Tags:
• Project Owner
• Creator
• Explorer

In this article

1. Create a Grid
2. Drag and Drop - Add items to a grid
3. Combined items in grids
4. Remove grids
5. Copy and Paste from a grid
6. Harmonization within a grid

1. Create a Grid

A new grid can be created by selecting multiple axes and then choosing to add grid under grid in the design menu.   

To create a grid:

• Select a group of items that each have a common element list
• Select add grid under grid

2. Drag and Drop - Add Items to a Grid

Axes

Project owners can add axes into an existing grid by just dragging them in. This only makes sense when elements are similar.

• You can drag standard axes, combined axes, and value axes into a grid.
• You can drag axes from one grid to another.
• You can also combine grids by dragging a grid header into another grid header.
• Linked axes can't be mixed with other types in the same grid. 

Elements

The properties of the elements in the grid, into which you are dragging, take precedence.

• Any elements that merge with existing grid elements inherit the grid elements' properties, e.g., hide/show, values, bases, and combined elements.
• If the elements you are adding already have hide/show, values, or bases set, they will be overwritten with those in the grid.
• When adding axes to a grid:
  • Standard elements will merge when the label is the same as an existing combined element.
  • Combined elements will merge when the label is the same as an existing combined element. The element definition is overwritten with the definition of the element in the grid when one or more of the expression elements exist.

Currently creating new elements in a grid is not supported. You won't see new element under construct in the design menu.

Undo

When performing undo after an add to grid action, the action that is being undone is the add to the grid only, not the consequences of that action.

Any properties that have been inherited from the grid (hide/show, value, bases, combined elements) will remain in the axes after they return to their position outside of the grid.

3. Combined Items in Grids

Nets can be added to a grid by selecting combine items under construct from the design menu. You can combine axes as well as elements.

To combine items in a grid:

1. Select axes or elements you want to combine.
2. In the design menu, click on combine items and name your new item.
3. The new item appears above the first item you selected in the project tree.

• Select the axes to combine
• In the design menu, choose combine items under construct
• Label the new axis; an extra item is included in the analysis
• You can also combine elements to create a new net

Net element definitions in a grid 

When adding an axis to a grid, net elements with the same label will merge, and the definition of the net in the grid will take precedence. 

In the example below, the axis, Overall Satisfaction, has a Top element which combines 9 and 10 in the rating scale. The grid also has a Top element, but it combines 8, 9 and 10 in the rating scale. When the Overall Satisfaction axis is dragged into the grid, the Top elements are merged and the Overall Satisfaction axis now uses the grid's Top definition.

• Before dragging the axis into the grid, the definitions are reviewed
• Overall Satisfaction is dragged into the Satisfaction grid
• All axes in the grid use the same rating scale including the combined element

Explorers and Creators (non-Owners)

When creating combined axes or elements in the grid, Explorers and Creators (non-Owners) must use the existing axes in the grid. They cannot drag in new axes to the grid.

If an item is removed from the source or the project owner removes items from the grid, the net will be impacted by this action. If all items in the net are no longer available, the net is removed.

4. Remove Grids

A grid can be split back out into individual axes:

• To remove the group altogether, you can use remove grid; this action will break it into separate standard axes.
• You can select multiple grids and apply the action at the same time.
• An individual axis can be removed by dragging and dropping out of the grid.

When removing a grid or items from the grid, you have the option to preserve or revert to the original labels of the items. If you have already done some label changes, you may want to preserve these.

Once split, standard axes will go back to their original location in the project tree.

To remove a grid:

• Select the grid header in your project tree.
• Select remove grid from the design menu.
• You are given the option to preserve or revert to the original labels. You can also cancel the action.
• The grid is broken into separate standard axes. These go back to their original order in the project tree.

If you remove a grid and an axis within the grid has the same name as another axis elsewhere in the project, Harmoni will warn you and remove the option to preserve the label.

An axis within a grid can have the same name as standard axis, but two standard axes, cannot have the same name. The same rule applies to measure groups and individual measures.

5. Copy and Paste from a Grid

You can copy axes and elements out of a grid, but you can't copy and paste into or within a grid. An alternative is to use drag and drop.

6. Harmonization within a Grid

In Harmoni, you can change the display labels to harmonize items across different sources. To achieve this, you need to change the item label(s) to a common label.

When it comes to grids, you can harmonize by:

1. Relabeling an axis within a grid.
2. Relabeling an element within a grid.
3. Dragging an axis to a grid.

In the example below, a new satisfaction grid is added in the latest update. It belongs with the existing satisfaction grid, although there are slight differences in the axis and element names.

• The new grid is dragged on top of the old grid to merge it.
• The new food and beverage axis is merged by relabeling it.
• To merge the element labels, the existing labels are copied and pasted into the equivalent new labels.
• 98 is relabeled to Not Sure to merge it with the existing label.

Nets automatically update after harmonization

When a new axis is added to a grid, after harmonizing the elements, the nets will automatically update. 

• If all elements in the new axis are harmonized, the net will automatically update.
• If elements in the new axis are not harmonized, the net will update after harmonizing the relevant elements. 

Creating a grid from axes containing constructions

If you create a grid from a set of axes that each contain a net, for example a Top 2 Net, when the standard axes are converted to a grid, the combined element net converts to a fundamental element. You can no longer see a definition in the editor as it is not a construction.

Where to from here?

Learn more about constructions.

• Headings
• Expression Editor
• Standard Axes and Elements
• Measures
• Weights