Auto Code Dataset - Filter and Group


This dialog box is displayed when you click the Filter and Group button to filter or group row values that will be used to create nodes by the Auto Code Dataset Wizard.

For example, if you have a column containing ages, you can use this dialog box to limit the values used, so that only age values between 18 and 65 are used. You can also group the values, so that actual ages are grouped into age ranges. For example, you could create age groups for 18-30 years, 31-49 years, and 50-65 years.

Options on this dialog


For column  This displays the column you selected in the Auto Code Dataset Wizard. You can choose to limit or group the row values in this column that will be used to create nodes. You cannot change the column—to select another column, you must click OK or Cancel to return to the wizard.

Under Using, you can select:

Under Code contents at Nodes matching you can select:

Grouping Description
Equal Interval The difference between the minimum and maximum values in each group is equal. For example, if your survey has respondents aged between 18 and 61, you can use this option to create four groups of equal interval:
  • 18-28 (11 values)
  • 29-39 (11 values)
  • 40-50 (11 values)
  • 51-61 (11 values)
If the values cannot be equally divided, then NVivo adjusts the grouping to make the intervals as equal as possible.
Standard Deviation The values are grouped based on how they vary from the average value (mean). For example, if the average age of your respondents is 30 (with a standard deviation of 9), then you could use this option to create the following groups:
  • 18-20 (up to two standard deviations below average)
  • 21-29 (up to one standard deviation below average)
  • 30-38 (up to one standard deviation above average)
  • 39-47 (up to two standard deviations above average)
  • 48-56 (up to three standard deviations above average)
  • 57-61 (more than three standard deviations above average)
User-defined Interval Select this option, if you want to create your own groupings and specify the start and end values for each group

If you select Equal Interval, you can:

If you select Standard Deviation, you can:

If you select User-defined Interval, you can create your own groupings and specify the start and end values for each group: