The article explains default calculation types in Harmoni analyses, including single axis, crosstab, and measures, and how to modify these using the add/replace switch. It covers adding calculation types in specific directions, significance testing settings, and how calculation types stick to elements when tables are flipped. It also details session settings and tips for managing calculation types effectively.

Creator
Explorer

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 either 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 crosstab or grid shows counts for the Total row and percentages for all other elements in the rows.

Analysis with Measures

When you add a measure to an analysis it displays averages. If the analysis already includes standard axes with the default percentage calculation type, the calculation type for the standard axes is also changed to averages.

When you need a combination of calculation types, use the modify menu to manually adjust the analysis.

If you manually change the default calculation type prior to adding a measure, the measure takes on the same calculation type.

Drag a measure to the analysis and averages display
If the default calculation type is changed, the dragged measure takes 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.

Two calculation types display
With the Replace selected, clicking the % calc type changes the whole table
Select a row (or column) to apply the calc type to the selection

Add

Single Axis

Adding calculation types to an analysis with a single axis follows 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 new columns.

Drag an axis to the down drop zone
Select Add from the Modify menu
Adding a calc type adds it as a 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.

In a single axis with different calc types down, a new calc type is added to the rows

Add Differences (DIFF) to a Single Axis

To add the DIFF calculation type to a single axis analysis, you must have a reference to calculate the difference. You can do this with a time axis as a filter. DIFF is added for each calculation type in the analysis and follows the same pattern of the table.

Crosstab or Grid

In an analysis with a crosstab 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.

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.

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

b. Single Direction for Calculation Types

If you select a column or row, Harmoni allows you to add calculation types when there is only one calculation type in the selection. Harmoni only allows you to add calculation types in the same direction (down or across). If you select a column with several calculation types, 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.

In the example below, a column with two calculation types is selected. The modify menu only shows the option to select DIFF. When the row, with only one calculation type is selected, all the calculation type options are available.

A column with two calculation types is selected
Only the DIFF calc type is available
A row with one calc type is selected
The modify menu displays all calc types
In a selection with more than one calc type, replace or add the DIFF calc type

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.

Using replace, change the whole table to one calculation type
Add more calculation types in either direction

Alternatively, switch to add and control the direction of the calculation types using the directional arrows. This allows you to add a calculation type in a specific direction.

In this example, to add calculation types as a column after creating an analysis with the default settings, switch the add calculation type direction to across. This allows you to select a column and add a different calculation type.

Use the directional arrows to switch the calculation type to the other direction
Add a new calc type as a column

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.

Calc types are added to the row elements
The elements retain the calc types when the table is flipped

4. Significance Testing

Although significant difference testing is not automatically turned on by default in Harmoni, it can be set as a default for the site using a personalization key.

When significance difference testing is on by default, SIG testing only displays when you create a crosstab analysis (axes in both directions) or with a single axis that has a time axis filter.

SIG testing does not display in an analysis with a single axis only.

When SIG testing is not automatically on by default and you have intentionally switched it on, it remains on for your session or until you reset the analysis. If you clear the analysis, SIG testing remains on.

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 single axis and a time axis filter, significance testing displays
For an analysis with a cross tab, significance testing displays

Learn more about applying SIG testing in an analysis.

Where to from here?

Learn more about Harmoni:

Default Analysis Settings