To create a project in Harmoni, you need to upload or connect to a data source. A Harmoni project can contain data from multiple sources and as you include more data sources, you can either add or append data. This article describes the process to add new or additional data sources to your project.
When adding data to a project, before loading or connecting to data sources, you need to think about the number of sources and how you want to use and analyze your data. You also need to consider the structure of your data sources and decide whether you add or append data.
Learn more about managing data sources.
Add data sources to the same project if you want to analyze items from different sources in a single analysis or story view.
If data sources won't ever be in a single analysis, it is best to create different projects.
You can still create a dashboard with items from different projects.
In this article
1. Upload or Connect to Create a New Project
From your home page, select PROJECTS to create a new project.
A project can contain multiple sources.
After naming your project, you have the option to upload or to connect to data sources.
You can add to your project multiple sources; this is suggested when:
- You want to include the data of multiple sources in the same analysis.
- Respondents/cases are different in each of the data sources.
Create a New Project
After naming your project:
- Choose Upload or Connect
- Browse to the location of your data. You can select multiple files at once.
Imported Data Sources (Upload)
After uploading your data sources:
- Select the sources you wish to add to your project by clicking on each source.
- When ready, click the OK button to create your new project
Learn more about imported data sources.
Direct Connections (Connect)
After connecting to a live source:
- Select the sources you wish to add to your project by clicking on each source
- Then select Add button on the right-hand side
- When ready, click the OK button to create your new project
Learn more about direct connections.
The project and data are only visible to the Project Owner(s) until the project is published.
Before Loading the Project
The selected data sources to include in your project display an orange tick icon. They can also be identified on the source diagram on the right-hand side.
When creating your project, you can run automation on the project. When a project loads, the Project Tree The dictionary for the loaded project. reflects the automated design applied by Harmoni.
Learn more about Automated Design.
After Loading the Project
The source identification axis appears at the bottom of the project tree. You can use this axis to identify the data sources included in your project.
The option View/add sources will also show that sources that are in your project.
2. Add Data Sources to an Existing Project
The project owner can add new data sources to a project as needed. For example, a tracker update with the latest period of data where the data is in a different source file.
Remember that adding a new source file is best when:
- You want to include the data of multiple sources in the same analysis
- Respondents/cases are different in each of the data sources
When adding new data sources to your project, it is very important to select/include the original data sources.
Add New Data to an Existing Project
To add a new source to an existing project you will need to first upload or connect to the new source
- A tile with just a dotted line (but no orange tinge) is ready to add to the project if you wish. Click the tile to select and add the source.
- A tile with an orange tinge indicates it needs definition/edit in order to be a viable project source.
Learn more about defining sources.
Make sure that all sources you wish to include in your project are selected by clicking on each source. An orange tick indicates the source is selected.
It is critical that you keep the original source files selected
After uploading or connecting to new source files you can still cancel or close your browser if you change your mind.
- Select view/add sources
- Select ADD/REMOVE
- The Sources area opens to display the project's data sources
- Choose to Upload or Connect
- Browse to the location of your new data
- Make sure that all sources you wish to include in your project are selected by clicking on each source
- It is critical to keep the original source files selected
- When ready, click the OK button and your project loads with the new data included
Where to from here?
Learn more about managing data in your project.