9 All the filters

9.1 Analysis

Top row: Active analysis buttons with explanation. Click to edit, move, delete

Bottom row: All analysis buttons. Click to activate another instance.

These filters apply powerful filters which change the structure of the unfiltered map. Each filter can be applied more than once and they can (to some extent) be moved up and down.

For example suppose you want to show only links from statements in which the word “women” appears. So you apply a find statements filter, you click the button in the bottom row. A dialog appears,

and a new button with a human-readable explanation appears in the top row. The button in the bottom row gets a green tick to show it is in use, but you can click it again to apply another, different statements filter, for example to find links from all statements in which “women” appears and which were mentioned by men.

9.1.1 Find factors

9.1.2 Searching and filtering factors

Type to select factors which you want to find.

  • Select one or more pre-existing factors. Press enter to accept
  • And/or just type fragments of text which might match several factors; type a comma to complete

The map changes:

  • All factors matched by the search are, by default, highlighted.
  • Only the factors matched by the search and those upstream and downstream (left and right) of them are shown, as many steps as set by the Upstream steps and Downstream steps sliders.

Factors are only matched if the search term uses the same case, e.g. “Farming” will not match “farming” or “FARMING”.

For a more visual representation: The following examples demonstrate how applying different upstream and downstream step filters affect the causal pathways presented in the map.

Searching for factor ‘B’ The default: one step upstream – one step downstream

One step upstream – zero steps downstream

One step upstream – two steps downstream

Why would I use this filter? This analysis function is particularly useful for searching for important factors such as intervention activities or intended programme outcomes. This filter is best applied once you know which factors are of importance or interest.

9.1.4 Filtering statements

  • The second box is prepopulated with all the values for that field, for example education levels. You can select one or more values (e.g. several age groups or several respondents).
  • TIP: As well as selecting pre-existing values for your search, you can also just type fragments of text which might match several values. So for example, if you are searching question numbers, and you have the questions e1, e3 and e5, instead of selecting all of them you can just type “e”: all the values where this text appears are included in the filter. But be careful that this does not match other values which you did not intend.
  • TIP: You can use multiple filters all at the same time.

9.1.5 Remove brackets

This filter hides any tags or other words written between different kinds of brackets. So instead of this:

you see this:

9.1.6 Trace paths / trace robustness

Why would I use this filter?

This analysis function is a powerful tool which enables you to view full causal pathways and to interrogate the relationships between specific causal factors.

Using our OrgX example, there is a clear causal path from the ‘Social Cash Transfer’ to ‘Increased Purchasing Power.’ The complexities of this causal path are best seen and shown by using path tracing, as it simplifies the map and highlights the intervening factors between the two factors.

Also, path tracing is the prerequisite for calculating Robustness.

A path length of 1 will only show the one step in the causal chain from/to your chosen factor, i.e. A ➜ B. A path length of 2 will also show the next step in the causal chain (if there is one!), i.e. A ➜ B ➜ C.

9.1.7 Bundle factors

9.1.8 Combine opposites

9.2 Conditional formats

Conditional formats calculate and visualise information in your map.

The buttons in this section apply conditional formats to the map after it has (optionally) been transformed in the analysis section. Each filter can only be applied once, so when you click an inactive button in the bottom row it becomes active and moves to the top row, and when you delete it from the top row it appears again in the bottom row.

9.2.1 Colours

  • if the field is numerical, the values of that field will be assigned to a colour gradient with the given low, medium and high colours. If you specify white or grey as the low point, the mid point will be ignored.
  • otherwise, if the field is not numerical, the values of that field will be assigned random colours up to a maximum of eight.

9.3 Simple formats

There is a filter for “cluster factors” which groups your factors into arbitrary groups.

So if you type Intervention, Firms and Impact, three boxes appear just grouping together factors which begin with those phrases, and the factors are regrouped to fit into the boxes.

The setting “layout” makes a huge difference. Usually you will want “dot” layout which lays out your map in a left-to-right direction.

However, other layouts can be useful, for example when you are looking just at the ego network for a single factor, i.e. just the factors immediately adjacent to it, searching just for that one factor and one step up or down, the “circo” layout can be very helpful: