Becomes available when an item is selected. Change capitalization style to Sentence Case.

Becomes available when an item is selected. Change capitalization style to lower case.

Becomes available when an item is selected. Change capitalization style to UPPERCASE.

Becomes available when an item is selected. Change capitalization style to Proper Case.

With auto sync on, users can only apply expression. Turn off and users can use save expression as they go. Once done, users can use apply expression or sync changes to apply all changes at once.

Becomes available when a measure is selected. It creates a construction from a measure. A linked axis has a one-to-one relationship with the measure from which it was created.

Becomes available when an item is selected. New axes can be created from other axes, measures or weights.

Becomes available when an item is selected. New measures can be created from other axes, measures, weights, or user-entered values.

Becomes available when an item is selected. Add a new measure group and drag the measures in, or highlight the measures you need in a group, click new measure group, and enter the label for the group.

Becomes available when an item is selected. New weights can be created from other measures or user-entered values.

Becomes available when an item is selected. Create new  projections in the projection editor by selecting the required axes and entering the projection values, for example, adding population figures by Country and Time.

Becomes available when an element is selected within an axis type variable. New elements can be created from other elements.

Becomes available when a constructed element, measure, or weight is selected. Define opens the expression editor.

If the item was constructed by automation, you can only see the definition but can't edit it.

If the item was created by the user, you will be able to edit the expression.

Becomes available when an item constructed by the user is selected. At this point, you can only select and delete one item at a time. Before deleting, you will receive a warning asking you to confirm if you want to delete.

During first pass automation, Infotools Harmoni will scan the source file and create multiple response questions from single response questions in your data. Where the automation is not desired, you can select the automatically constructed axis, and then the option deconstruct. This will then return the automatically constructed axis to its original form.

Becomes available when a combined item is selected. Use to convert a combined axis or element to a constructed axis or element. 

Becomes available when a user-constructed axis is selected, and definitions have only been saved but not applied. Data is only updated when apply expression is applied to the axis. 

Becomes available when multiple axes or elements are selected. Selected items can be grouped in a single variable.

Opens the descriptor manager enabling you to see the items included in any descriptor groups created by the Project Owner for Discover analysis. Users may also create and edit their own descriptors in the descriptor manager. Learn more about Discover.

Exclude is available for the Project Owner to exclude an item from being published. Once clicked, the item is marked EXCL. 

Items that are marked EXCL can be included for publishing by selecting include.

Becomes available when an individual axis is selected. When clicked, a text field will open to enter a new heading name. Relevant sections of your data can then be grouped under the created heading using drag and drop or cut and paste.

Tip: You can use the keyboard shortcut Insert

Becomes available when an individual or multiple axes are selected. When clicked, the selected items become grey/italics, and the second contextual option, "paste," will become available. Select the position in the project tree where you wish to paste the cut items.

Becomes available when an individual or multiple axes, elements, measures, or weights are selected. After "copy" is clicked, the second contextual option, "paste," will become available. Select the position in the project tree where you wish to paste the copied items.

Becomes available when an element or multiple elements are selected; these can be copied as a base and then applied as a base to an item in your project tree. When you create an analysis, percentages will be calculated on this applied base, and the respondents filtered on the same applied base. 

Use save, then when your work is done, click apply base/auto base to apply all the changes at once. Projects Owners only see save with auto sync off.

The share/unshare button is available for Explorers and non-owning Creators who are part of the Preview Access group. Use this option to share personal user created items with other users. 

An Explorer or non-owning Creator can use the transfer to owner button to transfer their personal UCA to the Project Owner so that it can be published to the wider Harmoni community. 

Becomes available when a weight variable is selected.  Each project can have one weight set as the default weight for the project.  This means that whenever an analysis is created, the weight set as the default is applied. To set a default weight, select the weight and choose set default.  

Becomes available when a weight variable is selected. An auto weight can be applied to a specific variable. This means that whenever that variable is included in an analysis, the auto weight is also applied to the analysis. To apply a specific weight to a variable, select the relevant weight variable in your project tree and then choose copy as auto wgt. After this, select the variable you want the weight to be applied to, and choose to apply auto wgt.   

Becomes available when a variable using an auto weight is selected.  To remove, select the relevant variable in your project tree and then choose to remove auto wgt. 

An individual or multiple axes can be flagged as a date. This enables an offset reference to be applied and will automatically generate a line chart when choosing to visualize. The icon will change from the axis icon to a date icon.

Becomes available when an individual or multiple axes are selected. When clicked, the selected items become grey with a strikethrough line to indicate it is hidden. Clicking on the visible/not visible project tree filter option will then show or not show hidden items. Items hidden by the project owner are not visible to other users when the project is published.

sort ascending

Sort selected items in ascending order. A block of sequential items can be sorted into ascending order based on the first character. This will be alphabetical (a-z) or numeric.

sort descending

Sort selected items in descending order. A block of sequential items can be sorted into descending order based on the first character. This will reverse the alphabetical (z-a) or numeric order.

sort within ascending/autosort OFF

Sort items within the selected item in ascending order. Any new item (from an updated source/or added source) will then appear in the applied order.

sort within descending/autosort OFF

Sort items within the selected item in descending order. Any new item (from an updated source/or added source) will then appear in the applied order.

Fix selected items to the top of the relevant position in the tree.  For example, an element will go to the top of the axis it belongs to. An axis will go to the top of the heading it belongs to. A heading would go to the top of the dictionary tree. This position is sticky and will not change unless the option to "unfix" is applied or a secondary action is taken to replace the fixed position of the items with other selected items.

Fix selected items to the bottom of the relevant position in the tree.  For example, an element will go to the bottom of the axis it belongs too. An axis will go to the top of the heading to which it belongs. A heading would go to the bottom of the dictionary tree. This position is sticky and will not change unless the option to "unfix" is applied or a secondary action is taken to replace the fixed position of the items with other selected items.

Becomes available when more than one standard axis is selected. New grids can be created using any items but only make sense when there is a commonality in the element list.

Becomes available when selecting a grid. Remove grid will break a grid into separate standard axes. When removing a grid, you can preserve or revert to the original labels of the items. You can select multiple grids and apply the action at the same time.