter Group to apply multiple conditions using AND / OR logic.

   • Within a filter group, select + Add Filter to add another filter.

   • On the left side of each filter within the group, select AND to require both conditions to be met, or OR to require either condition to be met.

6. To turn an existing filter into a filter group, select the ... menu to the right of a filter and select Turn into Filter Group.

Each property in your Rally database can be combined using boolean operators (AND, OR, NOT, and AND NOT).

Remove a Filter

1. Select the Filters button to view all currently applied filters.

2. Select the three dots (...) to the right of a filter and select Remove.

Duplicate a Filter

1. Select the Filters button to view all currently applied filters.

2. Select the three dots (...)to the right of a filter and select Duplicate.

Edit the new duplicated filter as needed. This feature is especially useful when adding multiple filters using the same Property.