Skip to main content

Using Variable Types in Analyses

Updated

In Harmoni, there are many variable types to use in your analyses. Learn some tips about how to use each variable type when creating an analysis.

    Tags:
  • Creator
  • Explorer

 

In this article

  1. Headings
  2. Standard Axes
  3. Classifications
  4. Linked Axes
  5. Combined and Constructed Items
  6. Grids
  7. Measures
  8. Measure Groups
  9. Weights
  10. Verbatims

 

1. Headings

  • Headings are used to make logical groupings in the project.
  • Headings are useful when groups of items need to be included in an analysis.
  • You can drag a heading that contains no verbatims into the Across or Down drop zone.
  • When the Project Owner adds new items under a heading, the new items show in any analysis previously created by dragging the heading in.
  • A heading that includes a measure or measure group can be dragged into either dimension.
  • A heading that contains no verbatims or measures can be dragged into the Filter drop zone.
  • When a heading is dragged into the Filter, the first element of each variable is applied as a filter.

 

2. Standard Axes

  • Standard axes are used to report responses to categorical variables
  • Drag a Standard Axis into the Across, Down, Discover, or Filter.
  • When the Project Owner adds new elements into an axis, the new elements show in any saved analysis that was created by dragging the whole axis in.
  • You can drag a subset of elements from an axis into the analysis.  This subset of items can be set as the base for percentages using the Total (analysis) option.

 

3. Classifications

  • Classification axes work like standard axes and can be dragged into the Across, Down, Discover, or Filter drop zones.
  • Classifications store data in hierarchical levels or groups, for example, trademarks, manufacturer nets, flavor groups or time series groups.
  • Using a classification variable in an analysis displays the grouped elements, but the data behind these groups is still available.
  • Utilize the Expand option in the modify menu to uncover the data stored in the groups.

 

4. Linked Axes

  • Once created, a Linked Axis is used in the same way as a Standard Axis.
  • Linked axes include values for each element which means an analysis table can include an average in the total row.

 

5. Combined and Constructed Axes

  • Combined and constructed items work like standard axes in an analysis.

 

6. Grids

Split

  • Down - dragging the grid name into the down dimension and using Split places the axis labels into the down dimension and the element labels into the across dimension.
  • Across - dragging the grid name into the across dimension and using Split places the axis labels into the across dimension and the element labels into the down dimension.

Nest

  • Down - dragging the grid name into the down dimension and using Nest places the axis labels over the elements labels in the down dimension.
  • Across - dragging the grid name into the across dimension and using Nest places the axis labels over the element labels in the across dimension

Drag Part of a Grid

  • A selection of axes within a grid can be analyzed by dragging the required axes into the analysis using Split or Nest.  All elements relevant to the selected axes are included in the analysis.
  • A single-axis within a grid can be analyzed by dragging the required axes into the analysis. You won't see Split or Nest.  All elements relevant to the selected axes are included in the analysis.
  • A single element or a selection of elements within a grid can be analyzed by dragging the required elements into the analysis using Split or Nest. All axes relevant to the selected elements are included in the analysis.

 

7. Measures

  • Measures are used to show the averages or sum of values.
  • Start or expand an analysis by dragging them directly into the Down or Across drop zones.
  • Once one or more standard axes are included in the analysis, drag a measure into the Measure drop zone to apply the values to each cell.
  • When using the Measure drop zone, only one measure can be applied to the analysis at any one time.  Choosing which measure to apply is achieved using the Selector.
  • With a standard axis in one dimension, drag one or more measures into the other dimension to plot them against the other axis. This approach enables multiple measures to be shown in a single analysis.
  • Harmoni will display averages unless calculation types have been manually altered prior to including a measure. Use the modify menu to add/replace averages (AVG) in the analysis.

 

8. Measure Groups

  • Measure Groups are used to show the averages or sums of multiple related values.
  • Drag a measure group directly into the Down or Across drop zones.
  • Once a standard axis is included in the analysis, drag a measure group into the Across or Down drop zones to display the averages.
  • A measure group cannot be added to the Measure drop zone. Select one measure at a time or use the Down or Across drop zones.

 

9. Weights

  • Weights are used to adjust the proportionality of the data records.
  • Several weights may be available in one project with one as a default weight. A blue dot indicates a default weight.
  • To include or override an existing weight in an analysis, drag the weight into the Weight drop zone.

 

10. Verbatims

  • Verbatims are used to expose open text variables.
  • Include verbatims in an analysis by dragging and dropping the verbatim item into the Verbatim Analysis drop zone.
  • All verbatim comments can be viewed as a Record View table or a Word Cloud.
  • Verbatim comments can be searched and filtered.
  • Axes and measures can be added into the verbatim table to provide more context to the comments. These additional columns can also be searched and filtered.

 

Where to from here?

Learn more about variable types.

Up

Related articles