When you create an analysis, default settings are applied to the analysis table. This article describes the "out of the box" settings when you start interacting with Harmoni.
In this article
1. Default Calculation Types
When you first create an analysis, the defaults are as follows:
Analysis with a single-axis
When dragging an axis into the down or across drop zone, both percentages and counts display.
Down drop zone: Calculation types display as columns in the across direction.
Across drop zone: Calculation types display as rows in the down direction.
Analysis with a crosstab or grid
The analysis table for a cross-tab or grid shows counts for the Total row and percentages for all other elements in the rows.
Analysis with Measures
When you have a combination of standard axes and measures in your analysis, Harmoni displays different calculation types.
When you add a measure to an analysis that already includes standard axes with the default percentage calculation type, the calculation type for the standard axes will remain, and the measures will display as averages.
If the default calculation type is manually changed to one type prior to adding a measure, the measure will take on the same calculation type.
- Drag a measure to the analysis and averages display for the measure.
- If the table is modified to display one calculation type, the dragged measure will take on the same calculation type
3. Modify the Default Settings
After creating an analysis, you can change the settings by using the modify menu. Depending on the project you are using, default settings may include specific calculation types displayed, SIG testing turned on, LOW sample warnings turned on, etc. Some settings can be controlled using personalization keys. Keys that can be applied at the user, site (all users), or company (all users) level. Contact support for more information.
During your session, any changes that you make to settings are retained across projects and analyses, unless:
- You use the reset option, Learn more. which will return all settings to the default state.
- You refresh your browser.
- You end your session (log out or close browser).
- You load an analysis that already has pre-saved settings (i.e., Story)
Reset returns settings to the default state.
Clear analysis keeps your settings intact.
a. Change Calculation Types - Add/Replace Switch
In the modify menu, you can modify the calculation types included in an analysis by using the add/replace switch to show either a single calculation type (using replace) or multiple calculation types (using add). By default, the switch is set to replace.
Replace
While the add/replace switch is on replace, any calculation type selection replaces the calculation type for the entire table. If you have multiple calculation types in a table, all are replaced with a single calculation type. If a row or column is selected, the new calculation type is applied to the selection only.
Add
Single Axis
Adding calculation types to an analysis with a single axis will follow the pattern of your table.
In an analysis with a single axis, where there are already two calculation types in the across direction (e.g., first column as percentages and the second as counts), new calculation types are added as a new column.
If you have created an analysis with a single axis, where there are two calculation types in the down direction (e.g., the total row shows counts and the elements show percentages), new calculation types are added as new rows. Adding the DIFF calculation type adds a new row for each calculation type.
If you add the DIFF calculation type to a single axis, DIFF column is added for each calculation type. Note that you need a reference to calculate DIFF and so, with a single axis, you need to a add a filter to display difference values.
Crosstab or Grid
In an analysis with a cross-tab or a grid, when you switch to add mode, directional arrows appear. By default, new calculation types are added as rows in the down direction. Use the arrow keys to change the direction and add calculation types to the columns in the across direction.
Directional arrows do not appear if you have selected a row or column and manually changed the calculation type.
Down Arrow: Adds the calculation types as new rows in the down direction.
Right Arrow: Adds the calculation types as new columns in the across direction.
- Switch to add in the modify menu
- Selecting a new calculation type adds it to the rows
- Click the across arrow to move the calculation types to the columns
When adding the DIFF calculation type to a crosstab, Harmoni adds a DIFF column or row for each calculation type based on the selected directional arrow.
b. Single direction for calculation types
Harmoni will only allow you to add calculation types in the same direction (down or across). In a crosstab where there are two calculation types in the down direction, if you select a column the option to add or replace calculation types won't be available. The only exception is for differences. Clicking DIFF replaces the selected calculation types with the difference.
- Select a row or column with two calculation types and you can't add another calculation type
- Select a row or column with one calculation type and all calculation types are available
- When two calculation types are in the same direction, you can change the calculation type to DIFF
An easy way to add multiple calculations to your table in either direction is to first change the table to display one calculation type. You can then select any row or column and add or replace calculation types.
Alternatively, use the directional arrows to rotate the calculation types, allowing you to add a calculation type in a specific direction.
- Using replace, change the whole table to one calculation type
- Add more calculation types in either direction
- Alternatively, use the directional arrows to switch the calculation type to the other direction
- Add another calculation type in a specific direction
c. Calculation types stick to elements
In an analysis, when you add calculation types and then flip your table, the calculation types are "sticky" to the elements.
In this example, bases are added to Tour, Package and Independent in the down dimension. Bases stay with these elements when you flip the table.
4. Significance testing - on by default
Significant difference testing can be turned on by default for the site using a personalization key.
When significance difference testing is on by default, SIG testing will only display when you create an analysis with a cross tab.
SIG testing does not display in an analysis with a single axis unless there is a time axis as a filter.
When SIG testing is not automatically on by default and you have intentionally switched it on, it will remain on for your session or until you reset the analysis.
The following example shows the behaviour when SIG testing is on by default.
- For an analysis with a single axis, significance testing does not display
- For an analysis with a cross tab, significance testing displays
- For an analysis with a single axis and a time axis filter, significance testing displays
Learn more about Statistical significance in Harmoni.