In Harmoni, project design is the process of turning raw source data into a project styled for analysis.
Once a project loads, the project tree reflects the automated design applied by Harmoni. From here, you can apply your design. The options under the design menu allow you to format items in the project tree. You can also find options to create customized constructions.
The design menu is context-sensitive; it presents the relevant options depending on your actions and different items are available for Project Owners versus Explorers and non-owning Creators.
In this article
1. The Design Menu
The design menu is where you find all the tools to help you shape your project. Under each of the headings, change case, construct, edit, flags, and format, you'll find the options available to develop your project. From adding section headings, to adding new variables or combining existing ones, moving items around the project tree, or applying date flags or default weights. The design menu helps you create the project just as you need.
You can't click construct. Construct is only a heading.
While designing your project, it is important to think about your analysis and deliverable requirements and consider what changes or additions will be required in the future.
Review the table below to learn about all the items available in the design menu.
| Option | Description |
| change case | |
| Sentence case | Becomes available when an item is selected. Change capitalization style to Sentence Case. |
| lower case | Becomes available when an item is selected. Change capitalization style to lower case. |
| UPPERCASE | Becomes available when an item is selected. Change capitalization style to UPPERCASE. |
| Proper Case | Becomes available when an item is selected. Change capitalization style to Proper Case. |
| construct | |
| auto sync on/off | 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. |
| new linked axis | 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. |
| new axis | Becomes available when an item is selected. New axes can be created from other axes, measures or weights. |
| new measure | Becomes available when an item is selected. New measures can be created from other axes, measures, weights, or user-entered values. |
| new measure group | 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. |
| new weight | Becomes available when an item is selected. New weights can be created from other measures or user-entered values. |
| new projection | 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. |
| new element | Becomes available when an element is selected within an axis type variable. New elements can be created from other elements. |
| define |
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. |
| delete | 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. |
| deconstruct | 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. |
| convert to construction | Becomes available when a combined item is selected. Use to convert a combined axis or element to a constructed axis or element. |
| apply expression | 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. |
| combine items | Becomes available when multiple axes or elements are selected. Selected items can be grouped in a single variable. |
| descriptor manager | 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. |
| publish | |
| exclude/include |
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. |
| edit | |
| add heading |
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 |
| cut/paste | 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. |
| copy/paste | 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. |
| copy as base/apply base | 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. |
| copy as auto base/apply auto base | Becomes available when an axis is selected and lets you apply multiple bases on many elements at once. Copy the bases from the axis level and apply to another axis with the same or similar element list to apply the bases all in one go. Harmoni matches the bases to the same elements. Percentages are calculated using the applied base. |
| save base/save auto 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. |
| share/unshare | 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. |
| transfer to owner | 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. |
| weight (wgt) | |
| set default | 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. |
| copy as auto wgt/apply auto wgt | 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. |
| remove 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. |
| flags | |
| date | 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. |
| record view | Items flagged as a record view appear as record view headers and card view headers. When a user drills through to the record or card view table, these flagged items create the column headers in the analysis tables. |
| card view | In a card view table (also know as a record view table), variables flagged as a card view (or a record view) all appear as card view headers. Headings can also be flagged as a card view creating subsections within the card view table. |
| suppress zero | With a Global Filter applied, this feature suppresses elements in the project tree that have not been mentioned or have not been asked - numerator is zero. For example, a brand not asked in one market will not appear in the project tree when the global filter for this market is selected. |
| format | |
| hide/show | 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 to top/unfix | 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 to bottom/unfix | 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. |
| grids | |
| add grid | 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. |
| remove grid | 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. |
| general | |
| undo | Allows you to go back and undo changes in the project tree. Undo reverses the actions you have executed within in a particular session. Once you sign out or close the browser, undo is not available for those changes. Clicking undo, reverses the last action, and continuing to click undo undoes each action, working its way back to the first. Each click is an action so bear in mind that when you replace multiple labels at once, clicking undo will result in all the changed labels reverting back to their previous labels. |
| reset tree | Use reset tree to collapse all expanded axes and sections, returning the project tree to its default state. Reset tree also clears the search field. |
Where to from here?
Learn more about designing Harmoni Projects:
- Organize items in your project tree
- Change display labels
- Create customized constructions
- Weights in Infotools Harmoni
- Applying bases in the Project tree
- Creating Grids
- Add values for average calculations