After creating an analysis, you have the option to interact with the settings and change them to suit your specific reporting requirements. You can do this using the options available in the modify menu.
The options under Format let you change the values or calculation types displayed in your analysis. Any row or column in an analysis can display different values including counts (weighted or unweighted), percentages, averages, bases, indices and differences, etc.
In this article:
- Add/Replace Switch
- Calculation Types - Analysis Options (counts, percentages, averages, etc.)
- Settings Options
The modify menu is available to Creators and Explorers. Viewers can also interact with these features when they have access to dashboards, or stories, where the analysis can be zoomed.
1. Add/Replace Switch
The modify menu lets you choose which values to include in your analysis. The add/replace switch lets you decide how new calculation types are added to your table:
a. Replace
While the add/replace switch is on replace, any calculation type selection will replace the calculation type for the rows or columns currently selected. If no cells are selected the new calculation type is applied to the entire table.
b. Add
Adding calculation types 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., The first column has percentages and the second has counts), new calculation types are added as a new column.
- In an analysis with a cross-tab or a grid, you can select a directional arrow next to the add/replace switch to control which direction the new calculation types are added.
Harmoni will only allow you to add calculation types in the same direction (down or across). For example in a cross-tab where there are two calculation types in the down direction, e.g., total row is counts and the element rows display percentages, when you select a column the option to add/replace won't be available. The only exception is when replacing with differences (DIFF).
Learn more about adding and replacing calculation types in your analysis here.
2. Calculation Types - Analysis Options
The following table describes each calculation type when used with a standard axis, a standard axis with values, or measures.
Icon |
Standard Axes | Standard Axes with Values | Measures |
|---|---|---|---|
Averages | |||
AVG |
Averages (AVG) are typically 1.0 in standard axes. The weighted sum of values is divided by the data count in the cell. | When elements are assigned values, the average (AVG) is the weighted sum of values divided by the count of data records in the cell with a value. | When using measures, the average (AVG) is the weighted sum of values divided by the count of data records with value. |
Indices | |||
IND |
In standard axes, Indices (IND) show the proportional difference between an element's percentage and the reference's percentage. | When elements are assigned values, indices (IND) show proportional difference between an element's percentage and the reference's percentage. | In analysis with measures, Indices (IND) show the proportional difference between a ∑% measure and the ∑% of the reference. |
Weighted Counts | |||
123 |
In standard axes, 123 shows the weighted count of data records for an element. If there are no weights, this is the same as the unweighted count (u123). | When elements are assigned values, the weighted count (123) is the same as standard axes. | In measures, 123 shows the weighted count of data records with a value. |
Unweighted Counts | |||
u123 |
In standard axes, u123 shows the unweighted count of data records for an element. | When elements are assigned values, the unweighted count (u123) is the same as standard axes. | For measures, u123 shows the unweighted count of data records that have a value. |
Percentages | |||
% |
In standard axes, percentages (% ) are the weighted count divided by the weighted Base. | When elements are assigned values, percentages (% ) are the weighted count divided by the weighted Base (same as standard axes). | With measures, percentages (%) are the weighted count of data records with a value in the measure divided by the count of data records included in all measures in the drop zone. |
| Percentage of Values | |||
Ʃ% |
In a standard axis, the sum percentage is the weighted count divided by the weighted sum of responses. | For standard axes with values, the sum percentage is the total sum value of responses across all elements included in the drop zone. | With measures, the sum percentage shows the weighted sum value divided by the total sum value (base) across all measures included in the drop zone. |
| Sum of Values | |||
Ʃ |
In a standard axis Ʃ shows the weighted sum of responses. If there are no weights, this is the same as the unweighted sum of responses. In a standard axis, because each data record can only appear once in an element this is the same as the Weighted Counts. |
When elements are assigned values, the Sum (Ʃ) shows the weighted count multiplied by the value assigned to the element. | With measures, Sum (Ʃ) is the sum of each data record's weight multiplied by its measure value. |
| Unweighted Sum of Values | |||
uƩ |
In standard axes, uƩ shows the unweighted sum of responses. | When elements are assigned values, uƩ show unweighted count of responses multiplied by the value of the response. | In a measure, the unweighted Sum shows the unweighted sum of values in the measure. |
Unweighted Base | |||
uB |
Unweighted Base (uB) shows the unweighted count of data records in the Base. | When elements are assigned values, the unweighted Base (uB) is the same as standard axes. | Unweighted Base (uB) shows the unweighted count of data records included in any measure in the dimension. |
Unweighted Sigma Base | |||
uB∑ |
Unweighted sigma base (uB∑) doesn't have an icon in the modify menu. It shows when the analysis includes ∑ (Sum of Responses) and uB (Unweighted Base) is added. Unweighted sum of responses in Base. |
When elements are assigned values, Unweighted sigma base (uB∑) is the same as standard axes. |
Unweighted sigma base doesn't have an icon in the modify menu. In an analysis with a measure or averages, add uB (unweighted base) when ∑ is in the analysis. Unweighted sum of values in the base. |
Weighted Base | |||
B |
Weighted Base (B) shows the weighted count of data records in Base. If there are no weights this is the same as the unweighted base (uB). | When elements are assigned values, the weighted Base (B) is the same as standard axes. | Weighted Base (B) is the weighted count of data records included in any measure in the drop zone. |
Weighted Sigma Base | |||
BΣ |
Sigma base(B∑) doesn't have an icon in the modify menu. Add B (Weighted Base) when ∑ is in the analysis table, and B∑ will show as well. Weighted total sum of responses of the data records in the Base. If there are no weights this is the same as the unweighted base (uB). |
When elements are assigned values, weighted Sigma Base (B∑) is the same as standard axes. |
Sigma base (B∑) doesn't have an icon in the modify menu. Add B when ∑ is in the analysis table and B∑ will show. Sigma base (B∑) is the weighted sum value of the data records included in any measure in the drop zone. |
Differences | |||
DIFF |
DIFF calculates the difference between an element and the reference. | When elements are assigned values, DIFF is calculated in the same way as standard axes. | With measures, DIFF shows the difference between the measure and the reference. |
Calculating Indices
An index allows you to see whether an item is performing better or worse than the average. Harmoni compares the percentages in a row to a reference in the same row to create a value above or below 100. Indices display the relative size of each cell compared to the reference.
In the following table, the total is the reference and the three travel style elements in the same row are compared to the total. Indices are calculated by dividing each cell percentage in the row by the total percentage for the same row and multiplying by 100. The index is rounded to display a whole number.
For visitors from Australia, those who travel independently or by using a package deal over-index, while those using a tour option under-index.
Tour: 24.8% / 41.3% x 100 = 60
Package: 46.2% / 41.3% x 100 = 112
Independent: 44.0% / 41.3% x 100 = 107
3. Settings Options
You can further refine how your analysis is presented by using the settings to control the number of decimal places, base calculations for percentages, how percentages are displayed, and soon to be released, excluding nulls from averages.
a. Decimal Options
Control the precision of the data by setting the number of decimal places shown for calculation types. To adjust decimal places:
- Access the Decimal Places box via the drop-down arrow next to the calculation type icon.
- Enter the desired number of decimal places.
- Decimal places are set independently for each calculation type.
The default number of decimal places can be set at the site level for percentages, numbers and averages. The standard defaults in Harmoni are:
- Percentage = 0 dp
- Number = 0 dp
- Average = 2 dp
To change these default settings across the site, please contact support@infotools.com.
b. Base Options
There are different base options available in Harmoni.
Cell Base
This is the default setting, as typically the desire is for bases in the analysis to be cell-based.
- Each column has a different base for column-based percentages.
- Each row has a different base for row-based percentages.
To check the base for each cell, turn on the Base calculation type.
Total Base (Totals Only)
This option allows for the Total row to have a different directional base to the rest of the table. Instead of the default column-based percentage, the Total row displays row-based percentages.
Source option: Include all sources
Harmoni calculates percentages for variables based on the data source they are in, but sometimes a variable may not be included across all data sources. In this instance, it’s important to have the choice to include all sources when Harmoni calculates percentages. In this way, you can base percentages on the Project Total and not the Source Total.
c. Percentage Display Options
There are three options for displaying percentages in Harmoni.
- When you click the % icon in Harmoni, the default option is to display the percentage symbol next to the number in each cell of the analysis table. When you visualize the data, the percentage symbol is also displayed on the graph.
Click the drop-down arrow to access the two additional display options. -
Show Ratio: It can be useful to display ratios instead of percentages. Select a row or rows, or make no selections to apply to the whole table, and click Show Ratio. Ratios are also displayed when you visualize. Click Show Ratio again to revert to percentages.
- Hide %: It's not always necessary to display the percentage symbol in the analysis table or graph. Apply to the whole table or select specific rows. This feature can be useful for single number displays. Click Hide % again to display the percentage symbol.
Note:
You cannot apply these options to a single item in the table, but when you visualize a single number, you can access the modify menu and select a percentage display option.
Pie, Donut, and Semi Donut Graphs display a share percentage that is not affected by the display options in the modify menu. The table percentages, which you can add to the table, respond to these display options.
Learn more about Pie Graphs
d. Exclude Nulls from Averages (Key Required)
When you have values included on elements, typically an axis with elements that form a rating scale, you may see a Don't Know or Not Sure element which does not include a value.
Although the Don't Knows or Not Sure elements don't include a value, they are included in the Total Count used to create an average. Using the option to Exclude labels without assigned values, means your average is calculated without these elements. To exclude any nulls from the average calculation, click the option in the drop-down menu for averages (AVG).
Although the Total Count does not change, it removes any counts from elements that do not have values associated with them when the average is calculated.
Learn more about excluding nulls from averages.
Where to from here?
Learn more about the analysis in Harmoni.